Workiva leads the way in combining financial, ESG and GRC data in one secure, audit‑ready platform. We make that platform sing – combining in‑platform design, build and QA so your annual and sustainability reports ship faster, look better and stay compliant.
Why Workiva × DP?
End‑to‑end in‑platform delivery. We plan, design and proof directly in Workiva so design intent and content integrity travel together from draft to sign‑off.
Experience with complex, blue‑chip reporting. Our Workiva expertise spans leading FTSE‑listed and global businesses, where we streamline processes and elevate creative without sacrificing control.
Quality assurance built in. Dedicated proofing stages, page‑turn reviews and final QC – including proofreading directly in Workiva – reduce last‑mile risk.
Efficiency through automation. We actively explore Workiva’s Web API and data linking to reduce manual population and errors across documents and channels.
Flexible partnership model. We work within your Workiva workspace and with your chosen onboarding/tagging partners as needed. You own the licences; we bring the craft.
Our Workiva process
Strategy and planning
Narrative development, pagination, data and content architecture, and reporting roadmaps aligned to regulatory frameworks and stakeholder needs.
In‑platform design and build
Creative concepts, templates and component systems built directly in Workiva for consistency, speed and governance across the report.
Content collaboration and proofing
Structured review cycles, page turns and direct‑in‑platform proofreading with defined sign‑off gates.
ESEF/UKSEF readiness and partner tagging
Seamless co-ordination with your tagging provider and aligning the design and copy process to tagging milestones; final ESEF packaging supported via specialist partners.
SEC/EDGAR filing preparation (US)
Designing and building with EDGAR constraints in mind and running early tests in platform. Tagging and submission are handled by your team, Workiva specialists or your chosen partner; we keep the design intact while co-ordinating validation and timelines.
Enablement and training
Targeted Workiva coaching for authors, designers and approvers to accelerate onboarding and reduce noise during peak periods.
Integration and activation
Options to use Workiva content externally – from summary microsites to website modules – including exploratory API‑led population for selected use cases.
Optimising your Workiva approach
Workspace hygiene
Right‑size users and permissions, establish the right roles and set naming/label conventions so teams can find and validate quickly.
Styles and components that scale
Establish type styles, spacing rules and components which work elegantly inside Workiva, keeping layouts stable across authors and versions.
Early SEC dry-run
For US filers, switch to web‑safe fonts early, generate EDGAR proofs and validate ahead of time so there are no surprises at filing.
Roll forward and linkage
Use data linking and year‑on‑year roll forward practices to keep numbers and tags consistent and reduce manual population.
Joint cadence with Workiva
Align sprint plans and checkpoints with your Workiva customer success/solution specialists and any tagging partner so design, copy, tagging and filing move together.
Governance, tooling and collaboration
We operate within your Workiva workspace with clearly defined permissions; you retain full control of licences, data and security settings.
We partner with Workiva and adjacent specialists across co‑sell and referral motions where appropriate.
For tagging and filing (ESEF/UKSEF/SEC), we co-ordinate milestones with your chosen tagging provider or Workiva specialists; we do not perform tagging in house.
We can align delivery to your broader reporting ecosystem – website, digital summaries and internal activation – so the report performs beyond compliance.
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