Rivet Software Microsoft Office CPE Webinar Presentation

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.

2


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


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

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.

6


WHY MICROSOFT OFFICE?

Disclosures

Data / Numbers

7


LINKING EXCEL TO WORD

Excel

Word

8

MICROSOFT OFFICETIPS

Manage Numbers in Excel Manage Disclosure Documents Word


9



Manage Numbers in Excel Manage Disclosure Documents Word


10

AUTOMATIC ROLL FORWARD


11


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



13

NAMED RANGES



14

SPARK LINES



15

DUAL AXIS GRAPHS



16

CONDITIONAL FORMATTING



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

17

NEXT GENERATIONMICROSOFT OFFICE





18

Collaborative Authoring

ThreadedCommenting

ExcelTrack Changes

ExcelBI/Analytics

Work Anywhere

OFFICE 2013REACHED 1 MILLION



19

OFFICE 2013CO-AUTHORING



20

OFFICE 2013CO-AUTHORING



21

OFFICE 2013THREADED COMMENTS


Manage Numbers & Charts in Excel

Create Management Reports in Word

Manage Presentations In PowerPoint

LINKING EXCEL TO POWERPOINT

22

MS OFFICE INTEGRATION



Excel

Word

23




Excel

PowerPoint

24



25


Contact Us

QUESTIONS?

Kevin BerensVice President Rivet Software

[email protected]

26

CONTACT US

mailto:[email protected]

Date post:	15-Jan-2015
Category:	Devices & Hardware
Upload:	rivet-software
View:	276 times
Download:	0 times

Rivet Software Microsoft Office CPE Webinar Presentation

Devices & Hardware