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Banking Case Studies and Customer Success Stories with Workiva
Wintrust Financial Corporation
- Banking
- Large
Rosemont, USA
Wintrust Financial Corporation used Workiva to fix slow, manual management reporting. The FP&A team linked general ledger data to reports,... cutting manual work. Workiva solved version control issues by storing templates in the cloud. Multiple team members now work on reports at the same time. Executives trust the data and the process is more transparent.
Workiva helped Webster Bank streamline its SOX compliance process. The bank managed over 350 controls and 83 business process owners,... making manual processes slow and complex. With Workiva, Webster Bank reduced the quarterly certification process from almost two weeks to just a few days. The platform improved version control, automated reporting, and enabled direct auditor access. Teams now spend less time on manual tasks and more on executive reporting and risk assessment.
Raymond James Bank used Workiva to improve their board reporting process. The bank needed to reduce risk and increase efficiency... in reporting. Workiva's cloud platform enabled accurate, secure collaboration for 95 users. Linked data improved accuracy and confidence in board decisions. Manual slide consolidation was eliminated, speeding up reporting and reducing meetings.
KeyBank used Workiva's Wdesk platform to manage accounting policies and procedures. Before, their process was manual and relied on emails... and shared drives, causing version control and tracking issues. With Wdesk, they moved all policies into one collaborative document, set access levels, and automated sign-offs. The team also tracks policy exceptions and aggregates data for senior management. This change increased transparency and let the team focus on higher-value projects.
Investec used the Workiva platform to solve complex financial reporting challenges. Manual processes and version control issues made reporting slow... and error-prone. 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.
KeyBank used Workiva to transform its finance operations. The bank replaced email and shared drives with a single cloud platform... for SEC reporting and accounting policy management. Teams now use Workiva for quarterly CECL reports and are starting to manage SOX compliance. This change led to faster reviews, better collaboration, and more time for analysis. KeyBank saw a big improvement in process efficiency and control.
Workiva helped a large European bank cut statutory reporting overtime costs by 50%. The bank connected reporting for 80 entities... using Workiva's centralized cloud platform. Teams reduced manual work and shortened reporting timelines by weeks. Staff morale improved as repetitive tasks were eliminated. Fast implementation and a short learning curve impressed stakeholders.
Amalgamated Bank used Workiva to connect financial, ESG, and risk reporting teams. The unified platform and automation features helped the... bank save time, reduce risk, and improve data accuracy. Workiva enabled secure data control and seamless collaboration across departments. The bank now delivers integrated, reliable reports to investors and regulators. Automation replaced manual tasks, boosting efficiency and compliance.
Banco Sabadell used the Workiva platform to centralize financial, sustainability, and risk data. The bank faced complex regulatory changes and... needed a flexible internal control system. Workiva helped them build a single source of truth, improving data traceability and compliance. Centralized reporting increased efficiency and reduced risk. Teams now collaborate in real time, ensuring accurate and validated information for regulators and the market.
Workiva helped Wintrust Financial's FP&A team fix version control issues in management reporting. The team used to rely on manual... processes and Excel templates, which caused delays and errors. With Workiva, they now link general ledger data directly to reports and presentations. This change reduced manual work and improved data accuracy. Multiple team members can now collaborate on reports at the same time. Executives are happy with the streamlined process and cloud-based access.
Workiva helped Webster Bank streamline its SOX compliance process. The bank managed over 350 controls and 83 business process owners,... making manual processes slow and complex. With Workiva, the team reduced quarterly 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 and audit committee needs.
TD Bank used Workiva to manage stress testing for regulatory reporting. Over 300 people collaborated on high-stakes reports with thousands... of data points. Workiva automated manual tasks and created a single source of truth. This reduced errors and saved time. Executives and board members gained more confidence in the results. New users found the platform easy to learn.
Revolut used Workiva to manage annual reporting with over 80 contributors and 3,000 data points. Before Workiva, teams relied on... manual spreadsheets, causing delays and errors. Workiva unified the process, making collaboration easier and boosting team morale. Now, Revolut’s teams are more confident in their data and spend less time on manual updates. The platform supports their growth and reporting needs as they expand.
Workiva helped Raymond James Bank improve their board reporting process. The bank needed to reduce risk and increase efficiency. Workiva's... cloud platform enabled secure, remote collaboration and added governance. 95 users adopted the solution, streamlining reporting and reducing manual work. Linked data improved accuracy and gave the board more confidence in their decisions.
