Workiva
2900 University Boulevard,
Ames, 50010, IA,
United States
Ames, 50010, IA,
United States
1 888-275-3125
Professional Services
Workiva Technographics
Workiva Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Workiva and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2860 Workiva employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Workiva has purchased the following applications: Sage Intacct for ERP Financial in 2018, Modern Health for Benefits Administration in 2021, Drift AI Chatbot for Chatbots and Conversational AI in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Workiva is running and its propensity to invest more and deepen its relationship with Sage , SAP , Modern Health or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Workiva revenues, which have grown to $884.6 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Workiva intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Workiva Tech Stack and Enterprise Applications
Workiva ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, Workiva implemented Sage Intacct as its ERP Financial system to support accounts payable and vendor payment operations across multiple international entities. The Sage Intacct implementation centers on core financial modules typical of ERP Financial deployments, with configuration to govern accounts payable, vendor master records, payment reconciliation, and the general ledger for multi-entity consolidation.
The deployment emphasizes accounts payable workflows, with Sage Intacct serving as the authoritative payment and vendor inquiry ledger. Functional capabilities implemented include vendor payment research and posting, reconciliation of vendor statements, and structured vendor record management within Sage Intacct, supporting the companys finance and procurement business functions.
Operational integration connects front-line invoice intake and approval systems to the Sage Intacct ledger, specifically tying JIRA ticketing for AP intake and Coupa for invoice processing and internal approvals into the payment and reconciliation workflow. The procurement team and accounts payable staff coordinate using these integrations, with vendor onboarding initiated in Coupa and payment status and historic payment details referenced in Sage Intacct for vendor inquiries.
Governance and process changes reflect a ticket-driven AP triage model, approval orchestration in Coupa, and ledger posting and payment research centralized in Sage Intacct. Configuration work focused on multi-entity account structures and vendor control points to support cross-border supplier management, while operational ownership rests with accounts payable and procurement functions for ongoing governance and exception handling.
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Expense Management | ERP |
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2013 | 2013 |
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Workiva HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Modern Health | Legacy | Modern Health | Benefits Administration | HCM | n/a | 2021 | 2021 |
In 2021, Workiva launched Modern Health globally as a Benefits Administration deployment to expand employee access to mental health care and advance DEI objectives. The implementation was positioned as an HR benefits offering and delivered across Workiva’s global employee population within the Benefits Administration function.
Modern Health was configured to provide coordinated therapy and coaching services, including rapid scheduling workflows that enabled employees to book therapy and coaching within one day. The deployment emphasized one-on-one clinical sessions and behavioral health navigation as core capabilities, and the Modern Health application served as the primary access point for those services.
Operational scope was explicitly HR and benefits administration with global coverage, supporting employee wellbeing and DEI goals rather than a single-site program. The rollout focused on engagement channels managed by HR and benefits teams, integrating the Modern Health service into existing benefits enrollment and care access processes.
Workiva reported measurable engagement and clinical recovery outcomes, citing 26% utilization of Modern Health and noting this was a 10x improvement over their previous EAP. The company also reported that 67% of therapy members experienced recovery after four one-on-one sessions, outcomes that were used to validate the Modern Health Benefits Administration deployment.
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Core HR | HCM |
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2020 | 2020 |
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Employee Engagement | HCM |
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2022 | 2022 |
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Interview Scheduling | HCM |
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2023 | 2023 |
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Recruiting, Applicant Tracking System | HCM |
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2013 | 2013 |
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Workiva AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Workiva deployed Drift AI Chatbot on its public website, adopting a Chatbots and Conversational AI solution to provide a web‑embedded conversational interface for customer engagement. The implementation centers on the Drift AI Chatbot widget and configured conversational flows for automated qualification and routing, aligned with typical Chatbots and Conversational AI capabilities such as real time messaging, scripted and AI-driven responses, and web channel lead capture.
Deployment architecture is concentrated on the public web layer, with the Drift AI Chatbot embedded as a client side chat widget that interfaces with site navigation and public facing content. Configuration emphasis is on conversation design and operationalizing chat workflows to support sales and marketing facing web interactions, with governance focused on conversational content management, intent handling, and incremental rollout across web pages where the Drift AI Chatbot is active.
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Workiva Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2014 | 2014 |
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Workiva Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Workiva CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2022 | 2022 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2012 | 2012 |
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Workiva IT Asset Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Asset Management (ITAM), SaaS Spend Management | IT Asset Management |
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2019 | 2019 |
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Workiva ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2014 | 2014 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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Workiva SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2021 | 2021 |
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Workiva PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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API Management | PaaS |
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2018 | 2018 |
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Test Automation Platform | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2014 | 2014 |
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Workiva IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Workiva
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Workiva Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Workiva IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Workiva digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Workiva Technographics
Workiva is a Professional Services organization based in United States,
with around 2860 employees and annual revenues of $884.6 million.
Workiva operates a diverse technology stack with applications such as
Sage Intacct, Modern Health and Drift AI Chatbot,
covering areas like ERP Financial, Benefits Administration and Chatbots and Conversational AI.
Workiva has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Modern Health and Drift.
Workiva recently adopted applications including
Gem Scheduling in 2023, Simpplr Employee Intranet in 2022 and 6sense Account Engagement Platform in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Workiva’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Workiva’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Workiva technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.