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Schedule Your Complimentary On-Site Health Check

You've implemented Workiva, but your processes are not as automated as they could be. You’re still performing manual tasks, and you're spending time working in or around the platform, rather than the platform working for you.

Increase Automation, Collaboration, and Governance

When you request a complimentary Workiva health check from Citrin Cooperman, you receive a review of your current Workiva configuration and usage with a prioritized list of observations and recommendations to help you stay ahead of leading practices.

Fill out the form and schedule your health check during Amplify 2026. We have limited spots available.

Get More Out of Your Workiva Investment

As part of our presence at Amplify 2026, Citrin Cooperman is offering existing Workiva customers a complimentary on-site health check. During this assessment, our specialists will evaluate your current Workiva environment and provide actionable recommendations and leading-practice insights to help enhance reporting efficiency and drive greater value from the platform.

Schedule a Health Check
GRC

Example solutions covered: controls management, audit management, risk management, policy management, integrations, custom solutions

Connected Reporting

Example solutions covered: annual and interim reporting, multi-entity financial reporting, management reporting, industry relevant statutory reporting, custom solutions

Sustainability

Areas of focus include: automation and workflow management, document and spreadsheet optimization, data collection and dependencies, platform governance, and more