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, collaborated in real time using connected spreadsheets. Workiva's permission controls kept sensitive data secure. The platform helped Aker Horizons meet the latest ESG and financial reporting standards.
Challenger Limited used the Workiva platform to transform its finance operations. The company reduced manual reporting work and saved a... week in its annual reporting process. Workiva enabled integrated, scalable reporting and improved data accuracy. The finance team now spends less time on repetitive tasks and more on business planning. Reports are more consistent, and review cycles are faster and less risky. Workiva helped Challenger keep headcount flat despite business growth.
Workiva helped Fexco save 1,000 hours in just 12 weeks by automating and centralizing their statutory financial reporting. Manual processes were... replaced with a connected platform, improving accuracy and consistency. The team could focus on value-add activities and implement new accounting standards more efficiently. Data transparency and collaboration increased, leading to higher job satisfaction and trust in financial statements.
Workiva helped FLEETCOR cut statutory reporting time from 8-9 months to much less. Manual, fragmented processes slowed filings for 12... UK entities. Workiva’s platform enabled real-time collaboration and direct connectivity to source files. FLEETCOR phased the rollout, starting with 7 entities, and saw reduced workloads and faster filings. The team could now collaborate with auditors in the cloud, improving visibility and efficiency.
StoneX Group Inc.
- Financial Services
- Very Large
New York, USA
StoneX Group Inc. used Workiva to automate internal audit and SOX compliance. The company reduced audit finding closure time by... 58%. They more than doubled the number of audit reports issued each year. Workiva's automation and AI features replaced manual processes and improved collaboration. The platform increased transparency and made it easier for stakeholders and external auditors to access information. StoneX saw higher productivity and faster reporting with Workiva.
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 validations save time and improve accuracy. The platform supports scalability, letting the firm add new funds without extra staff.
Pacific Current Group
- Financial Services
- Small
Sydney, Australia
Pacific Current Group used Workiva to centralize financial and management reporting. Before Workiva, the team struggled with scattered data, missed... deadlines, and high stress. Workiva provided automation and a single source of truth, improving data accuracy and saving time. The team now meets deadlines early and enjoys better work-life balance. Collaboration across offices has improved, and the group plans to expand Workiva use to ESG and compliance reporting.
United Wholesale Mortgage (UWM)
- Financial Services
- Large
Pontiac, USA
Workiva helped United Wholesale Mortgage (UWM) transform its SEC reporting process. UWM's small team used Workiva to improve collaboration with... finance, legal, and audit teams. The platform enabled real-time commenting, streamlined audit workflows, and ensured data integrity. UWM reduced inefficiencies and operated with fewer resources. The team now plans to expand Workiva use to sustainability and SOX compliance.
a leading investment firm
- Financial Services
- Large
A leading investment firm used Workiva to scale its fund and shareholder reporting. The firm managed eight times more reports... with ease. Workiva helped improve reporting accuracy and efficiency. The platform made it easier to handle complex reporting needs. The firm gained confidence in its reporting process.
Tietoevry
- Information Technology And Services
- Large
Helsinki, Finland
Tietoevry needed to unify finance and sustainability teams for CSRD compliance. They used the Workiva platform to bring together processes,... data, and teams. Workiva helped Tietoevry manage ESG reporting and CSRD requirements. The solution improved collaboration and streamlined reporting. Tietoevry found a single platform to handle complex sustainability data.
Slack
- Information Technology And Services
- Large
San Francisco, USA
Slack used Workiva to create its registration documents for going public. The team then adopted Workiva for ongoing SEC filings,... including 10-Q and 10-K reports. Workiva made it easy for Slack to onboard new associates and collaborate with auditors and counsel. The platform provided a single source of truth for financial data, improving accuracy and efficiency. Slack’s Director of SEC Reporting praised Workiva’s XBRL services and user-friendly interface.
i3 Verticals
- Information Technology And Services
- Medium
Nashville, USA
Workiva helped i3 Verticals prepare for its IPO by streamlining financial reporting. The team used Workiva’s linking function to update... 329 numbers instantly in their S-1 filing. This saved about 80 hours of work for the finance team. After going public, i3 Verticals used Workiva for SEC filings and internal reporting. The platform also automated management presentations and reduced reporting risk.
