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Workiva

Workiva provides a platform for finance, risk, and sustainability management using AI and governed data, designed for organizations needing traceable assurance and compliance.

vendor	purpose	evidence
A Amazon Web Services Europe: Ireland, United States: Northern Virginia, APAC: Japan	Cloud services, data storage, language translation, optional generative AI model provider	“AWS is a cloud services provider for the Workiva platform and provide services (e.g., data storage, language translation, optional generative AI model provider, etc.) that process Customer Data as needed for Workiva to provide Services to Customers.” source
A Aptara, Inc. United States	Support Services	“Aptara processes Customer Data, support ticket data, user business contact information and IP address.” source
C Cloudflare, Inc Global (see Cloudflare Global Network), Log storage: United States	Web application firewall, DDoS protection	“Cloudflare provides web application firewall (WAF) and DDoS protection services for the Workiva platform. Web traffic information (including Customer Data and IP address) transmitted to and from the Workiva platform will be transmitted through one of Cloudflare’s data centers near the user.” source
C Credly United States	Digital badge and certificate provider	“Credly processes user business contact information, course of study, and IP address.” source
D Datadog United States	Browser-based performance monitoring	“Datadog gathers browser-based performance data (including IP addresses, geographical location derived from IP addresses, pseudonymized user IDs) to provide insights into performance, error rates, and telemetry from perspectives of servers and users.” source
G Gainsight United States	Customer Relationship and Success Management	“Gainsight processes user business contact information and IP address.” source
G Gong United States	Customer Success and Support	“Gong will store customer meeting recordings and associated transcripts; meetings will only be recorded if all meeting participants consent to the recording.” source
G Google LLC United States	Customer Success and Support	“Google Meets may be used to record and transcribe customer meetings, and store the meeting recordings and associated transcripts; meetings will only be recorded if all meeting participants consent to the recording.” source
M Microsoft Corporation United States	Customer Success and Support	“Microsoft Teams may be used to record and transcribe customer meetings, and store the meeting recordings and associated transcripts; meetings will only be recorded if all meeting participants consent to the recording.” source
N New Relic United States	Browser-based performance monitoring	“New Relic gathers browser-based performance data (e.g., IP addresses) to provide insights into performance, error rates, and telemetry from perspectives of servers and users.” source
S Salesforce United States	Customer Relationship Management (CRM)	“Salesforce processes user business contact information (e.g., name, email address, phone number) and IP address.” source
S Skilljar United States	LMS and e-learning course provider	“If a user chooses to create an account on the Workiva Learning Hub, Skilljar will process the user business contact information (e.g., name and email address) and IP address.” source
S Snowflake Europe: Ireland, United States: Northern Virginia, APAC: Japan	Data warehousing and analytics	“Snowflake provides data warehousing and analytics services and will process Customer Data as needed for Workiva to provide Services to Customers.” source
T TransPerfect Remote Interpreting, Inc., d/b/a TransPerfect Connect United States	Language Interpretation for Support Services	“TransPerfect will not record or transcribe the call.” source
W Walkme United States	Digital adoption tool	“WalkMe processes username and user business contact information.” source
Z Zendesk United States (Support Ticket Data and Community; Chat Support content data), Ireland (Chat Support user authentication data)	Support via Chat, Phone, Email, and the Support Center Ticket Portal	“Zendesk processes support ticket data, user business contact information and IP address.” source
Z Zoom United States	Customer Success and Support	“Zoom may be used to record and transcribe customer meetings, and store the meeting recordings and associated transcripts; meetings will only be recorded if all meeting participants consent to the recording.” source

• A

  Amazon Web Services

  Europe: Ireland, United States: Northern Virginia, APAC: Japan

  Cloud services, data storage, language translation, optional generative AI model provider

  “AWS is a cloud services provider for the Workiva platform and provide services (e.g., data storage, language translation, optional generative AI model provider, etc.) that process Customer Data as needed for Workiva to provide Services to Customers.” source

• A

  Aptara, Inc.

  United States

  Support Services

  “Aptara processes Customer Data, support ticket data, user business contact information and IP address.” source

• C

  Cloudflare, Inc

  Global (see Cloudflare Global Network), Log storage: United States

  Web application firewall, DDoS protection

  “Cloudflare provides web application firewall (WAF) and DDoS protection services for the Workiva platform. Web traffic information (including Customer Data and IP address) transmitted to and from the Workiva platform will be transmitted through one of Cloudflare’s data centers near the user.” source

• C

  Credly

  United States

  Digital badge and certificate provider

  “Credly processes user business contact information, course of study, and IP address.” source

• D

  Datadog

  United States

  Browser-based performance monitoring

  “Datadog gathers browser-based performance data (including IP addresses, geographical location derived from IP addresses, pseudonymized user IDs) to provide insights into performance, error rates, and telemetry from perspectives of servers and users.” source

• G

  Gainsight

  United States

  Customer Relationship and Success Management

  “Gainsight processes user business contact information and IP address.” source

• G

  Gong

  United States

  Customer Success and Support

  “Gong will store customer meeting recordings and associated transcripts; meetings will only be recorded if all meeting participants consent to the recording.” source

• G

  Google LLC

  United States

  Customer Success and Support

  “Google Meets may be used to record and transcribe customer meetings, and store the meeting recordings and associated transcripts; meetings will only be recorded if all meeting participants consent to the recording.” source

• M

  Microsoft Corporation

  United States

  Customer Success and Support

  “Microsoft Teams may be used to record and transcribe customer meetings, and store the meeting recordings and associated transcripts; meetings will only be recorded if all meeting participants consent to the recording.” source

• N

  New Relic

  United States

  Browser-based performance monitoring

  “New Relic gathers browser-based performance data (e.g., IP addresses) to provide insights into performance, error rates, and telemetry from perspectives of servers and users.” source

• S

  Salesforce

  United States

  Customer Relationship Management (CRM)

  “Salesforce processes user business contact information (e.g., name, email address, phone number) and IP address.” source

• S

  Skilljar

  United States

  LMS and e-learning course provider

  “If a user chooses to create an account on the Workiva Learning Hub, Skilljar will process the user business contact information (e.g., name and email address) and IP address.” source

• S

  Snowflake

  Europe: Ireland, United States: Northern Virginia, APAC: Japan

  Data warehousing and analytics

  “Snowflake provides data warehousing and analytics services and will process Customer Data as needed for Workiva to provide Services to Customers.” source

• T

  TransPerfect Remote Interpreting, Inc., d/b/a TransPerfect Connect

  United States

  Language Interpretation for Support Services

  “TransPerfect will not record or transcribe the call.” source

• W

  Walkme

  United States

  Digital adoption tool

  “WalkMe processes username and user business contact information.” source

• Z

  Zendesk

  United States (Support Ticket Data and Community; Chat Support content data), Ireland (Chat Support user authentication data)

  Support via Chat, Phone, Email, and the Support Center Ticket Portal

  “Zendesk processes support ticket data, user business contact information and IP address.” source

• Z

  Zoom

  United States

  Customer Success and Support

  “Zoom may be used to record and transcribe customer meetings, and store the meeting recordings and associated transcripts; meetings will only be recorded if all meeting participants consent to the recording.” source