Case Study: Financial Institution achieves transparent data lineage and hundreds of hours saved with Wdata by Workiva

Financial Company Drives Data Lineage with Wdata by Workiva

A financial institution struggled with time-consuming manual “ticking and tying,” limited visibility into where report figures originated, and heavy reliance on IT to pull and validate data. The lack of clear data lineage slowed reporting, increased operational risk, and left analysts spending too much time on data prep instead of analysis.

The company implemented Workiva’s Wdata and SEC reporting solution (Wdesk) to automate data pulls with pre-built connectors, create end-to-end lineage, and build automated workflows and role-based access. The change delivered hundreds of hours saved per quarter, earlier access to reliable data, reduced dependence on IT, and greater confidence for the financial reporting team and auditors.