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

Connecting SEC, Board, and Internal Reporting with Workiva

A financial reporting team led by a former controller and SEC reporting executive—supporting pre- and post-IPO companies including a leading e-commerce retailer—faced a slow, error‑prone SEC filing process built on PDFs, pencil markups and a stressful “pencils down” handoff to printers. They needed a modern, centralized solution to regain control of documents, speed up reviews, and reduce the risk of last‑minute mistakes.

They adopted Workiva for SEC, board, and internal reporting, linking source data so updates propagate automatically across all reports. The platform gave the team end‑to‑end control of filings, faster change turnaround, improved cross‑team collaboration, and trusted, consistent numbers for both external and internal reports—benefits that met and exceeded expectations.