Slack Technologies Inc.
- Information Technology And Services
- Large
San Francisco, USA
Slack used Workiva to manage its IPO process. The team replaced traditional financial printers with Workiva's connected reporting platform. This... let multiple people work on SEC filings at once and reduced duplicative work. Version control issues disappeared. Review and turnaround times improved. Slack gained confidence in the accuracy of its numbers. After the IPO, Slack continued using Workiva for quarterly and annual filings.
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 strong as its financial reporting. The company uses Workiva’s governance features and APIs to link data systems for better ESG management.
Weave Communications
- Information Technology And Services
- Medium
Lehi, USA
Weave Communications used the Workiva platform to prepare for its IPO. The team faced challenges with version control and manual... updates using traditional office software. Workiva enabled real-time collaboration and linked data across documents. This helped Weave complete its IPO process in just four months. The platform improved accuracy and made it easy to meet tight deadlines.
Tietoevry
- Information Technology And Services
- Large
Helsinki, Finland
Tietoevry used the Workiva platform to unify finance and sustainability reporting for CSRD compliance. Teams collaborated in real time, reducing... version control risks and improving data accuracy. The platform enabled integrated reporting, making it easier to meet new regulations. Auditors accessed real-time reports, streamlining review and approval. Tietoevry now focuses more on strategy and less on administration.
New Relic
- Information Technology And Services
- Medium
San Francisco, USA
New Relic used Workiva to streamline SEC reporting. The legal team moved proxy, 8-K, and other filings to the Workiva... cloud. They eliminated delays and extra fees for last-minute edits. Teams now edit and file documents in-house, with real-time collaboration. The process is faster, more efficient, and less expensive. Workiva made SEC compliance easier for New Relic.
Slack
- Information Technology And Services
- Large
San Francisco, USA
Slack used Workiva to create SEC filings, starting with its S-1 for going public. The team wanted a modern, collaborative... platform for SEC reporting. Workiva made it easy to onboard new associates and improved the review process with auditors and counsel. Slack used Workiva as a single source of truth for financial data. XBRL services from Workiva exceeded expectations for accuracy and understanding of Slack's business.
Food & Beverages Case Studies and Customer Success Stories with Workiva
Coca-Cola FEMSA
- Food & Beverages
- Very Large
Mexico City, Mexico
Workiva helped Coca-Cola FEMSA unify over 30 teams and manage 2,500+ data points for sustainability and financial reporting. The platform cut... reporting time by up to 50% and improved collaboration across departments. Coca-Cola FEMSA increased its S&P Global CSA sustainability score to 81 out of 100, becoming an industry leader. Automation and real-time data access reduced audit and information request times. The company now spends more time on high-value sustainability strategy and analysis.
Workiva helped Nomad Foods improve SEC reporting. Nomad Foods needed a way to produce U.S. SEC filings. Workiva provided a... single platform for spreadsheets, documents, XBRL tagging, and SEC filing. The platform included an audit trail and data linking for accuracy. This increased productivity and supported SEC compliance.
Workiva helped Jacobs Douwe Egberts speed up their annual reporting. The finance team used Workiva to connect people, data, and... processes. They finished financial statements one week faster than before. The audit process became more transparent and simple. The team now spends less time on admin tasks and more on analysis. Workiva positioned them to scale as the company grows.
Grupo Bimbo used Workiva to connect over 100 auditors across 12 countries. Before Workiva, they struggled with collaboration and tracking... more than 500 audit projects each year. The platform let them centralize audit information, monitor KPIs in real time, and improve communication between departments. Workiva helped them save time, focus on strategic tasks, and make their global audit process more efficient. Teams could now collaborate easily and respond quickly to changing reporting needs.
JDE Peet's used Workiva to prepare its first annual report after merging Jacobs Douwe Egberts and Peet’s Coffee. Before Workiva, the... team struggled with manual processes and version control, risking errors and delays. Workiva enabled automated data linking, XBRL tagging, and easy XHTML conversion, ensuring compliance with ESEF requirements. The team filed their report ahead of schedule and gained confidence for future filings. Automation and a single source of truth improved accuracy and saved significant time.
