Case Study: National Vision achieves streamlined, professional financial reporting and significant time savings with Workiva

National Vision sees better financial reporting with Wdesk

National Vision, Inc., one of the largest optical retailers in the U.S. with more than 850 stores and aggressive growth plans, needed a better way to produce the monthly, quarterly, and annual financial reports its shareholders and lenders scrutinize. The team’s old process—assembling reports in Word with pasted images of Excel tables, emailing PDFs for review, and reconciling multiple tracked-change versions—was manual, time-consuming, and prone to version-control issues.

National Vision implemented Wdesk to centralize data and reporting, with a seamless transition and minimal training. Linked workbooks and cloud-based documents mean changes update automatically, auditors can comment directly in the file, and a full change history is available; administrative time dropped by more than half (about one extra week per report), output quality rose to a public-company standard, and last-minute edits are far easier to manage.

National Vision

Russell Roper

Director of Accounting