Creating a Reporting Automation Strategy for Cross-Functional Transformation Utilizing Workiva

Key Takeaways

Corporate reporting requirements have expanded as a variety of stakeholders seek more information about financial and non-financial factors affecting businesses. A reporting automation strategy can help your team more efficiently meet financial, ESG, and global statutory reporting requirements as well as internal demands for business unit and management reporting.

This paper describes:

• How to build an automation strategy based on using an integrated reporting technology platform to reduce manual tasks, increase collaboration, and gain confidence in outputs
• Key reporting use cases for automation
• Considerations for integrating reporting technology with a broader tech ecosystem