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Excellent platform for workplace collaboration
What do you like best about the product?
The ability to produce hundreds of audited financial statement disclosures with the use of 1 template.
What do you dislike about the product?
Custom fields are hard to track on a large document. Please find a way to show/highlight the word(s) that will be updated.
What problems is the product solving and how is that benefiting you?
Workiva is helping my team tackle volume. Previously, we would have to update hundreds of fund footnote disclosures manually. With the rollout of Workiva, we've been able to standardize a fund footnote disclosure and apply that template to all of our applicable entities. Any disclosure changes or updates from our auditors gets updated automatically across all entities that use the template.
Workiva Conference 2023
What do you like best about the product?
Learning about what is trending in the business/ accounting/ finance world. Learning what other companies are doing, and learning about different services offered by related vendors.
What do you dislike about the product?
The food selection, and wait times due to significant number of attendees.
What problems is the product solving and how is that benefiting you?
SOX testing, saving time and helping to organize audit working papers into one location. SOX accreditation - simplifying the process for obtaining responses from control owners.
review of workiva
What do you like best about the product?
helps to put everything in one place for your SOX program
What do you dislike about the product?
the control recommendations file is difficult to use
What problems is the product solving and how is that benefiting you?
It is putting all of our controls and working papers into one place
Workiva ESG Module - 1st Year of Implementation
What do you like best about the product?
It is extremely user friendly and works very simillar to Microsoft products.
What do you dislike about the product?
I would like it if it interfaced with more platforms (Blackline, etc.)
What problems is the product solving and how is that benefiting you?
It is helpinng us develop our CSR report and validate GHG data
Financial Reporting
What do you like best about the product?
allows multiple people to collaborate on docs
What do you dislike about the product?
not enough interaction with Workiva team to improve use of tool
What problems is the product solving and how is that benefiting you?
allows multiple people to work in same doc
Wonderful workiva service
What do you like best about the product?
I like best that workiva is very collaborative. It is nice that everyone can be working in the document at the same time. Workiva also is constantly updating their service with new items.
What do you dislike about the product?
What I dislike about workiva is that a PSM is an extra cost. It would be nice if it was inclusive in our package so we can ask our XBRL questions as they come up and not just at the conference
What problems is the product solving and how is that benefiting you?
Workiva benefits us for a streamline process for submitting financial statements. I also love the new processes update. That will be a more streamline process for everyone
Very intuitive for new users!
What do you like best about the product?
The best part about Workiva is that it functions how you expect it to - it is very intuitive for new users!
What do you dislike about the product?
The thing I dislike most about Workiva is navigating through the different processes and certifications - but those are hoops that will always need to be jumped through.
What problems is the product solving and how is that benefiting you?
Tracking down the people who are responsible for reporting quarertly/annual financial data. Also, creating our 10-Qs and 10-Ks.
Very informative
What do you like best about the product?
See what other companies are doing and how Workiva has been implemented by others.
What do you dislike about the product?
Sometimes, feel like I am in a sales meeting
What problems is the product solving and how is that benefiting you?
compiling data from various sources which help report ESG related materials
game changer
What do you like best about the product?
User friendly, easy to understand, automation, linking
What do you dislike about the product?
Workiva is a great tool that is always changing and adapting, so far everything works well for our organization
What problems is the product solving and how is that benefiting you?
manual processes, mitigate risk
Effective
What do you like best about the product?
Connections to financial reporting that changed the way we did things
What do you dislike about the product?
nothing. there's nothing at all that we dislike.
What problems is the product solving and how is that benefiting you?
Connectivity between our data and the final FS
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