Make the numbers traceable
Document where figures come from, how accounts are mapped, and which calculations feed each report.
Independent Workiva implementation services.
Lockfield implements new Workiva solutions and improves existing setups. The work includes data connections, reporting, controls, sustainability workflows, and custom solutions such as budget books and structured data collection.
Configuration, design, and training.
A useful implementation needs reliable data, clear review steps, and people who know how to maintain it. Report design and role-based training are part of that work.
Give readers a clear way through
Organize narrative, tables, headings, and page layouts around what the reader needs to understand.
Build for the next cycle
Work through updates, reviews, and corrections with the people who will maintain the setup. Leave instructions they can use.
Create a project brief.
Outline your current setup and the changes you need. Download a brief to discuss with your team.