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Utility Rate Case

Gain control—author, track edits, and consolidate reviews

Utility Rate Case

Products for Utility Rate Case

Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

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Workbooks

Bring teams together to work with data that contains controlled permissions, complete data lineage, and one source of truth.

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Supporting Document Management

A single environment enabling users to manage, mark-up, and aggregate the supporting documents used to substantiate reports.

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Linking

Link data between workbooks, documents, and presentations. Change once, update everywhere.

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Certifications

Create and and automate complex sign-offs surveys, and certifications for any process.

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Binders

Change how reports, executive books, and other complex documents are reviewed, distributed, and analyzed.

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Mobile

Distribute, view, and collaborate on documents using iOS and Android devices—online or offline.

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Utility Rate Case: A Typical Wdesk Workflow

1

Create and edit Rate Case Documents

Create applications and testimonies. Customize with style guides, charts, images, and embedded tables.

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2

Link data

Link data and text from supporting evidence into testimonies. Numbers and narrative automatically update as information changes.

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3

Collaborate

Users across teams and locations work in the same document, in the same version, at the same time.

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4

Review and distribute

Send a digital review using track changes, blacklines, and automatic comment aggregation. Combine data requests and supporting documentation into a digital binder and distribute directly to the Commissions. Digitally send and track sign-off via Certification.

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5

Roll forward

Repurpose prior year filings and/or create templates for Commission filings in other states without creating duplicate files. Documents can be rolled forward and all links are maintained.

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Utility Rate Case

Gain control—author, track edits, and consolidate reviews

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