Case Study: External Reporting Group achieves faster, more controlled S-1 filings with Workiva

External Reporting Group - Customer Case Study

Preparing to go public, the company needed tighter control over its S-1 process and a platform it could build on as a public company. Its previous approach impeded meaningful document feedback and relied on a financial printer with long lead times, making last-minute edits inefficient and risky.

The team adopted Wdesk, with finance, external reporting and legal collaborating directly in the platform, external counsel editing comfortably, and a Customer Success Manager guiding formatting and the live filing. Filing through Wdesk (and using its roll-forward, linking and collaboration features) sped the S-1 process, eliminated the third-party bottleneck, improved final reviews and accuracy, and created a repeatable, more efficient workflow for future filings.