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Great Tool!
What do you like best about the product?
Single Source of Truth and having all stakeholders in the same system!
What do you dislike about the product?
Don't have any complaints! Love all things!
What problems is the product solving and how is that benefiting you?
It is allowing us to store all our ESG data in one place and draft our ESG Report
Workiva developers are great
What do you like best about the product?
The engagement of the developers. They are eager to help and create a process for you.
What do you dislike about the product?
The lack of help with their CSM's. We have been through quite a few now.
What problems is the product solving and how is that benefiting you?
Workiva helps is to become more efficient because we like to run lean so the more the platform can do for us the better!!
Easy to learn
What do you like best about the product?
The best part is being able to collaborate with other team members on the same document and be able to track changes. There is a lot of back and forth on variance commentary and being able to see that is helpful to the overall conversation
What do you dislike about the product?
I don't have anything currently. I enjoy how the system works and am a fairly new user. It's possible things will arise over time but currently am satisfied with its functionality
What problems is the product solving and how is that benefiting you?
Creating consistent reporting packages that are reliable and can easily be distributed to many teams. The collaboration is important as well because we are consolidating packages globally
Workiva
What do you like best about the product?
Automation and reporting integrity and user friendly.
What do you dislike about the product?
Platform functionality not always intuitive.
What problems is the product solving and how is that benefiting you?
Increased efficiency in financial reporting process.
Wdesk has brought many efficiencies to our processes.
What do you like best about the product?
Data linking and the collaborative environment.
What do you dislike about the product?
No review markup in Spreadsheets and sometimes the export formatting can get wonky.
What problems is the product solving and how is that benefiting you?
Collaboration and filing multiple documents.
I am a Internal Auditor who thinks workia should improve on a few items.
What do you like best about the product?
I like that everyone is very willing to help and the help is fast!
What do you dislike about the product?
I think that the workiva site for SOX needs to be updated and more user friendly.
What problems is the product solving and how is that benefiting you?
SOX Testing
Easy to use
What do you like best about the product?
I like the collaboration feature and the audit trail.
What do you dislike about the product?
So far the only thing I don't like is having to "publish" to see updates.
What problems is the product solving and how is that benefiting you?
Workiva solves the having all the data in one place problem. Everyone is able to see the same data and disclosures.
Collaborative and Functional
What do you like best about the product?
Very collaborative space with many useful tools
What do you dislike about the product?
Not as user friendly with respect to schedule of investments, sometimes there are issues with comments showing up
What problems is the product solving and how is that benefiting you?
SEC filings across all funds
Easy to use and immediate improvement in Fiscal processes
What do you like best about the product?
I like that Workiva is easy to use and share amongst our users. Connecting Wdesk and Wdata has helped streamline and improve business processes. There are also lots of training and support tools available for use with Workiva.
What do you dislike about the product?
Sometimes there is a lag when refreshing connections between Wdesk and Wdata. I'm sometimes booted out of the app for no reason.
What problems is the product solving and how is that benefiting you?
Our team has been able to improve on the CAFR preparation and publish in quicker times. We're also able to remove many reporting functions from Excel and place them directly in Workiva so that staff and update, review, and collaborate simultaneously. Last, using Wdata has improved accuracy and speed in the previously mentioned reporting functions.
Great platform
What do you like best about the product?
Workiva is very user friendly and continues to grow and evolve.
What do you dislike about the product?
Sometimes the workspaces and permissions are tricky for admins
What problems is the product solving and how is that benefiting you?
Robust reporting here linked to other sources as well as connected to your own data
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