The infrastructure of governance. The execution that guarantees results.
Companies operate with disconnected data, multiple report versions and manual processes that increase risk, compromise information reliability and pressure teams in critical cycles.
SUMAQ applies the Workiva platform to transform this scenario into a structured, integrated and auditable operation.
5,300+ companies
use Workiva globally
Areas of Action
The platform structures the main demands of companies in regulated environments
Financial and Corporate Reporting
Automation of financial statements, management reports and regulatory reports with connected data, automatic updates and consistency across all information. Less rework, less risk and more reliability in deliveries.
Governance, Risk and Compliance (GRC)
Internal controls management, risk monitoring, continuous audit and policy organization in a structured and audit-ready environment. Complete visibility of activities and greater security in decision making.
Sustainability and ESG
ESG indicators management, materiality assessment and compliance with global frameworks, with integration between financial and non-financial data. Consistency in disclosures and greater credibility with the market.
Legal and Capital Markets
Preparation, review and filing of regulatory documents with version control, audit trails and structured approval workflows. Precision, security and agility in critical processes.
Integration in Practice
How the platform connects in practice
The Workiva platform structure integrates data, processes and areas of the organization in a single environment. SUMAQ ensures that this integration works consistently, auditably and oriented to real operation.
Jornada de Transformação com SUMAQ + Workiva
Passe o mouse sobre as áreas para explorar
Uma Plataforma. Três Pilares. Execução Real.
A SUMAQ utiliza a plataforma Workiva para conectar dados, processos e equipes em um ambiente único. Explore cada área do diagrama para descobrir como transformamos operações complexas em resultados concretos.
Conheça a plataforma em funcionamento
Entenda como a plataforma Workiva organiza dados, conecta áreas e automatiza processos em um ambiente único e colaborativo.
SEC AND CVM FORMS
The right choice for your regulatory filings
Workiva revolutionized the SEC filing process since 2008. Today, more filings go through the platform than through the largest American financial printers combined.
SUMAQ was responsible for the first iXBRL filing of a Brazilian company, operating directly on Workiva with full data control, granular access, clear delegation of responsibilities and auditable workflows.
Models adapted to your operation
We offer flexible formats to meet different levels of maturity and autonomy:
Full-service operational
Your team produces the content and SUMAQ ensures all structuring, technical adjustments and validation until final filing.
Assisted support
The company maintains autonomy within the platform, with specialized technical support whenever needed.
Training and development
We prepare your teams to operate with confidence and independence, increasing productivity and reducing operational dependencies.
More than implementation: real execution in daily operations
Most companies implement platforms. Few can generate real results.
The difference is in execution.
While traditional models focus on implementation and process definition, SUMAQ works directly within Workiva, actively participating in operations.
Without structured operation, the platform becomes just another tool. SUMAQ ensures it works as an active part of the company's governance.
Report Production
We work on report production, structure regulatory documents, monitor closing cycles and ensure quality and deadlines.
Team Training
We train company teams to gain autonomy in platform use, reducing operational dependencies and increasing efficiency.
Continuous Evolution
Our work involves continuous process evolution, focusing on area integration and adaptation to each organization's specific needs.
In Practice
Working within operations
See how the combination of platform and execution impacts teams' daily work:
"The preparation of our 20-F with SUMAQ, using the Workiva platform, made the entire process much smoother. Real-time collaborative work enabled Stone teams integration, including our external collaborators, resulting in great efficiency gains."
"We had everyone involved in the project working collaboratively and integrated on the Workiva platform. We observed excellent efficiency and productivity gains, in addition to counting on SUMAQ's constant support in using the platform and for performing certain operational tasks."
Complete Journey
From design to execution: SUMAQ's complete operation
Platform adoption is just the starting point. The difference is in how it is applied and sustained over time.
Implementation and Data Structuring
Platform configuration, system integration and definition of flows aligned to the company's reality.
Operation and Report Production
Direct work on financial, regulatory and ESG document production, ensuring quality, consistency and deadline compliance.
Training and Development
Team training for autonomous platform operation, focusing on efficiency and dependency reduction.
Integration and Evolution Consulting
Structured monitoring to integrate areas and teams, improve processes, increase efficiency and continuously evolve platform operation.
