List of Workiva Wdesk Customers
Ames, 50010, IA,
United States
Since 2010, our global team of researchers has been studying Workiva Wdesk customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Workiva Wdesk for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Workiva Wdesk for EPM include: Bank of America, a United States based Banking and Financial Services organisation with 213000 employees and revenues of $101.89 billion, Dell, a United States based Manufacturing organisation with 108000 employees and revenues of $95.60 billion, New York Life, a United States based Insurance organisation with 13000 employees and revenues of $50.00 billion, PBF Energy, a United States based Oil, Gas and Chemicals organisation with 3776 employees and revenues of $38.32 billion, Barclays UK, a United Kingdom based Banking and Financial Services organisation with 93000 employees and revenues of $35.14 billion and many others.
Contact us if you need a completed and verified list of companies using Workiva Wdesk, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the EPM software purchases.
The Workiva Wdesk customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of EPM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
American Electric Power | Utilities | 16330 | $19.7B | United States | Workiva | Workiva Wdesk | EPM | 2019 | n/a |
In 2019, American Electric Power implemented Workiva Wdesk to support EPM activities within its finance and regulatory reporting functions. The deployment of Workiva Wdesk focused on centralized reporting and controlled disclosure workflows, with explicit configuration and user administration responsibilities handled by internal finance transformation resources certified on the platform.
Workiva Wdesk was used alongside Workiva Wdata for consolidated reporting and regulatory submissions, with staff holding Platform, SEC, and FERC certifications for system administration and compliance reporting. The implementation coexisted with an electronic workpaper solution using PDF-XChange, and practitioners leveraged Power BI for dashboards, Alteryx for data analytics and manipulation, and Smartsheet for project management and deployment coordination.
Operational scope emphasized finance and regulatory reporting teams, where day to day use and governance included user administration, template and workbook configuration, and structured reporting workflows for SEC and FERC deliverables. The configuration narrative indicates an emphasis on embedding Workiva Wdesk into existing finance processes, formalizing reporting governance, and maintaining ongoing platform administration within American Electric Power.
|
 |
Aon Australia | Professional Services | 1500 | $500M | Australia | Workiva | Workiva Wdesk | EPM | 2016 | n/a |
In 2016, Aon Australia migrated from IBM Cognos Business Intelligence to Workiva Wdesk as part of an EPM deployment to centralize financial reporting and compliance documentation. Workiva Wdesk was positioned to support enterprise performance management activities across finance and regulatory reporting workflows, consolidating reporting artifacts and control evidence under a single application.
The implementation leveraged Workiva Wdesk capabilities common to EPM deployments, including linked reporting documents and spreadsheets, consolidated reporting and disclosure workflows, role based review and approval routing, and an auditable document and task trail. Configuration centered on document linking and workflow automation to reduce manual reconciliation, while preserving source data provenance for review and sign off processes.
Migration activity included conversion and reconciliation of reporting content from IBM Cognos Business Intelligence into Workiva Wdesk, and establishment of repeatable report assembly and review sequences. Operational coverage focused on finance led reporting and compliance processes, with governance controls defined around user roles, ownership of report sections, and documented approval checkpoints.
Industry context for the Workiva Wdesk deployment includes multiple insurers using the platform for regulatory compliance, several companies including American Enterprise Group, Aon Corporation, Donegal Group and United Fire Group have used Workiva Wdesk to streamline the Model Audit Rule compliance process which is very similar to SOX. This positions Workiva Wdesk within EPM use cases that emphasize unified reporting, disclosure controls, and audit ready documentation.
|
 |
Aon Ireland | Professional Services | 60000 | $15.7B | Ireland | Workiva | Workiva Wdesk | EPM | 2016 | n/a |
In 2016, Aon Ireland implemented Workiva Wdesk to support EPM for finance and compliance and to consolidate reporting workflows. The implementation followed a migration from IBM Cognos Business Intelligence, positioning Workiva Wdesk as the centralized platform for narrative reporting and compliance documentation across the finance and risk functions.
Workiva Wdesk was configured to deliver core EPM capabilities including linked data and narrative consolidation, collaborative review and approval workflows, version control and audit trails, and schedule-driven reporting. Configuration emphasized document-level controls and formula-linked data to maintain consistency between financial schedules and disclosure narratives, reflecting typical EPM functional patterns for controlled reporting.
Operationally the deployment focused on finance, actuarial and compliance teams in Ireland, aligning reporting and Model Audit Rule style compliance processes similar to SOX across those business functions. The move to Workiva Wdesk replaced IBM Cognos Business Intelligence for these use cases and standardized templates and review cycles to support regulated reporting requirements.
Governance changes centered on centralized ownership of reporting templates, role-based review permissions within Workiva Wdesk, and formalized sign-off workflows to produce audit-ready documentation. The implementation narrative aligns with industry examples where Workiva Wdesk is used to streamline Model Audit Rule compliance across insurance and professional services organizations.
|
 |
|
Healthcare | 1133 | $774M | United States | Workiva | Workiva Wdesk | EPM | 2018 | n/a |
|
|
|
|
Professional Services | 1634 | $794M | United States | Workiva | Workiva Wdesk | EPM | 2018 | n/a |
|
|
|
|
Distribution | 1568 | $160M | United States | Workiva | Workiva Wdesk | EPM | 2016 | n/a |
|
|
|
|
Banking and Financial Services | 213000 | $101.9B | United States | Workiva | Workiva Wdesk | EPM | 2018 | n/a |
|
|
|
|
Banking and Financial Services | 93000 | $34.9B | United Kingdom | Workiva | Workiva Wdesk | EPM | 2020 | n/a |
|
|
|
|
Banking and Financial Services | 93000 | $35.1B | United Kingdom | Workiva | Workiva Wdesk | EPM | 2020 | n/a |
|
|
|
|
Manufacturing | 5370 | $535M | United States | Workiva | Workiva Wdesk | EPM | 2016 | n/a |
|
Buyer Intent: Companies Evaluating Workiva Wdesk
- Banca Transilvania, a Romania based Banking and Financial Services organization with 350 Employees
- Central Florida Electric Cooperative, a United States based Utilities company with 104 Employees
- Macquarie Group, a Australia based Banking and Financial Services organization with 21270 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||