Establishing a scalable sustainability program through Workiva

Project overview and objectives

A sleep technology company sought to establish a comprehensive sustainability program that could adapt to evolving regulatory and investor demands. Their goals included:

• Optimizing sustainability data collection, validation, and reporting to reduce manual effort and accelerate timelines.
• Integrating publishing and design elements directly into report preparation without relying on an external design team.
• Enhancing U.S. Securities and Exchange Commission (SEC) reporting while receiving guidance on implementation and next steps.

What we did

Leaning on Workiva’s capabilities, Clearsulting helped:

• Build and customize a Workiva-based reporting solution to meet sustainability reporting requirements.
• Establish automated data flows to disclose sustainability practices consistently across submissions.
• Align sustainability program metrics and disclosures with major frameworks, including:
  • Sustainability Accounting Standards Board (SASB)
  • Task Force on Climate-related Financial Disclosures (TCFD)
  • Global Reporting Initiative (GRI)
• Produce a fully designed sustainability report directly within Workiva, complete with publication-ready formatting and a full audit trail.
• Create a comprehensive SEC reporting plan, including immediate improvements and a phased roadmap for optimization.

Impact

At project end, the team now had:

• Strengthened governance and transparency of sustainability data, ensuring compliance with top-tier frameworks and investor expectations.
• A scalable, user-friendly solution that enhanced compliance and streamlined reporting workflows.
• SEC-focused recommendations to reduce manual processes and boost confidence in the accuracy and clarity of reported data.

See how Clearsulting can support your Workiva Sustainability Management and SEC reporting initiatives.