Dimensions CM is Software Change and Configuration Management for Agile development, developed by Serena Software and now sold by OpenText.
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Workiva
Score7.9 out of 10
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Workiva is a cloud platform supporting ESG protecting, designed to provide collaboration, data integration, and an audit trail. The platform helps mitigate risk, and improves productivity.
Serena CM is well suited to highly controlled, audited, and process driven environments. It will allow strict segregation of duties, and change traceability. If implemented correctly it will help you quickly build trusts with your auditors. It is also well suited to environments that require constant branching and merging. Due to the complexity of the product and learning curve for your development and operations team it may be overkill in a small shop with loose rules
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Wdesk is best suited for companies with demanding SEC filings and documents, with multiple revisions due to auditor/counsel review, and where financial reporting is extremely manual. Wdesk really helps take out the potential errors out of extremely manual processes, and helps automate regular financial reporting by allowing companies to link financial information and build customized flows of their information into financial statements and other documents (such as presentations or other internal reporting).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Code Promotion: Dimensions CM allows supervisors to control changes to code, in that they delegate requests to developers, and act as a gatekeeper prior to promoting to the next environment. This functionality is configurable so you can set up a workflow that best fits the structure and requirements of your own company.
Code Repository for changes and versioning: Code can be checked out by item or by synchronizing folders. Code revisions can be compared against other revisions or work files. Item histories show which developers made which modifications, and which supervisor and operations personnel were involved in assigning the request and promoting the code to each environment. Additionally a pedigree will show a stream diagram which graphically displays branches and merges.
Deployment: Serena Change Management offers help automating deployment including integrations with SVN and Jenkins. Its newer versions also have a powerful graphical deployment automation tool (Serena Deployment Automation- SDA). It comes with a certain amount of licenses built-in. If you have a many nodes to deploy to there will be separate licensing costs for that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The biggest strength of the program for our team is that multiple users can work in the document at the same time. Multiple users can be in the program updating financial statements, footnotes, MD&A - all without stepping on each other's toes.
Rolling forward the documents from one period to the next is pretty simple. Links to source documents are maintained and new ones can be added without much hassle.
Edits and changes can be made right up until the last minute before filing. There is no waiting period or pencils-down period unless we enforce one ourselves - the Financial Reporting team is in control of the timing of our filings.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The only major negative that I have encountered with Serena CM product is that the very power and flexibility of the tool means there is a risk that you will make a mess of things. In other words it gives you plenty of rope to tangle yourself with. I recommend careful, well thought out deployments implementing the built in roles and workflows that can be turned on and configured, using a consistent methodology.
My experience with the Serena help desk support has not been impressive. Though reasonably polite and diligent, the technicians were well trained, and often gave bad advise and terrible scripts. On several occasions I had to rewrite scripts they have me; if I had run them as provided they would have caused even more difficulties than the problem I was trying to solve. I speak of the support in the past tense because I conditioned myself not to call them, it was usually just easier to solve nay problems my self. They do have a good account management team though, and for any major issues you can go thru them.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Overall it's a good-to-go product because of its features. It's easy to set up, meets requirements, has quality support, etc. So far, it has been working quite well for me, and I wish to continue using it for as long as it meets my requirements.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Workiva's technical support is impeccable and undoubtedly one of the best. The times we needed them, they were super quick and willing to help. It works 24 hours a day, and there will always be someone to help with doubts or technical problems regarding the tool.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Serena CM is superior to Microsoft Team Foundation Server (TFS) in overall functionality, but does not have very good native integration with Microsoft. Therefore in a Microsoft centric shop with no audit needs ,TFS would be better. Otherwise I would choose Serena CM
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We moved from a third party filer to doing it in house. Have seen demos of products like Active Disclosure, which has come a long way from the beta version I saw and but we are not too far gone with Wdesk for us to evaluate other products. When we first signed up with Webfilings, (former name of Workiva), there were no viable products in the market. I had seen an Oracle product and a beta version of Active Disclosure. It was not hard to see the ease and intuitive-screens, to guide one through the filing process. The excel-like spreadsheets were an added bonus.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Serena has facilitated our annual completion of various audit and technology control certifications. These certifications make a huge difference to our company's reputation and bottom line.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We spend less than we used to with a traditional printer.
We have been able to do turn-on-a-dime equity offerings with last minute changes and still file on time.
Inviting external legal into the platform has helped with communication but we actually suspect they spend MORE time (and billing) on our documents than they used to just simply because it's so easy to get at them anytime they want.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
