Workiva

Workiva is on a mission to power transparent reporting for a better world. They build and deliver the world’s leading cloud platform for assured integrated reporting to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Workiva offers the only unified SaaS platform that brings customers’ financial reporting, Environmental, Social, and Governance (ESG), and Governance, Risk, and Compliance (GRC) together in a controlled, secure, audit-ready platform. Their platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency.

Case Studies

Showing 216 Workiva Customer Success Stories

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2U creates a customized SOX compliance program

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8x8 Unifies SOX and Internal Audit with the Workiva Platform

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Advance Auto Parts - Customer Case Study

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Advanced Info Service Public Company Limited Reduces Report Preparation Time, Increases Working Efficiency with Workiva

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AES Connects Global Teams for SOX Compliance, Internal Audit

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How the Workiva Platform Empowered Aker Horizons to Embed ESG within its Industry-Leading Annual Report

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Alcon Rejects Status Quo, Rebuilds Its Internal Audit Program

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Amalgamated Bank Synchronizes ESG, GRC, and SEC Reporting

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American Assets Trust - Customer Case Study

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American Enterprise Masters MAR with Wdesk

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Wdesk Makes Life Easier at American Equity

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Innovation Improves Section 16 Reporting at American Equity

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A search for an XBRL solution led to a path for broader transformation

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ArcelorMittal Builds a Reporting Process as Strong as Steel

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ASM Masters Complex Financial Reporting with Wdesk

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Annuity Provider Meets iXBRL Mandate Early with Workiva

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Baker Hughes Blends Simplification, Investor-Grade Data, and Automation to Meet Today’s ESG Demands

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Time Savings of 40% on the Sarbanes-Oxley Process

How Workiva Supports BAT in World-Class Financial Reporting

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Wdesk Transforms Beauty Firm’s Financial Reporting

Biohaven Pharmaceuticals Takes Control of SOX, SEC Reporting

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Black Hills Saves Hundreds of Hours on 10-K Using Wdesk

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Blackbaud gains efficiency and accuracy using Support Binders

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Unlocking the Power of Audit Analytics and Increasing Stakeholder Engagement

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Brown-Forman expands use of Wdesk to FP&A

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Caltrol Simplifying Sustainability Management for Industrial Innovation

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Capstone Infrastructure - Customer Case Study

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How Carlsberg Cut Three Weeks From Their Financial Reporting Cycle with Workiva and Deloitte

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Cascades improves effectiveness with Wdesk

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Century Aluminum - Customer Case Study

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How Challenger Limited Accelerated Finance Transformation

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How Workiva’s ‘Miracle’ Solution Shaved Time and Costs for Chicago Public Schools

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How Cimpress Streamlined Internal Controls Management Globally

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CIRCOR International, Inc. - Customer Case Study

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City in Iowa Controls Its Budget Reporting and More with Workiva

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Fort Wayne Cuts Financial Reporting Process by 75% with Workiva and F.H. Black & Company Incorporated

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Connected Data Fuels Fast Management Reporting for Missoula

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City of Pittsburgh Revolutionizes Budgeting with Workiva

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Workiva Helps City of Rochester Streamline Comprehensive Annual Financial Reporting Process

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Shipping Firm Amps Reporting with Clearview Group & Workiva

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Cloudera Streamlines IPO Process with Wdesk

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Coeur d'Alene Mines Corporation - Customer Case Study

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Bringing the Rigor of Financial Reporting to ESG Reports

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Cornerstone Building Brands Reconstructs Internal Audit and SOX Compliance, Saves $1M+

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Crane Co. Untangles Internal Audit, Connects Reporting and Compliance

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Davey Tree Expert Company - Customer Case Study

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Dean Foods Switches to Workiva for Internal Audit Management

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Derek's Company - Customer Case Study

Fast-Growing Deschutes County Scales Budget Book Process with F.H. Black & Company Incorporated and Workiva

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Digital Turbine Optimizes SEC Reporting with Embark and Workiva

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Discovery Communications Takes a DIY Approach to Wdesk

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Dr Pepper Snapple refreshes SOX compliance with Wdesk

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Workiva Speaks Duolingo’s Language for Its IPO

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Eagle Rock Energy and Wdesk It’s All About Control

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Edward Hospital - Customer Case Study

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Endeavour Strikes Reporting Gold with Workiva

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Energy Company - Customer Case Study

Clean Energy Firm Enters New Era of Reporting with Workiva

Energy Recovery Boosts Sustainability Management Efficiency with Workiva

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How a European tech company cut financial reporting overtime by half

External Reporting Group - Customer Case Study

How Exxaro Built a Sustainable Integrated Reporting Process

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Farmer Bros. Co. Wakes up to Wdesk

