Optimizing Workiva for Private and Newly Public Company Reporting

Apr 17, 2026
Labrador Services

Introduction

Labrador supports private and public companies across the full reporting spectrum—from board and management reporting to capital markets, sustainability, proxy, and financial reporting. We are Workiva’s longest‑tenured design and document‑execution partner and the first design Managed Service Provider in North America. Our team works directly inside your Workiva workspace to connect data, streamline workflows, and publish with speed and precision.

How Labrador Supports Private and Public Companies

Advisory: Our advisory team brings fluency in SEC rules and investor expectations, reinforced by practical in-house experience. Acting as an extension of your team, we ensure investor and other stakeholder communications convey your story with clarity and strategic impact.

Information Design: Our designers apply a reader-focused approach that makes complex disclosure easy to navigate, using clear hierarchy, purposeful structure, and visual logic. We reduce page volume, enhance key messages with graphics, and meet accessibility and ADA standards.

Workiva Implementation and Optimization: We configure Workiva for financial, sustainability, and governance workflows; connect ERP/HR/ESG systems; and set up governed linking across reports. With user training and 24/5 production support, we reinforce the value of Workiva by eliminating manual rework, building audit-ready systems, optimizing collaboration between teams and automating the transfer of data from additional tools.

Publication: We manage publication across all investor touchpoints, ensuring disclosures land consistently whether filed, viewed online or printed. Our team oversees SEC filings in both iXBRL and courtesy PDF formats, creates interactive and web-native experiences, and produces high-quality print materials.

Our trusted partners

Harbor View Consulting (HVC)

Deep Workiva integration and accounting expertise—ERP/GL mapping, Wdata pipelines, and control‑ready workflows.

Learn more:
harborview-consulting.com/services/workiva

How Companies Use Workiva Today

Most large enterprises use only a subset of Workiva’s capabilities. Labrador + HVC help CFO, CAO, and Controller teams progress from SEC‑only usage to a connected operating model spanning financials, board, ESG/CSRD, and risk.

The Workiva Opportunity

Typical enterprises underuse 50–70% of their Workiva investment—translating into duplicated effort, external vendor spend, and lost automation.

Why Private and New Public Companies Should Implement and Optimize Workiva

Companies face growing expectations from investors, lenders, and boards for faster, clearer, and more reliable information. With the right setup and optimization, Workiva can meet all these needs.

Labrador helps companies turn Workiva into a connected, efficient reporting environment that supports better decisions and stronger governance.

Workiva Implementation and Optimization Journey with Labrador

The Effective Implementation

We set up one governed workspace across Finance, Legal, HR, and Operations with repeatable workflows and templates. The journey follows a clear pattern:

The Value of Optimization

As companies grow and reporting needs shift, Workiva evolves with them. Optimization ensures:

Automated roll‑forwards and governed templates reduce cycle time
Cleaner documentation for auditors, lenders, and rating agencies
Granular permissions and traceable edits across Finance, Legal, and IR
Investor‑ready outputs for private rounds or IPO preparation
Single source of truth across ERPs, HR, and treasury—no manual reconciliation
Faster decisions via live dashboards and linked narratives

Harbor View Consulting partners with Labrador to stand up Wdata pipelines, ERP/GL mappings, and control-ready workflows that hold up under audit.

Why Labrador

As Workiva’s first design and execution partner, Labrador combines platform mastery with deep reporting and information design expertise to help private and newly public companies build Workiva environments that are efficient, reliable, and scalable. Workiva, done right, is a backbone for accuracy, consistency, and growth.