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Certent Disclosure Management
Was ist Certent Disclosure Management?
Certent CDM ist eine sichere, kollaborative, auf Unternehmensebene skalierbare Berichterstattungsplattform für wiederkehrende Multi-Autoren-Berichte und -Präsentationen. Certent CDM wurde speziell entwickelt, um manuelle Prozesse zu transformieren und Kontrollen zu verbessern, die es Unternehmen auf der ganzen Welt ermöglichen, eine stets wachsende Palette aufsichtsregulatorischer und gesetzlicher Mandate zu erreichen, einschließlich XBRL und iXBRL sowie interner narrativer Berichterstattungsanforderungen – mit Geschwindigkeit und Sicherheit.
Wer verwendet Certent Disclosure Management?
Certent unterstützt Finanz- und Berichterstattungsteams in öffentlichen, privaten und Unternehmen, die vor einem IPO stehen, in allen Branchen dabei, Prozesse im Zusammenhang mit Aktienplänen, Finanzberichterstattung und Offenlegungsmanagement zu verbessern.
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Certent Disclosure Management
Bewertungen über Certent Disclosure Management
Reporting made easy
Vorteile:
I like its user interface the most because it makes navigation easy and ultimately saves time when creating insights from reports.
Nachteile:
What I like least about Certent Disclosure is its cost.
In Betracht gezogene Alternativen:
Service team is great! Sales team is less organized.
Vorteile:
I love how easy it is to use this product after some basic training. My favorite aspect of this software is that it allows us to link an Excel file and quickly refresh numbers, tables, and text within the Word document (10-Q or 10-K financial statement file). We have Hyperion retrieve formulas in our Excel files and have had no issues refreshing our Certent Word file with Hyperion formulas. We also utilize Certent's XBRL tagging service and have been very impressed with the Company's knowledge. We've always been able to have our questions answered quickly. We are able to quickly upload our files to the SEC website through the software, and we've never had a delay in our filing due to using this software. We have been very happy with the software and the services provided by the XBRL tagging and formatting staff working at Certent.
Nachteile:
When renegotiating contracts, the Sales team took a very, very long time, often forgetting about us, lost our contract, etc. But we work with them very infrequently.
Great solution for simplifying financial reporting!
Kommentare: [sensitive content hidden] is our account representative, and we had him come over to our office to train us on the system, including navigating the user interface, creating variables, linking variables, setting up objects, and ultimately creating the reports. It was quite time intensive as there was a steep learning curve to the system. But once we were trained on the system and had all the objects configured and variables set up everything chugged along smoothly for over 7 years now. The rare times we needed help we were able to have it resolved within hours (with tickets) or within the hour (with [sensitive content hidden]).
Vorteile:
This tool really simplifies financial reporting massively! Before using CDM we were using Microsoft Word to prepare our financial statements and we would spend more time double checking, formatting, footing than actually writing the statements. This solution alleviates that and put my focus where it should be - the content of the financial statement.
Nachteile:
For workflow purposes you have to break the financial statements into multiple fragments (objects) so multiple people can work on different sections of the statements at the same time. To edit those objects, you have to check them out which takes 10 seconds or so and another 10 seconds or so to check them in once done editing. Overall it's a very small annoyance but an annoyance nonetheless.
Long time user of CDM
Kommentare: Overall its been a significant time-saver when comparing to the traditional method of producing a reporting pack where everyone shared the same Word document. However it has been showing its age in recent years where we've started to notice performance issues.
Vorteile:
Microsoft Word/Excel integration makes it fairly easy for new users to pick up. Also a big time saver being able to split a report into different sections which can be updated by different team members at the same time. The integration with our EPM system (OneStream) also works pretty well & is fairly quick to refresh multiple views.
Nachteile:
The existing CDM is showing its age now and sometimes just opening/closing individual objects can take a fair amount of time. Formatting can also be a fairly time-consuming exercise as what you see on the page isn't always how it will appear until you generate a full report. And linking external Excel documents involves uploading these to an Insight-hosted website before they can be consumed by CDM which adds an extra step into the process.
CDM review
Kommentare: After the initial setup, the training of new users was fairly quick and easy. The files are made so that it could be easily passed on to new hires.
Vorteile:
This tool has greatly streamlined our financial reporting! Prior to using CDM, we relied on Microsoft Word to prepare our financial statements, which meant we spent more time double-checking, formatting, and calculating than actually drafting the statements. This solution takes care of those tasks, allowing me to focus on what truly matters—the content of the financial statement.
Nachteile:
The time lag between when you upload a file and how long it takes for the changes to appear in CDM.