Get more from Workiva
Spend less time assembling reports, chasing evidence, and moving data. Lockfield helps your finance, audit, and risk teams implement and improve Workiva, with training and documentation so your team can maintain it.
Workiva consulting for your team
Connect your reporting, manage your controls, or automate a data workflow. Get help with your first implementation or make your existing setup easier to use.
Financial reporting
Keep your financial statements, management reports, and board materials connected to the same source data. Simplify updates and give reviewers a clear path back to each number.
- Workflow overview
- Reconcile before review
- Update linked reports
- Review and sign-off
Governance, risk, and compliance
Give your SOX, internal audit, and risk teams a consistent way to manage controls, collect evidence, and track open issues in Workiva GRC.
- Workflow overview
- Test and review controls
- Resolve and retest issues
- Report from shared results
Custom Workiva solutions
Bring data from your systems and teams into Workiva. Use Wdata, Chains, and supported connections to reduce manual transfers and keep reporting up to date.
- Workflow overview
- Collect team inputs
- Review submissions
- Schedule recurring updates
Producing an annual or sustainability report? See designed reporting.
A clear path from first call to handoff
Start with the report or process you want to improve. A focused diagnostic gives you the findings, scope, and price before you commit to implementation.
Talk about your project
Tell us what is slowing your team down and when you need it resolved. The first call is free.
Get a clear recommendation
A paid, fixed-fee diagnostic identifies what needs to change. You receive the findings and a proposal with a defined scope.
Put the solution to work
We build and test in Workiva, then train your team on a real reporting or review cycle. You leave with written instructions for running it.
AI and automation for the work behind your reports
Report assembly, recurring data updates, and review can take more time than they should. We help you assess where AI and automation would be useful, connect the information they need, and build workflows your team can run. The approach may use native Workiva AI, an approved connected assistant, or Wdata and Chains.
Ledger actuals
- Corporate
- $335,000
- Operations
- $224,000
- Research
- $158,000
Budget file
- Corporate
- $312,000
- Operations
- $218,000
- Research
- $150,000
Connected reporting model
Operations correction -$4,500
Department expense review
Q3 FY25- Report actual
- $712,500
- Budget
- $680,000
- Variance
- +$32,500
Free guides and workbooks
Plan your next Workiva project or solve a reporting problem with practical guides, workbooks, and checklists. Free to use, with no sign-up.
