Skip to main content

Deloitte and Workiva alliance

Fuel your automation transformation

Deloitte and Workiva help finance and compliance professionals reduce risk, drive operational efficiency and expand business growth with a collaborative reporting platform that is automated and auditable.

About our alliance

The Deloitte and Workiva alliance supports clients from multiple sectors (Private Equity, Real Estate, Manufacturing, Technology, Media and Telecommunications, Banking, Energy Resources and Industrials, etc.) with their digital financial transformation, allowing them to automate their reporting and compliance functions in an auditable way. We can help your organization create end-to-end visibility in critical reports, and mitigate risk for C-level stakeholders like chief financial officers, chief risk officers, chief compliance officers, financial controllers, and others. We also help extend existing SAP S/4 HANA, Workday, Snowflake, Salesforce and other financial and compliance software with Deloitte solutions built on Workiva’s cloud platform for collaborative reports.

Get in touch

Justin Griffiths, Partner | Tax & Consulting

Bettina Werner, Partner | Assurance and CFO Advisory

How can Deloitte help?

Navigating risk and managing data integrity and control can be even more challenging when companies utilize outdated compliance and reporting software. Exposure to unnecessary errors and operational inefficiencies can stunt an organization’s growth. The Deloitte-Workiva alliance can help you leverage technology to have better visibility and make informed decisions.

Deloitte helps companies implement, design and customize the Workiva reporting automation platform through value-added services, such as:

  • Template setup
  • Wdata design and setup
  • Wdesk configuration and linking
  • Enterprise resource planning (ERP) and source system connectivity
  • End-state presentation and reporting design and setup
  • Risk and controls design
  • End-user training
  • Change management support

Deloitte delivers differently

Successfully implementing a solution is more than just technical configuration. Organizations can reconsider, harmonize and simplify their current practices to free up valuable time.

  • End-to-end project management across both finance and IT.
  • Finance at the heart of the project to evolve from the current setup.
  • Navigating design decisions to maximize value and avoid costly changes.
  • Maximizing user adoption with organization-specific training and support.
  • Time-boxed delivery, giving executives confidence in accelerated timeframes.
  • Best practice, accelerators, methods and enablers developed from our subject matter expertise and previous experience.

Benefits of Workiva

We can provide these services for the different report types that can be built on the Workiva platform, including:

Deloitte has been named global partner of the year two years in a row . Deloitte collaborates globally with Workiva, introducing the company to new customers, identifying new use cases and supporting sales teams. Deloitte has been instrumental in communicating the value of the Workiva platform and helping global customers use innovative technology to help address complex business problems.

Workiva Inc. press release, 20 October 2021.