The Kraft Heinz Company
- Food & Beverages
- Very Large
Chicago, USA
Workiva helped The Kraft Heinz Company standardise its multi-entity financial reporting. Manual processes caused inconsistent reports and wasted time. With... Workiva, the team now saves hours, ensures data consistency, and simplifies reviews. Built-in translation tools support global collaboration. The platform also made compliance with ESEF and XBRL tagging easy. Reporting is now faster and more reliable across 187 entities.
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 testing and reporting in real time. Dashboards show progress instantly, saving time for compliance managers and auditors. The platform links documents and updates changes everywhere, making collaboration easier. Management now gets up-to-date reports, and the audit team spends less time on routine tasks.
Workiva helped Coca-Cola FEMSA unify over 30 teams and manage 2,500 data points for sustainability and financial reporting. The platform cut... reporting time by up to 50%. Coca-Cola FEMSA improved collaboration, automated data collection, and reduced audit and information request times. Their S&P Global CSA sustainability score rose by 16 points in two years, reaching 81 out of 100. Workiva enabled real-time teamwork and better regulatory compliance.
Manufacturing Case Studies and Customer Success Stories with Workiva
Ternium
- Manufacturing
- Large
Luxembourg, Luxembourg
Workiva helped Ternium cut 25% from its 20-F report preparation time. Ternium used to manage SEC filings with manual processes... and scattered files, making teamwork hard. With Workiva, all teams now work in one platform, improving collaboration and information flow. Teams in different countries can edit and review documents together in real time. Ternium also uses Workiva for 6-K filings and sustainability reports.
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 before Workiva. After implementing Workiva, they reduced time per control by 77%. SOX consultant costs dropped from $1.5 million to zero in one year. Executives gained new visibility and control over compliance tasks.
ArcelorMittal used Workiva to meet XBRL 20-F reporting requirements for the SEC. The company needed to reduce manual work and... improve collaboration across global teams. Workiva enabled real-time teamwork and controlled access for lawyers and auditors, cutting down on corrections and emails. ArcelorMittal saved about a week during annual report preparation. The platform also simplified linking European and SEC reports, making updates automatic.
Solenis used Workiva to connect financial reporting, internal controls, and management 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 over three years by automating and centralizing reporting. Workiva helped Solenis reduce audit fees and improve data visibility.
Workiva helped Ternium improve its SEC filing process. Teams in different countries could now work together in one platform. Ternium... reduced the time to prepare its 20-F by 25%. The platform made it easier to track changes and review documents. Collaboration between reporting, legal, and investor relations teams improved. Ternium also used Workiva for sustainability and quarterly reports.
Workiva helped RYAM overhaul its SOX compliance program. The company replaced manual spreadsheets and outdated audit software with a centralized... platform. This improved version control, streamlined collaboration with internal and external auditors, and made SOX testing more efficient. Dashboards and automation features gave real-time visibility into audit progress. RYAM now completes walkthroughs faster and allocates resources more effectively.
Workiva helped RYAM streamline SOX compliance. Their old software forced the audit team to use manual spreadsheets and extra steps.... With Workiva, RYAM now works from a single source of truth. The team saves time and no longer tracks status manually. All stakeholders have real-time visibility into SOX processes. Collaboration with auditors and peers is easier and more secure.
Workiva helped TomTom speed up and improve the accuracy of its financial reporting. Before Workiva, TomTom's team spent too much... time on manual work and struggled to analyze data. With Workiva, they created a single source of truth and enabled real-time collaboration. During the COVID-19 outbreak, TomTom achieved one of its fastest reporting cycles ever. The team now trusts their data and has more time to add value to the business.
Signify used Workiva to file its first ESEF report a year before the EU mandate. The finance team automated manual... tasks by connecting Workiva directly to their source systems. This let them focus more on analysis and value-added work. Employees in accounting reported higher job satisfaction. The company did not need to hire extra staff for the new reporting process.
Workiva helped TomTom speed up and improve the accuracy of its financial reporting. Before Workiva, TomTom's team spent too much... time on manual work and struggled to analyze data. With Workiva, they created a single source of truth and enabled real-time collaboration. During the COVID-19 outbreak, TomTom achieved one of its fastest reporting cycles ever. The reporting team now trusts their data and has more time to add value to the business.
