Cloud Platform that simplifies the complexities of reporting and compliance.
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Banking Case Studies and Customer Success Stories with Workiva
Wintrust Financial Corporation
- Banking
- Large
Rosemont, USA
Workiva helped Wintrust Financial Corporation's FP&A team automate management reporting. Manual processes slowed DFAST reporting and caused version control issues.... With Workiva, the team linked data, reduced manual work, and improved collaboration. Reports and presentations now update automatically with synced general ledger data. Cloud storage ensures everyone accesses the latest files. Leaders trust the accuracy and transparency of their reports.
Workiva helped Raymond James Bank improve board reporting. The bank used Workiva to link text and numbers in reports, increasing... accuracy. Reporting became faster by removing manual slide consolidation. 95 users across the company adopted the platform. This reduced meetings, emails, and risk. The board now trusts the data for timely decisions.
KeyBank used Workiva's Wdesk platform to manage accounting policies and procedures. Before Workiva, their process was manual and relied on... email, causing issues with version control and tracking. With Wdesk, KeyBank centralized documents, enabled real-time collaboration, and automated approvals. The team now tracks policy exceptions more easily and shares reports with leadership each quarter. This change improved transparency and freed up time for higher-value projects.
Investec used Workiva to solve complex financial reporting challenges. Manual processes caused errors and made the team feel out of... control. Workiva's platform brought data consistency, real-time collaboration, and version control. The team now trusts their data and saves time. Workiva made reporting easier and more reliable for Investec.
KeyBank used Workiva to modernize its financial operations. The bank replaced email and shared drives with a single cloud platform... for SEC reporting and accounting policy management. Workiva enabled faster, more accurate CECL and SOX compliance reporting. Teams now collaborate in one place, reducing errors and saving time. Audits are more efficient and data is easier to manage.
Workiva helped Banco Santander improve SEC reporting and internal board reports. The team gained control over document creation and submission.... They could quickly update and share drafts with executives. Workiva linked data sources, ensuring accuracy and consistency across all reports. The platform offered 24/7 support, helping meet tight deadlines. Santander valued the ability to connect and reuse data for multiple reporting needs.
Workiva helped Raymond James Bank improve their board reporting process. The bank used Workiva's cloud platform to link text and... numbers across reports. This increased accuracy and gave the board more confidence in their decisions. Reporting became faster by removing manual slide consolidation. 95 users adopted the solution, which reduced meetings and emails and lowered risk.
Workiva helped Webster Bank streamline its SOX compliance process. The bank previously managed over 350 controls and 83 business process... owners using manual tools like Word, Excel, and Visio. Workiva provided a central platform, reducing certification time from two weeks to a few days. The platform improved version control, automated reporting, and enabled direct auditor access. Webster Bank now spends less time on manual tasks and more on executive reporting and risk assessment.
KeyBank used Workiva to modernize financial operations. The bank replaced email and shared drives with a single cloud platform for... SEC reporting and accounting policy management. Teams now complete repetitive tasks in minutes, not hours. Workiva enabled efficient quarterly CECL reporting and improved SOX compliance. KeyBank gained better version control, collaboration, and more time for analysis.
Workiva helped Wintrust Financial Corporation's FP&A team fix version control issues and speed up management reporting. The team used to... rely on manual Excel templates, which caused delays and errors. With Workiva, they now link general ledger data directly to reports and presentations. This lets multiple people work together at once and ensures everyone uses the latest data. Executives are happy with the new process and the improved accuracy.
KeyBank used Workiva's Wdesk platform to manage accounting policies and procedures. Before, their process was manual and relied on emails... and shared drives. With Wdesk, they moved all documents to a single, collaborative space. The team now tracks changes, manages approvals, and attaches evidence directly in the platform. This improved audit efficiency and modernized financial operations. The new process lets the team focus on higher-value projects and increases transparency for leadership.
Investec used the Workiva platform to solve complex financial reporting challenges. Manual processes and version control issues made reporting slow... and risky. Workiva enabled real-time collaboration, blacklining, and data consistency. The team gained control, improved efficiency, and increased confidence in their reports. Workiva's support team provided ongoing help and guidance.
Workiva helped Challenger Limited save a week in their annual reporting process. The finance team automated manual tasks and improved... reporting accuracy. They reduced errors and increased confidence in their data. Workiva enabled faster delivery of reports to stakeholders. The team now spends more time on strategic business work. Reporting is integrated with core systems, reducing risk and version issues.
