Workiva
143 Case Studies
A Workiva Case Study
Farmer Bros. Co., a national manufacturer and distributor of coffee, tea, and culinary products, relied on a one-person finance team to prepare SEC filings using manual word‑processing and spreadsheet workflows. That approach required repetitive retyping, time‑consuming formatting, error-prone reconciliations, and heavy dependence on an outside filer—creating stress around tight deadlines and when working remotely.
Switching to Wdesk gave the company a cloud-based report development and direct SEC filing solution with linked data, persistent table formatting, easy blacklining for reviewers, and XBRL tagging support. The platform let the reporting director file from anywhere, cut quarterly filing time by up to four days, reduce errors, free up time to focus on content, and rely on fast online help and responsive customer service.
Sowmya Rajan
Director of Financial Reporting