Workiva is a cloud-based end-to-end platform for financial reporting, ESG, audit and risk. The solution brings together data, processes and teams in a controlled environment, thereby creating a central foundation for the preparation, review and publication of complex corporate reports. Data from ERP, CRM and other source systems can be connected directly to Workiva. This reduces data disconnects, ensures data consistency and minimises the need for manual reconciliation in complex reporting processes.
In corporate reporting in particular, Workiva supports a transparent and collaborative way of working. Stakeholders from financial control, investor relations, sustainability, communications, management and audit can work together on content, tables and presentations. Linked data, automated workflows, version control and features such as ESEF tagging provide transparency regarding changes and approvals. This makes Workiva suitable for annual reports, interim reports, ESG reports and other regulated publications.
As an experienced implementation partner for Workiva, RYZE supports companies in integrating the platform, reporting processes and publication. The focus is on a workflow that fits the organisation’s existing structure, data architecture and reporting logic. This includes analysing established processes, developing suitable templates, and designing and technically implementing high-quality reports within the Workiva environment.
Workiva and corporate reporting: from the data source to publication
RYZE provides support in selecting and designing suitable layout processes. Depending on requirements, reports can be generated via a connection to Adobe InDesign, the Word Connector or directly within Workiva. For publication, the Ecoma interface is used to generate, amongst other things, interactive PDF reports, one-pagers and accessible HTML reports. Charts and visualisations can also be prepared for integration into Workiva.
One example of the integration of Workiva and digital reporting is the production of NORMA Group’s annual report. Here, RYZE links the financial charts directly to the source data and produces both an interactive PDF and a full HTML online report. You can find out more about this project in the NORMA Group best practice case study.
Our services with Workiva
- Analysis of existing reporting processes and advice on the optimal layout process.
- Design and creation of bespoke report templates in line with corporate design guidelines.
- Professional application of colours, formats and style guidelines directly within the Workiva platform, as well as the use of all functions to ensure high-quality typesetting.
- Design and technical preparation of infographics and diagrams for inclusion in Workiva documents.
- Support with structuring and linking data sources to ensure system-wide data consistency.
- Production of flexible output formats such as PDF with optional interactive features, one-pagers or accessible HTML reports via the Ecoma interface.
- Support and quality assurance during the final report creation and publication.
Webcase | NORMA Group
For NORMA Group, we produce the online annual report via an automated workflow directly from Workiva into our Ecoma system. As all financial charts are directly linked to the source data, IR presentations are also updated fully automatically. The result is a modern, accessible report requiring minimal maintenance.