Signify used Workiva to submit its first ESEF report a year before the mandate. The team automated manual tasks and... connected Workiva directly to source systems. This saved time and let staff focus on analysis and higher-value work. Employee satisfaction increased, and no extra hires were needed. Workiva helped Signify adapt quickly to new EU reporting rules during the pandemic.
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 platform improved efficiency and made collaboration easier for teams... and auditors. National Grid automated parts of the reporting process, saving time and building trust in their data. Real-time collaboration and cloud access simplified audits, even during the COVID-19 lockdown. Over 50,000 linked instances in reports reduced repetitive work and improved consistency.
Workiva helped Iberdrola improve ESG reporting speed and data quality. Iberdrola faced fast-changing ESG standards and needed to adapt quickly.... The Workiva platform let teams work together in real time and control access to sensitive data. Iberdrola now has more trust in their data and can meet new regulations with confidence. The process is faster and more transparent for both internal and external reviews.
The AES Corporation used Workiva to improve SOX compliance and internal audit processes. The team switched from a difficult, outdated... system to Workiva, which was easy to use and quick to implement. Workiva helped unify global teams, streamline document management, and increase transparency with live dashboards. The platform saved time, improved collaboration, and enabled the team to take on more advisory projects. AES now uses Workiva for multiple reporting needs, boosting efficiency across the company.
Workiva helped Aboitiz Power Corporation automate their financial reporting. Before Workiva, the team used manual processes that wasted resources. Automation... with Workiva made reporting faster and simpler. The audit process also improved, with real-time collaboration and fewer manual updates. Employees now spend less time on repetitive tasks and more on valuable insights, increasing satisfaction.
Consumer Goods Case Studies and Customer Success Stories with Workiva
Samsonite
- Consumer Goods
- Large
Luxembourg, Luxembourg
Workiva helped Samsonite automate manual financial reporting tasks. The platform linked data across annual, interim, and quarterly reports, ensuring consistency... and saving time. Samsonite used Workiva’s integration with Sentieo to speed up disclosure research, finding relevant information in minutes instead of days. The solution reduced errors, streamlined document preparation, and gave the team peace of mind. Samsonite moved from a reactive to a proactive approach in financial reporting.
Workiva helped Interparfums modernize its financial reporting. The company needed to switch to a uniform XBRL format and improve collaboration.... With Workiva, Interparfums simplified reporting and ensured ESEF compliance. Teams saved three weeks on annual report production. Collaboration and data reliability improved across departments. Auditors and contributors found the process faster and easier.
Workiva helped Sleep Number connect their SEC and ESG teams. The platform enabled real-time collaboration and data linking across reports.... This improved data accuracy and consistency for both SEC and sustainability reporting. Sleep Number reduced time spent on multiple tools and data issues. Teams now focus more on impactful work, with confidence in auditability and reliability.
Workiva helped Samsonite automate manual financial reporting tasks. The team used Workiva to link data across annual, interim, and quarterly... reports. This reduced errors and made updates faster. Integrating Sentieo with Workiva let Samsonite quickly research peer disclosures using AI. The process saved time and gave the team more confidence in their reports. Samsonite moved from manual, reactive work to a proactive, streamlined workflow.
Hospitality Case Studies and Customer Success Stories with Workiva
Playa Hotels & Resorts
- Hospitality
- Large
Fairfax, USA
Workiva helped Playa Hotels & Resorts go public and manage SOX compliance. Playa reduced their financial close time from 10... days to 4 using Workiva’s cloud platform. The platform made onboarding and upskilling easier for over 8,000 associates. Teams now use a single source of truth for financial data. Workiva’s tools improved collaboration, version control, and certification processes. Playa continues to expand Workiva’s use for internal controls and audits.
Workiva helped Playa Hotels & Resorts cut their financial close from 10 to 4 days. The platform unified SEC reporting,... SOX, audit, and ESG processes. Playa automated SOX certification and improved data accuracy for 800 users. Real-time collaboration and data linking reduced manual work. Playa now manages sustainability and audit reporting in one cloud platform.
Workiva helped Playa Hotels & Resorts go public and meet SOX compliance. The company reduced its financial close time from... 10 days to 4. Workiva provided a single source of truth for financial data and made onboarding and upskilling easier. Playa used Workiva for SEC reporting, SOX compliance, and financial close reporting. The platform enabled better collaboration across teams and improved audit processes.
