Case Study: Leading Insurance Company achieves organized SOX and COSO compliance with faster reporting and time savings with Workiva (Wdesk)

Getting Organized for SOX and the COSO Framework

An insurance company with a two-person internal audit team struggled to manage SOX processes and map to the new COSO Framework using large, scattered Word and Excel files. Version-control problems, slow quarterly reporting, and the need to manually search many documents made it difficult to track testing progress and ensure the company could meet compliance expectations.

By extending their existing Wdesk use to SOX, the team centralized documentation and gained a familiar, Office-like interface that reduced compilation time and improved timeliness for auditors through real-time updates. The change delivered immediate time savings, clearer SOX/COSO documentation, faster issue identification, and more reliable reports—while built-in linking and planned dashboards further strengthen quality control and progress management.