Financial reporting
Turn source data into financial statements, management reports, board materials, and budget books that can move through a repeatable review.
Explore financial reportingWorkiva services.
Lockfield builds and improves the Workiva systems behind financial reporting, governance and risk, and custom data work.
Start with a new implementation, improve what is already there, or shape a custom path around the way your team works.
Three service areas.
Choose by the process you need to improve. Each area covers new implementations and improvements to an existing setup.
Governance, risk & compliance
Connect risks, controls, evidence, and follow-up across SOX, internal audit, and enterprise risk management, with clear responsibilities and review steps.
Explore GRC servicesCustom Workiva solutions
Build data models, collection processes, and system connections for requirements that do not fit a standard implementation, using Wdata and supported integrations.
Explore custom solutionsStart with one defined piece of work.
Bring one reporting package, GRC process, or supported data path. When the path is clear, we can quote the bounded implementation or improvement directly.
Discuss a Workiva projectReporting Workflow Improvement
One recurring reporting package or source-to-report correction, with a source map, evidence of the intended change, and next-cycle instructions.
GRC Workflow Improvement
One defined process or record population, with assigned ownership, evidence submission, review, follow-up, and agreed reporting outputs.
Wdata / Connection Improvement
One supported source-to-destination path, with its input schema, parameters, reconciliation rules, failure handling, and maintenance owner.
A first conversation is about fit, not a mandatory paid diagnostic. If the boundary is still unclear, we can discuss a separate scoping engagement that produces a useful map and next-step recommendation.
What the work connects.
Reporting, GRC, and custom solutions often share the same underlying questions: where the data comes from, who owns the work, what gets reviewed, and what the team needs to run next.
Workiva in practice
Sources, structures, review, handoff
Source dataSystems, files, and approved inputs
Financial reportingStatements, documents, and budget books
Risks and controlsOwners, evidence, and review work
GRCTesting, findings, remediation, and reporting
A process that does not fitRequirements across teams and tools
Custom Workiva solutionWdata, collection, connections, and workflow
How we can help.
These engagement types apply across all three service areas. We agree on the scope, deliverables, and how your team will test the result before the build begins.
Implement
Put a new process or reporting package in place, with requirements, configuration, testing, and a practical handoff.
Improve
Repair a fragile setup, simplify repeat work, or extend what is already working without starting over.
Connect
Map the sources, interfaces, refresh behavior, and review points that keep work moving between systems.
Train & support
Practice the real cycle with the team, document routine maintenance, and agree on the scope of support after handoff.