Computer Software Case Studies and Customer Success Stories with Workiva
New Relic
- Computer Software
- Medium
San Francisco, USA
New Relic used Workiva to improve its SEC reporting process. The legal team wanted faster, easier edits to proxies and... filings. Before, they relied on a printing company, which caused delays and extra costs for urgent changes. With Workiva, New Relic edits and files documents in-house, with no rush fees. Teams collaborate in real time and track changes easily. The process is now faster and more efficient.
Smartsheet used Workiva's Wdesk platform to manage its IPO process. The team collaborated in real time with banks and legal... partners on S-1 filings. Workiva enabled multiple users to work on different sections at once, eliminating delays from traditional printing. Smartsheet completed its first confidential filing within a month of starting with Workiva. The platform improved control, accuracy, and stakeholder engagement throughout the IPO process.
Workiva helped Smartsheet speed up its IPO process. The platform let teams work together on the S-1 document in real... time. Smartsheet finished its first confidential filing just a month after starting with its bank and legal teams. The solution improved accuracy and control with data linking and permissions. Smartsheet now uses Workiva for ongoing financial reporting as a public company.
Workiva helped Telefónica transform its financial reporting process. Telefónica used Workiva to manage both SEC and ESEF filings in one... platform. The platform enabled faster filing, with the SEC report submitted over a month earlier than before. Telefónica eliminated manual data work and reduced duplicate effort by linking data across documents. Over 100 team members now collaborate in real time, removing bottlenecks and saving time. The solution improved consistency and confidence in their regulatory reporting.
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 moved to a single, secure cloud... platform for management reporting. Collaboration improved with real-time access and automated reminders. Data became more accurate and updates easier with connected links. The solution made reporting faster and more efficient for many users across the company.
Workiva helped Telefónica transform its financial reporting process. Telefónica used Workiva to manage both SEC and ESEF filings in one... platform. The platform enabled faster filing, with reports submitted over a month earlier than before. Telefónica eliminated manual data work and reduced duplicate effort by linking data across documents. Over 100 team members now collaborate in real time, removing bottlenecks and saving time. The solution improved consistency and confidence in regulatory reporting.
Bristow Group
- Transportation/Trucking/Railroad
- Large
Houston, USA
Workiva helped Bristow Group cut more than four days from SEC reporting. The company used Workiva to centralize financial and... non-financial reports on one cloud platform. Teams across legal, finance, and executive roles now collaborate in real time. This change removed manual tasks and version control issues. Bristow also improved report standardization across global entities. Staff satisfaction and retention increased as processes became easier.
Bolt used the Workiva platform to automate financial and sustainability reporting. Before, the team relied on manual Excel and Word... processes that were slow and error-prone. With Workiva, Bolt saved time and improved data accuracy. The platform enabled real-time collaboration with auditors and unified financial and sustainability data. This helped Bolt meet regulatory needs and make better strategic decisions.
Southwest Airlines
- Transportation/Trucking/Railroad
- Large
Dallas, USA
Southwest Airlines used Workiva to transform financial reporting and internal controls. The company replaced its old GRC tool with Workiva... to modernize SOX compliance. Over 200 employees now collaborate on a 150-page annual ESG report using the platform. Teams save time, reduce duplicate work, and ensure data consistency. Real-time collaboration and automated workflows help streamline both financial and sustainability reporting.
Oil & Energy Case Studies and Customer Success Stories with Workiva
Diversified Energy
- Oil & Energy
- Medium
Birmingham, USA
Diversified Energy used Workiva to centralize its reporting for both US and UK compliance. The company linked data across sustainability... and financial reports, creating a single source of truth. Workiva enabled collaborative workflows, streamlined data management, and consolidated reviews. As a result, Diversified Energy produced award-winning sustainability reports and improved data confidence. Auditors now have clear, reliable access to all report information.
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.
Medical Devices Case Studies and Customer Success Stories with Workiva
GE HealthCare
- Medical Devices
- Very Large
Chicago, USA
GE HealthCare used the Workiva platform to manage its first sustainability report as a newly independent company. The team needed... to coordinate 80 stakeholders and integrate data from HR, GHG, and supply chain systems. Workiva enabled real-time collaboration, version control, and a unified reporting process. The platform helped streamline data collection and improved transparency. GE HealthCare increased stakeholder engagement and maintained accuracy in sustainability disclosures.
