One of the most useful tools in Workiva’s Data Management Suite is Chains! Chains are repeatable workflows that connect your data across the Workiva Platform and beyond. The possibilities of how to use Chains to benefit your organization are endless. If you feel stuck getting started with using Chains, check out these use cases and potential workflows below to help spark some ideas!

Centralizing financial data:

• Downloading data from source systems and making it available across the Workiva Platform
• Mapping hierarchical data between systems
• Transforming financial data to meet managerial needs
• Sharing data across Workiva and beyond to 3rd party reporting tools

Minimizing manual activities within Workiva:

• Refreshing connections between the Workiva Platform and Wdata
• Publishing links across the Workiva Platform
• Copying documents during roll forward
• Sharing data across Workspaces

Reducing risk:

• Automating controls management test forms
• Comparing person records across Workiva and external systems using controls forms to track terminated employees

Want to build your first Chain? Check out Connected Learning Paths to help you get started.