Driving Sustainability Reporting Excellence through Workiva Implementation

Case Studies

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Situation

A leading asset management holding company sought to advance its sustainability reporting through automation and centralized data management. The objective was to create a scalable, future-proof sustainability reporting framework that aligns with both internal and external reporting standards using Workiva. The engagement was executed in five Agile sprints focused on detailed requirements gathering and iterative development.

Approach

  • Defined and standardized sustainability reporting structures aligned with the client’s requirements.
  • Configured a program accelerator within the Workiva platform to centralize metric management and automate reporting processes.
  • Integrated sustainability and historical data into standardized templates, enabling consistent and repeatable reporting.
  • Conducted User Acceptance Testing (UAT) to validate workflows, data interactions, and reporting outputs before launch.
  • Transitioned to a dedicated Hypercare phase to manage user feedback and refinements for seamless post-go-live enablement.
  • Industry Name: Financial Services
  • Company Size: $486Bn
  • Project Team: 3
  • Project Duration: 3 Months
For more information, contact:

Steven Schwarz

Partner, EPM Financial Services and Innovation, North America

LinkedIn

Jake Greenwell

Manager, EPM

LinkedIn

Impact

  • Established centralized management and automation of key sustainability metrics.
  • Streamlined data collection and improved reporting workflows.
  • Delivered a connected, centralized reporting environment that supports consistent annual and internal sustainability reporting.
  • Enabled enhanced reporting through built-in dashboard functionalities.

Conclusion
The project successfully delivered a robust and scalable sustainability reporting framework that meets current standards and prepares the organization for future regulatory requirements. The ongoing Hypercare phase ensures stable operations and user adoption. Furthermore, a roadmap is being developed for Corporate Sustainability Reporting Directive (CSRD) readiness, which will enhance sustainability governance and reporting capabilities in anticipation of evolving regulations.

 

Project Team

Executive Oversight: Steven Schwarz

Workiva Solution Architect: Jake Greenwell

Workiva Implementation Lead: Michelle Scaunas