Case Study: Clearview Group achieves streamlined, secure financial reporting with Workiva

Shipping Firm Amps Reporting with Clearview Group & Workiva

A multinational shipping and logistics company—led by its director of reporting and consolidations, Brian—faced time-pressured monthly closes and internal reporting built on stapled Excel workbooks, manual cut-and-paste, redundant paperwork, and insecure file sharing for SEC, investor relations, and management reports. These processes created errors, version-control headaches, and little time for analysis.

Working with Workiva and advisory partner Clearview Group, the team centralized reports and source data in the Workiva platform, using linked data feeds, cell-level audit trails, fine-grained security, and searchable content plus a mapped, agile rollout. The result was a single source of truth with dynamically linked, traceable data, stronger controls, streamlined collaboration, reduced manual work, and more time for analysis and higher-confidence financial reporting.

Clearview Group

Michael Molloy

Partner, Advisory Services