Case Study

American Enterprise Masters MAR with Wdesk

American Enterprise Masters MAR with Wdesk

Pages 4 Pages

American Enterprise Masters MAR with WdeskA t first, it didn’t seem like American Enterprise Group would have any need for services offered by Workiva. When the company approached Sara Lehan, Assistant Vice President of Financial Reporting at the Des Moines-based insurance company, she thought, Workiva does work for SEC clients, so what could they possibly offer us? It turns out, quite a bit. Lehan’s ten-person team was using word processing, spreadsheet, and presentation software to produce the company’s financial and management reports and presentations. But those basic programs didn’t format well, support collaboration, or produce professional results. In 2013, American Enterprise resolved those problems when it started using Wdesk for Management

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