Case Study: Workiva achieves a 99% reduction in post-payroll processing spend with Xactly Incent from Xactly Corporation

Workiva Overhauls Compensation Processes, Makes Work Easier for Sales with Xactly Incent

Workiva, a cloud-based platform that simplifies complex reporting and disclosure, relied on manual, spreadsheet-driven compensation processes that were time-consuming, error-prone and required extensive shadow accounting. Needing a single solution to streamline sales compensation and data flows, the company selected Xactly to eliminate complexity and improve accuracy.

By implementing Xactly Incent, Workiva automated incentive compensation management, giving sales reps real-time visibility into plans and payouts and admins centralized performance and pay analytics. The overhaul cut post-payroll processing spend by 99%, reduced disputes and SLA turnaround from 30+ days to under 3 (a 95% improvement), improved data integrity and bookings, and freed teams to focus on selling and strategic analytics—later prompting adoption of Xactly Forecasting for pipeline visibility.

Workiva

Lindsay Cressman

Global Sales Compensation Manager