Case Study: Joe's Company achieves 80% faster, more accurate board reporting with Workiva Wdesk

Wdesk for Board of Directors Reporting

Joe’s company—an international organization led by Joe’s FP&A team—was producing its monthly board report with PowerPoint, Word, Excel and PDFs. With 10–15 contributors spread across the globe, Joe spent significant time formatting, paginating and manually updating numbers, made harder because many tables and charts were images that couldn’t be easily refreshed.

The team moved the entire board-report process into Workiva Wdesk, using linked tables and charts, roll‑forward templates, direct commenting for collaboration, and Binders to consolidate regional documents before exporting a PDF. The change cut report compilation time by at least 80% (about a day saved each month), allowed simple resyncs to propagate updates, improved consistency and accuracy, and freed the team to focus on more value‑added work.

Joe's Company