Case Study: Fortune 500 Company achieves faster, less stressful S-1/S-1a and 10-Q filings with Workiva

Fortune 500 Company - Customer Case Study

A fast‑growing company preparing for and then moving through its IPO initially relied on a financial printer to manage S‑1 and 10‑Q filings, a slow, manual process that left little room for repeated updates or cross‑team collaboration. After Khadija — who had prior experience with Wdesk — persuaded finance leadership to see a demo, management adopted Wdesk for a secondary offering and a string of filings (8‑K, 10‑Q, S‑1a and final prospectus), confronting challenges around coordination, reuse of work, and XBRL tagging with limited internal experience.

Using Wdesk’s collaboration and control features (blackline, roll‑forward, tagging with Workiva Professional Services support, and a linked workbook for share‑price‑dependent figures), the team streamlined updates so a single change propagated across all documents. The result was lower stress, faster turnaround, more time for analysis, strong endorsement from an outside consultant, and expansion of Wdesk into legal filings (Section 16, proxy, S‑8) — enabling Khadija to make late changes herself without costly printer rework.