{"id":26203,"date":"2026-04-17T08:57:15","date_gmt":"2026-04-17T07:57:15","guid":{"rendered":"https:\/\/www.labrador-transparency.com\/?p=26203"},"modified":"2026-04-17T11:20:22","modified_gmt":"2026-04-17T10:20:22","slug":"optimizing-workiva-for-private-and-newly-public-company-reporting","status":"publish","type":"post","link":"https:\/\/www.labrador-transparency.com\/en\/blog\/optimizing-workiva-for-private-and-newly-public-company-reporting\/","title":{"rendered":"Optimizing Workiva for Private and Newly Public Company Reporting"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"26203\" class=\"elementor elementor-26203\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5812534 e-flex e-con-boxed e-con e-parent\" data-id=\"5812534\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9cea48f elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"9cea48f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>Workiva Implementation and Optimization:<\/strong> 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.<\/p>\n<p><strong>Publication:<\/strong> 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-92acd55 e-con-full e-flex e-con e-child\" data-id=\"92acd55\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2e92509 elementor-widget elementor-widget-text-editor\" data-id=\"2e92509\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>Our trusted partners<\/strong><\/p><h4><strong>Harbor View Consulting (HVC)<\/strong><\/h4><p>Deep Workiva integration and accounting expertise\u2014ERP\/GL mapping, Wdata pipelines, and control\u2011ready workflows.<\/p><p>Learn more:<br \/><a href=\"https:\/\/www.harborview-consulting.com\/services\/workiva\" target=\"_blank\" rel=\"noopener\">harborview-consulting.com\/services\/workiva<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1a3a0de e-flex e-con-boxed e-con e-parent\" data-id=\"1a3a0de\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-69848d1 elementor-widget elementor-widget-heading\" data-id=\"69848d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How Companies Use Workiva Today\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9220338 elementor-widget elementor-widget-text-editor\" data-id=\"9220338\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Most large enterprises use only a subset of Workiva\u2019s capabilities. Labrador + HVC help CFO, CAO, and Controller teams progress from SEC\u2011only usage to a connected operating model spanning financials, board, ESG\/CSRD, and risk.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f54bf7b elementor-widget elementor-widget-image\" data-id=\"f54bf7b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"2263\" height=\"2434\" src=\"https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0001.jpg\" class=\"attachment-full size-full wp-image-26208\" alt=\"SplitWorkiva Reporting for Private and New Public Companies 03042026 page 0001\" srcset=\"https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0001.jpg 2263w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0001-279x300.jpg 279w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0001-952x1024.jpg 952w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0001-768x826.jpg 768w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0001-1428x1536.jpg 1428w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0001-1904x2048.jpg 1904w\" sizes=\"(max-width: 2263px) 100vw, 2263px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9d80ae5 e-flex e-con-boxed e-con e-parent\" data-id=\"9d80ae5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-00d1d92 elementor-widget elementor-widget-heading\" data-id=\"00d1d92\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">The Workiva Opportunity\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5ba2d9e elementor-widget elementor-widget-text-editor\" data-id=\"5ba2d9e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Typical enterprises underuse 50\u201370% of their Workiva investment\u2014translating into duplicated effort, external vendor spend, and lost automation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d01a8a9 e-con-full e-flex e-con e-child\" data-id=\"d01a8a9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cc12781 elementor-widget elementor-widget-image\" data-id=\"cc12781\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"2109\" height=\"1259\" src=\"https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0002.jpg\" class=\"attachment-full size-full wp-image-26210\" alt=\"SplitWorkiva Reporting for Private and New Public Companies 03042026 page 0002\" srcset=\"https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0002.jpg 2109w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0002-300x179.jpg 300w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0002-1024x611.jpg 1024w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0002-768x458.jpg 768w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0002-1536x917.jpg 1536w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/SplitWorkiva_Reporting-for-Private-and-New-Public-Companies_03042026_page-0002-2048x1223.jpg 2048w\" sizes=\"(max-width: 2109px) 100vw, 2109px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f48be40 e-flex e-con-boxed e-con e-parent\" data-id=\"f48be40\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d74fa7f elementor-widget elementor-widget-heading\" data-id=\"d74fa7f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why Private and New Public Companies Should\nImplement and Optimize Workiva<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0f5e3ba elementor-widget elementor-widget-text-editor\" data-id=\"0f5e3ba\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>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.