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. Real-time dashboards improved visibility and reporting for SOX compliance and financial reporting. The platform helped Alcon streamline audit processes and deliver faster, more actionable reports.
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. Manual audit processes and disconnected documents slowed their team. With... Workiva, control updates now sync everywhere with one keystroke. Real-time certification tracking and analytics improved franchise audits. The team saved time and increased audit accuracy. Workiva enabled more targeted controls testing and operational assessments.
Workiva helped Wendy's automate SOX controls and audit processes. Before, Wendy's managed risk control matrices, narratives, and test programs in... separate files. Manual updates and reporting slowed audits. With Workiva, control descriptions update everywhere with one keystroke. Real-time certifications and automated reminders save time. Analytics now give targeted assurance for franchise audits. Wendy's team can focus on more audits and advisory work, improving insights for leadership.
Insurance Case Studies and Customer Success Stories with Workiva
A 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 adjustments and comments from auditors. The company improved controls and met all deadlines after switching to Workiva.
A top 10 insurance provider in the United States
- Insurance
- Very Large
USA
Workiva helped a top 10 US insurance provider automate manual reporting tasks. The company used Workiva to improve efficiency and... reduce errors for accounting, finance, and compliance teams. With Workiva, report preparation time dropped from three days to one. Teams now use the platform for SEC reporting, SOX compliance, investment and insurance reporting, and enterprise risk management. Managers benefit from real-time dashboards and audit trails, making regulatory compliance easier.
Minnesota State Retirement System
- Government Administration
- Medium
Saint Paul, USA
Workiva helped the Minnesota State Retirement System cut three weeks from its annual comprehensive financial report process. The team saved... about 300 hours by switching from a traditional publisher to the Workiva cloud platform. Staff gained more control over documents and reduced stress during reporting season. The platform enabled real-time collaboration, remote access, and easier version tracking. The change was cost-neutral and freed up managers to focus on other priorities.
Minnesota State Retirement System
- Government Administration
- Medium
Saint Paul, USA
Workiva helped the Minnesota State Retirement System cut three weeks from its annual comprehensive financial report process. The team saved... about 300 hours by switching from a traditional publisher to the Workiva cloud platform. Staff gained more control over documents and reduced stress during reporting season. The platform enabled real-time collaboration and easy version tracking. The change was cost-neutral and freed up managers to focus on other priorities.
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 improving data quality. Workiva enabled a single source of truth, streamlining 10-Q and 10-K reporting. Digital Turbine now manages quarterly and annual reports in one place. The platform increased user adoption and cross-functional collaboration. Leaders now trust the data and spend less time on manual tasks.
Braze, Inc. used the Workiva platform to automate audit analytics and centralize SOX, audit, and risk management. The internal audit... team reduced manual work and improved data accuracy by connecting data sources and automating reporting. Stakeholders gained real-time access to dashboards, increasing transparency and engagement. The team saved significant time by eliminating manual data handling and version control issues. Workiva enabled Braze to scale their audit analytics program and streamline collaboration across finance, audit, and risk teams.
Automotive Case Studies and Customer Success Stories with Workiva
Lithia Motors, Inc.
- Automotive
- Large
Medford, USA
Workiva helped Lithia Motors, Inc. save dozens of hours on Sarbanes-Oxley compliance. The internal controls team used to spend 45... minutes exporting a single control for auditors. With Workiva, they now give auditors direct access, saving 15 to 20 hours per month. Automation features reduced manual testing time from one hour to 20 minutes per transaction. Supervisors gained better visibility and control over testing and reporting. The team found the platform easy to use and efficient.
Education Case Studies and Customer Success Stories with Workiva
Duolingo
- Education
- Medium
Pittsburgh, USA
Duolingo used Workiva to manage its IPO process. The team needed a modern platform for capital market transactions. Workiva provided... version control, edit tracking, and secure collaboration. Duolingo completed its IPO in July 2021 using Workiva. Now, Duolingo uses Workiva for quarterly and annual filings. The platform helps ensure accuracy and streamlines reporting.
Apparel & Fashion Case Studies and Customer Success Stories with Workiva
Asics
- Apparel & Fashion
- Large
Kobe, Japan
Asics used Workiva for integrated reporting. The solution helped Asics achieve data consistency and global visibility. Workiva enabled controlled collaboration... in statutory reports. Asics chose Workiva as the right tool for multi-entity financial reporting. The platform supported their global statutory reporting needs.
