Real-World Case Studies and Customer Success Stories with Workiva

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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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