Workiva helped Fexco save 1,000 hours in just 12 weeks by automating financial reporting. Fexco replaced manual, error-prone processes with... a connected cloud platform. The team improved accuracy, consistency, and transparency in statutory reporting. Employees now focus on valuable work, not repetitive tasks. Collaboration and job satisfaction increased across accounting teams. Fexco can now respond faster to regulatory changes and deliver reports more quickly.
Workiva helped FLEETCOR automate statutory reporting for 12 UK entities. Manual, fragmented processes caused 8-9 month reporting cycles and resource... strain. With Workiva, FLEETCOR reduced reporting cycle times and workload. Real-time collaboration and direct data connectivity improved efficiency. Teams could work together in the cloud and respond faster to audit needs.
Un gestionnaire d’actifs alternatifs
- Financial Services
- Very Large
Workiva helped a leading alternative asset manager modernize its fund reporting. The team faced version control issues, disconnected documents, and... poor data visibility. With Workiva, all contributors and fund administrators now work on a single platform. Data is managed in one place and linked to multiple deliverables. Automated checks and data validation save time and boost transparency. The solution supports new funds without adding staff.
FLEETCOR used Workiva to automate statutory reporting for 12 UK entities. Manual processes had caused reporting to take 8 to... 9 months. With Workiva, FLEETCOR shortened reporting cycles and reduced team workloads. Real-time collaboration and direct connectivity to source files improved efficiency. The team phased the rollout, starting with seven entities, and saw faster filings and better visibility for leadership.
Best Egg used the Workiva platform to centralize audit and risk management. Before, their team relied on manual processes and... spreadsheets, making it hard to see risk across the company. With Workiva, they unified enterprise risk, audit, and policy management in one place. Workiva AI helped them automate reports and draft policies fast. The team now works more efficiently, even with fewer people, and can shift from reacting to risks to preventing them.
Challenger Limited used the Workiva platform to transform its finance operations. The finance team automated manual reporting, saving a week... in the annual reporting process and a day each month on management and board reports. Workiva enabled scalable, consistent, and integrated reporting across nearly 300 entities. The platform reduced risk, improved audit trails, and eliminated version control headaches. Challenger’s finance team now spends more time on strategic business initiatives and less on manual tasks.
A multinational alternative asset manager
- Financial Services
- Very Large
Workiva helped a multinational alternative asset manager modernize its fund reporting. The team replaced disconnected documents and manual processes with... a single platform. Now, contributors and fund administrators work together in one place. Data is managed in one location and linked across multiple reports. Automated checks and templates save time and improve accuracy. The platform brings transparency and consistency to financial reporting.
Workiva helped Fexco save 1,000 hours in 12 weeks by automating and centralizing statutory financial reporting. Manual processes caused errors... and wasted time. With Workiva, Fexco improved accuracy, consistency, and traceability in financial statements. The team could focus on higher-value tasks and regulatory changes like IFRS 16. Staff satisfaction and collaboration increased across finance teams.
Manufacturing Case Studies and Customer Success Stories with Workiva
Cornerstone Building Brands
- Manufacturing
- Large
Cary, USA
Workiva helped Cornerstone Building Brands manage SOX compliance and internal audit after a major merger. The company replaced 2,500 Excel... files and reduced time spent per control by 77%. SOX consulting costs dropped from $1.5 million to zero in one year. The team now completes controls in 7 hours instead of 30. Leadership gained new visibility and efficiency across hundreds of controls.
Cornerstone Building Brands
- Manufacturing
- Very Large
Cary, USA
Workiva helped Cornerstone Building Brands overhaul its SOX compliance and internal audit process. The company managed 2,500 Excel files across... 25 business units and spent 30 hours per control. With Workiva, they reduced time per control by 77%. They eliminated $1.5 million in SOX consultant costs in one year. Executives gained new visibility and control over compliance tasks. The team now completes all SOX work in one platform, saving time and money.
Acerinox used the Workiva platform to unify financial and sustainability reporting. Before Workiva, teams spent time on manual checks and... risked errors in reports. With Workiva, data updates automatically across documents, improving accuracy and saving time. Integration with Enablon reduced manual work and boosted data traceability. Standardized templates and automation let teams focus on higher-value tasks and roll forward reports each year.
A leading supplier to the semiconductor industry
- Manufacturing
- Large
Workiva helped a leading supplier to the semiconductor industry manage statutory and financial reporting across more than 60 global locations. The company faced... challenges with disconnected spreadsheets and slow, manual processes. By switching to Workiva, they gained a central source for consolidated financial data and real-time collaboration. Teams now track reporting status easily and collaborate efficiently. The platform improved transparency, control, and data consistency for all reporting needs.
