Case Study: Fortune 1000 Public Utility Company achieves scalable, controlled FP&A and faster variance analysis with Workiva Wdata

Utility Company Powers Its FP&A with Wdata

A Pacific Northwest, fully integrated energy utility serving 885,000 customers in 51 cities struggled to perform timely monthly and quarterly variance analysis because its business intelligence platform was slow, inflexible, required developer intervention for changes, and sometimes crashed under concurrent users—forcing analysts to reduce the quality of their work to meet deadlines.

The company adopted Workiva’s Wdata (and Wdesk) to connect data, streamline analysis, and link results to final reports and presentations; this lets 50+ people work on reports and 20+ on data simultaneously, cuts time spent on document management, frees analysts for higher‑value work, and increases control over data, access, and governance—with plans to expand the platform to cash‑flow and other internal reporting.