Workiva B2B Case Studies & Customer Successes

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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 186 Workiva Customer Success Stories

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2U achieves a customized, cost-effective SOX compliance program with Workiva's Wdesk

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8x8 achieves unified SOX and internal audit with Workiva

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Advance Auto Parts achieves improved collaboration and enhanced reporting security with Workiva

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Advanced Info Public Service Company reduces report preparation time and increases working efficiency with Workiva

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Aker Horizons achieves an industry-leading, fully integrated ESG and financial annual report with Workiva

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Alcon rebuilds its internal audit program and delivers audit reports in under two weeks with Workiva

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American Assets Trust achieves automated, streamlined SEC reporting and eliminates 'pencils down' periods with Workiva

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American Enterprise Group achieves streamlined MAR compliance and transparent reporting with Workiva's Wdesk

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American Equity Investment Life Holding Company achieves 80% SEC reporting cost savings and faster filings with Workiva

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American Equity Investment Life Holding Company achieves faster, streamlined Section 16 reporting with Workiva

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ArcelorMittal achieves streamlined SEC and European reporting with Workiva

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ASM International achieves streamlined, secure, and timely cross-border financial reporting with Workiva (Wdesk)

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Athene (annuity provider) meets iXBRL mandate early and streamlines SEC filing with Workiva

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Baker Hughes achieves investor-grade ESG transparency and automated reporting with Workiva

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Banking Institution achieves 40% time savings on the Sarbanes-Oxley process with Workiva

Beauty Company saves 15–20 hours and modernizes financial reporting with Workiva Wdesk

Biohaven Pharmaceuticals achieves control of SOX and SEC reporting with Workiva

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Black Hills Corporation achieves 300-hour savings on its 10-K and up to 3-day faster filings with Workiva

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Blackbaud achieves faster, more accurate SEC reporting with Workiva Support Binders

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Brown-Forman cuts board-report compilation time from 15 to under 2 hours with Workiva Wdesk

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Capstone Infrastructure achieves consistent, accurate reporting and reliable version control with Workiva

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Carlsberg achieves a 3‑week reduction in its financial reporting cycle and more consistent annual reports with Workiva

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Cascades Inc. cuts reporting time and costs by one-third with Workiva's Wdesk

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Century Aluminum restores confidence in SEC reporting accuracy with Workiva

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Challenger Limited achieves accelerated finance transformation and reduced reporting time and risk with Workiva

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Chicago Public Schools achieves faster ACFR/PAFR filings and cuts 500 overtime hours with Workiva

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Cimpress streamlines global internal controls and boosts collaboration with Workiva

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CIRCOR International achieves streamlined, consolidated quarterly reporting with Workiva

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City of Dubuque achieves streamlined, lower-risk budget reporting with Workiva

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City of Fort Wayne, Indiana achieves 75% faster budget book production with Workiva

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City of Missoula achieves faster, more trusted management reporting with Workiva

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City of Pittsburgh achieves streamlined, accurate budgeting with Workiva

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City of Rochester achieves streamlined CAFR reporting, improved accuracy and substantial time savings with Workiva's Wdesk

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Clearview Group achieves streamlined, secure financial reporting with Workiva

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Cloudera achieves a streamlined, lower‑risk IPO filing with Workiva

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Coeur d'Alene Mines Corporation achieves faster, more accurate SEC reporting with Workiva Wdesk

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Cognizant achieves rigorous, SEC‑grade ESG reporting with Workiva

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Cornerstone Building Brands achieves $1M+ in savings and 77% reduction in hours per control with Workiva

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Crane Co. achieves streamlined internal audit and connected SOX and SEC reporting with Workiva

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Davey Tree Expert Company achieves streamlined, collaborative SEC reporting and automated quarterly updates with Workiva

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Dean Foods achieves unified SOX compliance and internal audit management with Workiva

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Derek's Company achieves two-week annual time savings and streamlined MD&A & financial reporting with Workiva Wdesk

Deschutes County achieves 60–65% faster budget book production with Workiva

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Digital Turbine achieves faster, more accurate SEC reporting with Workiva

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Discovery Communications achieves streamlined, collaborative SEC reporting and XBRL tagging with Workiva Wdesk

