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

2U creates a customized SOX compliance program

2U, an educational technology company that partners with universities to deliver online degree programs, faced a sudden compliance challenge after going public and becoming an accelerated filer. Informal processes had to be formalized quickly; Rex Roberts, Senior Director of Business Process Controls, led the effort to build a SOX program from scratch and needed a scalable, auditable system to support the culture shift.

2U chose Workiva’s Wdesk for Controls Management and worked closely with Workiva’s implementation team to build risk control matrices, narratives, evidence linking, certifications, dashboards and heat maps. The flexible, all-in-one solution helped 2U mirror external audit results, improve communications with process owners, track progress in real time, and realize time and cost savings while retaining the ability to tweak the program as the company grows.

2U

Rex Roberts

Senior Director of Business Process Controls