Workiva helped ArcelorMittal meet SEC XBRL reporting requirements. The platform enabled real-time collaboration for global teams, even during COVID-19. ArcelorMittal... saved about a week during annual reporting season. External lawyers and auditors accessed documents securely, reducing rework and email traffic. The solution simplified linking European and SEC reports, cutting manual work.
Workiva helped Orion Engineered Carbons save time and improve SEC reporting. The platform let teams in Germany and the U.S.... work together in real time. Orion eliminated manual data entry and linked reports to a single data source. This improved accuracy and reduced review steps. The team gained full control over the reporting process and cut external costs. Trust in data and collaboration increased across all stakeholders.
Solenis used Workiva to connect global statutory, tax, and financial reporting after a major merger. The company slimmed down internal... audit reports from over 100 pages to just 10. Even after losing 30 staff, Solenis maintained productivity and projected over $400,000 in annual benefits across 30 entities. The team achieved a 43% ROI in three years by automating data connections and improving audit visibility. Workiva helped Solenis reduce audit fees and streamline monthly operational reporting.
Ternium used Workiva to improve its SEC reporting process. Before, teams struggled with disconnected tools and manual steps. With Workiva,... Ternium created a single, structured workflow for all SEC filings. The company reduced 20-F preparation time by 25%. Teams in different countries now collaborate in real time. Workiva also helped Ternium meet XBRL requirements and streamline review and audit trails.
Food & Beverages Case Studies and Customer Success Stories with Workiva
Jacobs Douwe Egberts
- Food & Beverages
- Large
Amsterdam, Netherlands
Workiva helped Jacobs Douwe Egberts speed up their annual reporting. The finance team used Workiva to connect data, people, and... processes. They cut a week from their financial statement preparation. Audit processes became faster and more transparent. The team now spends less time on manual tasks and more on analysis. Workiva supports JDE’s growth and future IPO plans.
Workiva helped JDE Peet's file its first ESEF-compliant annual report ahead of schedule. Before Workiva, the team struggled with manual... reporting, version control issues, and data inconsistencies. After implementing Workiva, they automated data linking, ensured XBRL tagging, and centralized all reporting in one platform. The team saved hours on updates and reduced risk. JDE Peet's now feels confident about future regulatory filings.
The Kraft Heinz Company
- Food & Beverages
- Very Large
Chicago, USA
Workiva helped The Kraft Heinz Company standardize its multi-entity financial reporting. Manual processes caused delays and inconsistent results. Workiva's platform... brought faster, more reliable reporting and improved data consistency. Built-in translation tools made collaboration easier across global teams. Review and audit processes became simpler and more transparent. Kraft Heinz now saves hours on each report and has greater confidence in its data.
Workiva helped JDE Peet's file its first ESEF-compliant annual report ahead of schedule. Before Workiva, the team struggled with manual... processes and version control, risking data errors. The platform enabled automation, data linking, and XBRL tagging, making reporting faster and more accurate. JDE Peet's now has a single source of truth and can confidently meet compliance requirements. The team expects future filings to take less than an hour.
The Kraft Heinz Company
- Food & Beverages
- Very Large
Chicago, USA
The Kraft Heinz Company used the Workiva platform to standardise its multi-entity financial reporting. Manual processes caused inconsistent reports and... wasted time. Workiva enabled uniform formatting, improved data consistency, and made reviews faster. Built-in translation tools helped teams in different countries work together. The team now saves hours on each report and responds to management questions quickly. Compliance with new regulations became easier with automated XBRL tagging.
Dr Pepper Snapple Group
- Food & Beverages
- Large
Plano, USA
Workiva helped Dr Pepper Snapple Group modernize its SOX compliance process. The old system was slow and manual, causing version... control issues and delays. With Workiva, the team now tracks SOX progress in real time and saves time on reporting. The platform links controls, tests, and dashboards, making collaboration easier. Managers and auditors get up-to-date information and spend less time on routine tasks.
Jacobs Douwe Egberts used Workiva to speed up their annual reporting. The finance team reduced time spent on administrative tasks... and finished financials one week faster. Workiva made the audit process more transparent and simple. Collaboration improved as multiple users could work on documents at the same time. The team now has more time for analysis and strategy. Workiva positioned JDE to scale reporting as the company grows.
Utilities Case Studies and Customer Success Stories with Workiva
National Grid
- Utilities
- Very Large
London, UK
Workiva helped National Grid shorten its legal entity reporting cycle. The company improved efficiency and collaboration across financial reporting teams.... National Grid automated parts of the process and simplified audits. Real-time collaboration on a single platform made remote work easier during the pandemic. The platform increased trust in data and reduced repetitive work for 26 entities.
