Workiva Audit Management Implementation
Transform your audit process in weeks, not months. A tightly scoped, high-impact implementation designed for organizations that need results fast.
Your Audit Team, Supercharged
Imagine an audit process where documentation links itself, status reports update automatically, and you never have to ask "which version is final?" again.
Our Quick Start methodology deploys a production-ready Workiva environment in weeks. We align your existing proven workflows with the platform's power, giving you a connected foundation that scales with your growth.
Centralized Workspace
Single source of truth for all audit activities
Standardized Templates
Consistent workpapers and reporting formats
Real-time Collaboration
Seamless teamwork with version control
What's Included
Everything you need to get started with confidence
Platform Setup & Configuration
- Workiva Audit Management workspace configuration
- Import of existing audit documentation (Excel, Word, PPT)
- Customized audit plan, workpaper, and finding templates
- User access configuration and permissions
Training & Enablement
- Live training sessions for audit team & stakeholders
- Standard operating procedures documentation
- Best-practice guidance on workflow & version control
- Knowledge transfer for team self-sufficiency
Project Delivery
- Dedicated project manager & experienced Workiva lead
- 4-6 week structured delivery with clear milestones
- Post-implementation support documentation
- Resource library access
Internal Audit Technology Buying Guide
Planning to implement or upgrade your internal audit platform? Our comprehensive guide helps you navigate the complex landscape of audit technology solutions.
- Evaluate platforms based on your specific audit needs
- Key questions to ask vendors during selection
- Implementation planning and change management tips
What You'll Walk Away With
Tangible outputs tailored to your organization
Workiva Workspace & Structure
- •Fully configured Audit Management workspace
- •Folder structure setup
- •User and group setup (5-15 users)
Audit Templates & Workpapers
- •Audit workpaper templates
- •Audit plan template with risk assessment
- •Finding and recommendation tracker
- •Recreated from your existing formats
Documentation & Training
- •SOP guide
- •User quick-reference guides
- •Recorded training sessions
Project Artifacts
- •Kickoff & close-out documentation
- •Configuration summary
- •Best practices resource library
How We Deliver in 4-6 Weeks
A streamlined, fast-track delivery model.
Kickoff & Discovery
Align on goals, gather documentation, and identify key templates.
Build & Configuration
Configure workspace, recreate templates, and set up permissions.
Testing & Refinement
UAT with your team, refine templates, and finalize structure.
Training & Enablement
Live training, hands-on practice, and SOP documentation.
Go Live & Handoff
Final validation, go-live support, and project close-out.
*Note: Timeline can be compressed to 4 weeks or extended to 6 weeks based on complexity.
Simple, Transparent Pricing
No hidden fees or complex tiers. Get up and running with Workiva in a matter of weeks.
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Why Harbor View?
You get former Big Four and national firm Workiva leaders with deep implementation expertise, combined with the responsiveness and agility of a boutique firm. We've led hundreds of Workiva implementations and know what works—and what's overkill.
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