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

Derek's Company - Customer Case Study

Derek’s company produced MD&A and financial statements using Microsoft Word and Excel, which led to inconsistent presentation quality, frequent file crashes or corruption, and a cumbersome review process. Track changes couldn’t reflect updates in embedded charts or linked numbers, making it hard to know which version reviewers had seen, and the reporting cycle stretched from January through the end of March.

After implementing Wdesk, teams can work on the same report simultaneously while numbers are populated from a single master workbook and changes are reviewed with a cleaner blackline feature before exporting to PDF. The change saved about two weeks annually, shortened the reporting season to January–end of February, reduced stress, improved feedback on content, and left the team relying on dedicated support—so much so that they now call themselves Wdesk “evangelizers.”