Case Study: Energy Company achieves streamlined SOX and SEC reporting with Workiva

Energy Company - Customer Case Study

An energy company that had just split from its parent found itself rebuilding SEC reporting and SOX documentation processes from scratch. With no full‑time internal controls or audit team, no budget for additional headcount, and ongoing ERP implementation and acquisitions, the corporate accounting group needed an efficient, low‑overhead solution they could adopt quickly.

They implemented Workiva’s Wdesk, which Workiva helped populate with the needed spreadsheets and documents, giving a single source of truth, task-driven workflows, automated certification logs, and direct auditor access. The change greatly reduced manual work—saving the senior accountant an estimated 4–5 hours per SOX cycle—allowed the team to handle acquisitions without extra hires, simplified roll‑out to business lines, and has the company expanding Wdesk use into risk assessments.