Case Study

Sharing Workiva with Investment Reporting Teams Globally

Sharing Workiva with Investment Reporting Teams Globally

Pages 4 Pages

Sharing Workiva with Investment Reporting Teams GloballyA new beginning for a new business unit When LaSalle launched its LaSalle Global Partner Solutions (GPS) business in 2018, after acquiring a portion of a peer company, the new division shopped around for investment reporting solutions. Rather than continuing to outsource, leaders chose to connect LaSalle GPS teams to the Workiva investment reporting solution . Jessica traveled to London for about a week to help introduce the LaSalle GPS team there to Workiva. Known within her company as the Workiva “go-to person,” she was able to bring a Microsoft ® Word template for LaSalle- branded reports into the Workiva platform on her own and bring in the report and financial data, so the team could collaborate in real time

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