Workiva Controls Management Implementation
Centralize, standardize, and streamline your control environment in Workiva. Just a clean, functional workspace your team can start using immediately.
Bring Order to Your Controls and Compliance—Fast
Whether you're managing SOX compliance, operational controls, or risk-based frameworks, Harbor View's Controls Management Quick Start helps you centralize, standardized, and streamline your control environment in Workiva in just 4-6 weeks.
We focus on getting your controls documentation, testing schedules, and evidence management into Workiva using proven templates and out-of-the-box functionality. No months-long process redesign. No six-figure consulting bills.
Structured Inventory
Centralized control matrix
Standardized Testing
Consistent templates & evidence
Collaboration Workflows
Seamless review & approval
What's Included
Everything you need to get started with confidence
Platform Setup & Configuration
- Workiva Controls workspace configuration
- Import/setup of control matrices & evidence (Excel, Word, PDF)
- Control inventory, testing, & deficiency templates
- User and reviewer access setup
Training & Enablement
- Hands-on training for owners, testers, & reviewers
- Best-practice guidance on documentation & testing
- SOP documentation within Workiva
- Knowledge transfer sessions
Project Delivery
- Dedicated project manager & expert lead
- 4-6 week delivery with clear milestones
- Post-go-live resource library
- Support documentation
What You'll Walk Away With
Tangible outputs tailored to your organization
Workiva Workspace & Structure
- •Fully configured Controls workspace
- •User and reviewer access setup (5-20 users)
Controls Templates & Documentation
- •8-15 testing workpaper templates
- •Control inventory & RCMM documentation
- •Testing schedule & evidence tracker
- •Deficiency & remediation tracking
Documentation & Training
- •SOP guide (20-30 pages)
- •User quick-reference guides
- •Recorded training sessions
Project Artifacts
- •Kickoff & close-out documentation
- •Configuration summary
- •Resource library with best practices
Note: We take a "lift and shift" approach—your existing controls documentation is recreated in Workiva without process redesign, leveraging platform benefits like linking, collaboration, and evidence management while keeping the solution easy to adopt.
How We Deliver in 4-6 Weeks
A streamlined, fast-track delivery model.
Kickoff & Discovery
Align on goals, gather documentation, confirm roles, and identify key templates.
Build & Configuration
Configure workspace, recreate templates with linking, and set up inventory/RCMM.
Testing & Refinement
UAT with control owners/testers, refine templates, and finalize tracking processes.
Training & Enablement
Live training, hands-on practice, and SOP documentation delivery.
Go Live & Handoff
Final validation, go-live support, close-out, and transition to hypercare.
*Note: For simpler implementations, we can compress this into 4 weeks. For more complex scenarios, we extend to 6 weeks.
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?
We bring Big Four expertise without the Big Four cost or complexity. Our team has implemented Workiva Controls solutions for organizations across industries—from high-growth tech companies to non-profits to auto dealerships—and we know how to deliver fast, functional implementations that work.
Start Your Implementation