A map of the current process
List the current tools, data sources, manual steps, contributors, and deadlines. Note what can stay and what needs changing.
Know what needs building before you begin.
An implementation blueprint turns your requirements into a plan for the data, Workiva configuration, testing, and training your project needs.
A plan the build can follow.
Use examples of the process you want to build or improve: a control review, data collection workflow, integration, or report.
A proposed Workiva setup
Specify the data mappings, configuration, contributor roles, and review steps. Include report layout where needed, plus licensing and connection questions.
Tests before the team starts using it
Define tests for routine tasks, missing inputs, corrections, and access. Include reconciliations and document checks for reporting projects. Identify who will test each part.
An ordered build and training plan
Break the work into steps with dependencies and review points. Include documentation and practice with recurring tasks for the people who will maintain it.
Start with material you already have.
Existing templates, sample data, process instructions, and a list of recurring problems are useful starting points. Note the target date and who uses, reviews, and maintains the setup.
The recommendation may be a targeted repair rather than a new build.
Outline the project before you build.
Outline your current setup and the changes you need. Download a brief to discuss with your team.