Workiva
143 Case Studies
A Workiva Case Study
Rand Logistics, a leading Great Lakes bulk-freight carrier, faced slow, error-prone SEC reporting in its Port Dover, Ontario office. Controller Sanjiv Shah and his small finance team relied on word processors, spreadsheets and an outside EDGARizer, which made version control, audit trails and professional presentation difficult and time-consuming.
After a smooth December 2011 rollout of Wdesk (Workiva) with brief training and close vendor support, Rand switched to linked, cloud-based report development and integrated EDGARization. The new process consolidated reviews into a single online document, improved presentation and auditability, cut several days from report preparation, and impressed auditors and executives alike.
Sanjiv Shah
Controller