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Excellent Linking Functionality
What do you like best about the product?
My favorite functionality is the linking capability so in a long document if you have a figure in multiple locations, if you need to update it you only need to use the reference point, as opposed to going through the entirety of a document and changing every instance.
What do you dislike about the product?
In excel I am able to highlight a group of cells and then right click and there is a "clear contents" button which doesn't delete the actual cells, just clears them. I wish they also had this in workiva.
What problems is the product solving and how is that benefiting you?
The collaboration and smooth implementation of our company's annual sustainability report.
Effortlessly User-Friendly Solution for Auditing
What do you like best about the product?
I really appreciate Workiva's user-friendly interface, which makes the software very easy to work with on a daily basis. The efficiency it brings to our auditing tasks is notable, streamlining the process of passing tasks back and forth between team members effectively. It's fantastic for warehousing information, making data easily retrievable whenever needed. Furthermore, it helps upload and manage documentation associated with tasks seamlessly. My company finds it incredibly valuable for its auditing capabilities, and I've only heard good things about it from my colleagues. I am confident in its utility to such an extent that I would rate it a 10 on a scale of 1 to 10 for recommendation.
What do you dislike about the product?
None
What problems is the product solving and how is that benefiting you?
I use Workiva primarily for auditing, as it facilitates task management between employees and stores information for easy retrieval.
Great Features, But Navigation Could Be More Intuitive
What do you like best about the product?
Ability to link everything, the sync feature, relatively easy to use, customer support team is great and very helpful
What do you dislike about the product?
Sometimes finding specific tools or formatting documents is not very intuitive.
What problems is the product solving and how is that benefiting you?
I am aware that they have been making significant advancements with AI, and I am looking forward to trying it out. I hope it will help me streamline and improve the efficiency of my current processes.
Versatile Tool with Audit & ESG Support, But Steep Learning Curve
What do you like best about the product?
It is versatile and able to support multiple functions such as audit support and ESG.
What do you dislike about the product?
It is a new tool and not one that is used on a daily basis which creates a learning curve.
What problems is the product solving and how is that benefiting you?
Automating audit support.
Robust Risk Management Features Make Workiva a Standout
What do you like best about the product?
Workiva internal control and risk management modules have several features that facilitate robust risk-based monitoring and reporting.
What do you dislike about the product?
In comparison to other product offerings, I don't see any major disadvantages.
What problems is the product solving and how is that benefiting you?
Workiva helps keep our risk and control matrix organized. The tool allows us to track internal controls testing and easily assign control owners and reviewers.
Clean UI That Gets the Job Done
What do you like best about the product?
The product's user interface is very clean, making it straightforward to use. It accomplishes what I need without any unnecessary complications.
What do you dislike about the product?
It isn't possible to exchange comments back and forth when submitting items.
What problems is the product solving and how is that benefiting you?
Our yearly audits
Great platform!
What do you like best about the product?
very intuitive; super easy to use; doesn't lag
What do you dislike about the product?
not much (having to log in every time but i get, security is important)
What problems is the product solving and how is that benefiting you?
it allows me to see financial statement changes in real time; i can view the support that feeds into the financial statements
Flexible and Organized, But Excel Rendering Needs Improvement
What do you like best about the product?
Workiva is a great place for organization, It is adaptable and flexible to allow different needs to be met. Workiva is also easy to use and learn!
What do you dislike about the product?
The functionality of tickmarking is helpful, but I dislike the way the excel file is rendered for the Workiva space. I wish there was the ability to open the file and see the tickmarks
What problems is the product solving and how is that benefiting you?
It is solving our question of where to house control/policy information and reconciliations. This is making the process structured yet smooth as we complete it each month.
Seamless Workbook-Document Sync
What do you like best about the product?
The connectivity between workbooks and documents. I am able to update like an excel and edit the actual document like Word.
What do you dislike about the product?
At times it can be hard to format without proper experience or training, making tables and paragraphs look off.
What problems is the product solving and how is that benefiting you?
The ease of filing and tracking tie-outs, comments and rolling forward has always made filing easier.
Intuitive and Easy to Use, But Bulk Updates Can Be Time-Consuming
What do you like best about the product?
The ease of use and how intuitive the system is. Needing to use the system frequently, the fact that it is very easy
What do you dislike about the product?
When bulk changes need to be made, such as if there is a significant update to workflows or controls, it is sometimes difficult to update in bulk. Linking of data within the SOX workspace is also time consuming, even though the process itself is seemingly simple.
What problems is the product solving and how is that benefiting you?
This tool has been instrumental in keeping us proactive about our financial reporting risks. It consistently helps us stay ahead, ensuring we can address potential issues before they become problems.
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