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Using and Reviewing Documents in Workiva
What do you like best about the product?
It works well as a central repository for preparing financial reports and allowing multiple levels of reviewers to leave comments to be addressed by the preparers. Also, the ability to control who can make edits vs having read only.
What do you dislike about the product?
Just a minor annoyance that when scrolling down on documents with a header or footer that the header/footer menu pops out from the side at inopportune times and has to be manually clicked off to read the document.
What problems is the product solving and how is that benefiting you?
Providing a central place for review of financial reports instead of having to circulate to multiple reviewers via email.
Workiva Works
What do you like best about the product?
The user interface being familiar and intuitive to what you are used to means the learning curve minimal. Everything pushes throughout the doc at the click of a button.
What do you dislike about the product?
Sometimes the formatting can be irritating but, after a while you are able to troubleshoot fairly easily
What problems is the product solving and how is that benefiting you?
Having to work on an offline document and trial balance which would lead to natural human error. Now that it talks to our Ledger and gets the data directly, it being the single source is a game changer.
There is quite a bit of room for improvement.
What do you like best about the product?
Collaborative environment that allows multiple users to work in the same environment. It is possible to retrieve old versions of the same document and track changes or modifications by user.
What do you dislike about the product?
I expected more from the quantitative data connection. The ESG program and task management are not developed to be an efficient environment for the data owners.
What problems is the product solving and how is that benefiting you?
Workiva allows you to solve the issue of having to use different tools for managing a single document for the ESG report.
Great versatility and easy use
What do you like best about the product?
I like how interactive it is. Everything is saved within the workiva files themselves and it is easy to follow where each number comes from in supporting tabs.
What do you dislike about the product?
I would like better go to functionality. With a keystroke I’d like to be able to go immediately to the linked tab and cell
What problems is the product solving and how is that benefiting you?
It allows evercething to be in one place so we can see exactly where each number comes from. Allows for all support needed for our purposes to be contained in one place
Really easy to use with a lot of features
What do you like best about the product?
Workiva is a great platform for consolidation, reports and control of activities
What do you dislike about the product?
It can be a little difficult for extracting the reports running inside it. If you lock some spreadsheets inside of a report, you can't extract using formulas if there's any link inside the locked sheets.
What problems is the product solving and how is that benefiting you?
You can create reports and design supports for consolidation purpose in a much easier way. Inviting people to help in consolidating the numbers if there's over one entity can be easier mapping the subsidiaries into one big note
Positive Experience
What do you like best about the product?
Great for collaborating, works well with excel, has familiar shortcuts, easy rollovers
What do you dislike about the product?
Copy paste functionality is left wanting
What problems is the product solving and how is that benefiting you?
Efficient and controlled financial reporting
A Solid Platform with Improvements Necessary
What do you like best about the product?
The functionality of commenting and sharing, linking data, and saving automatically are all very useful and easy to understand features.
What do you dislike about the product?
There are still many workarounds painpoints necessary to connect with external programs. Additionally the layout of some functions are difficult to find, and could be more streamlined. Customer support can be difficult to access when needed in a timely manner.
What problems is the product solving and how is that benefiting you?
Commenting and updating multiple files is incredibly useful. Also providing data auditability is incredibly useful in this space and will prove useful going forward when required.
Workiva is a must tool for SEC Reporting.
What do you like best about the product?
The technology involved is simply amazing
What do you dislike about the product?
I really could think of something negative the way I use this tool. As always, I appreciate all the updates.
What problems is the product solving and how is that benefiting you?
Making the financing reporting process easier.
Workiva
What do you like best about the product?
Workiva is an exceptional cloud-based platform that simplifies financial reporting, compliance, and risk management with remarkable efficiency. Its user-friendly interface and robust automation features, such as real-time data integration and streamlined report generation, significantly reduce manual errors and save valuable time. The platform also helps with ease for collaboration which is helpful during busy times.
What do you dislike about the product?
Some aspects of Workiva needs better efficiency, such as referencing, there should be a tool where you are able to reference to last made reference as an ease to the user instead of having to click the reference button every time. There is also often some delays when scrolling or referencing.
What problems is the product solving and how is that benefiting you?
Its solving the ability to roll forward financial statements at ease, as well as being a great platform that helps collaboration for teams.
Streamlined Reporting with Strong Collaboration Features
What do you like best about the product?
The ability to link data across documents has been a standout feature — it ensures consistency and reduces the risk of errors when changes occur. I also found the collaboration features extremely useful, especially when working across departments or with external auditors. Everyone can work from the same version in real time, which has helped eliminate confusion and version control issues.
While there was a learning curve at first, once I got familiar with the platform, the workflow became much more streamlined. The audit trail and history tracking features also give a strong layer of transparency and control, which is critical in financial reporting.
While there was a learning curve at first, once I got familiar with the platform, the workflow became much more streamlined. The audit trail and history tracking features also give a strong layer of transparency and control, which is critical in financial reporting.
What do you dislike about the product?
In my experience, Workiva has been a highly effective tool for managing complex financial reporting. It improved accuracy and efficiency, especially with its ability to link data across documents and support real-time collaboration. These features helped reduce errors and made cross-team work much smoother.
One drawback, however, is the initial learning curve — it takes time to become fully comfortable with the platform’s interface and functionality. But once past that, it becomes a powerful and reliable tool for reporting.
One drawback, however, is the initial learning curve — it takes time to become fully comfortable with the platform’s interface and functionality. But once past that, it becomes a powerful and reliable tool for reporting.
What problems is the product solving and how is that benefiting you?
Workiva solves several key problems in financial reporting:
Manual errors and version control issues: By allowing linked data across reports and real-time collaboration, Workiva reduces the risk of inconsistencies and mistakes that come from working in disconnected spreadsheets or documents.
Lack of transparency and audit trail: Workiva provides a clear audit trail of changes, which enhances accountability and makes reviews and audits much smoother.
Manual errors and version control issues: By allowing linked data across reports and real-time collaboration, Workiva reduces the risk of inconsistencies and mistakes that come from working in disconnected spreadsheets or documents.
Lack of transparency and audit trail: Workiva provides a clear audit trail of changes, which enhances accountability and makes reviews and audits much smoother.
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