Iberdrola used Workiva to improve its ESG reporting. The company faced fast-changing regulations and unclear new standards. Workiva helped Iberdrola... control all financial and non-financial data in one place. The platform made reporting faster and more reliable. Iberdrola can now adapt quickly to new ESG requirements and provide better data for internal and external reviews.
AES Corporation used Workiva to connect global teams for SOX compliance and internal audits. The old software was hard to... use and did not support process updates. With Workiva, onboarding was fast, needing only two training sessions. Teams now link audit and SOX data in one system, saving time and improving transparency. Workiva dashboards help leaders track audit status and spot issues quickly. The platform also made it easier to handle PBC requests and increased the number of consulting projects the team could manage each year.
Aboitiz Power Corporation used Workiva to automate financial reporting. Manual processes wasted resources before. Automation cut report preparation time and... helped meet deadlines. The team used a collaborative platform to speed up audits and respond quickly to auditor comments. Removing repetitive tasks improved employee satisfaction and work-life balance.
National Grid used Workiva to shorten their legal entity reporting cycle. The team improved efficiency and built trust in their... financial data. Workiva helped automate reporting and made collaboration easier, even during the pandemic. Auditors and tax teams worked together in real time on one platform. The audit process became faster and more transparent. National Grid now spends less time on repetitive tasks and more on value-added work.
AES Corporation used Workiva to connect global SOX compliance and internal audit teams. The old software was hard to use... and slowed down updates. With Workiva, team members learned the platform quickly and now work together in one system. Real-time dashboards help track audit progress and spot gaps. The platform saves time, boosts collaboration, and lets the team handle more projects each year.
Iberdrola used the Workiva platform to improve ESG reporting. They faced fast-changing regulations and unclear standards. Workiva helped them control... data, manage permissions, and speed up reporting. The team now has higher quality data for reviews. Iberdrola can adapt quickly to new ESG requirements. Trust and transparency in their process increased.
New Relic
- Information Technology And Services
- Medium
San Francisco, USA
New Relic used Workiva's cloud platform to manage SEC reporting, including 10-Q, 10-K, 8-K, and proxy statements. Before Workiva, last-minute... changes to filings were slow and costly due to reliance on external printers. With Workiva, New Relic edits and files documents internally, eliminating extra fees for urgent changes. Teams collaborate in real time, reducing steps for last-minute updates. The platform made remote work and document comparison easier, improving efficiency for legal and SEC reporting teams.
Slack
- Information Technology And Services
- Large
San Francisco, USA
Slack used Workiva to manage SEC filings for their IPO and ongoing reporting. The accounting team wanted a modern, collaborative... platform for SEC compliance. Workiva made onboarding new staff easy and improved collaboration with auditors and lawyers. Slack now uses Workiva as a single source of truth for financial data. The XBRL services from Workiva exceeded expectations and simplified the review process.
Slack Technologies Inc.
- Information Technology And Services
- Large
San Francisco, USA
Slack used Workiva to manage its IPO process. The team replaced old, manual workflows with real-time collaboration. Workiva let many... people work on documents at once, cut duplicate tasks, and removed version control issues. Slack saved hours by updating data in one place and sharing it everywhere. The team trusted their numbers and finished reviews faster. After the IPO, Slack kept using Workiva for SEC filings.
Cognizant
- Information Technology And Services
- Very Large
Teaneck, USA
Cognizant used Workiva to improve its ESG reporting. Before, they collected data manually from many sources and risked errors. Workiva... gave them one platform for ESG data, mapping, and reporting. This made their data more secure and their ESG program stronger. Cognizant now tracks who accesses and changes reports, and can send data requests to internal teams. They hope to report ESG metrics as carefully as financial ones.
Cognizant
- Information Technology And Services
- Very Large
Teaneck, USA
Cognizant used Workiva to improve its ESG reporting process. Before Workiva, Cognizant collected ESG data manually from many sources, risking... errors and leaks. With Workiva, Cognizant now collects, maps, and reports ESG data in one secure platform. The platform helps control access, track changes, and automate data flows. Cognizant aims to make ESG reporting as rigorous as financial reporting.
Slack
- Information Technology And Services
- Large
San Francisco, USA
Slack used Workiva to manage SEC filings, starting with its IPO and continuing with 10-Q and 10-K reports. The team wanted... a modern, collaborative platform for financial reporting. Workiva made it easy to onboard new team members and work with auditors. Slack used Workiva as a single source of truth for financial data. The XBRL services from Workiva exceeded expectations, making reporting more accurate and efficient.
Slack Technologies Inc.