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FBL Financial Group, Inc. Finds Life is Better with Wdesk

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Fexco Saves 1,000 Hours in 12 Weeks with Workiva

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Financial Company Drives Data Lineage with Wdata by Workiva

Cybersecurity Firm Chooses Workiva for Financial Reporting

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How Connectivity Synced FLEETCOR’s Statutory Reporting

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Flowserve Ditches Manual Processes to Drive Efficiency Across SOX and Internal Audit Globally

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Food Service Company - Customer Case Study

Wdesk Improves Reporting at Fortune 100 Bank

Utility Company Powers Its FP&A with Wdata

Fortune 500 Company - Customer Case Study

Four Oaks Bank Cashes in with Wdesk

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Team Using SEC Reporting Solution Gains Time, Grows Careers

Tech Supplier Takes Control of Statutory Reporting

GSIB Uses Workiva to Link CCAR Data, Gain Control

Firm Uses Wdesk to Beat Own Record for Filing a 10-K

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Gogoro’s SEC Reporting Team Gaining Autonomy and Achieving Rapid Filings while Cutting Costs by Deploying Workiva

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Healthcare Company - Customer Case Study

Eliminating Consulting Costs and Errors on SOX Documentation

Wdesk Delivers for Heartland Express

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Hecla Finds a Silver Lining in Wdesk

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Hecla Mining Company - Customer Case Study

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Herman Miller Takes a Seat at Wdesk

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Hershey Simplifies SEC Reporting, SOX, & More

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How Hershey Simplifies SEC Reporting, SOX, and ESG

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High-Tech Manufacturing Company - Customer Case Study

Horizon Utilities - Customer Case Study

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i3 Verticals Drives IPO and Financial Reporting Its Way with Workiva

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How Iberdrola Keeps their ESG Reporting Ahead of the Game

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ICU Medical - Customer Case Study

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Going Paperless for Sarbanes-Oxley

Workiva transforms statutory reporting for a prominent insurance corporation

Insurance Company Saves Time on SOX by Using Wdesk

InterDigital - Customer Case Study

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International Mining Company - Customer Case Study

Taiwan-based Global Shipping Company Saves Three Weeks with Workiva and PwC

Investa Streamlines Fund Reporting with Workiva and KPMG

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Why Investec Uses the Workiva Platform for Financial Reporting

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Jacobs Douwe Egberts Is Brewing Up Something Special with Workiva

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How Workiva Powered JDE Peet’s Inaugural Annual Report

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First Across the Finish Line: How Workiva Powered JDE Peet’s Inaugural Annual Report

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Wdesk for Board of Directors Reporting

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How KBR Makes Informed, Transparent Risk-Based Business Decisions

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Finance Transformation at KeyBank Expands to CECL, SOX, and More

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KeyBank Stays on Top of Accounting Policies with Workiva

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Kilroy Realty Corporation - Customer Case Study

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Establishing standardized multi-entity reporting processes for The Kraft Heinz Company

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This Integrated Reporting Principal Can't Imagine Doing Her Job Without Workiva

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Lancaster Colony Modernizes Internal Audit with Workiva

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Connected Statutory Reporting Saves Time and Cuts Overtime

Asset Manager’s New Way of Fund Reporting Outperforms

Large western city upgrades CAFR process with Wdesk

Wdesk Improves Reporting at Fortune 100 Bank

Sharing Workiva with Investment Reporting Teams Globally

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Lattice Semiconductor Powers Up with Wdesk

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How to Automate Financial Data Management with Workiva

Financial institution finds Wdesk for SOX

Financial institution takes the wheel on CCAR

Financial Technology Company Runs Its IPO with Workiva

Getting Organized for SOX and the COSO Framework

Leading Insurance Company - Customer Case Study

Getting in the Sarbanes-Oxley (SOX) Mindset for an IPO

Creating a more efficient SOX process

Connecting Data Across Financials, MD&A, and Press Releases

Solid data and time-savings for SOX and internal controls

LegacyTexas Financial Group, Inc. gets a new outlook on reporting

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Workiva SOX Solution Delivers Work-Life Balance Benefits

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Liberty Property Trust Takes Control with Wdesk

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Life Time Fitness Takes a Healthier Approach to Reporting

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Lithia Drives Time Savings with Workiva for Internal Controls

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Simplifying the CAFR Process for a Major U.S. City

Medical Company Makes the Right Choice with Wdesk

Meeting Street Increases Efficiency and Accuracy with Workiva for Management Reporting

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For Meredith Corporation Success Starts with Service

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Wdesk Proves Change is Good for Meredith

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MeridianLink Streamlines ESG Data Collection and Reporting with Workiva

