NextGen Best Practice Guide?



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  • Official comment
    Shelby Allen

    Hi Irene - great question!  We just launched a new content hub all about the next generation of Workiva here:  We don't yet have best practices guides specific to certain use cases (like SEC filing), but we're working on best practices / tips &t ricks type content - more to come soon.  In the meantime, have a look at the Spreadsheets, Documents, and Presentations pages.  There's some best practices folded in there, and also have a look at the maturity model.  The bulleted lists beneath stage 2 and beyond have some good best practices as well.

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