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Workiva and Armanino

Maximize value and better manage compliance, audit, financial and performance reporting with Workiva and Armanino’s highly respected team of Governance, Risk and Compliance consultants. Workiva, is a leading provider of complex business reporting solutions and is used by more than 70 percent of the 500 largest U.S. companies by revenue.

Why Us

Let’s face it.  All companies seek a more efficient approach for SOX compliance.  To enact change and gain efficiencies, many companies turn to leading-edge software to solve their problems.  The problem is, software only addresses half of the problem.

Workiva and Armanino have teamed together to be your change agent, addressing both your SOX compliance processes and technology automation needs. We combine the leading solution for complex business reporting with the business solution guidance of our experienced team of Governance, Risk and Compliance professionals.

The Workiva Wdesk cloud platform connects documents, data, and people in new and powerful ways. Wdesk provides:

Collaboration at Scale
Wdesk drives collaboration, whether in small teams or enterprisewide initiatives. Set controls so each user can access as much or as little information as needed.

Integrated Reporting
Easily create, modify, and connect risk and control information across the platform. When changes occur, users can trust that numbers and narrative are automatically updated without manual work.

Intuitive and familiar interface
Wdesk is easy to use—any level of user can begin working without extensive training. The platform powers documents, workbooks, presentations, dashboards, and other familiar content types.

Version Control
Everyone has access to the latest version. Wdesk eliminates check-out systems, email trails, and handwritten notes. Simultaneous, controlled collaboration means everyone has the right information.

Dashboards and Reports
Use dynamic dashboards to deliver detailed and real-time data to stakeholders across the organization. Drill down into personalized and ad hoc reports for added details.

Armanino has helped our clients address emerging and complex regulatory issues including Sarbanes-Oxley, Enteprise Risk Management and Internal Audit for the past 13 years.  We have successfully completed more than 600 SOX audits while delivering significant value to our clients. Working closely with our clients and their external auditors, we developed a leading methodology that applies our expertise in the most efficient way, thereby balancing the need for internal controls with the related cost to the organization.  In doing so, we focus on the areas that are of greatest risk and look for ways to design controls in a manner that make them an output of the process.  Wdesk enables Armanino to provide even greater efficiencies for our clients.

Services

Wdesk is a powerful, intuitive platform that helps you trust your data from beginning to end. More than 2,800 organizations use Wdesk to increase productivity while boosting accuracy and data integrity. Built for the way you work, the cloud-based platform can improve collaboration across your business. Partner with Armanino's experts to streamline processes in your financial and performance reporting, audit, or compliance functions.

Improve speed and collaborate in real time on your annual and quarterly financial reports. Wdesk adds agility to your financial reporting process with linked data.

Connect data across reports
Create a single source of data truth that's live-linked to your financial reports and presentations. Replace manual processes, and eliminate the security risk of desktop spreadsheets in your financial reporting processes. Have confidence in your numbers with version control and a comprehensive audit trail.

Increase team efficiency. Improve accuracy.
Work with your teams in the same document, at the same time. Role-based permissions enable report owners to control who can access, view and edit data and text. Track document status and changes with live indicators.

Digital collection, review and tie-out
Attach supporting documentation to specific values in your quarterly and annual reports, or request documentation from colleagues. Annotate and tie out financial statements and workpapers.

Review, comment and complete tasks on the go
Streamline the review process, and capture the history of changes, comments and feedback with iPad®, iPhone® and Android apps for review and commenting.


Audit Management

Simplify audit processes, enhance collaboration, and increase the value of your team. Spend more time evaluating and improving organizational effectiveness and less time coordinating audit management documents.

Streamline your risk assessments for timely insight
Easily distribute surveys and automate data aggregation in a single system. Facilitate collaboration between internal audit and business owners. Identify, analyze, and monitor risks continuously with complete confidence.

Efficiently integrate risk and audit information
Link rating and prioritization data to audit risk assessments to identify what's in scope. Use dashboards to see how many and which internal audits will be performed each year. Prioritize activities across governance, risk, and compliance (GRC) functions.

Simplify evidence collection, fieldwork, and testing
Create, annotate, and review internal audit workpapers with optimal productivity. Collaborate with the entire audit team across different locations. Access fieldwork data anytime, anywhere in real time with an audit trail of all changes made.

Simplify your internal audit reporting
Ensure consistent messaging of your audit reports. Aggregate audit findings for your audit committee, or drill down into the details for senior management.

Financial Reporting

Improve speed and collaborate in real time on your annual and quarterly financial reports. Wdesk adds agility to your financial reporting process with linked data.

Connect data across reports
Create a single source of data truth that's live-linked to your financial reports and presentations. Replace manual processes, and eliminate the security risk of desktop spreadsheets in your financial reporting processes. Have confidence in your numbers with version control and a comprehensive audit trail.

Increase team efficiency. Improve accuracy
Work with your teams in the same document, at the same time. Role-based permissions enable report owners to control who can access, view, and edit data and text. Track document status and changes with live indicators.

Digital collection, review, and tie-out
Attach supporting documentation to specific values in your quarterly and annual reports, or request documentation from colleagues. Annotate and tie out financial statements and workpapers.

Review, comment, and complete tasks on the go
Streamline the review process, and capture the history of changes, comments, and feedback with iPad®, iPhone®, and AndroidTM apps for review and commenting.

Management Reporting

Gain speed and accuracy in management reporting. Create linked variance reports and presentations from disparate sources, including financial, operational, and transactional data.

Connect your data sources
Modernize the corporate performance management process. Automate the transfer of large sets of data. Pull budget and financial forecast data from disclosure reporting, ERP, or GL systems to sync into a live-linked workbook. Simplify profitability analysis and corporate performance management processes.

Trust your data
Create a single source of data truth and know that information will be consistent across documents and reports. Ensure all teams are working with the same data through live-linked workbooks and documents managed with advanced permissions

Focus on what matters
Increase efficiency of profitability analysis and corporate performance management processes with automatic data collection and aggregation. Reallocate saved time to focus on analysis, rather than data cleaning, making your team more valuable to the organization.

Get improved transparency
See real-time data updates in dashboards with live-linked data. With up-to-date data at their fingertips, management and other executive leaders can make better business decisions faster.

SOX Compliance

Wdesk for Controls Management is powerful and intuitive. It offers a flexible, scalable, and secure cloud-based environment with a dedicated support team. Collaborate and streamline your entire SOX compliance process—through risk assessments, design, testing, reporting, and certifications—with Wdesk. We help teams work smart.

Armanino will use Wdesk to help with:

PBC requests and control testing
Simplify testing in a single connected environment. Automate workflow and random sampling, and use drag and drop annotations. Track requests, responses, and approvals in a real-time dashboard.

Connecting people, process, and documentation
Leverage a central testing repository and instant documentation updates. Grant granular permissions—down to the process and narrative level—and access a full audit trail of all changes.

Certification
Create a repeatable process with built-in templates and reminders. Personalize individual views to validate controls. Signers and approvers can attach supporting documents and certify on desktop and mobile.

Planning and scoping
Collect, aggregate, and report all risks in a single platform. Quickly decide scope with integrated comments and workflow. Leverage a common framework and add or update controls without disrupting your process.

Reporting and dashboards
Deliver detailed and real-time data to stakeholders across the organization through dynamic dashboards. Drill down into personalized and ad-hoc reports for added details.

Our Team