Already in Workiva? Why Stop at a PDF.
one CONTENT source FOR designed PDFs and websites
Your team is small, the cycle is short, and you’ve committed to Workiva precisely to ease the load. But people are unpredictable and now robots are a key audience too. Some people want a report they can download. Others will only ever see your content on the web. Increasingly, AI systems will summarize your content for them. How can your report work for all audiences?
The problem isn’t the multiple deliverables
It’s the second, third or fourth sources, and multiplying workflows. Every late edit must be made more than once, and reviewed and proofed again and again. In the time-crunched reporting cycle this is a recipe for errors. A restated figure, a reworded commitment, a corrected footnote, each one becomes two tasks, three reviews, four revisions… more and more chances to miss something.
The goal: review, edit, and proof one source and publish everywhere.
HIGHLIGHTS
- Your audiences live across channels, don’t limit your Workiva content to only a PDF.
- Working from your Workiva source, your same reviewed content can target the web, other platforms, audiences, and delivery systems.
- The payoff is concrete: one content stream to proof with consistent content and data.
One Source of Truth
We take a different route: your Workiva content stays your single source of truth, and both the PDF and alternate deliverables draw from it. Content and data are reviewed once, in one place—Workiva—and flow out to the web and other formats through the review cycle.
This reshapes the project. Your reviewers focus on one document, not many. A late edit lands once and shows up everywhere. Because the numbers on all your deliverables come from the same data source as the primary PDF report, they match: automatically and by design, without a final frantic round cross-checking.
This workflow is proven and battle-tested. We have produced corporate sustainability report PDFs and robust websites from a single Workiva source, synced through the review cycle. Reach out and we’re happy to share with you (our clients are shy).
IOP’s Proprietary Process
Running this well requires much more than just a shared folder. It takes a workflow designed around your review cycle, a clear plan for what belongs in the PDF versus the web and other formats, signposting, plus a design and detail-minded team to carry your brand consistently to all publications. As a Web-savvy Workiva-certified design partner, we build that workflow with you and stay in it through every round of edits so the single-source promise holds up under real deadlines, not just in theory.
However Much, or Little, You Want on the Web
Working from one source doesn’t mean publishing the same thing everywhere. We can free your content to do what it does best for each format. Your content can be the same everywhere, or a tailored subset for each audience.
Some companies need far more than the report requires, so we can build a web-based content hub that goes deeper than any browsable PDF could. Some want a faithful mirror of the report, word for word. Others want a sharp set of highlights that point readers to your full document. Our single-source method supports all three, and many others. Because everything draws from the same Workiva source, you decide what, and how much, goes where without spinning up separate workflows and review processes.
Already in Workiva? Get Even More Out of it
If you’ve invested in the Workiva platform and process, IOP’s multiple deliverable pipeline lets you extend the reach of your content. If you’re planning a report and web content this cycle, let’s talk about building both from one source. One less source of stress, and a bigger impact for your content—a win-win.
Ideas On Purpose Can Help
We help organizations communicate sustainability and impact work with substance and visual design, in Workiva and beyond. Our team combines strategic thinking with design expertise to turn complex concepts into clear, brand-aligned, credible communications. Email us to talk about what’s next.