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 Form 20-F and annual reports. The company used Wdesk to link... data across multiple reports, cutting duplicative work. Novo Nordisk expanded Workiva’s platform to quarterly announcements. The platform’s audit trail and single-source data improved accuracy and control. Novo Nordisk’s reporting process became faster and more agile, with fewer redundant steps.
Other Industry Case Studies and Success Stories with Workiva
A leading supplier to the semiconductor industry
- Semiconductor
- Large
Workiva helped a leading supplier to the semiconductor industry manage statutory reporting across 60+ global locations. The company faced challenges... with disconnected spreadsheets and slow, manual processes. Workiva's platform centralized financial data, improved collaboration, and enabled real-time updates. Teams gained transparency and control over reporting for multiple entities. The solution reduced waiting times and made compliance easier.
Workiva helped AngloGold Ashanti streamline XBRL tagging and financial reporting. The mining company used Workiva to create documents, spreadsheets, and... presentations on one platform. They gained a single source of truth for report data. Reporting cycles became shorter. The finance team had more time to analyze data. This improved their financial reporting process.
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, not admin tasks.
Workiva helped Kumba Iron Ore streamline statutory reporting. The team used one platform for interim, year-end, and sustainability reports. This... reduced turnaround times. It also improved trust in report accuracy. The solution supported multi-entity financial reporting. Reporting teams now collaborate with better data integrity.
Workiva helped Orion Engineered Carbons centralize its SOX compliance program. Before, Orion used manual processes and desktop apps, making updates... hard and slow. With Workiva, over 120 people now work together in one cloud platform. Orion saves time, increases transparency, and can focus on analyzing test results. The platform is easy to use, so teams saw benefits quickly without long training.
Orion Engineered Carbons used the Workiva platform to improve SEC reporting. Manual processes were slow and required extra reviews. Workiva... let teams in Germany and the U.S. work together in real time. Data updates now flow automatically into reports, saving time and reducing errors. Orion gained full control over reporting, cut external costs, and increased trust in their data.
Intel used the Workiva platform to improve its sustainability data management. The company reduced manual work and increased efficiency by... creating a cleaner system of record. Intel enabled better collaboration across teams and time zones. The platform helped Intel adapt to changing sustainability regulations. Data is now available immediately for decision-making. Intel can track environmental KPIs and report on sustainability goals more easily.
Cimpress used the Workiva platform to manage internal controls across more than a dozen businesses in 20 countries. They faced challenges... with disconnected desktop tools, lack of visibility, and multiple document versions. Workiva provided a single, centralized cloud platform for global collaboration and real-time risk tracking. The team gained a complete audit trail, improved transparency, and stronger relationships across the business. Custom dashboards and secure document storage helped streamline their audit and compliance processes.
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. Workiva gave them more time for analysis and reduced stress during reporting periods.
Workiva helped a financial reporting team improve SEC, board, and internal reporting. The team gained control over document creation and... filing. They could update numbers at the source and see changes everywhere instantly. Workiva's cloud platform made collaboration easy and kept data accurate. The team valued 24/7 support and faster, more reliable reporting.
A leading supplier to the semiconductor industry
- Semiconductor
- Large
Workiva helped a leading supplier to the semiconductor industry manage statutory reporting across 60+ global locations. The company faced challenges... with disconnected spreadsheets and slow, manual processes. Workiva's platform centralized financial data, improved collaboration, and enabled real-time updates. Teams now track reporting status easily and maintain accuracy across multiple entities. The solution increased transparency and saved significant time for financial teams.
Workiva helped AngloGold Ashanti Ltd improve financial reporting. The company first needed XBRL tagging. They then used Workiva for more... reporting tasks. Workiva gave them one platform for documents, spreadsheets, and presentations. They now have a single source of truth for reports. Reporting cycles are shorter. The team spends more time analyzing data.
NXP Semiconductors used the Workiva platform to connect SOX, SEC, and sustainability reporting. Before Workiva, teams spent hours on manual... tasks and version control. With Workiva, they automated reporting, improved audit trails, and enabled real-time collaboration. The platform saved hundreds of hours and increased transparency. NXP now manages financial, risk, and ESG reporting in one place, driving efficiency and control.