How Companies Use Workiva Today
Many Fortune 500 companies use only a fraction of their Workiva investment. Labrador helps CFOs, Chief Accounting Officers, and Controllers move beyond compliance to achieve full connectivity across filings, investor materials, and reports — improving accuracy, efficiency, and collaboration enterprise-wide.
The Workiva Opportunity
Typical Workiva clients underutilize 50–70% of their license potential. For a Fortune 500 company spending ~$250K annually on Workiva, this underutilization can mean $100K–150K in unrealized value (duplicated staff hours, duplicated software, external vendor fees, lost automation).
Workiva by Labrador — Case Studies
Labrador helps leading public companies streamline and enhance their disclosures in Workiva. Our support combines design, technology, and process expertise to deliver connected, branded, and efficient reporting solutions. Learn more from our online Look Book.
S&P 100 Diversified Healthcare Company
Opportunity
An S&P 100 diversified healthcare company wanted to present all SEC filings in Workiva—from 10-K to proxy—using its corporate brand, typography, and visual standards. The goal: to strengthen investor trust and reduce the cost and complexity of managing multiple disclosure formats.
Workiva by Labrador Solution
- Implemented the company’s new brand design system directly within Workiva.
- Applied a consistent, linked style sheet across all SEC filings to ensure a single source of truth.
- Established cross-report linking and synchronized content blocks to eliminate manual updates and version errors.
Outcome
The client achieved a unified, investor-ready disclosure suite that reflects its brand in every report. Workspaces are easier to use, with fewer formatting steps and stronger data consistency—reducing reporting effort and cycle time across the enterprise.
S&P 500 Hospitality Company
Opportunity
An S&P 500 hospitality company sought to extend its use of Workiva beyond SEC filings to its quarterly investor presentation decks. These decks, traditionally produced in PowerPoint, required manual updates each quarter, creating inefficiencies and higher risk of error. The company wanted to streamline updates, ensure data consistency with SEC filings, and maintain brand alignment.
Workiva by Labrador Solution
- Implemented investor presentation templates directly within Workiva, linking data, charts, and
narratives to source files (10-Q, 10-K, earnings release). - Established cross-document linking so financial tables and KPIs updated automatically across filings and investor materials.
- Applied Labrador’s branded information design principles to align investor decks with the company’s broader disclosure suite.
Outcome
The company achieved a single connected reporting environment for both regulatory and investor communications. Investor decks now reflect complete data integrity, updated in minutes rather than days, and aligned visually with the company’s corporate brand.
Global Medical Technology Company
Opportunity
A global medical technology company sought to modernize its ESG reporting by transitioning
production to Workiva. Its sustainability disclosures were managed across multiple spreadsheets
and design tools, leading to version-control issues and limited integration with financial reporting
workflows. Leadership wanted a single environment for collaboration, accuracy, and design
consistency—without expanding internal workload.
Workiva by Labrador Solution
Delivered through Labrador’s Managed Service Provider (MSP) model, our team:
- Implemented the ESG Report natively in Workiva, connecting narrative, data, and visuals within one auditable workspace.
- Linked ESG metrics and narrative content to source systems and prior disclosures to ensure consistency and traceability.
- Applied Labrador’s design system to create a clean, branded, investor-ready ESG document exportable directly from Workiva.
- Provided year-round support, allowing the client’s sustainability team to focus on content and analysis while Labrador managed production and design updates.
Outcome
The company now produces a fully integrated ESG Report within Workiva—aligned with financial filings, brand standards, and sustainability frameworks. Through the MSP model, the company reduced its internal reporting burden, eliminated manual versioning, and achieved a more reliable, faster, and scalable ESG disclosure process.