Case Study: Upland Software achieves scalable, integrated ERM and a single source of truth with Workiva

Upland Software grows strategically with ERM solution

Upland Software, an Austin-based provider of cloud enterprise work management software that recently went public and is growing through acquisitions, needed a scalable way to add enterprise risk management (ERM) to its existing SEC reporting and SOX compliance processes. The company wanted a solution that was flexible, easy to implement, and would grow with the business without adding heavy manual reconciliation or complexity.

Upland added Workiva’s Wdesk for ERM, and the Workiva team built a customized ERM master workbook and linked dashboards in days. The integrated Wdesk setup created a single source of truth across SEC, SOX, and ERM, reduced manual work and errors, provided transparent audit trails, and delivered flexible, role-specific dashboards—saving time and giving leadership a clearer, more accurate risk profile.

Upland Software

Marissa Palmer

SOX and Compliance Manager