The document discusses a software solution called Wdesk that helps organizations better manage and collaborate on their Comprehensive Annual Financial Report (CAFR) data and processes. It describes how Wdesk allows users to gather CAFR data from various sources, organize it in a single collaborative workspace, validate and link the data, and generate customized reports and submissions. Key features highlighted include real-time collaboration, control over data access and formatting, automatic updates, and time savings over traditional CAFR workflows.

1. Find the
sweet spot
for your
CAFR process.

2. workiva.com
CAFR data is a lot like
spilled candy. It's everywhere
and difficult to get organized.

3. workiva.com
Wdesk lets you
make sense
of the mess.

4. Have complete control
over your CAFR data.
workiva.com

5. workiva.com
Have complete control
over your CAFR data.
Contributors can work
in their sections at the
same time from
anywhere.
Detailed permissions
ensure your team only
has access to specific
content.

6. workiva.com
Let contributors add data
where you need it, and only
where you need it.
workiva.com

7. Let contributors add data
where you need it, and only
where you need it.
Gather information
from departments with
Data Collection, or import
data from existing
spreadsheets via
Wdesk Sync.
workiva.com

8. workiva.com
Once data is entered, keep everything moving.

9. Adjust entries without
having to manually
check each number.
Once data is entered, keep everything moving.
workiva.com
Live-linking ensures
that information is up
to date—eliminating
the bottleneck.

10. workiva.com
Keep everything organized
even as new pieces
are added.

11. Keep everything organized
even as new pieces
are added.
Information lives in
one place, creating a
single source of
all your data.
workiva.com
John Smith
updated 5 minutes ago
5.5.15
Jane Person
updated 15 minutes ago
5.5.15
Jane Person
updated 20 minutes ago
5.5.15
John Smith
updated yesterday
5.4.15
Maintain an audit trail
of all changes, down to
the cell level.

12. workiva.com
Candy is sweet,
but let’s get into
the details.

13. workiva.com
1
A B C D E F
2
3
4
5
6
7
8
9
10
11
Section 2
Section 3
Section 4
Section 5
Section 1



1859
1358
1291
1127
1281
1580
1932
1179
1492
1229
1540
1036
1685
1720
1813
1445
1433
1319
1220
1988
1928
1982
1183
1394
1799
1381
1246
1500
1033
1699
1060
1759
1911
1698
1777
1851
1545
1848
1996
1771
1092
1332
1694
1252
1422
1115
1338
1404
1187
1832
1113
1123
1427
1447
1388
1749
1693
1931
1235
1304
1952
1268
1584
1642
1199
1951
Ensure information is formatted the same everywhere it appears.

14. workiva.com
1
A B C D E F
2
3
4
5
6
7
8
9
10
11
Section 2
Section 3
Section 4
Section 5
Section 1



1859
1358
1291
1127
1281
1580
1932
1179
1492
1229
1540
1036
1685
1720
1813
1445
1433
1319
1220
1988
1928
1982
1183
1394
1799
1381
1246
1500
1033
1699
1060
1759
1911
1698
1777
1851
1545
1848
1996
1771
1092
1332
1694
1252
1422
1115
1338
1404
1187
1832
1113
1123
1427
1447
1388
1749
1693
1931
1235
1304
1952
1268
1584
1642
1199
1951
Ensure information is formatted the same everywhere it appears.
Require information
to be specific entries,
like text, whole numbers,
decimals, percentages,
specified ranges,
etc.
Data validation
prevents
inconsistencies
caused by common
human errors.

15. workiva.com
Live-link data to tables, charts, and text allowing changes to
automatically update in all usages.
Section 2
Section 3
Section 4
Section 5
Section 1



Document 1Ab - Assesment
Lorem ipsum dolor sit amet, ne vim modus audire, primis
option te est. Ea his errem admodum. Elit singulis ei usu, at
falli vocibus definitiones eam, graece iisque ad per. Eu aperiri
accumsan consequat mea, usu ne ceteros invenire maiestatis,
ad commune erroribus liberavisse vel. Elitr saperet ceteros eu
mea, suas nostro efficiantur ad gum.
Mel summo mazim omittantur ei. Ex qui autem mundi aeterno.
Legimus oportere pri ea. Ut mea semper accommodare.
In pri nominavi singulis vulputate. Nibh vide dicit ut mea,
unum molestie ex usu, bonorum accusam contentiones id ius.
Vel quas tation petentium at, ea nec suavitate temporibus, sed
at dico quot munere. Mea vide facilis ei. Doctus quaerendum
cu vel. Solum constituam ei mea.
ius prima democritum. Scripta facilisis nam eu, ne mel brute
everti verterem. Soleat maiorum has ei.
Dictas regione pri ut,
habeo definitionem mel id.
Et hinc unum vix.
1,155
1,148
1,173
10,523
Chart 1Ab
Chart 1Ac
Ea his errem
ne ceteros invenire maiestatis,
Ex qui autem
contentiones id ius.