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Dr Pepper Snapple Group achieves real-time SOX reporting and major time savings with Workiva Wdesk

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Eagle Rock Energy achieves control of SEC filings and faster XBRL tagging with Workiva

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Edward Hospital achieves secure cloud storage and unified collaboration with Workiva

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Endeavour Mining achieves faster, more accurate reporting with Workiva

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Energy Company achieves streamlined SOX and SEC reporting with Workiva

Leading renewable energy operator streamlines reporting and scales financings with Workiva

European Technology Company achieves 50% reduction in financial reporting overtime with Workiva

External Reporting Group achieves faster, more controlled S-1 filings with Workiva

Exxaro achieves a single source of truth for integrated ESG reporting with Workiva

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Farmer Bros. Co. achieves faster, more accurate SEC filings with Workiva

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FBL Financial Group achieves faster, more accurate SEC filings and better work-life balance with Workiva's Wdesk

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Fexco achieves 1,000 hours saved in 12 weeks with Workiva

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Financial Institution achieves transparent data lineage and hundreds of hours saved with Wdata by Workiva

FLEETCOR achieves faster, connected statutory reporting with Workiva

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Food Service Company achieves a smooth S-1 filing and streamlined XBRL tagging with Workiva

Fortune 100 Bank achieves faster filings and slashed third-party costs with Workiva (Wdesk)

Fortune 1000 Public Utility Company achieves scalable, controlled FP&A and faster variance analysis with Workiva Wdata

Fortune 500 Company achieves faster, less stressful S-1/S-1a and 10-Q filings with Workiva

Four Oaks Bank achieves relief from XBRL anxiety and major time and cost savings with Workiva Wdesk

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Global Medical Devices Company achieves faster SEC reporting and improved team productivity with Workiva

Global Semiconductor Company achieves centralized, real-time statutory reporting with Workiva

Global Systemically Important Bank achieves faster, controlled CCAR reporting with Workiva

Global Water Resources files 10-K a day earlier with Workiva

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Healthcare company streamlines SOX compliance and cuts costs with Workiva Wdesk

Healthcare Company achieves $38,000 consulting savings and zero SOX deficiencies with Workiva (Wdesk)

Heartland Express achieves under-15-minute Section 16 filings and streamlined SEC reporting with Workiva's Wdesk Section 16 Solution

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Hecla Mining Company achieves faster, more accurate collaborative reporting with Workiva Wdesk

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Hecla Mining Company achieves three-day certification and faster sign-offs with Workiva

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Herman Miller, Inc. achieves faster, more controlled SEC reporting and integrated XBRL tagging with Workiva

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The Hershey Company achieves faster SEC filings and reduced risk with Workiva

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High-Tech Manufacturing Company achieves faster, more controlled SEC reporting — cuts one week from quarterly filings with Workiva (Wdesk)

Horizon Utilities achieves faster analysis and centralized data accuracy with Workiva

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i3 Verticals achieves a rapid, accurate IPO filing with Workiva

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Iberdrola strengthens ESG reporting agility and data integrity with Workiva

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ICU Medical achieves rapid, accurate XBRL filings and full control of the filing process with Workiva

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Innovative retail company achieves paperless SOX compliance and streamlined SEC reporting with Workiva

NAIC Top-25 Insurance Company achieves 75% faster statutory report preparation and review with Workiva

Insurance Company achieves 5,000-hour SOX time savings with Workiva (Wdesk)

InterDigital achieves automated complex SEC reporting and company-wide mobile updates with Workiva

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International Mining Company saves hundreds of hours and streamlines XBRL tagging with Workiva

Investec achieves control and confidence in financial reporting with Workiva

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Jacobs Douwe Egberts achieves faster, more transparent financial reporting with Workiva

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Jacobs Douwe Egberts (JDE Peet’s) achieves early ESEF compliance and streamlined reporting with Workiva

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JDE Peet’s achieves early ESEF compliance and faster, consistent annual reporting with Workiva

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Joe's Company achieves 80% faster, more accurate board reporting with Workiva Wdesk

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KBR achieves informed, transparent risk-based decisions with Workiva

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KeyBank achieves streamlined CECL, SOX, and SEC reporting with Workiva

