Workiva
143 Case Studies
A Workiva Case Study
Eagle Rock Energy Partners, a publicly traded master limited partnership in Houston, needed an XBRL tagging solution that let its finance team retain control of SEC filings without being locked into a long, costly contract. The company sought an easy-to-use platform that would let them prepare and file reports themselves while supporting their hands-on disclosure committee and C-level reviewers.
They implemented Wdesk on a quarter-to-quarter subscription, enabling rapid onboarding, self-service XBRL tagging, and cloud-based collaboration. Within days Workiva imported prior filings, and Eagle Rock completed manual tagging in a week; reviewers now use the platform to comment, blackline, and finalize filings. The result: faster, less stressful reporting, improved accuracy and collaboration, satisfied executives, and continued control over the filing process.
Larry Thullier
Vice President Financial Reporting