- Information Technology And Services
- Large
San Francisco, USA
Slack used Workiva's connected reporting platform to manage its IPO process. The team replaced slow, error-prone financial printers with real-time... collaboration. Workiva enabled multiple people to work on SEC filings at once, reducing duplicative work and version control issues. Slack saved hours by updating numbers and text instantly across documents. The process gave Slack confidence in the accuracy and completeness of its filings.
Oil & Energy Case Studies and Customer Success Stories with Workiva
Aker Horizons
- Oil & Energy
- Medium
Oslo, Norway
Aker Horizons used the Workiva platform to create its first fully integrated annual report. The company needed to combine financial... and ESG data in a transparent, measurable way. Workiva enabled real-time collaboration with portfolio companies and centralized all data for easy review. The platform's secure permissions protected sensitive information while allowing efficient teamwork. As a result, Aker Horizons produced a report aligned with the latest regulations and best practices.
Workiva helped Baker Hughes improve ESG reporting with cloud-based automation. Baker Hughes needed reliable data for investor transparency and to... meet evolving ESG demands. The Workiva platform enabled accurate, real-time dashboards and flexible reporting. This allowed Baker Hughes to support its net-zero goals and strengthen stakeholder trust. The company now uses Workiva for SEC, ESG, statutory, and government reporting.
Aker Horizons used the Workiva platform to create its first integrated annual report. The company combined financial and ESG data... in one place for full transparency. Over 50 people, including portfolio companies, worked together in real time. Workiva's connected spreadsheets and strict permissions made collaboration easy and secure. The result was a compliant, up-to-date report that set a new standard for ESG reporting.
Baker Hughes used the Workiva platform to improve ESG reporting and sustainability disclosures. The company needed trusted, investor-grade data and... automation to meet evolving ESG demands. Workiva's cloud-based solution enabled accurate data, dashboard visibility, and flexible reporting. Baker Hughes built a strong ESG information governance framework and increased oversight of sustainability metrics. The platform helped drive stakeholder engagement and support energy transition goals.
Workiva helped Telefónica transform its financial reporting process. Telefónica used Workiva to manage SEC and ESEF filings on one platform.... The easy-to-use interface let teams start fast and file over a month earlier than before. Data linking saved time and cut manual work. Over 100 people now collaborate in real time, reducing bottlenecks. Telefónica keeps reports consistent and updates data across documents instantly.
Advanced Info Service Public Company Limited
- Telecommunications
- Very Large
Bangkok, Thailand
Workiva helped Advanced Info Service Public Company Limited cut report preparation time. The team used a single secure cloud platform... for remote work and collaboration. They improved reporting with connected data and streamlined processes. Security and access controls allowed more users and teams to join. The platform made it easy to update information across documents, spreadsheets, and presentations. Collaboration and communication improved with tagging and automated reminders.
Advanced Info Service Public Company Limited (AIS)
- Telecommunications
- Very Large
Bangkok, Thailand
Workiva helped Advanced Info Service (AIS) cut report preparation time. AIS needed a secure, single platform for remote collaboration. The... accounting team used Workiva to connect data across files and spreadsheets. This reduced manual work and improved report accuracy. The platform made it easier for teams to work together and keep data safe. AIS plans to expand Workiva use to more departments.
Workiva helped Telefónica transform its financial reporting. Telefónica used Workiva to manage both SEC and ESEF filings in one platform.... The team filed with the SEC over a month earlier than before. Over 100 people now collaborate in real time on reports. Data linking and a single source of truth save time and reduce manual work. Telefónica gained consistency and confidence in their reporting process.
Wholesale Case Studies and Customer Success Stories with Workiva
Orion Engineered Carbons
- Chemicals
- Large
Frankfurt, Germany
Workiva helped Orion Engineered Carbons fix its SOX compliance program. Before, Orion used manual processes and desktop apps, making updates... slow and hard. With Workiva, Orion put all SOX documents in one place. Over 120 people now work together on a single cloud platform. Orion gained more visibility, saved time, and improved collaboration. Teams can now focus on test analysis and use dashboards for instant insights.
Orion Engineered Carbons used Workiva to improve SEC reporting. Manual processes were slow and lacked control. With Workiva, teams now... work together on one platform. Data updates sync across all reports. Communication improved with real-time comments. Orion gained full control and trust in their data. Costs dropped by handling reporting in-house.
Workiva helped Solenis simplify global statutory reporting and internal controls. After a major merger, Solenis used Workiva to connect data... sources and automate reporting. The company reduced an internal audit report from 120 pages to 10. Even after losing 30 staff, productivity stayed high. Solenis expects to save over $400,000 annually across 30 EMEA and Russia entities. They project a 43% ROI over three years with Workiva.
