Continuous Controls Monitoring (CCM) Exception Report Chain and Environmental, Social, Governance (ESG) Controls Templates for Workiva by Deloitte

Deloitte’s proprietary Exception Report Chain accelerator is designed to:

• Accelerate the process of building Wdata Tables, Queries and Chains required to configure continuous controls monitoring use cases in Workiva 
• Reconcile datasets and apply pre-determined rulesets and logic to create an exception report 
• Send automated emails each time the Chain is run to notify control owners a new exception report has been generated

Deloitte’s ESG Controls templates can help organizations capture ESG related controls and publish these into Workiva’s Audit or Controls workspaces. The published control listing can then be replicated into a Workiva Controls report for import into Workiva’s graph database. This can enable users to communicate control sets across Workiva workspaces for input into the Workiva graph database without having to communicate or share controls listings outside of the Workiva platform.

Our skilled team of Workiva-trained professionals and internal controls subject matter specialists have experience in working with clients to assess control environments, identify opportunities for automation, and configure CCM use cases. Regardless of where your organization is on its internal controls journey, we are here to help! We look forward to working with you as you transform your internal controls functions.