Workiva, a financial SaaS company that provides a cloud-based reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance departments
Financial auditors, likely those at public companies or other companies who are expected to be SOX-compliant
8 months
UX design
SOX and Audit Managers needed to document related objects within process narratives but consistently struggled to keep shared content in-sync and up-to-date because it had to be done manually. This put audit integrity and confidence at risk, and could lead to missed controls, delays, and reduced trust in their GRC framework.
Our solution allowed users to 1) insert and link relevant data directly into their narratives, which kept it in-sync with other vital artifacts, reducing manual effort; and 2) see important data in the context of the narrative by creating a detail view in the right panel.