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Deloitte and Workiva alliance

Fuel your automation transformation

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

About our alliance

  • Together, the Deloitte and Workiva alliance can help clients with financial digital transformation to achieve reporting and compliance functionalities that are automated, auditable, and repeatable.
  • Extend SAP S/4 HANA, Oracle Cloud, and other financial and compliance solutions with Deloitte solutions built on Workiva’s cloud platform for collaborative reports.
  • Create end-to-end visibility into critical reports and mitigate risk for c-level stakeholders like chief financial officers, chief risk officers, chief compliance officers, controllers, and others.

 For the third year in a row, Deloitte has taken home this global recognition for continuing to help our mutual customers transform their reporting automation journey by leveraging the Workiva platform. They continue to innovate and extend solutions and build out new use cases to help their clients solve complex problems. They have proven their capabilities and are a trusted advisor to both customers and across the Workiva team.

Our services

To improve the Workiva reporting automation platform, we provide services, including: 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 and change management support.

These services can be provided around different types of reports that can be built within the Workiva platform, including:

  • Global statutory reporting (GSR): Improve global transparency and control by building statutory reporting requirements within the Workiva platform. Deloitte can create entity-specific template setup, redesign statutory reporting process, provide local guidance support, and set up multi-ERP connectivity through Wdata.
  • Environmental, social, and governance (ESG) reporting: Improve the ESG reporting collection and collaboration process with Workiva. Deloitte can redesign ESG report, enhance internal and external data collection, increase connectivity through Wdata, set up report, and refine the end-state presentation design.
  • Integrated risk reporting: Deloitte can help improving control and centralization while linking with other areas of the Workiva platform. We can redesign and rationalize controls, and configure SOX, audit analytics and management, ERM, and IT compliance within Workiva, as well as support outsourced internal audit (IA) test.
  • Tax and transfer pricing (TP) reporting: Improve tax processes by utilizing Workiva to support tax and TP aligned with financial and other reporting. Deloitte can build or update tax and TP processes, implement Workiva, and support additional connectivity with upstream and downstream systems.
  • Management reporting: Align management reporting in a centralized Workiva platform to improve data quality, report output, and collaboration. This can include flash reporting, KPI reporting, board reporting, and business unit reporting among others. Deloitte can support management reporting development, rationalization, and configuration within Workiva, as well as other related controls.
  • SEC and financial reporting: Public and private organizations can benefit from utilizing Workiva for SEC and other financial reports, including statement of cash flows. They can also leverage Workiva to fulfill eXtensible Business Reporting Language (XBRL) tagging requirements. Deloitte can support the initial design, setup, and post-go-live requirements.
  • Capital markets reporting: Private organizations preparing for an initial public offer (IPO) or special purpose acquisition company (SPAC) can benefit from setting up initial financial statements and disclosures within Workiva to get ready for this change. Deloitte can support initial statement setup and design within Workiva as well as an outsourced reporting preparation.
  • Federal, state, and local reporting: Deloitte can build and configure government-specific reporting within the Workiva platform while supporting related controls to make the process more efficient.
  • Financial services reporting: Financial services organizations can find benefit using Workiva to improve control and collaboration for a variety of industry-specific reports, including CCAR and BCBS 239. Deloitte can create or redesign reporting, support regulatory guidance, and build reports within the Workiva platform.
  • Insurance including insurance statutory reporting: Improve insurance processes with Workiva. Deloitte can provide process design and Workiva setup services, and regulatory guidance around a variety of insurance reports within the Workiva platform, including insurance statutory reporting, LDTI, IFRS 17, and more.
  • Custom reporting: Many organizations require custom reporting that may not exist currently within the Workiva platform. Collaborating with Deloitte helps organizations design requirements and build custom reports based on their unique needs.

During a digital transition, one compliance violation can have a domino effect on business. Working under the stress to check innumerable regulatory frameworks is daunting. Learn how the Deloitte-Workiva alliance can help you leverage technology to have better visibility and make informed decisions.


On-demand: Creating an integrated reporting ecosystem with Deloitte and Workiva

As organizations look to build out their reporting programs, building an integrated reporting ecosystem is becoming more complex. Join Deloitte and Workiva as we discuss how to apply an integrated reporting ecosystem to key use cases such as statutory; Environmental, Social, and Governance (ESG) management; financial; and other types of reporting. Participants will hear insights around the importance of building an integrated reporting ecosystem that takes into consideration the integration of upstream transactional data while also considering downstream reporting flexibility across multiple business units.

  • Key process design elements for building an integrated reporting ecosystem
  • Reporting design elements to key reporting areas including statutory and regulatory reporting
  • How to implement these elements with a reporting automation program cross-functionally

View on-demand

On-demand: Addressing ESG risk and controls via an integrated reporting platform
Addressing environmental, social, and governance (ESG) risks has gained importance among organizations over the past few years. Managing ESG controls can be cumbersome due to recent policy and governance changes. Join us as Deloitte welcomes Workiva to discuss the value of utilizing integrated reporting technology for ESG controls to:

  • Identify areas of process improvement regarding ESG controls
  • Understand how and where different technologies can be used to address ESG risks
  • Explore other factors that affect ESG and how to manage unexpected risks across an organization

View on-demand

On-demand: Rationalizing where to start while approaching reporting automation use cases
As a follow on to our “Creating a Reporting Automation strategy” session in August 2020, this session will help you learn how to select impactful use cases for your reporting automation strategy, where to start, and what types of use cases can lead to saving time and money. We will be discussing use cases, including statutory, regulatory, financial, and managerial reporting.

Deloitte will be welcoming Workiva’s Senior Director of Product Marketing, Steve Soter to discuss how Workiva can specifically be used to automate the various reporting use cases discussed during the presentation.
View on-demand

On-demand: Creating a reporting automation strategy with Deloitte and Workiva
As organizations begin to undertake digital transformation efforts within accounting and finance, it can be difficult to understand the implications of such efforts for end-state financial, regulatory, and managerial reporting.

Organizations that take time to review their underlying data infrastructure, ERP or chart of accounts design, automation approach, and technology solutions typically find greater success in achieving the desired end-state reporting.

This webcast includes discussion regarding ways to create a reporting automation strategy and how to utilize Workiva as a technology platform for achieving end-state reporting automation goals.
View on-demand

Get in touch

Valeriy Dokshukin

Valeriy Dokshukin

Partner | Deloitte & Touche LLP

Valeriy is a Deloitte Risk & Financial Advisory partner at Deloitte & Touche LLP with more than 20 years of experience serving public and private clients. He specializes in helping clients re-engineer... More

David Perlmutter

David Perlmutter

Managing Director | Risk and Financial Advisory

David is a managing director at Deloitte & Touche LLP and has spent his career helping companies build resilient and efficient finance functions. David has advised multiple global financial services f... More

Tony Johnson

Tony Johnson

US Insurance Outsourcing Leader

Tony is a principal in Deloitte Consulting’s insurance practice helping clients transform and modernize their finance and actuarial functions. He leads Deloitte’s insurance outsourcing practice and Ma... More

Julie Velayo

Julie Velayo

Principal | Deloitte Risk & Financial Advisory

Julie is a Deloitte Risk & Financial Advisory principal at Deloitte & Touche LLP and leads our Digital Risk Management solution. For more than 15 years, she has helped her clients design and enhance t... More

Scott Szalony

Scott Szalony

Partner | Audit & Assurance

Scott is a partner with our Audit & Assurance practice, Deloitte & Touche LLP and leads our National Technology Enabled service offering serving public and private clients helping them with digital tr... More

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