Workiva helped Orion Engineered Carbons fix its SOX compliance program. Before, Orion used manual processes and desktop apps, making updates... hard. With Workiva, over 120 people now work together in one cloud platform. Orion saves time and can focus on analyzing test results. The team sees all documents and results in one place. The platform is easy to use and quick to learn. Orion now has better visibility and control over its SOX process.
Computer Software Case Studies and Customer Success Stories with Workiva
Smartsheet
- Computer Software
- Medium
Bellevue, USA
Smartsheet used Workiva's Wdesk platform to manage its IPO process. The team collaborated in real time on the S-1 document... with banks and legal teams. They completed their first confidential filing within a month of starting the project. Workiva enabled multiple users to work on different sections at once and provided strong data accuracy controls. Smartsheet continued to use Workiva for financial reporting after going public.
New Relic used Workiva to improve its SEC reporting process. The legal team moved proxy, 8-K, and other filings to... the Workiva cloud platform. They eliminated delays and extra fees for last-minute edits. Teams now edit and file documents directly, with real-time collaboration. The process is faster, more efficient, and less expensive than using a printing company.
Workiva helped Smartsheet speed up its IPO process. The platform enabled real-time collaboration on S-1 filings with banks and legal... teams. Smartsheet completed its first confidential filing within a month of starting work with Workiva. The team avoided delays from traditional printers and improved document control. Smartsheet continues to use Workiva for public company financial reporting.
Workiva helped TomTom speed up its financial reporting. Before, TomTom's team spent too much time on manual data entry. With... Workiva, they linked data across documents and worked from one reliable source. During the COVID-19 pandemic, TomTom finished its fastest reporting cycle ever, all while working from home. The team now trusts their numbers and enjoys more time for analysis.
TomTom used Workiva to improve its financial reporting process. Before Workiva, the team spent too much time on manual tasks... and struggled to analyze data. With Workiva, TomTom made reporting faster and more accurate, even while working remotely during the Covid-19 pandemic. The platform let the team connect data across documents and collaborate in real time. Now, TomTom’s reporting team trusts their data and spends more time on valuable analysis.
Signify used Workiva to file its first ESEF report a year before the mandate. The team automated manual tasks and... connected Workiva to their source systems. This let them focus on analysis instead of data entry. Staff satisfaction improved and no extra hires were needed. Workiva helped Signify adapt quickly to new EU reporting rules during the pandemic.
Hospitality Case Studies and Customer Success Stories with Workiva
Playa Hotels & Resorts
- Hospitality
- Large
Fairfax, USA
Workiva helped Playa Hotels & Resorts move from a private to a public company. Playa used Workiva for SEC reporting... and SOX compliance. The platform replaced spreadsheets and made onboarding and training easier. Playa cut its financial close process from 10 days to 4 days. Teams now access one source of truth for all numbers. Workiva's tools improved collaboration and audit processes across locations.
Workiva helped Playa Hotels & Resorts go public and manage SOX compliance. Playa reduced their financial close time from 10... days to 4. The platform made onboarding and upskilling easier for over 8,000 associates. Teams now use a single source of truth for financial data. Workiva enabled better collaboration across departments and locations. Playa automated busy work and improved data quality with Workiva's tools.
Medical Devices Case Studies and Customer Success Stories with Workiva
Alcon
- Medical Devices
- Large
Geneva, Switzerland
Alcon used Workiva to rebuild its internal audit program after separating from Novartis. The team created customizable templates and completed... its first internal audit report with Workiva in less than two weeks. Workiva helped automate reminders, streamline reporting, and connect data across teams. Alcon expanded Workiva's use to enterprise risk management, financial reporting, and SOX compliance. Real-time dashboards and linked data improved visibility and reduced manual work.
Alcon used Workiva to rebuild its internal audit program after a corporate spinoff. The team completed its first internal audit... report with Workiva in less than two weeks. Workiva enabled Alcon to customize templates, automate reminders, and link data across teams. The platform helped streamline SOX compliance, enterprise risk management, and financial reporting. Real-time dashboards and audit trails improved visibility and reporting speed.
Insurance Case Studies and Customer Success Stories with Workiva
An unnamed US-based insurance company
- Insurance
- Large
USA
Workiva helped a US-based insurance company cut audit fees by $300,000 per year. The company faced inefficient financial reporting and... high audit costs. Workiva's cloud platform centralized documents and improved audit trails. Teams and auditors worked together in one place. Manual steps dropped, and document models became standard. Audit time and errors fell, and deadlines were met. The company tracked fewer audit comments, fewer errors, and less email back-and-forth.
