FINANCIAL REPORTS –
STOP COPY&PASTE ERRORS

Communications material like financial reports, annual reports and quarterly reports contribute to brand awareness and loyalty – as long as they show your company and its brands in the best possible light.  The content of a financial report needs to be error-free because these documents are required by law and will be very closely scrutinized by shareholders and the public. Consistent branding and readability can strengthen trust. one2edit™ helps you ensure consistency in the way you express your company’s success and identity.


CHALLENGE

An organization’s financial communications are closely connected to its reputation – so mistakes have to be avoided at all costs. Consolidating the financial data from various departments and functions into one document requires high levels of precision.

Conducting this process manually is time-consuming and frequently leads to errors. It’s often necessary to include several resource-intensive cycles of approval and correction, which presents further challenges when figures are delivered at the last minute. The people involved – whether employees or external service providers – often use different tools to work on a common document or have different levels of knowledge. As a result, sharing important files can become an almost impossible challenge.


SOLUTION

one2edit™ empowers you to create financial reports with lower costs and higher efficiency – while also reducing the risk of errors caused when figures arrive at the last minute. Our web-based technology enables you to generate and adapt financial reports as InDesign documents, including making language changes in parallel.

Users don’t need any knowledge of InDesign to check, correct or translate content in one2edit™. Approvals and corrections are included in a flexible and agile workflow that ensures smooth collaboration.

The Data Sources add-on for one2edit™ makes it possible to update all financial data in the document automatically by drawing on Excel files or other data sources. Our virtual real-time file system, CoFS, gives all users constant access to the latest figures by making a shared Excel document available. The InDesign document is automatically updated whenever changes are made in this Excel file. This places the figures into tables or segments within your publication without the risk of manual errors.

This means your finance experts can work on the Excel file while your graphic designers are working on the Adobe® InDesign® file at the same time. Your financial report is ready earlier, the risk of errors is reduced – and the result is absolutely in line with your brand guidelines.


RELEVANT FUNCTIONS AND MODULES

The one2edit™ expansion module DataSources makes it possible to connect multiple data sources (e.g. Excel, MySQL) with documents within one2edit™. This enables you to import data into a selected segment of text or area of a table. Any changes to the data in the data source are automatically implemented into all connected documents. You can integrate data from one source into multiple documents, combine multiple data sources into a single document or use a combination of these configurations to meet your unique needs. 

This makes it easy to keep prices, financial data and product specifications up-to-date in all of your communications material. Data is not limited to figures – words or entire blocks of text can also be managed in this way (e.g. legal disclaimers). And everybody involved in your process can still work with their preferred Excel tables or databases without the need to learn InDesign skills.

DataSources gives you the power to automate the transfer of data into your communications content from a variety of sources – and makes irritating, error-prone copy and paste processes a thing of the past.

The one2edit™ brand design framework can be set up with just a few clicks. You can generate templates that reflect your choices about which formatting options to make available for your users. Each user can then choose from your library of templates based on their access rights. It’s also easy to create self-service functions for actions like setting the font size or character spacing – using slider controls that are configured in line with your preferences for the minimum and maximum values.

You can also make additional design options available for any users who need them. one2edit™ features all of the InDesign formatting options for text and images. You decide what makes sense and what’s allowed. You can set company-wide standards and define any exceptions with fully-individualized design rules whenever necessary.

Once you’ve saved your brand design rules, you can reuse them and assign them to projects easily using the drag and drop function. Any changes to saved rules will automatically be applied to any templates that use this rule. Design rules can be applied to an entire document or to individual elements of a document. This granular management of rules opens up the maximum amount of flexibility and ensures compliance with your corporate design guidelines – with a minimum amount of effort.

All changes to a document are logged by one2edit™. This means they can be accessed through the document history and changes can be reversed if necessary.

The comprehensive range of filter options and integrated full-text search function make it possible to find what you’re looking for quickly. With just one double-click, one2edit™ shows you the exact position within the WYSIWYG editor.

The one2edit™ text rules give you the power to automatically check and correct the spelling and typographical formatting of product names and descriptions, (chemical) formulas, prices and many other types of content that are often time-consuming to implement and check manually. 