16. workiva.com
Live-link data to tables, charts, and text allowing changes to
automatically update in all usages.
Section 2
Section 3
Section 4
Section 5
Section 1



Document 1Ab - Assesment
Lorem ipsum dolor sit amet, ne vim modus audire, primis
option te est. Ea his errem admodum. Elit singulis ei usu, at
falli vocibus definitiones eam, graece iisque ad per. Eu aperiri
accumsan consequat mea, usu ne ceteros invenire maiestatis,
ad commune erroribus liberavisse vel. Elitr saperet ceteros eu
mea, suas nostro efficiantur ad gum.
Mel summo mazim omittantur ei. Ex qui autem mundi aeterno.
Legimus oportere pri ea. Ut mea semper accommodare.
In pri nominavi singulis vulputate. Nibh vide dicit ut mea,
unum molestie ex usu, bonorum accusam contentiones id ius.
Vel quas tation petentium at, ea nec suavitate temporibus, sed
at dico quot munere. Mea vide facilis ei. Doctus quaerendum
cu vel. Solum constituam ei mea.
ius prima democritum. Scripta facilisis nam eu, ne mel brute
everti verterem. Soleat maiorum has ei.
Dictas regione pri ut,
habeo definitionem mel id.
Et hinc unum vix.
1,155
1,148
1,173
10,523
Chart 1Ab
Chart 1Ac
Ea his errem
ne ceteros invenire maiestatis,
Ex qui autem
contentiones id ius.
Because data
flows from a single
source, all usages are
updated when that
source is changed.
Specify how you
want your data to
appear, wherever it is
being used.

17. workiva.com
Section 2
Section 3
Section 4
Section 5
Section 1



Document 1Ab - Assesment
Lorem ipsum dolor sit amet, ne vim modus audire, primis
option te est. Ea his errem admodum. Elit singulis ei usu, at
falli vocibus definitiones eam, graece iisque ad per. Eu aperiri
accumsan consequat mea, usu ne ceteros invenire maiestatis,
ad commune erroribus liberavisse vel. Elitr saperet ceteros eu
mea, suas nostro efficiantur ad gum.
Mel summo mazim omittantur ei. Ex qui autem mundi aeterno.
Legimus oportere pri ea. Ut mea semper accommodare.
In pri nominavi singulis vulputate. Nibh vide dicit ut mea,
unum molestie ex usu, bonorum accusam contentiones id ius.
Vel quas tation petentium at, ea nec suavitate temporibus, sed
at dico quot munere. Mea vide facilis ei. Doctus quaerendum
cu vel. Solum constituam ei mea.
ius prima democritum. Scripta facilisis nam eu, ne mel brute
everti verterem. Soleat maiorum has ei.
Dictas regione pri ut,
habeo definitionem mel id.
Et hinc unum vix.
1,155
1,148
1,173
10,523
Chart 1Ab
Chart 1Ac
Ea his errem
ne ceteros invenire maiestatis,
Ex qui autem
contentiones id ius.
Collaborate in real time on edits and comments with
a full audit trail to review.

18. Section 2
Section 3
Section 4
Section 5
Section 1



Document 1Ab - Assesment
Lorem ipsum dolor sit amet, ne vim modus audire, primis
option te est. Ea his errem admodum. Elit singulis ei usu, at
falli vocibus definitiones eam, graece iisque ad per. Eu aperiri
accumsan consequat mea, usu ne ceteros invenire maiestatis,
ad commune erroribus liberavisse vel. Elitr saperet ceteros eu
mea, suas nostro efficiantur ad gum.
Mel summo mazim omittantur ei. Ex qui autem mundi aeterno.
Legimus oportere pri ea. Ut mea semper accommodare.
In pri nominavi singulis vulputate. Nibh vide dicit ut mea,
unum molestie ex usu, bonorum accusam contentiones id ius.
Vel quas tation petentium at, ea nec suavitate temporibus, sed
at dico quot munere. Mea vide facilis ei. Doctus quaerendum
cu vel. Solum constituam ei mea.
ius prima democritum. Scripta facilisis nam eu, ne mel brute
everti verterem. Soleat maiorum has ei.
Dictas regione pri ut,
habeo definitionem mel id.
Et hinc unum vix.
1,155
1,148
1,173
10,523
Chart 1Ab
Chart 1Ac
Ea his errem
ne ceteros invenire maiestatis,
Ex qui autem
contentiones id ius.
Collaborate in real time on edits and comments with
a full audit trail to review.
workiva.com
Changes to source
data automatically
populate at any point
in the review process.
Assign different levels
of access to your team
and your auditors.

19. workiva.com
GFOA EMMACity Council InvestorsCommunity
Easily submit your CAFR to
key stakeholders.

20. GFOA EMMACity Council InvestorsCommunity
Easily submit your CAFR to
key stakeholders.
workiva.com
Use the same data to
build financial reports
without extra effort.
Export your final
CAFR report as a
PDF or .docx for
submission to
key stakeholders.

21. workiva.com | info@workiva.com | +1.888.275.3125
You get time back.
Enjoy that candy, you earned it.
Schedule a demo to see how we can
improve your CAFR process.