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Make our life easy!
What do you like best about the product?
It makes documentation of work papers easy and retained in the same area
What do you dislike about the product?
It glitches sometimes that is why I don't like about it
What problems is the product solving and how is that benefiting you?
It solved the audit work papers documentation retention
Manager
What do you like best about the product?
Linking between spreadsheet and document.
What do you dislike about the product?
Getting to know a new software; inability to customize or filter on comments in dashboard.
What problems is the product solving and how is that benefiting you?
Being able to build consistency checks within the platform.
Worst technical support I have ever experienced.
What do you like best about the product?
The product gets the job done but reporting and document tracking within the product is not good.
What do you dislike about the product?
The technical support has been some of the worst I have ever experienced.
What problems is the product solving and how is that benefiting you?
FERC quarterly and annual reporting.
Room for improvement in certain areas to enhance the overall user experience.
What do you like best about the product?
The markup function in Workiva is intuitive.
What do you dislike about the product?
Handling large files can be challenging and could benefit from performance improvements.
What problems is the product solving and how is that benefiting you?
Customizable test forms would enhance flexibility and better meet individual project needs.
Workiva Makes Our SEC Filing Painless
What do you like best about the product?
Workiva's ability to track updates and allow multiple users to edit the file at once makes us more efficient in reviews. The ability to link numbers from a spreadsheet into the narrative saves us hours in tie-out as well. The integration with our proxy service is so easy as well.
What do you dislike about the product?
I really don't have any dislikes about Workiva.
What problems is the product solving and how is that benefiting you?
Workiva helps us keep track of our mountain of disclosures as we evolve.
Great SOX and Audit software!
What do you like best about the product?
Helps us be more efficient and productive. Easy to use and great customer service - having our own representative is super helpful and allows us to customize certain reports or dashboards easier. It was an easy implementation that we did ourselves with Workiva (no additional third party).
What do you dislike about the product?
As with any cloud service provider, occasional outages that interrupt service. However, Workiva usually does a great job of getting back online quickly.
What problems is the product solving and how is that benefiting you?
Automating our audit testing and simplifying duplication of efforts. We can update control wording in one spot and it is pushed/linked to all other areas. Easy dashboards show exactly our status and tracking vs. having to do that manually. Sharing with External Audit so they can go in and see status, pull in details for their testing, etc. makes it less administrative for us to resend to them directly.
A great tool continuously improved and well supported
What do you like best about the product?
With reasonable implementation efforts, Workiva enables teams to produce higher-quality draft filings sooner and faster. Time savings compound each year. The platform fosters cross-functional collaboration and preserves documentary support of filings. Workiva empowers us to make life a little easier for our future selves.
What do you dislike about the product?
Workiva (the company) could do a better job of supporting its champions in Legal Departments.
What problems is the product solving and how is that benefiting you?
The allocation of work between man and machine.
Workiva for Impact Report
What do you like best about the product?
We use Workiva to collaborate and draft our impact report. I like the comments/tagging interface and its ability to track changes. It seems to work better than a Word document. I also like the data point submission
What do you dislike about the product?
We wanted to use Workiva for CDP disclosure but found we weren't able to. Also I find it confusing to navigate the home page and find the files that I'm tagged in
What problems is the product solving and how is that benefiting you?
Better process to draft our ESG report
Workiva Platform Excels at Reporting for Management Control
What do you like best about the product?
The Workiva platform provides an excellent platform for financial reporting. It's ease of use for creating consolidated financial reports, ability to interface with excel-based data and its dexterity for constructing reporting documents for management use make it a central tool in the control of data. Its data warehouse quality also permits multiple users across various systems to access and share information frequently. Workiva is a tremendous improvement over our previous financial and management reporting systems and has led to significant efficiency gains.
What do you dislike about the product?
I have not experienced significant issues with Workiva. Once implemented with any required customer support, it has been smooth sailing for me.
What problems is the product solving and how is that benefiting you?
Workiva has helped me solve the problem of retrieving multiple pieces of accounting and business information that are stored across various locations. By centralizing this information, making it easier to interpret, faster to retrieve and permitting sharing, this system has made my data recovery more reliable and faster.
Senior Financial Reporting Manager
What do you like best about the product?
Friendly user interface and support from Workiva staff.
What do you dislike about the product?
Occasional errors and requires refreshing of the document.
What problems is the product solving and how is that benefiting you?
They're solving problems related to financial reporting and SEC required filings.
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