# Workiva
*Also known as Workiva*

- Website: https://www.workiva.com
- Location: Ames, IA, United States
- Agent profile: https://nowen.ai/agents/workiva-com
- Industry: GRC

> Workiva is a global software platform that enables trusted, auditable reporting and data collaboration across finance, risk, and compliance.

Workiva is a global software company that provides a secure, AI-powered cloud platform designed to streamline and audit-trail critical reporting. The platform connects data across teams, automates the creation of documents and presentations, and helps organizations maintain consistency across financial, regulatory, and non-financial disclosures. Workiva emphasizes a connected, governance-first approach that combines data management, collaborative workflows, and audit-ready reporting to reduce manual effort, accelerate close cycles, and improve governance. The company serves finance, risk, sustainability, legal, and compliance professionals with capabilities in financial reporting, regulatory compliance, data management, and collaboration, underpinned by a culture of transparency, trust, and accountability. Workiva's ecosystem includes customers, partners, and advisory services aimed at enabling better decision-making and greater stakeholder confidence in reporting.

**Mission:** Workiva’s mission is to power transparent reporting for a better world.

## Products & Services

### [Workiva Platform](https://www.workiva.com/platform)
*Platform*
Enhance trust and speed in reporting with a unified, AI-powered platform for finance, risk, and sustainability.

- **Data Management** — Create A Single Source Of Truth
- **Security** — Enhance Data Security
- **Unified Reporting** — Achieve Comprehensive Reporting
- **Workiva AI** — Leverage Advanced AI Tools
- **Assured Integrated Reporting** — Facilitate Assured Reporting
- **Data Connectivity for GRC** — Connect Risk Data Seamlessly
- **Integrations** — Access Data Effortlessly
- **Intelligent Productivity** — Automate Routine Tasks
- **Real-Time Collaboration** — Enhance Team Collaboration
- **Risk Insights to Trusted Decisions** — Turn Data into Decisions
- **Automated Evidence Analysis** — Speed Up Audits
- **Dynamic Process Mapping** — Visualize Risk Controls

### [IPO Platform](https://www.workiva.com/solutions/initial-public-offering-ipo)
*Platform*
Streamline your IPO journey with seamless collaboration, accurate data, and comprehensive support.

- **End-to-End IPO Platform** — Facilitates Comprehensive IPO Process
- **Single Source of Truth** — Ensures Data Consistency
- **No Financial Printer Needed** — Reduces Costs and Complexity
- **Expert Consulting Support** — Offers Professional Guidance
- **Real-Time Collaboration** — Enhances Team Coordination
- **Integrated Project Management** — Streamlines Project Execution

### [FERC Reporting](https://www.workiva.com/solutions/ferc-reporting)
*Solution*
Streamline your FERC filing process with intuitive data management and expert support.

- **Audit-Ready Data** — Ensures Accuracy And Auditability
- **XBRL Tagging for FERC Forms** — Speeds Up Filing Process
- **Collaborative Control** — Enables Controlled Collaboration
- **Data Connectivity** — Connects Data From Source Systems
- **Best-in-Class Customer Support** — Delivers High-Quality Assistance

### [SEC Reporting](https://www.workiva.com/solutions/sec-reporting)
*Solution*
Automate SEC reporting processes for improved accuracy and efficiency.

- **Audit-Ready Controls** — Ensure Compliance With Audit Trails
- **Data Lineage** — Track Data From Source To Filing
- **SEC Automation** — Streamline SEC Filing Processes
- **Cross-Workspace Collaboration** — Collaborate Seamlessly Across Teams
- **Integrated Reporting** — Combine Financial And Non-Financial Reports
- **Real-Time Data Updates** — Ensure Data Consistency Across Reports

### [Policy Management Software](https://www.workiva.com/solutions/policy-management)
*Solution*
Streamline the policy lifecycle with an integrated platform that enhances collaboration and compliance.

- **Policy Lifecycle Management** — Streamlines Policy Creation
- **Integrated Policy Governance** — Ensures Consistent Policy Management
- **Built-in Review Process** — Eliminates Back-and-Forth Emails
- **Enterprise-wide Visibility** — Enhances Stakeholder Communication

### [XBRL and iXBRL](https://www.workiva.com/xbrl-and-ixbrl)
*Service*
Workiva provides XBRL and iXBRL services to streamline compliance and enhance reporting accuracy.

