Workiva leads the way in combining financial, ESG and GRC data together in one secure, audit‑ready platform. We make that platform sing – combining in‑platform design, narrative and QA so your corporate and sustainability reports ship faster, look better and stay compliant.

Why Workiva x Design Portfolio

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 work spans leading FTSE‑listed and global businesses, where we streamline process 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.

What we do (in Workiva)

Strategy & planning

Narrative development, pagination, data & content architecture, and reporting roadmaps aligned to regulatory change (CSRD/SRS) and stakeholder needs.

In‑platform design & build

Creative concepts, templates and component systems built directly in Workiva for consistency, speed and governance across front‑half and financial statements.

Content collaboration & proofing

Structured review cycles, page‑turns and direct‑in‑platform proofreading with defined sign‑off gates.

ESEF/UKSEF readiness & partner tagging

We coordinate seamlessly with your tagging provider and align the design and copy process to tagging milestones; final ESEF packaging supported via specialist partners.

SEC/EDGAR filing preparation (US)

We design and build with EDGAR constraints in mind (e.g., web‑safe fonts for 20‑F/10‑K/10‑Q and 8‑K) and run early dry‑runs in platform. Tagging and submission are handled by your team, Workiva specialists or your chosen partner; we keep design intent intact while coordinating validation and timelines.

Enablement & training

Targeted Workiva coaching for authors, designers and approvers to accelerate onboarding and reduce noise during peak periods.

Integration & activation

Options to surface Workiva content externally – from summary microsites to website modules – including exploratory API‑led population for selected use cases.

Optimising your Workiva approach (with your team & Workiva)

Workspace hygiene.

Right‑size users and permissions, establish the right roles (including XBRL ownership), and set naming/label conventions so teams can find and validate quickly.

Styles & components that scale.

Rationalise type styles, spacing rules and components to 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 while reducing manual population.

Joint cadence with Workiva.

We 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 & collaboration

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  • We operate within your Workiva workspace with clearly defined access and 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 coordinate 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.

[Get in touch]

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Whether you’re moving into Workiva for the first time or want to raise the bar on design, narrative and delivery this year, we’ll build the right in‑platform model for your team.

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