Wdesk is a platform that solves many problems and provides a variety of solutions. Data can be pulled into Wdesk whether it's structured or unstructured. Teams can collaborate on that data to create reports for key stakeholders. To see more about Wdesk, go to https://www.workiva.com/wdesk-platform.

1. Simplifying complex collaboration
across the enterprise

2. "The first thing I'd tell another
professional is, 'You have to take a
look at Wdesk. It saves you time, it
saves you effort, and it gives you
comfort that you have control of
the document from beginning to
end. And not only that, once you
get the data to populate your
reports, it's there to use for a
plethora of other types of projects,
reports, or whatever."
Steve Harms,
Vice President, Vice President, Financial
Reporting & Tax
American Equity Investment Life
Holding Company
"The linking feature gives me
comfort. I don't have to spend
extra time going back and
rechecking every single number
and validating it against the
support. I know if I've checked it
once, it flows throughout the
document. And it's a comfort for
our CFO, the auditors, and the
lawyers too."
Patty Delaney-Bartholf,
Director, Financial,
ICU Medical
I used to have people who would
just spend hours rolling forward a
document—checking it and
making sure all the numbers were
correct. But with Wdesk, it’s all
linked to a single workbook, and
we just need to check it once. That
roll forward process is taking two
or three days out of the entire
process. It’s a lot quicker, and I
have a lot more comfort with it.
Bryan Moiles,
Director, Assistant Corporate Controller,
Altera Corporation

3. Presentations Workbooks Documents
Data
source
Product
platform
Solutions
Data collection Charts Certifications Binders
Structured data Unstructured data
ERP Excel®
Word®
Power
Point®
PDF Email Paper
Finance and
Accounting
Audit and Control Risk and
Compliance
Disclosure
Management
Excel, Word, and PowerPoint are registered trademarks of Microsoft Corporation in the United States and/or other countries.
One platform, many solutions
Wdesk is a platform that solves many problems and provides a variety of solutions. Data can be
pulled into Wdesk whether it's structured or unstructured. Teams can collaborate on that data to
create reports for key stakeholders.

4. Wdesk is an integrated reporting ecosystem with spreadsheets, documents, and
presentations that are supported by data collection, certification, and auditing automation.
Wdesk minimizes the risk of manual errors and improves workflow and efficiency.
Why customers choose Wdesk
Control • Create • Access • Collect

5. 160,000
140,000
120,000
100,000
80,000
60,000
40,000
20,000
0
-20,000
$(Millions)
Link your data in Wdesk.
32,010
23,670
35,581
(22,399)
30,000
25,000
20,000
15,000
10,000
5,000
0
11,885
13,728
22,569
19,139
6,600
17,340
7,366 4,553
3,645 2,280
11,011 6,833
Data Collection
7,366 4,553 8,265 7,846 1,935 598 30,563
3,645 2,280 5,724 2,249 2,317 7,455 23,670
874 5,448 8,580 9,044 2,348 9,287 35,581
11,885 12,281 22,569 19,139 6,600 17,340 89,814
8,265 7,846
5,724 2,249
13,989 10,095
1,935 598
2,317 7,455
4,252 8,053
Audit Report
For fiscal 2013, 91 thousand
units were provided by
operating activities and units
Seattle
Collect • Manage • Report • Analyze
TorontoAmsterdam
Master Workbook
Document
Presentation
Mobile
As you change the numbers in the master
workbook or data collection templates,
the numbers automatically update in
documents, presentations, and charts. The
data is always accurate. Plus, a full revision
history allows for a complete audit trail.

6. Improve your process in Wdesk.
Monitor Data Collection
Track progress
To track data being collected, dashboards enable teams to monitor submissions and resubmissions
and track against deadlines. Teams spend less time babysitting the process and chasing down
numbers. The process is automated, utilizing controls for users and data formatting.

7. Master workbook
Current period:
January 31, 2015
Keep Links Intact
Every Period
Monthly report
November 30, 2014
Monthly report
December 31, 2014
The roll forward process in Wdesk is easy. Just update information for the next period,
focusing your time on the content and analysis rather than re­-creating reports.
Improve your process in Wdesk.
Roll forward
Monthly report
January 31, 2015

8. Data
source
Structured data Unstructured data
ERP Excel®
Word®
Power
Point®
PDF Email Paper
Excel, Word, and PowerPoint are registered trademarks of Microsoft Corporation in the United States and/or other countries.
One platform, many solutions

9. Presentations Workbooks Documents
Data
source
Product
platform
Data collection Charts Certifications Binders
Structured data Unstructured data
ERP Excel®
Word®
Power
Point®
PDF Email Paper
Excel, Word, and PowerPoint are registered trademarks of Microsoft Corporation in the United States and/or other countries.
One platform, many solutions
Wdesk is a platform that solves many problems and provides a variety of solutions. Data can be
pulled into Wdesk whether it's structured or unstructured. Teams can collaborate on that data to
create reports for key stakeholders.

10. Presentations Workbooks Documents
Data
source
Product
platform
Solutions
Data collection Charts Certifications Binders
Structured data Unstructured data
ERP Excel®
Word®
Power
Point®
PDF Email Paper
Excel, Word, and PowerPoint are registered trademarks of Microsoft Corporation in the United States and/or other countries.
One platform, many solutions
Wdesk is a platform that solves many problems and provides a variety of solutions. Data can be
pulled into Wdesk whether it's structured or unstructured. Teams can collaborate on that data to
create reports for key stakeholders.
Finance and
Accounting
Audit and Control Risk and
Compliance
Disclosure
Management

11. Redefine the way your enterprise works.
"I have not seen an application like this before, and nothing but Wdesk allows for that kind of live collaboration
between multiple parties around the world on complex financial documents,"
David Garrison, Executive Vice President & Chief Financial Officer
Arrhythmia Research Technology

12. 160,000
140,000
120,000
100,000
80,000
60,000
40,000
20,000
0
-20,000
$(Millions)
Link your data in Wdesk.
32,010
23,670
35,581
(22,399)
30,000
25,000
20,000
15,000
10,000
5,000
0
11,885
13,728
22,569
19,139
6,600
17,340
7,366 6,000
3,645 2,280
11,011 8,280
Data Collection
7,366 6,000 8,265 7,846 1,935 598 32,010
3,645 2,280 5,724 2,249 2,317 7,455 23,670
874 5,448 8,580 9,044 2,348 9,287 35,581
11,885 13,728 22,569 19,139 6,600 17,340 91,261
8,265 7,846
5,724 2,249
13,989 10,095
1,935 598
2,317 7,455
4,252 8,053
Audit Report
For fiscal 2013, 91 thousand
units were provided by
operating activities and units
Seattle
Collect • Manage • Report • Analyze
TorontoAmsterdam
Master Workbook
Document
Presentation
Mobile