Case Study: Texas-Based Midstream Energy Services Company achieves centralized SOX and internal audit visibility with Workiva

Midstream Company Gains Visibility into SOX, Internal Audit

A Texas-based midstream energy services company with more than $20 billion in annual revenue and hundreds of SOX and internal audit tasks outgrew its Excel-, Access- and email‑based processes and a custom in‑house SOX tool. Increasing regulatory complexity, growing volumes of data and documentation, and a need for clearer, real‑time visibility made the manually intensive, disconnected approach unsustainable.

The company adopted Workiva’s connected reporting platform—using Documents, Spreadsheets, Presentations and customizable, live‑data dashboards—to centralize audit status, findings and recommendations. The switch delivered greater visibility for leadership, saved hours previously spent compiling status updates, retired the in‑house solution (freeing IT resources and storage), and provided a scalable, user‑friendly system that fit the company’s existing processes.