Financial Company Drives Data Lineage with Wdata by WorkivaOne of the institution’s financial reporting managers said that with previous technology, it was difficult to determine each source of data in a project, especially if a new team member was looking at a colleague’s work from months ago. The team realized they needed something new when the old solution struggled to meet the Securities and Exchange Commission’s XBRL ® reporting requirements for filings, according to the financial reporting manager. “That was like the nail in the coffin,” he said. Life after the switch to Workiva Like many Workiva customers, the financial institution started by using Wdesk as a centralized place for employees to collaborate in real time. Now the company also uses Wdata to help te

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