- **Quality and Compliance** — Ensure Quality Tagging
- **XBRL Tagging Services** — Leverage Expert Tagging
- **Regulatory Compliance** — Meet Global Standards
- **Service Options** — Select Support Level
- **Connected Approach** — Streamline XBRL Processes

### [Workiva Signature Experience](https://www.workiva.com/customer-success/signature-experience)
*Service*
Accelerate your organization's value with expert guidance from Workiva's Signature Experience.

- **Adoption & Value** — Drive Adoption & Maximized Value
- **Response & Resolution** — Achieve Quick Resolutions
- **Expertise** — Gain Expert Insights
- **Proactive Guidance** — Receive Strategic Advice
- **Accelerated Results** — Drive Faster Results
- **Health** — Ensure System Health

### [Education and Training](https://www.workiva.com/education)
*Service*
Enhance expertise with comprehensive training and certification programs.

- **Learning Hub** — Gain Knowledge and Skills
- **Signature Learning** — Receive Personalized Training
- **Certification Program** — Demonstrate Proficiency
- **CPE Credits** — Earn Credits for Compliance
- **Practice Lab Environment** — Experiment in a Safe Space

## Market Segments

- **Regulatory reporting and filings** (market size $6.8B, CAGR 13.8%): Capabilities that automate preparation, tagging, collaboration, and submission of mandated regulatory filings (SEC, FERC) with end-to-end data lineage and XBRL support.
- **Governance, risk and compliance management** (market size $50.7B, CAGR 14.2%): Centralized policy, control, and risk data management to maintain policy lifecycle, enterprise visibility, and linkages between risks, controls, and regulations.
- **Audit and assurance automation** (market size $8.0B, CAGR 20%): Tools and workflows that create audit-ready evidence, automate evidence analysis, maintain granular audit trails, and speed assurance across financial and non-financial reporting.
- **IPO and capital markets lifecycle** (market size $1.5B, CAGR 10%): End-to-end transaction lifecycle management for IPOs and capital market communications, including document drafting, review, project management, and secure filing workflows.
- **Customer education and adoption** (market size $3.0B, CAGR 13.3%): Programs and success services that build user capability, accelerate platform adoption, and provide prioritized advisory, training, and certification.

## Who do we serve

### Public Companies And Financial Reporting Leaders
North American public companies seeking audit-ready, connected reporting.
- Industries: Financial Services, Technology, Manufacturing
- Geography: North America
- Pain points: Regulatory demands, data silos, manual close processes, auditability gaps
- Business goals: Improve accuracy, speed up close, strengthen governance
- Positioning: Helps public companies achieve audit-ready, connected financial and regulatory reporting by unifying data from multiple sources, enabling collaborative workflows, and automating disclosures and close processes.

#### Persona: Chief Financial Officer
- Needs: Reliable, auditable data; scalable reporting across entities
- Goals: Reduce close cycle time; ensure regulatory compliance
- Challenges: Disparate data sources; manual reconciliation
- Pain points: Data silos; lack of end-to-end traceability
- Solution: Leverages Workiva Platform, SEC Reporting, and XBRL tagging to unify data, provide audit trails, automate disclosures, and accelerate close

#### Persona: Head Of Financial Reporting
- Needs: Streamlined close workflows; cross-team collaboration
- Goals: Close on time; maintain accuracy
- Challenges: Coordinating across departments; version control
- Pain points: Manual rework; data inconsistencies
- Solution: Uses Workiva Platform and XBRL tagging to streamline data flow, collaborate in real time, and ensure consistency across reports and filings

#### Persona: Internal Audit Manager
- Needs: Traceability, evidence collection, audit-ready datasets
- Goals: Audit readiness, risk mitigation
- Challenges: Gathering evidence from multiple sources
- Pain points: Manual evidence collection; gaps in data lineage
- Solution: Employs data lineage and audit trails in Workiva Platform to consolidate evidence and provide a complete audit-ready dataset

#### Persona: Finance Planning And Analysis Manager
- Needs: Connected data for planning and forecasting
- Goals: Improve forecast accuracy; align plans to disclosures
- Challenges: Data integration across systems
- Pain points: Data quality issues; slow reporting
- Solution: Leverages single source of truth with connected data and automated reporting in Workiva Platform

### Energy And Utilities Regulatory Reporting Leaders
North American energy and utilities firms needing FERC reporting and data connectivity.
- Industries: Utilities, Energy
- Geography: North America
- Pain points: Regulatory compliance, data quality, cross-team collaboration, auditability
- Business goals: Improve data quality, accelerate filings, reduce risk
- Positioning: For energy and utilities teams needing precise regulatory disclosures, provides end-to-end data connectivity, audit-ready controls, and collaborative workflows to streamline FERC and related filings.