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Energy Company's Audit Team Saves Time on SOX Compliance

MidWestOne Bank - Customer Case Study

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Retirement System Gains 3 Weeks in CAFR Process with Workiva

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MRV Makes a Powerful Connection with Wdesk

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How One Internal Controls Team is Adding More Value with Workiva

Multinational Energy Company - Customer Case Study

Multinational Networking and Security Company Increases Transparency, Stays Ahead of Risk with Workiva and KPMG

Airline’s reporting processes take off with Wdesk

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National Grid Shortens Legal Entity Reporting Cycle, Drives Collaboration

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National Health Investors - Customer Case Study

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National Vision sees better financial reporting with Wdesk

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Nautilus lets Wdesk do the heavy lifting

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Software Analytics Company New Relic Ups Its Proxy Game

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NII Holdings Connects with Wdesk

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Nomad Foods required a solution to help them increase productivity and optimize SEC compliance

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Noodles & Company - Customer Case Study

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Novo Nordisk A/S Relieves Reporting Headaches

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NXP Connects Global Back Office to Company Mission

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Using Wdesk to save time for private company reporting

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How Orion Gained Control Over Their SEC Reporting

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How Orlando Utilities Commission Transformed Compliance and Collaboration

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Workiva and VantagePoint help Pacific Current Group achieve huge efficiency gains

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New Director of Technical Accounting Connects from Home

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Pinnacle Entertainment Bets on Wdesk and Wins

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Pioneer Energy Services - Customer Case Study

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Playa Hotels & Resorts Simplifies Going Public by Connecting Financial Reporting & SOX Compliance

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Playa Unifies SEC Reporting, SOX, Audit, & ESG to Increase Accuracy

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Connecting SEC, Board, and Internal Reporting with Workiva

Private Biotechnology Company - Customer Case Study

Asset Management Firm Optimizes Annual Reporting with Workiva

Wdesk Bridges Oceans for Global Sarbanes-Oxley Team

Rand Logistics - Customer Case Study

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Raymond James Bank Saves Time, Increases Accuracy with Workiva for Board Reporting

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Regional bank gives credit to Certification

RYAM Switches to Workiva to Transform SOX Processes

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Samsonite Packs AI into Financial Reporting

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Schnitzer Steel - Customer Case Study

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Slack Simplifies with Workiva, from S-1 to 10-Q and 10-K

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How Slack Raised the Bar on the Modern IPO Process

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Sleep Number Confidently Linking SEC and ESG Reporting

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Smartsheet Completes IPO Process Better, Faster with Workiva

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SmileDirectClub Realigns Risk and Future Growth, Saves $500,000 in Audit Fees

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Solenis Signs on to Use Workiva Across the Enterprise

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Southwest Airlines Soars Through Simplifying Complex Data

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Connecting Financial Reporting, ESG, and GRC at Southwest

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State Bank and Trust - Customer Case Study

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Wdesk for state board reporting

Stillwater Mining Company - Customer Case Study

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How StoneX Drives Efficiency Globally with Workiva

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Tanger Outlets - Customer Case Study

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TD Bank Takes the Stress Out of Stress Testing

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Telefónica Transformed Its Reporting Cycle with Workiva

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Ternium Connects Teams for SEC Filing

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From Manual Processes to Streamlined Reporting

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Midstream Company Gains Visibility into SOX, Internal Audit

Ensign expands use of Wdesk from SEC to SOX

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TomTom Navigates Financial Reporting with Workiva

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Firms Choose Workiva for Bank, Fund, Insurance Reporting

Tupperware Seals the Deal with Wdesk

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How One Company Saved $300,000 on Audit Fees With Workiva

Wdesk Joins Ultimate Software in the Cloud

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Upland Software grows strategically with ERM solution

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Wdesk eases the transition to SOX for Upland Software

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VanEck Gains Fund Filing Flexibility, Control with Workiva

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W. R. Grace & Co. - Customer Case Study

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Weave Uses Workiva to Prepare for Its IPO

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Webster Bank Saves Time and Improves Visibility in SOX Program

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Wendy’s Streamlines SOX Controls and Audits With Workiva’s Integrated Risk Solutions

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Multinational Westcoast Updates Their Financial Reporting and Controls Process With Workiva

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Western Technology Investment - Customer Case Study

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Bank Avoids SEC Filing Burnout by Connecting Data

Winnebago Industries, Inc. Hits the Road with Wdesk

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Wdesk for investor relations gives Winnebago peace of mind

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Wintrust - Customer Case Study

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Wintrust FP&A Team Streamlines Management Reporting

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World’s Largest Financial Institution - Customer Case Study

ZAGG Connects Internal Audit with SOX Control Automation

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Zions Bank - Customer Case Study

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