Workiva
143 Case Studies
A Workiva Case Study
SmileDirectClub, a fast-growing pioneer in doctor-directed at-home orthodontics, faced the challenge of building a scalable SOX compliance program as it grew toward an IPO. David Gamble, Director of Risk and Advisory Services, inherited manual, fragmented processes (Word, Excel, PowerPoint) and a dispersed team that needed a more efficient, remote-capable approach to manage risk and meet public-company demands.
By adopting the Workiva platform, SmileDirectClub centralized and automated SOX workflows, enabled real-time risk assessments and seamless collaboration across global teams, and improved audit documentation and team engagement. The streamlined process eliminated the need for most external audit assistance, saving about $500,000 in audit fees and ensuring continuity during the pandemic.
David Gamble
Director of Risk and Advisory Services