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KeyBank achieves streamlined accounting policy management and increased transparency with Workiva

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Kilroy Realty Corporation achieves centralized, accurate data and time savings for value-add projects with Workiva

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The Kraft Heinz Company achieves standardized multi-entity statutory reporting with Workiva

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Lancaster Colony Corporation achieves streamlined, efficient internal audit management with Workiva

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Large Banking Institution achieves 50% overtime reduction and faster statutory reporting with Workiva

Large Western City achieves faster, more accurate CAFR reporting with Workiva Wdesk

Largest Financial Institution (Fortune 100 Bank) reduces reporting time and outsourcing costs with Workiva Wdesk

LaSalle Investment Management achieves secure, in‑house global investment reporting and cost savings with Workiva

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Lattice Semiconductor achieves faster SEC filings and reduced stress with Workiva's Wdesk

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Leading Financial Institution achieves two-week process reduction and streamlined SOX reporting with Workiva (Wdesk)

Leading Financial Institution achieves streamlined, faster CCAR documentation and improved company-wide collaboration with Workiva (Wdesk)

Financial Technology Company Runs Its IPO with Workiva

Leading Insurance Company achieves organized SOX and COSO compliance with faster reporting and time savings with Workiva (Wdesk)

Leading Insurance Company achieves streamlined SOX compliance and faster audits with Workiva

Leading Manufacturing Company achieves streamlined SOX compliance and IPO readiness with Workiva (Wdesk)

Leading Mineral Company achieves a more efficient SOX process and significant time savings with Workiva

Leading Utility Company achieves major SOX time-savings and stronger internal controls with Workiva

LegacyTexas Bank speeds 10-K filings and ends all-nighters with Workiva

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Liberty Property Trust gains control of SEC reporting and cuts four days from quarterly reports with Workiva (Wdesk)

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Life Time Fitness achieves faster, more collaborative and accurate external reporting with Workiva

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Lithia Motors achieves 15–20 hours/month time savings and faster SOX controls testing with Workiva

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Major U.S. City achieves faster, more accurate ACFR compilation and weeks of time savings with Workiva

Medical Equipment Company achieves 50% reporting cost savings and faster SEC filings with Workiva

Meeting Street achieves faster, more accurate management reporting with Workiva

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Meredith Corporation achieves faster, more accurate SEC reporting with Workiva's Wdesk

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Meredith Corporation cuts Section 16 reporting time from 90 minutes to 10 minutes with Workiva

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Midwest Energy Company achieves a 28% reduction in internal audit hours in year one and an additional 20% in year two with Workiva

MidWestOne Bank cuts SEC reporting time by 10 days and simplifies XBRL tagging with Workiva

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Minnesota State Retirement System achieves a 3-week faster CAFR and 300 hours saved with Workiva

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MRV Communications, Inc achieves $120,000 in annual savings and cuts hundreds of reporting hours with Workiva

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Multinational Energy Company achieves streamlined SOX compliance and cost savings with Workiva Wdesk

National Airline cuts SEC filing time by two weeks and streamlines reporting with Workiva Wdesk

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National Grid achieves shorter statutory reporting cycle and improved collaboration with Workiva

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National Health Investors achieves automated trial balance and faster, more flexible financial reporting with Workiva Wdesk Spreadsheets

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National Vision achieves streamlined, professional financial reporting and significant time savings with Workiva

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Nautilus achieves seamless, faster SEC reporting with Workiva

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New Relic achieves faster, in-house SEC and proxy filings with Workiva

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NII Holdings, Inc. slashes SEC reporting costs by two‑thirds and streamlines filings with Workiva's Wdesk

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Noodles & Company achieves streamlined, paperless SEC reporting and SOX readiness with Workiva

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Novo Nordisk achieves faster, more accurate integrated and SEC reporting with Workiva's Wdesk

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NXP Semiconductors achieves connected, single-source financial reporting and faster SOX compliance with Workiva

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Origin Bank achieves faster, more accurate reporting and lower audit costs with Workiva Wdesk

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Orion Engineered Carbons achieves streamlined global SOX compliance and increased visibility with Workiva

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Parexel achieves seamless remote financial and SEC reporting with Workiva

