Case Study: UKG (Ultimate Software) cuts four days from report development with Workiva

Wdesk Joins Ultimate Software in the Cloud

Ultimate Software, a leading cloud-based HCM provider, faced a bottleneck in its three-person financial reporting team that relied on manual report preparation, email-based reviews, and multiple third-party vendors for EDGAR, XBRL tagging, and filing—creating inefficiency, document fragmentation, and risk of inaccuracies.

Switching to Wdesk’s cloud reporting platform gave Ultimate a single, linked workbook and built-in collaboration (blacklines, track changes, comments) plus vendor-assisted tagging during the transition. The team cut four days from report development, improved confidence in accuracy, streamlined proxy production, gained secure remote access, and saw better work–life balance while planning to bring XBRL tagging in-house.

UKG

Stephanie Aronesty

Director of Financial Reporting