Rivet Software Microsoft Office CPE Webinar Presentation

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  • Presenters, introduce ourselves, talk about experience in financial reporting & XBRL
  • History of Rivet
  • This is the slide to orient the audience.IFM – Interactive Financial Management This info-graphic depicts the Interactive Financial Management lifecycle.  The large circle on the left represents the enormous amount of internal financial information; ERP systems, General Ledgers, Business Intelligence and Corporate Performance Management tools, as well as other various sources of financial information.  On the right is the enormous amount of public financial information including SEC filed financial statement data and all the information used to make investment decisions.  Interactive Financial Management bridges the gap between the “Last Mile of Financial Reporting” to the “Next Mile of Financial Information”. Data Repository ­ The key link of the core accounting and finance information into the last mile of financial reporting.  Provides easy access to financial information based on the accounting structure of the information (the chart of accounts in many cases) instead of a more complex IT view into the data. Microsoft Office Integration ­ Use the standard business toolset MS Office, Word, Excel, and PPT to work with financial information building reports, disclosures, and any analysis required.  Use MS Excel to manage numbers while linking that financial information seamlessly into the MS Word and PPT disclosures and presentations. Disclosure Management ­ Collaborate with team members while creating disclosures.  Easily allow internal and external team members to review content with in disclosures.  Work simultaneously with others on a single disclosure.  Regulatory Reporting ­ Handle all the XBRL and EDGAR HTML filing requirements of the SEC mandate.  Select tags once and reuse quarter to quarter including the formatted EDGAR HTML.  Roll forward your disclosure with a few clicks taking seconds instead of days. Interactive Reporting ­Build digital board books that link back to your underlying data source.  Drill down to the details that make up the number reported.  Merge internal data with external data from the SEC to easily create peer comparisons and benchmark reports.  Take your information to the next mile of finance. Investor Relations ­ Interactive press releases shared via the web as well as links to all documents disclosed from an Investor Relations perspective. Financial Analytics ­ Use standard financial information like the SEC¹s corporate filed XBRL data to execute detailed investment analysis.  Map this standard information to your view of the information for your specific analysis and models.  Publish analysis for review and set up email alerts when certain thresholds and met.
  • History of Rivet
  • Manage #’s in ExcelManage disclosures/Presentation in WordFormatting IntactChange One # - Flows to DocumentTables, Narrative, & String Data
  • DM, Linking, Roll Forward
  • DM, Linking, Roll Forward
  • Collaborative Environment in Office Word.
  • Going in to 2013 Microsoft has revamped its focus on data integration and seamless reporting.The reason we selected MS office is because it is an incredible tool when we add BI it is an exceptional tool.When you get the new Office products you know our product
  • Going in to 2013 Microsoft has revamped its focus on data integration and seamless reporting.The reason we selected MS office is because it is an incredible tool when we add BI it is an exceptional tool.When you get the new Office products you know our product
  • Going in to 2013 Microsoft has revamped its focus on data integration and seamless reporting.The reason we selected MS office is because it is an incredible tool when we add BI it is an exceptional tool.When you get the new Office products you know our product
  • Going in to 2013 Microsoft has revamped its focus on data integration and seamless reporting.The reason we selected MS office is because it is an incredible tool when we add BI it is an exceptional tool.When you get the new Office products you know our product
  • Going in to 2013 Microsoft has revamped its focus on data integration and seamless reporting.The reason we selected MS office is because it is an incredible tool when we add BI it is an exceptional tool.When you get the new Office products you know our product
  • Interface looks much cleaner and softer
  • Interface looks much cleaner and softer
  • Interface looks much cleaner and softer
  • Interface looks much cleaner and softer
  • ****Chris make prettyConsistent formattingChange #  Flow to all documents (single version of truth)
  • Manage #’s in ExcelManage Presentation in WordFormatting IntactChange One # - Flows to DocumentTables, Narrative, & String Data
  • Create Management ReportsBoard BooksManage #’s in ExcelManage Presentation in PowerPointFormatting IntactChange One # - Flows to Document
  • Collaborative Environment in Office Word.
  • Rivet Software Microsoft Office CPE Webinar Presentation

