Case Study: Multinational Energy Company achieves streamlined SOX compliance and cost savings with Workiva Wdesk

Multinational Energy Company - Customer Case Study

A multinational energy company operating onshore in the U.S. and offshore worldwide was struggling to meet Sarbanes‑Oxley (SOX) documentation requirements using a fractured process of 600 spreadsheets, broken links, and manual certification. The time‑consuming, error‑prone approach consumed staff hours (one person spent about 30% of her time fixing links), wasn’t scalable, and failed to deliver after a prior software purchase.

The SOX team switched to Wdesk, with Workiva handling setup and minimal (30‑minute) training, centralizing data and live links and adding automated Certification for global sign‑offs, translations, reminders, and tracking dashboards. The change simplified the SOX process, reduced reporting costs, delivered efficiency equivalent to one full‑time employee, enabled a quick transition, and freed the team to focus on higher‑value work.