Build the Wdata structures, collection workflows, connections, and specialized reporting that your process needs. We start with the requirement, then check the supported path before shaping the solution.
All servicesThe best custom solution has a clear job, a known owner, and a structure the team can operate after handoff.
Create the tables, dimensions, queries, mappings, and source relationships that give a reporting or operational process a usable structure.
Design a collection process for distributed inputs, with clear ownership, review responsibilities, and roll-up behavior where the available Workiva capability supports it.
Connect the sources and destinations a workflow depends on, with refresh behavior, reconciliation, and handoffs made explicit. Bidirectional transfer is scoped only where supported and authorized.
Shape a reporting, budget-book, or cross-team workflow when a standard template does not match the way the work actually moves.
A custom build becomes useful when the inputs, decisions, system boundaries, and handoff are understood before configuration begins.
Requirements to operable handoff
Before committing to a design, we resolve the constraints that can change the solution: licensing, permissions, supported interfaces, source ownership, and the acceptance path.
Define what belongs in Workiva, what remains in a source system, and which interfaces are actually available.
Choose the structures and workflow that solve the agreed job without adding an unowned layer.
Record missing data, unsupported behavior, manual steps, and decisions that still need an accountable owner.
Train the team on the real cycle and document the routine refresh, correction, and review work.