Rivet Software Microsoft Office CPE Webinar Presentation

transcript

RIVET SOFTWARE © Interactive Financial Management

PRESENTER

Kevin BerensVP of Customer SuccessRivet 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.

WHO IS RIVET SOFTWARE?

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

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

5CONFIDENTIAL 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

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.

WHY MICROSOFT OFFICE?

Disclosures

Data / Numbers

LINKING EXCEL TO WORD

MICROSOFT OFFICETIPS

Manage Numbers in Excel Manage Disclosure Documents Word

AUTOMATIC ROLL FORWARD

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!)

OFFICE INTEGRATION & DISCLOSURE MGMT

NAMED RANGES

SPARK LINES

DUAL AXIS GRAPHS

CONDITIONAL FORMATTING

http://www.journalofaccountancy.com/Issues/2013/Apr/20137226

NEXT GENERATIONMICROSOFT OFFICE

Collaborative Authoring

ThreadedCommenting

ExcelTrack Changes

ExcelBI/Analytics

Work Anywhere

OFFICE 2013REACHED 1 MILLION

OFFICE 2013CO-AUTHORING

OFFICE 2013THREADED COMMENTS

Manage Numbers & Charts in Excel

Create Management Reports in Word

Manage Presentations In PowerPoint

LINKING EXCEL TO POWERPOINT

MS OFFICE INTEGRATION

PowerPoint

Contact Us

QUESTIONS?

Kevin BerensVice President Rivet Software

Kevin.berens@rivetsofware.com

CONTACT US

Rivet Software Microsoft Office CPE Webinar Presentation

Devices & Hardware