Undisclosed U.S.-based insurance company
- Insurance
- Large
USA
Workiva helped a U. S.-based insurance company save $300,000 each year on audit fees. The company used Workiva to centralize...documents, standardize reporting, and create a clear audit trail. Auditors and internal teams worked together in one platform, reducing manual work and errors. The audit process became faster, with fewer comments and requests from auditors. The company improved controls and met all deadlines after switching to Workiva.
Apparel & Fashion Case Studies and Customer Success Stories with Workiva
Asics
- Apparel & Fashion
- Large
Kobe, Japan
Asics used Workiva for integrated reporting. The company managed multi-entity financial reporting and sustainability reporting with the platform. Workiva helped... Asics streamline statutory reporting. The solution supported Asics in handling complex reporting needs across the business.
Asics used Workiva for integrated reporting. They needed a tool for multi-entity financial reporting and sustainability reporting. Workiva helped Asics... manage these reports in one place. The solution made reporting more efficient and accurate. Asics called Workiva the "right tool" for their needs.
Minnesota State Retirement System
- Government Administration
- Medium
Saint Paul, USA
Workiva helped Minnesota State Retirement System cut 3 weeks from their annual financial report process. The team saved about 300... hours preparing the ACFR. They moved from manual, paper-based workflows to Workiva's cloud platform. This change let them control documents, automate tasks, and review versions easily. Staff now focus more on risk management and team leadership, with less deadline stress.
Minnesota State Retirement System
- Government Administration
- Medium
Saint Paul, USA
Workiva helped the Minnesota State Retirement System cut three weeks from its annual financial report process. The team saved about... 300 employee hours by switching from a traditional printer to Workiva's cloud platform. Staff gained more control over documents and reduced stress during reporting season. Real-time collaboration and automation features made reviews and updates easier. The accounting manager could focus on her team, and risk management tasks became simpler.
Consumer Goods Case Studies and Customer Success Stories with Workiva
Samsonite
- Consumer Goods
- Large
Luxembourg, Luxembourg
Samsonite used Workiva to automate manual financial reporting tasks. The company linked data sources to multiple financial reports, ensuring consistency... and saving time. Workiva's integration with Sentieo enabled fast, AI-powered research on competitor disclosures. This reduced research time from days to minutes. Samsonite now has clearer reports and greater peace of mind.
Workiva helped Samsonite automate financial reporting tasks. The company reduced manual work and improved data consistency across annual, interim, and... quarterly reports. With Workiva, Samsonite linked data sources to multiple reports, saving time and reducing errors. Integration with Sentieo made disclosure research faster and more accurate. The team gained peace of mind and moved from reactive to proactive reporting.
Pharmaceuticals Case Studies and Customer Success Stories with Workiva
Novo Nordisk A/S
- Pharmaceuticals
- Very Large
Bagsværd, Denmark
Workiva helped Novo Nordisk A/S save time on SEC filings and annual reports. The company used Workiva's cloud platform to... link data across multiple reports. This removed repeated tasks and made updates automatic everywhere. Novo Nordisk gained a single source of truth for financial and ESG reporting. The team now works faster and with fewer errors. Audit trails and reviewer comments are all in one place.
Workiva helped Novo Nordisk A/S save time on SEC Form 20-F and annual reports. The company used Workiva’s cloud platform... to link data across multiple reports, cutting duplicative work. Novo Nordisk expanded the platform’s use to quarterly announcements and integrated annual reports. The team gained better control over data, improved audit trails, and increased reporting accuracy. Novo Nordisk reports faster and with more confidence using Workiva.
Construction Case Studies and Customer Success Stories with Workiva
Graham Construction
- Construction
- Large
Calgary, Canada
Workiva helped Graham Construction's two-person team deliver 95+ financial statements in just three months. Before Workiva, a larger team needed... six months for 55 statements. The platform enabled a 73% increase in reporting volume, saving $200–$350k annually by reducing overtime and eliminating the need for extra hires. Automation features cut formatting time from 30 minutes to three seconds. The team now spends more time on analysis and strategic work, not manual tasks.
Restaurants Case Studies and Customer Success Stories with Workiva
Wendy's
- Restaurants
- Large
Dublin, USA
Wendy's used Workiva to automate SOX controls and streamline audits. Before, audit documents and updates were scattered and manual. With... Workiva, control descriptions update everywhere with one keystroke. Real-time certifications and reminders save time. Analytics help target franchise audits and improve assurance. The team now spends less time on admin and more on operational insights.
