Challenge

Users needed a unified workspace to monitor, access, and interact with diverse content across the Workiva platform while also integrating external data sources—all within a consistent, intuitive interface.

Solution

• Workspace Architecture: Created a multi-board system allowing users to organize content by project, team, or workflow

• Template System: Designed pre-configured solutions for common use cases (financial reporting, ESG, audit) while enabling customization

• Widget Framework: Developed a comprehensive component library pulling live data from Workiva documents, spreadsheets, and presentations

• External Integrations: Designed connectors for third-party data sources with consistent visual presentation

• Customization Tools: Created intuitive drag-and-drop interfaces for personalization without technical skills

Impact

• Streamlined access to critical content across the platform

• Reduced time to implement solution-specific workspaces

• Enabled personalized monitoring of key metrics and documents

• Created foundation for cross-product visibility within Workiva ecosystem

• Provided flexible framework adaptable to diverse customer workflows

Key Design Elements

• Interactive high-fidelity prototype demonstrating full system capabilities

• Comprehensive widget library with standardized data visualization patterns

• Intuitive customization interface for non-technical users

• Responsive layout adapting to different screen sizes and devices

• Consistent design language harmonizing diverse data sources