Clearsulting at Workiva Amplify
Here for your digital reporting journey
Preparing accurate information to support decision-making takes time and resources—especially when reporting is a siloed activity where multiple tools drive collaboration. What you need is a centralized reporting process, where reports are trusted and data is integrated from various systems. The solution? A purpose-built, leading class technology that works with you and for you: Workiva.
Pair an integrated platform like Workiva with Clearsulting’s reporting automation know-how, and you’ll uncover a clear view into the health of your business. We’ll help connect your data, documents, and reporting, giving you the freedom and insights you need to make key decisions.
And even if you’ve been using Workiva for a while, don’t discount that your processes change over time. Workiva has evolved too, continuously developing new and exciting features to help organizations like yours maximize its ROI and enhance user experiences. Ready to learn more about how we can help? Take a deeper look at what we’re sharing at Amplify 2024.
- Workshop
Wrangle Financial Facts and Figures with the Data Management Suite
Tuesday, September 10th | 2:00 PM MT
Wednesday, September 11th | 2:00 PM MT
Adding rigor to the reporting of non-financial information starts with tightening up processes for collecting and preparing that information. In this immersive workshop, led by Workiva and Clearsulting, discover the advantages of using Workiva’s Data Management Suite to work with financial and non-financial data in a way that enables assured integrated reporting. You’ll walk through real-world exercises for loading, enriching, and using data and learn how to take control of your data rather than your data controlling you.
In this session, you will:
- Discuss how to load, prepare, enrich, and use data leveraging Workiva‘s Data Management Suite
- Identify how to take control of your financial and non-financial data in your reporting processes, saving time and increasing reporting accuracy
- Analyze real-world use cases
- Speaking session
Integrating ESG and GRC: A Fortune 10 Tech Giant’s Journey with Clearsulting
Wednesday, September 11th | 11:00 AM MT
Discover how a global Fortune 10 technology company leveraged Clearsulting’s Workiva platform expertise to drive enterprise expansion. Explore the implementation of robust GRC processes, seamlessly integrated with ESG data collection efforts, to establish comprehensive data assurance procedures.
After this session, you will be able to:
- Evaluate how companies are preparing for additional assurance across organizations
- Outline the connectivity of the Workiva platform to integrate GRC and ESG
- Assess how an implementation partner can deliver on your business goals
- Enhance visibility
Through customized, purpose-built data models in the Workiva platform, you’ll have automated and scalable reporting solutions that mesh seamlessly with existing financial processes, helping eliminate manual effort and common reporting challenges.
Explore our Workiva-based offerings.
- Set your GRC framework
When it comes to risk, you need to strike the right balance. Too much can backfire, but being too conservative can mean missing out on big opportunities. Together with Workiva, we’ll help you develop a leading practice, connected GRC framework that unites your strategic goals, data, teams, and stakeholders so everyone can confidently work together with real-time insights, automated reports, and configurable dashboards.
- Revamp your processes
Not new to Workiva? As your organization and the environment around it evolves, so do your disclosures and reporting requirements. Regular reviews of your platform and processes are a good business practice and contribute to strong controls and a continuous improvement environment.
Learn about our SEC optimization offerings.
- Create a central hub for sustainability data
ESG reporting is a new and evolving area, and it’s not without challenges—like figuring out which issues are most important to your stakeholders, understanding the metrics and data that matter, and underpinning consistency as you navigate different reporting frameworks and guidelines across regions.
See how Workiva’s ESG solution can help. And for comprehensive ESG services, from getting started on your journey to implementing the right tools, explore our partnership with Sodali & Co.
Want to connect?
We’d love to talk about your goals and where you’re at on your Workiva journey. Fill out the form below and we’ll be in touch!