"I don't think you can do it without using a product like the Workiva platform. We went public with an Up-C corporate structure, and I don’t know how you would do it in a traditional model and meet your deadline."
"Before Workiva, we were coming in on nights and weekends to implement last-minute changes. With Workiva, we rarely need to."
"With Workiva, we have much more transparency and trust with our data. The consistency and integrity of the data is guaranteed throughout the reports, and this is a big benefit for us. It’s amazing to work with Workiva. It’s just a tremendous platform."
“We couldn’t rely on the numbers that we were seeing—sometimes they would change, which was frightening and added a lot of extra time to the entire reporting process. There was a lot of dead time when we were just waiting, and there were version control issues. We didn’t feel like we were fully in control. So, we decided that we needed to change.”
“Compiling these reports is complex. You need to consider feedback alongside regulatory requirements to ensure that all reports have the same voice, all while working independently and siloed. Without the right tools, you can end up cross-referencing everything—which you really shouldn’t have to do.”
"I remember being on a call with a colleague on the same team and being amazed that I could work from anywhere—even on a beach—and still do the annual report."
“It absolutely ticked all the boxes for us, to be able to get automation in and to look at the time and resource savings. They helped us put together a business case by looking at how we could implement locally, but then also showing the benefits from an overview perspective.”
“I'm not actually a stat account person, However, [in] the conversations that we've had with Workiva, it's become really evident that we also could implement their solution as well becoming involved with this stat account reporting process would be of benefit to myself and to my area.”
“As accountants, we always have to figure out better, more efficient, more accurate ways of doing things. The world changes, and we have to keep up with that. We can't just keep doing what we’re doing.”
“Having our leadership behind us was very helpful in communicating the importance of this to the different stakeholders internally.”
“We started using the Workiva platform for generating our SEC reporting files as well as the supporting documents, The integration of the supporting documents and the filing have been a huge factor to successfully producing and filing every quarter."
“It’s been a true delight working with PwC, They’ve helped us to create a foundation to grow, to adopt new standards, and to deliver disclosures that are significant to our stakeholders—be it our internal stakeholders, our employees and management, or external stakeholders and the broader public.”
"The platform is really easy to use. I immediately saw the benefit for the team. It functions similarly to other programs, like Word and Excel, that we’re used to, but with one single source of truth for data."
“It was just unmanageable, We had so many versions of so many Excel files. And because of all of the disclosures, we'd have so many different copies of different documents that needed to agree with each other. So it was nearly impossible to manage that.”
“Workiva eliminates time spent on manual tasks that don't add any value, increases the automation of files, and is a perfect platform to achieve those objectives, It's definitely saved us a lot of time over the past few quarters.”