Bolt used the Workiva platform to automate its financial and sustainability reporting. Before Workiva, Bolt relied on manual spreadsheets, which... slowed reporting and risked errors. With Workiva, Bolt connected its finance ledger and ERP system, creating a single source of truth for data. The platform improved collaboration with auditors and unified finance and sustainability teams. Bolt saved time, increased data accuracy, and met new sustainability regulations more easily.
Education Case Studies and Customer Success Stories with Workiva
DePaul University
- Education
- Large
Chicago, USA
DePaul University used Workiva to unify internal audit, compliance, and enterprise risk management. Before, teams worked in silos with basic... tools, making coordination hard. With Workiva, they created a shared platform and standardized workflows. This helped them save time and improve audit documentation. The university now takes a more proactive, data-driven approach to risk management.
Internet Case Studies and Customer Success Stories with Workiva
Digital Turbine
- Internet
- Medium
Austin, USA
Workiva helped Digital Turbine cut over 10 days from its SEC filing process. The company automated swing captions and flux... analysis, reducing errors and manual work. Workiva created a single source of truth for all reporting data. Digital Turbine improved data quality and made reporting faster and more reliable. The platform enabled cross-functional collaboration and increased user adoption.
Other Industry Case Studies and Success Stories with Workiva
AngloGold Ashanti
- Mining
- Large
Johannesburg, South Africa
AngloGold Ashanti needed a solution for XBRL tagging. The finance manager chose Workiva to help with this. After seeing the... benefits, they used Workiva for more financial reporting tasks. The company now uses one platform for documents, spreadsheets, and presentations. They have a single source of truth for reporting data. Reporting cycles are shorter and there is more time for data analysis.
NXP Semiconductors used Workiva to connect SOX, ESG, and SEC reporting. Before Workiva, teams spent many hours on manual tasks... and version control. With Workiva, they now manage financial, risk, and compliance reports in one secure platform. Real-time collaboration and audit trails improved efficiency and transparency. NXP saved hundreds of hours and reduced errors in quarterly processes. Teams now focus more on strategic work and less on administration.
Workiva helped Kumba Iron Ore streamline statutory reporting. Teams used one platform for interim, year-end, and sustainability reports. This reduced... turnaround times. The company gained more trust in the accuracy of final reports. Workiva enabled multi-entity financial reporting for Kumba Iron Ore.
Workiva helped Endeavour Mining automate its financial reporting. The accounting team struggled with manual tasks and version control. Workiva replaced... manual processes with a single platform. This improved speed and control for SEDAR and financial reports. The team now trusts their numbers and saves time. Updates and revisions are easier, reducing stress during reporting periods.
NXP Semiconductors used the Workiva platform to connect SOX, ESG, and SEC reporting. Before Workiva, teams spent hours on manual... tasks and version control. With Workiva, they now manage financial, risk, and compliance reporting in one place. The platform saved hundreds of hours and improved transparency. Teams can now focus on strategic work instead of admin tasks.
Kumba Iron Ore used Workiva to improve their statutory reporting. Their teams needed to keep data accurate while many people... worked on different drafts. Workiva gave them one platform for interim, year-end, and sustainability reports. They finished reports faster. They trusted the numbers more. Workiva helped them connect their reporting process.
Cimpress used the Workiva platform to manage internal controls across more than a dozen businesses in 20 countries. Before Workiva, teams... struggled with disconnected tools and poor visibility. Workiva gave Cimpress a single, centralised platform for global collaboration. The team now tracks risk data in real time and maintains a complete audit trail. Custom dashboards help deliver insights to leaders and process owners.
AngloGold Ashanti used Workiva to solve disconnected reporting problems. They first sought an XBRL tagging solution. The finance leader saw... more potential in Workiva's connected reporting platform. The company now uses a single platform for documents, spreadsheets, and presentations. They have one source of truth for data extraction. Reporting cycles are shorter. Teams spend more time analyzing data.
Workiva helped a financial reporting team improve SEC reporting. The team gained full control over documents and could make changes... quickly. Workiva let them link data across SEC, board, and internal reports. This made updates fast and kept numbers accurate everywhere. The team valued Workiva's support and found the platform exceeded their expectations.
Workiva helped Mineros cut its financial statement issuance time by 75%. The company moved from manual spreadsheets and emails to... a unified platform for financial reporting, audit, and risk management. Now, all stakeholders work from the same numbers, reducing errors and outdated data. The process that took a month now takes just a week. Collaboration and traceability have improved across teams and auditors.
Workiva helped Endeavour Mining's accounting team eliminate manual reporting tasks. Before, they struggled with version control and slow, rigid processes.... With Workiva, they improved speed and control of SEDAR reports. The team now trusts their numbers and reviews are easier. They gained more time for analysis and reduced risk of errors.
