Case Study: Food Service Company achieves a smooth S-1 filing and streamlined XBRL tagging with Workiva

Food Service Company - Customer Case Study

A small food-service company’s reporting team faced the challenge of preparing follow-on SEC filings after an initial S-1 was handled by a financial printer. Wanting a more progressive, cloud-based approach that would improve collaboration, XBRL tagging, and control over late-breaking changes, the director of financial reporting, controller, and CFO chose Workiva’s Wdesk for subsequent S-1, quarterly, and annual filings.

The team imported the S-1 into Wdesk, worked with Workiva’s Professional Services Manager for XBRL tagging and review, and relied on a Customer Success Manager for support while general counsel edited the document directly in the platform. The transition was smooth—outsourced XBRL tagging was fast and informative, the familiar UI and blackline/milestone features improved version control and collaboration, and the team gained more control over filings; they now plan to scale Wdesk as the reporting team grows.