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

Eliminating Consulting Costs and Errors on SOX Documentation

A large healthcare company faced a SOX documentation overhaul after a corporate restructuring centralized many processes. The finance team struggled with inconsistent controls, lost or fragmented documents (relying on email attachments rather than a shared platform), version‑control issues using SharePoint/Word/Excel, and heavy outsourcing to external consultants—leading to deficiencies and high costs.

The company piloted Workiva’s Wdesk on its most complex revenue cycle, moving documents into a single cloud platform with linking, dashboards, and easy collaboration with auditors. Adoption was quick, outsourcing was mostly eliminated, and testing became far more efficient—saving $38,000 in consulting fees, reducing testing time by dozens of hours, and improving SOX results from four deficiencies the prior year to zero, while giving leadership greater confidence in management certifications.