#### Persona: Regulatory Affairs Director
- Needs: Accurate data mapping, regulatory updates, tagging support
- Goals: Timely filings, regulatory compliance
- Challenges: Regulatory changes; data fragmentation
- Pain points: Manual tagging errors; slow response times
- Solution: FERC Reporting and XBRL tagging with connected data in Workiva Platform reduces errors and streamlines filings

#### Persona: Finance Manager
- Needs: End-to-end data lineage; streamlined workflows
- Goals: On-time filings; data accuracy
- Challenges: Cross-system data alignment
- Pain points: Manual reconciliation; data gaps
- Solution: Data connectivity and audit-ready data in Workiva Platform enable faster, accurate filings

#### Persona: Data Governance Lead
- Needs: Central data dictionary; data lineage
- Goals: Ensure data quality across filings
- Challenges: Data source variety
- Pain points: Siloed data; inconsistent tagging
- Solution: Data connectivity and centralized governance in Workiva Platform

### IPO Readiness And Capital Markets Teams
Global companies preparing for IPO seeking end-to-end lifecycle management.
- Industries: Capital Markets, Corporate Finance, Legal
- Geography: Global
- Pain points: Coordinating across functions, regulatory disclosures, last-minute changes
- Business goals: Timely, compliant IPO filings, transparent processes
- Positioning: For IPO programs requiring coordinated, secure disclosure workflows, provides end-to-end lifecycle management, real-time collaboration, and governance to streamline filings.

#### Persona: IPO Program Manager
- Needs: End-to-end workflow; status visibility
- Goals: On-time IPO filing; smooth governance
- Challenges: Multifunction coordination; scope changes
- Pain points: Fragmented tools; late changes
- Solution: IPO Platform with integrated project management and real-time collaboration coordinates teams and tracks progress

#### Persona: Chief Financial Officer
- Needs: Reliable data; governance; auditability
- Goals: Successful listing; investor confidence
- Challenges: Data integrity across teams
- Pain points: Siloed data; manual processes
- Solution: Workiva Platform and IPO Platform consolidate data and workflows for consistent disclosures

#### Persona: General Counsel
- Needs: Regulatory alignment; disclosure controls
- Goals: Timely legal approvals
- Challenges: Approval bottlenecks
- Pain points: Delays due to manual reviews
- Solution: Integrated project management and secure collaboration streamline approvals

#### Persona: Investor Relations Leader
- Needs: Clear disclosures; consistent materials
- Goals: Transparent investor communications
- Challenges: Version control; last-minute edits
- Pain points: Discrepancies across documents
- Solution: Single source of truth and linked data across filings with real-time collaboration

### Governance, Risk, Compliance And Policy Leaders
Global enterprises needing policy lifecycle management and governance.
- Industries: GRC, Legal, Compliance, All industries
- Geography: Global
- Pain points: Policy fragmentation, auditability gaps, regulatory linkage
- Business goals: Unified governance, policy lifecycle, risk-informed reporting
- Positioning: For policy and risk leaders seeking centralized governance and lifecycle management, provides integrated data, collaboration, and audit-ready outputs to strengthen compliance and oversight.

#### Persona: Chief Compliance Officer
- Needs: Centralized policy governance; regulatory mapping
- Goals: Policy alignment; risk reduction
- Challenges: Policy fragmentation; slow approvals
- Pain points: Versioning; inconsistent controls
- Solution: Policy Management Software with governance features and Workiva Platform for connected policy workflows

#### Persona: Policy Owner
- Needs: Lifecycle management; approvals
- Goals: Updated policies; accountability
- Challenges: Manual reviews; delayed sign-offs
- Pain points: Approval bottlenecks
- Solution: Policy Management Software automates reviews and maintains revision history

#### Persona: Risk Manager
- Needs: Integrated risk data; controls mapping
- Goals: Improved risk oversight
- Challenges: Data fragmentation across systems
- Pain points: Lack of traceability
- Solution: Workiva Platform data connectivity and risk insights translate risk data into governance actions

#### Persona: Internal Auditor
- Needs: Audit trails; evidence collection
- Goals: Audit readiness
- Challenges: Finding supporting documentation
- Pain points: Manual evidence gathering
- Solution: Audit-ready data with governance features and traceability in Workiva Platform