The rules make sure the registered trademark symbol is automatically added to your product names when users enter them into one2edit™ or when product names are entered into one2edit™ via an external data source. Special spellings (upper- and lower-case letters) and formatting (bold, underlined, italics, spacing between letters etc.) can be applied automatically, removing the need for quality control processes. 

Formatting possibilities cover the full range of Adobe InDesign® options, so you don’t have to compromise and have the power to implement even the smallest typographical details.

The one2edit™ text rules can be applied automatically or presented to the user as a suggestion. Whenever multiple options are presented at the same time, users simply select their preference from a list. And alongside saving you time, the one2edit™ text rules also help you improve consistency and strengthen the quality of your communications content.

The integrated one2edit™ workflow engine can be used to create editing, feedback and approval processes quickly and simply using the drag and drop function. There’s no limit to the number of process steps or participants involved. You can set up automatic notifications to be sent when a process step is completed, activate interactions with other systems via web-services and follow the progress in the project overview.

User rights can be based on roles and job assignments – and can be adapted for each individual project. External and internal users worldwide are able to work together through their browser. Each user has a personalized list of tasks, while the project manager can follow all activities in the project overview. This makes localization and adaptation of communications materials an efficient and transparent process. 

There’s no need to create complicated workflows or business process notations, and no need for programming skills or training activities. Our workflow engine is built to meet real-world needs and makes it possible to create processes quickly – and adapt them just as fast if necessary

Workflows enable you to automate processes by offering a wide range of export functions and possibilities to communicate with other systems. You can also save workflows and reuse them as templates. This gives you the power to standardize your processesusing the one2edit™ workflow engine without having to give up your agility.

one2edit™ is based on the industry-standard Adobe InDesign® server technology. Unlike many similar products, it does not convert InDesign documents into another format during the editing process. one2edit™ manages the InDesign server remotely, transferring your inputs and changes without any losses. 

Thanks to its real WYSIWYG processing, this method makes your tasks more straightforward. On top of this, all InDesign functions can be used and retained, including anchored objects, inline graphics and textbox chains that cover several pages. This is particularly valuable for complex layouts or very large documents.

You can check your documents out of the process at any time and edit them in the desktop version of InDesign because one2edit™ works without converting InDesign formats. This means your agency can make changes to the layout and then check the document in again – without loss and without risks.

Files within the BRANDGUARDIAN® CoFS aren’t constantly copied from A to B and back again – unlike the synchronization processes from well-known cloud providers. CoFS offers a real-time approach that all users can access just like a shared hard-drive on a common network. This means everybody can immediately see when a file is changed or a new file is added. This is a stark contrast to conventional systems that require users to wait for synchronization to be completed.  

All saved files can be protected using AES 256-bit encryption that provides the maximum level of security when your files are transported from one saved location to another. Files are automatically encrypted if you choose to store them in cloud storage solutions like Amazon Web Service or Microsoft Azure.

CoFS makes transferring files easier and simpler than ever. It can be integrated into file systems from Windows and macOS seamlessly so your employees and partners can carry on working in the same way they always have – but better.

The intuitive and flexible user interface can be adapted to meet all requirements. one2edit™ offers a role-specific display with an interface that only features the relevant functions for each specific user. This gives users a simple and fast introduction to one2edit™, while increasing acceptance levels and raising the degree of use – which eliminates the need for training in the majority of cases. 

Access rights and user roles can be freely defined and allocated quickly and simply through group structures. one2edit™ can be set up to reflect multiple internal and external organizational structures. You can also manage the specific content each user is able to access, as well as defining every individual user’s role within each workflow and deciding which tools and formatting options for editing documents are made available.

Make content elements available to be edited by a group of users by moving them into ContentGroups using the drag and drop functionCreate multiple ContentGroups to distribute content to various teams or individuals (e.g. copywriting, image editing etc.) or withdraw selected content from the editing process simply by not allocating it to any of your ContentGroups. one2edit™ can even allocate most content automatically as soon as you import the InDesign document.

The detailed options and settings for rights and roles provide a secure and efficient way of working, even for less-experienced users.

BENEFITS

BRANDS USING OUR PRODUCTS FOR FINANCIAL REPORTS

OTHER USE CASES