    1. 1. RIVET SOFTWARE © Interactive Financial Management PRESENTER Kevin Berens VP of Customer Success Rivet Software Kevin exemplifies Rivet’s commitment to customers with his constant quest to deeply understand their needs and concerns. He evangelizes for the customer to help deliver products and services that advance the customer experience. Kevin brings over 20 years of customer interaction experience in business intelligence and building software solutions. 2
    2. 2. RIVET SOFTWARE © Interactive Financial Management WHO IS RIVET SOFTWARE? Released Released Released (Released to Open Source in 2008, 7500+ downloads) The SEC awarded Rivet contract to create a XBRL filing viewer Rivet completed joint project with Thomson Reuters to create a universal XBRL loader SEC announced XBRL Mandate for corporations and mutual fund companies Rivet established strategic partnership with RR Donnelley & CO. (RRD) Rivet services 1,600 companies for corporate filings & support 4,500 mutual fund filings Rivet terminates services agreement with RRD to refocus on customer satisfaction & software productsThe SEC awarded Rivet contract to create a rule- based XBRL rendering engine, still in use on SEC.GOV 3
    3. 3. RIVET SOFTWARE © Interactive Financial Management AGENDA + Office Integration? + Office 2013 + Format Excel spreadsheets so they look great in Excel as well Word and HTML + Eliminate formula errors by using named ranges + Use sparklines to quickly display reporting trends + Create dynamic looking charts and graphs – including dual axis graphs + Use conditional formatting to show values that are above a certain threshold. + Create and update Excel links in PPTs including charts, graphs and tables + Q & A 4
    4. 4. 5 CONFIDENTIAL INFORMATION5 The management of financial reporting, financial control, and financial decision-making enabled by XBRL -- the global language of finance. Interactive Financial Management provides the capabilities to extend the “last mile of finance” to the “next mile of finance”. 5
    5. 5. RIVET SOFTWARE © Interactive Financial Management Collaborate with team members while creating disclosures. Easily allow internal and external team members to review content with in disclosures. Work simultaneously with others on a single disclosure. 6
    6. 6. RIVET SOFTWARE © Interactive Financial Management WHY MICROSOFT OFFICE? Disclosures Data / Numbers 7
    7. 7. RIVET SOFTWARE © Interactive Financial Management LINKING EXCEL TO WORD Excel Word 8
    8. 8. MICROSOFT OFFICE TIPS Manage Numbers in Excel Manage Disclosure Documents Word RIVET SOFTWARE © Interactive Financial Management 9 LINKING EXCEL TO WORD
    9. 9. MICROSOFT OFFICE TIPS Manage Numbers in Excel Manage Disclosure Documents Word RIVET SOFTWARE © Interactive Financial Management 10 AUTOMATIC ROLL FORWARD
    10. 10. RIVET SOFTWARE © Interactive Financial Management 11
    11. 11. RIVET SOFTWARE © Interactive Financial Management DISCLOSURE MANAGEMENT  Familiar Office tools  Multi-User collaboration  External review with ease (Auditors/Legal)  Multiple documents with single data set  Version control (No pencils down!) 12 OFFICE INTEGRATION & DISCLOSURE MGMT
    12. 12. RIVET SOFTWARE © Interactive Financial Management MICROSOFT OFFICE TIPS 13 NAMED RANGES
    13. 13. RIVET SOFTWARE © Interactive Financial Management MICROSOFT OFFICE TIPS 14 SPARK LINES
    14. 14. RIVET SOFTWARE © Interactive Financial Management MICROSOFT OFFICE TIPS 15 DUAL AXIS GRAPHS
    15. 15. RIVET SOFTWARE © Interactive Financial Management MICROSOFT OFFICE TIPS 16 CONDITIONAL FORMATTING
    16. 16. RIVET SOFTWARE © Interactive Financial Management MICROSOFT OFFICE TIPS http://www.journalofaccountancy.com/Issues/2013/Apr/ 20137226 17 NEXT GENERATION MICROSOFT OFFICE
    17. 17. RIVET SOFTWARE © Interactive Financial Management MICROSOFT OFFICE TIPS 18 Collaborative Authoring Threaded Commenting Excel Track Changes Excel BI/Analytics Work Anywhere OFFICE 2013 REACHED 1 MILLION
    18. 18. RIVET SOFTWARE © Interactive Financial Management MICROSOFT OFFICE TIPS 19 OFFICE 2013 CO-AUTHORING
    19. 19. RIVET SOFTWARE © Interactive Financial Management MICROSOFT OFFICE TIPS 20 OFFICE 2013 CO-AUTHORING
    20. 20. RIVET SOFTWARE © Interactive Financial Management MICROSOFT OFFICE TIPS 21 OFFICE 2013 THREADED COMMENTS
    21. 21. RIVET SOFTWARE © Interactive Financial Management Manage Numbers & Charts in Excel Create Management Reports in Word Manage Presentations In PowerPoint LINKING EXCEL TO POWERPOINT 22 MS OFFICE INTEGRATION
    22. 22. RIVET SOFTWARE © Interactive Financial Management LINKING EXCEL TO WORD Excel Word 23 LINKING EXCEL TO WORD
    23. 23. RIVET SOFTWARE © Interactive Financial Management LINKING EXCEL TO POWERPOINT Excel PowerPoint 24 LINKING EXCEL TO POWERPOINT
    24. 24. RIVET SOFTWARE © Interactive Financial Management 25
    25. 25. RIVET SOFTWARE © Interactive Financial Management Contact Us QUESTIONS? Kevin Berens Vice President Rivet Software Kevin.berens@rivetsofware.com 26 CONTACT US

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