<\/p><p>Labrador helps companies turn Workiva into a connected, efficient reporting environment that supports better decisions and stronger governance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4346da2 e-con-full e-flex e-con e-child\" data-id=\"4346da2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-81753c3 elementor-widget elementor-widget-heading\" data-id=\"81753c3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Workiva Implementation and Optimization Journey with Labrador<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7c28454 elementor-widget elementor-widget-image\" data-id=\"7c28454\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"2101\" height=\"1016\" src=\"https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-0.jpg\" class=\"attachment-full size-full wp-image-26259\" alt=\"Workiva Reporting for Private and New Public Companies 03042026 pages images 0\" srcset=\"https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-0.jpg 2101w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-0-300x145.jpg 300w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-0-1024x495.jpg 1024w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-0-768x371.jpg 768w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-0-1536x743.jpg 1536w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-0-2048x990.jpg 2048w\" sizes=\"(max-width: 2101px) 100vw, 2101px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f4698fb elementor-widget elementor-widget-heading\" data-id=\"f4698fb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">The Effective Implementation<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4bb5ae5 elementor-widget elementor-widget-text-editor\" data-id=\"4bb5ae5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>We set up one governed workspace across Finance, Legal, HR, and Operations with repeatable workflows and templates. The journey follows a clear pattern:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6ba1826 e-con-full e-flex e-con e-child\" data-id=\"6ba1826\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-697dfd6 elementor-widget elementor-widget-image\" data-id=\"697dfd6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2071\" height=\"505\" src=\"https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-1.jpg\" class=\"attachment-full size-full wp-image-26257\" alt=\"Workiva Reporting for Private and New Public Companies 03042026 pages images 1\" srcset=\"https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-1.jpg 2071w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-1-300x73.jpg 300w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-1-1024x250.jpg 1024w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-1-768x187.jpg 768w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-1-1536x375.jpg 1536w, https:\/\/www.labrador-transparency.com\/wp-content\/uploads\/2026\/04\/Workiva_Reporting-for-Private-and-New-Public-Companies_03042026-pages-images-1-2048x499.jpg 2048w\" sizes=\"(max-width: 2071px) 100vw, 2071px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bd40630 elementor-widget elementor-widget-heading\" data-id=\"bd40630\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">The Value of Optimization<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4b5a27b elementor-widget elementor-widget-text-editor\" data-id=\"4b5a27b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>As companies grow and reporting needs shift, Workiva evolves with them. Optimization ensures:<\/p><ul><li>Automated roll\u2011forwards and governed templates reduce cycle time<\/li><li>Cleaner documentation for auditors, lenders, and rating agencies<\/li><li>Granular permissions and traceable edits across Finance, Legal, and IR<\/li><li>Investor\u2011ready outputs for private rounds or IPO preparation<\/li><li>Single source of truth across ERPs, HR, and treasury\u2014no manual reconciliation<\/li><li>Faster decisions via live dashboards and linked narratives<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-49d7b94 e-con-full e-flex e-con e-child\" data-id=\"49d7b94\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9e1d816 elementor-widget elementor-widget-text-editor\" data-id=\"9e1d816\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>Harbor View Consulting partners with Labrador to stand up Wdata pipelines, ERP\/GL mappings, and control-ready workflows that hold up under audit.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-42b56ba e-flex e-con-boxed e-con e-parent\" data-id=\"42b56ba\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1691071 elementor-widget elementor-widget-heading\" data-id=\"1691071\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why Labrador<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1325a07 elementor-widget elementor-widget-text-editor\" data-id=\"1325a07\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>As Workiva\u2019s 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. <strong>Workiva, done right, is a backbone for accuracy, consistency, and growth.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Labrador supports private and public companies across the full reporting spectrum\u2014from board and management reporting to capital markets, sustainability, proxy, and financial reporting. We are Workiva\u2019s longest\u2011tenured design and document\u2011execution 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.<\/p>\n","protected":false},"author":61,"featured_media":26204,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[67],"tags":[],"class_list":["post-26203","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-labrador-services"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Optimizing Workiva for Private and Newly Public Company Reporting | Labrador Transparency<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.labrador-transparency.com\/en\/blog\/optimizing-workiva-for-private-and-newly-public-company-reporting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Optimizing Workiva for Private and Newly Public Company Reporting | Labrador Transparency\" \/>\n<meta property=\"og:description\" content=\"Labrador supports private and public companies across the full reporting spectrum\u2014from board and management reporting to capital markets, sustainability, proxy, and financial reporting. We are Workiva\u2019s longest\u2011tenured design and document\u2011execution partner and the first design Managed Service Provider in North America. 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