Workiva Financial Reporting Quick Start
Get Your Financial Reporting into Workiva—Without the Enterprise Price Tag. Move from spreadsheets and Word documents into a modern, collaborative platform in weeks.
Connected Reporting Foundation
Whether you're preparing board decks, management reports, or multi-entity financials, Harbor View's Financial Reporting Quick Start helps you move from spreadsheets and Word documents into a modern, collaborative reporting platform in 4-6 weeks.
We establish Phase 1: Connected Reporting Foundation—structured reports with linking across spreadsheets, documents, and presentations, version control, collaboration workflows, and governance. Phase 2: Advanced Capabilities (Wdata integration with ERP, automated variance analytics, executive dashboards) can be added as your reporting needs expand.
Structured Reports
Linking across spreadsheets, documents, & presentations
Version Control
Track changes & history automatically
Collaboration
Governance and role-based access
What's Included
Everything you need to get started with confidence
Platform Setup & Configuration
- Workiva Financial Reporting workspace configuration using out-of-the-box functionality
- Import and setup of existing financial reports (Excel schedules, Word narratives, PowerPoint board decks)
- Financial statement, variance commentary, and management reporting templates
- User access configuration and role-based permissions for preparers, reviewers, and stakeholders
Training & Enablement
- Live training sessions for accounting and finance team members and report owners
- Best-practice guidance on Workiva linking, version control, and collaboration workflows
- Standard operating procedure documentation for recurring reporting cycles
- Knowledge transfer to ensure your team can manage future reporting periods independently
Project Delivery
- Dedicated project manager and experienced Workiva implementation lead
- 4-6 week structured delivery with clear milestones
- Post-go-live support documentation and resource library
- Resource library access
Example Outcome: Private Equity Portfolio Company – Monthly Board Reporting
Timeline
4 weeks from kickoff to go-live
Scope
5 Excel schedules, 3 Word narratives, 1 PowerPoint board deck
Entities
3 operating companies with consolidated reporting
Users
4 finance team members + 2 reviewers
Outcome
Reduced monthly close cycle by 5 days, eliminated manual copy/paste errors, automated linking across all reports
What You'll Walk Away With
Tangible outputs tailored to your organization
Workiva Workspace & Structure
- •Fully configured Financial Reporting workspace with folder structure
- •User access setup with role-based permissions for preparers, reviewers, and stakeholders (5-15 users typically)
Financial Report Templates
- •3-8 Excel workbooks recreated in Workiva (financial statements, consolidation schedules, variance analysis, supporting schedules)
- •2-5 Word documents recreated in Workiva (management narratives, variance commentary, board memos)
- •1-3 PowerPoint presentations recreated in Workiva (board decks, executive summaries)
- •All templates based on your existing formats, with Workiva linking between spreadsheets, documents, and presentations
- •No heavy redesign—just your current reports with the benefits of platform collaboration, version control, and automated linking
Documentation & Training Materials
- •Standard operating procedures guide (15-25 pages) covering reporting workflows in Workiva
- •User quick-reference guides for common tasks (linking, roll-forwards, collaboration)
- •Recorded training sessions for future reference
Project Artifacts
- •Project kickoff and close-out documentation
- •Configuration summary and technical notes
- •Resource library with Workiva best practices and tips
Growth Roadmap
- •Roadmap to expand your current workspace build-out over time
- •Wdata integration milestones for automation and scale
- •Future phases for additional Workiva solutions as needs evolve
How We Deliver in 4-6 Weeks
A streamlined, fast-track delivery model.
Kickoff & Discovery
Align on goals, gather current reports (Excel/Word/PPT), and define key templates.
Build & Configuration
Configure workspace, import files, establish linking, and set up permissions.
Testing & Refinement
UAT with your finance team, validate numbers, and refine templates.
Training & Enablement
Live training for team members, hands-on practice, and SOP documentation walk-through.
Go Live & Handoff
Final validation, first reporting cycle support, and project close-out.
*Note: Timeline can be compressed to 4 weeks or extended to 6 weeks based on complexity.
Simple, Transparent Pricing
No hidden fees or complex tiers. Get up and running with Workiva in a matter of weeks.
Why Harbor View?
We bring Big Four expertise without the Big Four cost or complexity. Our team has implemented Workiva solutions for organizations across industries—from high-growth tech companies to non-profits to auto dealerships—and we know how to deliver fast, functional implementations that work.
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