Workiva reporting platform specialists - Based in London & Leeds

Workiva is a unified SaaS platform that brings customers’ financial reporting, Governance, Risk and Compliance (GRC), and Environmental, Social, and Governance (ESG) data together in a controlled, secure, audit-ready platform.

From a reporting point of view, the platform centralises financial and non-financial data, enabling users to manage and update content efficiently and consistency across various reports and communications channels, reducing manual errors and saving valuable time.

The value Design Portfolio adds to Workiva

Partnering with a corporate communications agency proficient in the Workiva platform empowers organisations to produce accurate, compliant, yet still visually engaging reports. This collaboration not only enhances the quality of corporate communications but also ensures efficiency and effectiveness in meeting reporting obligations.

We are proud to be creative partners with Workiva providing added value to our Workiva-powered clients in the following ways:

A holistic view to reporting

At Design Portfolio we take a holistic approach to corporate communications - whether it’s annual reports, investor presentations, sustainability disclosures, or digital content - we help companies deliver a unified equity story.

Our partnership with Workiva enhances this approach. Leveraging the power of connected data with our strategic storytelling capabilities enables our clients to communicate with clarity, confidence, and consistency, strengthening trust with stakeholders at every touchpoint.

Superior quality control

We have been producing reports for nearly 35 years now and superior quality control has always been the cornerstone of how we deliver our projects.

We pride ourselves on our attention to detail and accuracy and these principles are continued, if not amplified, when working within the Workiva platform. Our specialist, in-house proofreading and proofing teams are our clients’ second pair of eyes, providing tailored feedback and improvements and significantly enhancing the quality and impact of a reporting project. By ensuring accuracy, consistency, and clarity, they minimise errors that could otherwise compromise credibility or professionalism.

Over 10 years of experience in Workiva

Our client services, design and creative artworking teams are all trained in the Workiva platform, with the latter team being led by our Workiva super user, Sannie Liebenberg.

Her extensive knowledge and experience of the platform ensures our team are optimally trained and that we can deliver the highest quality product for our clients across the Workiva platform.

Workiva training and support

Training on the Workiva platform before starting to use it is essential in unlocking its full potential and ensuring a seamless integration into workflows. Workiva offers robust tools for collaboration, reporting, and compliance, and provides comprehensive training as part of the onboarding process.

At Design Portfolio, we like to complement this training by providing further in-depth and specialist training to our clients on how to best use the platform for design, layout and proofing when producing an annual report, sustainability report or other Workiva-led project. We provide practical insights, tips and shortcuts from a user perspective to accelerate adoption, boost confidence and empower users, ensuring the platform delivers maximum value.

Key features & benefits of the Workiva platform

Connected data

Workiva allows users to link data across documents, presentations, and reports. Updates made to a single source automatically flow through all connected outputs, ensuring consistency and reducing manual errors.

Collaboration

Workiva allows multiple users to work on the same document simultaneously, making it easy for teams to collaborate and share information in real-time, anywhere.

Automation

Workiva can automate many of the manual processes associated with financial reporting, such as data collection and consolidation, reducing errors and increasing efficiency.

Data validation

Workiva’s built-in data validation tools can help ensure the accuracy and completeness of financial data, reducing the risk of errors in reports.

Auditing

Workiva’s built-in auditing tools can help organisations comply with regulatory requirements, by providing an auditable trail of changes made to a document.

Integrated reporting

Workiva integrates financial, ESG, and other reporting processes into a single platform, making it easier to manage data, meet regulatory requirements, and produce comprehensive reports efficiently.

Let’s Workiva together

Enter your details to book a short call with our Workiva experts to understand the best solution for your business.

Julie Wilford

Owner & CEO

Mike Richards

Head of Creative Artworking

Tom Rogers

Head of Client Development

Sannie Liebenberg

Creative Artwork Director: Workiva Lead