Case Study: State Government achieves secure, streamlined monthly board reporting with Workiva's Wdesk

Wdesk for state board reporting

Workiva helped a state government board streamline monthly reporting with its Wdesk platform. Becca’s team had migrated from expensive board book software to SharePoint® and OneNote®, but members faced multiple logins, document upload challenges, and lingering confidentiality and security concerns that made the board wary of the change.

Wdesk consolidated the 40–50 documents in each monthly binder, using roll-forward functionality so the board administrator compiles materials in just a few hours, and enabled direct commenting for pre-meeting collaboration. The platform’s single sign-on and stronger document security eased member frustrations and privacy worries, and responsive customer service has led the state to expand its use of Wdesk.