Certent Disclosure Management

Pros: Nous utilisons l'application depuis 4ans pour la production de nos plaquettes avec une connexion directe sur notre base de donnée HFM. Nous avons gagné beaucoup de temps dans ces productions, l'intégration d'excel et word permet une bonne adoption par les utilisateurs. L'implémentation de variables de contrôles permet également de fiabiliser ces productions. L'application a été et continue a être déployée sur différentes filiales avec toujours une bonne adoption utilisateur. Le support client est réactif.

Cons: Dans les rapports volumineux, le checkin checkout peut prendre un peu de temps. L'adaptation du sommaire aux groupes personnalisés n'est pas parfaite. La mise en forme peut-être chronophage car ce qui apparait a l'écran peut-être différent du rapport final après génération.

Pros: 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.

Cons: 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.

Pros: 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.

Cons: The time lag between when you upload a file and how long it takes for the changes to appear in CDM.

Pros: I like the flexibility it gives us to work within Word and Excel to optimitise our financial reporting.

Cons: It can be slightly time consuming and confusing uploading data and ensuring that our report objects are tied to the correct data sets and that CDM is syncing properly. Overall it works well but requires some careful management.

Pros: 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.

Cons: 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.

Pros: CDM is a powerful program for your business without the unnecessary complexities. Customer support goes above and beyond, never seen a better service anywhere else ! [sensitive content hidden] from Insightsoftware is great!

Cons: There is no cloud storage for files. Program can be a bit slow.

Pros: I like its user interface the most because it makes navigation easy and ultimately saves time when creating insights from reports.

Cons: What I like least about Certent Disclosure is its cost.

Pros: Certent makes equity process from grant processing through to exercise and settlement easy and simple

Cons: N/A. Certent is ready helpful with Equity processes.

Pros: 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.

Cons: 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.

Pros: The software was easy to navigate and use. The certent team was responsive to my questions and resolved them in a timely manner.

Cons: There isn't anything that I don't really like. If there was one recommendation, it would be to allow leaving review notes within the word document.

Pros: I liked being able to work within Excel and Word since I am very familiar with those programs.

Cons: It seemed slow and clunky and somewhat unstable.

Pros: It is very secure / strong audit trail / good integration with Office / great on collaboration / easy auditor review process because of its reputation for security, user activity auditing and encryption / Certent finally figured out an easier upgrade path (in the past it was a terrible experience to move from one release to the next) / Light on server resources

Cons: Awkward to add new users from Active Directory / Very difficult to roll out an upgrade globally because of the client (the client needs to be deployed to each computer)

Pros: Certent DM's integration between Word (access through Certent DM) and Excel has allowed our team to automate a significant amount of our internal and external reporting. This has not only taken days off our quarterly reporting process but has also improved the accuracy. Our first drafts are high quality and allows us to focus on more complex issues. We also started using the Filing Wizard to submit our filings directly to EDGAR rather than sending them to a printer/filing agent. This has given us more control and time over our process as well as saved on paying an additional party in the process. Certent 'held my hand' through our first filings as it was a little nerve racking but they are always there to support.

Cons: - To have Excel integrate with Word (accessed through Certent DM), "named ranges" need to be created in Excel. This was not something I was familiar with but once I started using them, they are very easy to manage. They are essentially book marks. - Otherwise, the tool does require a little practice to get used to setting up linked content. - There are tips and tricks you need to be careful of such as only selecting the specific number or word you want to link but not the space immediately after it otherwise when you refresh the content, it removes that space and makes words merge together. - We have tried to use Powerpoint and the functionality is not as easy to navigate so we have not progressed with this.

Pros: It is user friendly, many customization, and the capability to import different type of files and generate reports in different format.

Cons: check in and check out time could be long sometime

Pros: The product was easy to install and it integrates well with Excel and using it is just like using Word. The learning curve was very small. We have been using for years now and have no complaints. The support is out of this world. If you choose the Platinum version, there is nothing it too it. The review your document, check for errors, and will file for you. Makes filing 10Q's, 10K's and 8K's easy and mostly stress free.

Cons: We did have to give our business proves a review in order to make sure the processes were in the right employees hands but once we figured that out there were no issues. I would say making sure you know the right way to build tables ahead of time is important, if not may end up doing things twice but you only make that mistake once. Communication is key.

Pros: $74

Cons: So far everything is fine, except that IT support for Certent could be improved in a more efficient manner.

Pros: We have used the product for over 10 years now. It is easy to use and eliminates the manual input from the last mile reporting for statutory accounts/financial statements. We have deployed it for other reports where you want to combine financial information and words and have an approval process to guarantee accuracy and completeness. The product introduces many additional controls to ensure casting and cross referencing all work. It makes approvals visible and auditable. It allows auditors to see track changed versions provided to them reducing the need for checking everything again. The software removes a lot of the pain from producing accounts (even rolling to a new year or adding a new company is so much easier). Having used it for so long you forget how much pain there is in some of these processes as they have been removed.

Cons: The integration with Adobe InDesign is okay but not great, improving this would make the last 100 yards of the last mile reporting even easier. The iXBRL tagging does what it needs to do but is not the quickest thing to use. Once built you should not need to amend.

Pros: Very good customer support, and a good quality software program.

Cons: Frequent updates, occasional bugs. Can be complex for beginners.

Pros: Ability to add table data from Excel source and format it easily.

Cons: Can't delete comments of other users when I am a key user

Pros: We have used this software for over 5 years. It is easy to use and update. Additionally, the support that we have received has been exceptional.

Cons: Some of the technical tags are difficult to apply, but with the support that we receive from Certent, they are always able to help me and things tagged appropriately.