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Workshare Solutions

Large Global Business

When Citigroup contacted Workshare their mandate was clear: provide a solution for risk mitigation and content production and accuracy for the entire Investment Banking division. The solution was a combination of Workshare Protect and Workshare Professional.

Managing, accessing, and effectively using critical business information is a vital part of everyday business operations and fundamental to business success. Whether you work in Finance, Operations, Sales, HR or another department that routinely exchanges high-value business content, Workshare solutions provide a simple and productive way to ensure document integrity and security.

Workshare software solutions are being utilized by large global businesses to improve:

  • Security: Make sure hidden data is removed and content is secure before distributing in order to protect against inadvertent or fraudulent content changes
  • Accuracy: Synchronize and validate content versions and maintain control over the master version at all times
  • Compliance: Keep a complete activity log showing what edits where made by whom and when for audit and compliance verification

Workshare solutions help many departments manage high-value business content:

  • Legal: Contracts, financial statements
  • Financial Services: mortgage documents, M&A, securities research
  • Insurance: claims, HIPAA compliance
  • Manufacturing: DOD contractor and sub-contractor document audit compliance
  • Accounting: quarterly audits, financial statements

Why Workshare?
Workshare software helps organizations exchange content and implements internal controls to protect data:

  • Enforce usage policies that control content
  • Stop out-bound email that contains financial or other sensitive information
  • Alert end users to policy violations
  • Enable companies to define rules for content control and protection
  • Provide audit reports of content changes
  • Support compliance activities without changing the way users work

Only Workshare educates and alerts users of policy violations, blocks content where necessary, and cures the problem when appropriate.

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