KeyBank Stays on Top of Accounting Policies with Workiva INBRIEF I knew the functionality of Wdesk, I knew the collaboration, the workflow, and the audit trail capabilities from my earlier experience in external reporting. Those were the same issues we were struggling with from an accounting policy perspective, so it was intuitive to me to use Wdesk.” —STACY GILBERT, Senior Vice President, Director of Accounting Policy, KeyBank Before KeyBank adopted Wdesk to manage its accounting policies and procedures, the process was manual and cumbersome. Standard policy templates were stored on a shared drive, users downloaded the template to their own desktops when a policy needed revisions, and an updated draft was circulated via email. The process created multiple challenges:

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