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Simplifies ESG Reporting, But Steep Learning Curve for New Users
What do you like best about the product?
This tool simplifies the process of managing an ESG report, offering thorough checks and helpful reviews that make the task much more manageable.
What do you dislike about the product?
Without previous training, figuring out how to use all the tools that Workiva offers can be quite confusing. I also find that creating data charts within text is often challenging.
What problems is the product solving and how is that benefiting you?
This tool is assisting us in drafting and preparing our ESG report as well as our financial reporting. We also plan to incorporate our GHG inventory into it in the future.
Excellent Reporting, But Pricing Per Module Adds Up
What do you like best about the product?
Workiva is a slick tool, great reporting
What do you dislike about the product?
The separate expensive pricing per module
What problems is the product solving and how is that benefiting you?
Repeatable reporting without manual intervention
Streamlined Audit Management with Seamless Collaboration and Integration
What do you like best about the product?
Workiva provides an excellent centralized platform for managing audit, risk, and compliance workflows. I really like how seamlessly it integrates data across controls, evidence requests, narratives, and reports — reducing redundancy and manual effort. The collaboration features are strong, allowing multiple team members to work in real time without version control issues. The automated linking between documents and data points also helps ensure consistency, especially for SOC and SOX. Overall, it’s user-friendly, intuitive, and saves a lot of time during audit cycles.
What do you dislike about the product?
Overall, I find Workiva to be a very useful tool, though it can sometimes feel a bit complicated. This may be due to the way we have implemented it, but in my experience, most users tend to use the comments section rather than the workflows. I also wish there were more comprehensive reporting features to track what is pending, completed, and other statuses.
What problems is the product solving and how is that benefiting you?
Workiva helps streamline and centralize our SOX ITGC documentation and testing processes. Before using it, our evidence collection and control tracking were spread across spreadsheets, emails, and shared drives, which made version control and collaboration difficult. With Workiva, all control narratives, test results, and evidence are linked in one place, making it much easier to manage updates and maintain consistency across the environment.
Great Collaboration and Accessibility, But Interface Needs Improvement
What do you like best about the product?
It is a collaborative tool and accessible by anyone who has an account including anyone external to the organisation.
Doesn't require any app installation, accessible over the cloud.
Doesn't require any app installation, accessible over the cloud.
What do you dislike about the product?
The editing functions are not as user-friendly as other software apps like Microsoft.
Interface not very smooth and agile.
Not easy to find out how to use certain functions.
Interface not very smooth and agile.
Not easy to find out how to use certain functions.
What problems is the product solving and how is that benefiting you?
Collaboration across external organisations.
Great Mapping Features, But Tab Navigation Needs Improvement
What do you like best about the product?
mapping and functions are really good and helpful to create financial statements
What do you dislike about the product?
can't flick through tabs on the same sheet
What problems is the product solving and how is that benefiting you?
helping unify the look of financial statements across all company entities
Exceptionally Easy to Use with No Drawbacks
What do you like best about the product?
Ease of use and maintenance of information
What do you dislike about the product?
No areas I dislike about Workiva all information is maintatined and controlled
What problems is the product solving and how is that benefiting you?
Maintenance of SOX internal controls
Good UX but Challenging Integration for CDP Disclosure
What do you like best about the product?
I find Workiva incredibly useful for collaborating on our ESG disclosures, which has significantly improved our workflow. The commenting feature and email notifications are particularly helpful for seamless collaboration with my team. I also appreciate the data library; it allows us to reference consistent data points across various disclosures, which ensures accuracy and saves time. Additionally, the user experience is quite good, making it a compelling reason to continue using Workiva.
What do you dislike about the product?
I faced challenges with implementing work for our CDP disclosure using Workiva.
What problems is the product solving and how is that benefiting you?
Workiva helps us collaborate on ESG disclosures, streamlining communication and data sharing, with features like commenting, email notifications, and data library enhancing our disclosure process.
Excellent Customer Support, But Onboarding Needs Improvement
What do you like best about the product?
Customer support is great and account rep always followed up
What do you dislike about the product?
onboarding the software is time consuming, wish there was a "hand over" feature
What problems is the product solving and how is that benefiting you?
Audit trails, aligning with frameworks, keeping the data provider and data approver tracked
Robust System with Room for Improved Usability and Support Tools
What do you like best about the product?
I feel like the system is very robust from a financial reporting perspective. The help desk is also excellent. I've used the Capital Markets group for an S-3 and that was a great experience as well.
What do you dislike about the product?
I feel like some things are not very intuitive. It is difficult to work in Proxy Statement documents with graphics and pictures and 8-K set up could be easier. In the online tools for help it is difficult to find what you are looking for. I've worked in other programs that were easier to use.
What problems is the product solving and how is that benefiting you?
So current problems
Director Internal Controls and Business Process Management
What do you like best about the product?
Workiva is very user friendly especially if you have multiple modules with them.
What do you dislike about the product?
Depending on your company adequate customization need to be done as out of box solution might not fit well with your processes.
What problems is the product solving and how is that benefiting you?
It helps create cohesive and collaborative work environment especially when you have multiple modules with them.
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