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Pinnacle Entertainment Inc. achieves 40% cost savings and streamlined SEC reporting with Workiva (Wdesk)

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Pioneer Energy Services achieves seamless real-time collaboration and faster last-minute changes with Workiva

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Playa Hotels & Resorts achieves faster financial close (reduced from 10 to 4 days) and simplified SEC & SOX compliance with Workiva

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Former SEC Reporting Executive for Private and Public Companies achieves connected, accurate SEC, board, and internal reporting with Workiva

Private Biotechnology Company achieves SOX readiness and streamlined internal controls with Workiva

Private Real Estate Investment Firm achieves streamlined, lower-risk annual reporting with Workiva

Public Manufacturing Company achieves $500K cost savings and global SOX efficiency with Workiva Wdesk

Rand Logistics, Inc. achieves streamlined, faster SEC reporting with Workiva's Wdesk

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Raymond James Bank achieves faster, more accurate board reporting with Workiva

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Regional Community Bank achieves streamlined, secure certifications and saves time with Workiva

RYAM achieves streamlined SOX processes and real-time visibility with Workiva

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Samsonite achieves faster, more accurate financial reporting and AI-fueled disclosure research with Workiva

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Schnitzer Steel achieves accurate, collaborative in-house SEC reporting with Workiva

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Slack achieves streamlined SEC reporting and a single source of truth with Workiva

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Slack achieves a faster, more efficient IPO and SEC reporting process with Workiva

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Smartsheet achieves a faster, more accurate IPO filing with Workiva

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SmileDirectClub achieves $500,000 in audit-fee savings and seamless remote SOX compliance with Workiva

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Solenis achieves enterprise-wide connected reporting and major efficiency gains with Workiva

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Southwest Airlines achieves faster quarterly closes and simplified reporting with Workiva

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State Bank and Trust achieves faster, more efficient in-house audits with Workiva

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State Government achieves secure, streamlined monthly board reporting with Workiva's Wdesk

Stillwater Mining Company achieves timely SEC reporting and assured data integrity with Workiva

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Tanger Outlets achieves complete control of SEC reporting and in-house XBRL tagging with Workiva

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TD Bank achieves automated, accurate stress testing with Workiva

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Telefónica achieves faster, consistent SEC and ESEF reporting with Workiva

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Ternium achieves 25% faster SEC filings and connects global teams with Workiva

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Texas-Based Midstream Energy Services Company achieves centralized SOX and internal audit visibility with Workiva

The Ensign Group achieves streamlined SOX compliance and real-time collaboration with Workiva's Wdesk

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TomTom achieves faster, more accurate financial reporting with Workiva

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Top 10 Life Insurance Company achieves faster, more accurate reporting with Workiva

Tupperware Brands achieves streamlined SEC reporting and complete filing control with Workiva (Wdesk)

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U.S.-Based Insurance Company achieves $300,000 annual audit fee savings with Workiva

UKG (Ultimate Software) cuts four days from report development with Workiva

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Upland Software achieves scalable, integrated ERM and a single source of truth with Workiva

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Wdesk eases the transition to SOX for Upland Software

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VanEck achieves filing flexibility and control with Workiva

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W. R. Grace & Co. achieves centralized certifications and real-time collaboration with Workiva

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Weave achieves smooth, on-time IPO preparation with Workiva

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Webster Bank achieves faster SOX certification and improved visibility with Workiva

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Wendy's streamlines SOX controls and audits with Workiva

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Westcoast achieves faster financial reporting and formalised controls with Workiva

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Western Technology Investment restores data integrity and eliminates errors with Workiva

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Western U.S. Regional Bank achieves SEC reporting efficiency and avoids filing burnout with Workiva

Winnebago Industries streamlines SEC reporting and saves 30+ hours with Workiva's Wdesk

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Winnebago Industries achieves faster, more accurate and secure investor-relations filings with Workiva Wdesk

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Wintrust Financial Corporation achieves automated, streamlined DFAST reporting with Workiva

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Wintrust achieves streamlined management reporting with Workiva

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World’s Largest Financial Institution - Customer Case Study

ZAGG achieves streamlined SOX automation and major time savings with Workiva

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Zions Bank achieves centralized reporting and simplified, transparent editing with Workiva

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