Case Study: State Bank and Trust achieves faster, more efficient in-house audits with Workiva

State Bank and Trust - Customer Case Study

State Bank and Trust Company, a Macon, GA-based bank with $4.1B in assets formed from 13 institutions, brought its internal audit and risk processes in-house after rapid growth. Lacking an effective electronic workpaper system and needing a unified way to manage SOX and audit workflows, the audit team struggled to scale and meet reporting and review demands.

The bank adopted Wdesk for SOX and Audit as a single platform for evidence storage, tasking, dashboards and reviewer collaboration, with external auditors given direct access. The change cut hours from each audit, helped the team meet deadlines even when understaffed, improved external-auditor partnerships, and freed time for post-audit analysis and process improvements — prompting plans to expand Wdesk usage across broader risk and policy work.

State Bank and Trust

Bradley Carroll

Senior Vice President, Director of Internal Audit