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All-in-one solution: more secure, more efficient, and a pleasure to use
What do you like best about the product?
I have used Workiva for several years across multiple companies—both as outside counsel and in-house counsel. I use Workiva on a near-daily basis, to draft, review and file countless 8-Ks, 10-Ks and 10-Qs, proxy statements, prospectuses and offering memoranda. It is truly an all-in-one solution for drafting, review and filing, eliminating inefficiencies and potential points of error that previously arose from trading drafts among multiple stakeholders and sending filings to a financial printer. The all-in-one nature of Workiva gives us peace of mind that sensitive information is more secure than it would be when sharing email drafts and using multiple third-party solutions.
The product is impressive. First, I’ve found Workiva is an invaluable tool for collaboration among internal finance, internal legal and outside counsel. Before using Workiva, questions would take days to resolve, waiting until the next turn of the document was emailed for review. That process also led to version control issues, repetitive questions and duplicated efforts. Now, questions are resolved quickly and efficiently through comment threads in Workiva, ensuring all parties are aligned, and eliminating time spent on emails or calls (and the associated expense of time billed by outside counsel). Second, I love the wide range of integrations and that all parties can view source workbooks, eliminating questions about how a figure was calculated and simplifying the tie-out process. Third, the ability to use Workiva’s interface to file directly rather than sending to a financial printer has reduced costs, time spent waiting for proofs, proofing and correcting errors. Finally, Workiva’s interface is relatively intuitive and simple to use. When I was outside counsel, it wasn't difficult to start using Workiva, even with no training or prior experience. If questions arose, the customer support I have received has been largely very prompt and helpful—far above the customer support received for other SaaS programs I use.
The product is impressive. First, I’ve found Workiva is an invaluable tool for collaboration among internal finance, internal legal and outside counsel. Before using Workiva, questions would take days to resolve, waiting until the next turn of the document was emailed for review. That process also led to version control issues, repetitive questions and duplicated efforts. Now, questions are resolved quickly and efficiently through comment threads in Workiva, ensuring all parties are aligned, and eliminating time spent on emails or calls (and the associated expense of time billed by outside counsel). Second, I love the wide range of integrations and that all parties can view source workbooks, eliminating questions about how a figure was calculated and simplifying the tie-out process. Third, the ability to use Workiva’s interface to file directly rather than sending to a financial printer has reduced costs, time spent waiting for proofs, proofing and correcting errors. Finally, Workiva’s interface is relatively intuitive and simple to use. When I was outside counsel, it wasn't difficult to start using Workiva, even with no training or prior experience. If questions arose, the customer support I have received has been largely very prompt and helpful—far above the customer support received for other SaaS programs I use.
What do you dislike about the product?
For some types of documents, formatting can be challenging. Within the Workiva platform, it sometimes can be difficult to create the layouts desired in the SEC filing tool. That being said, I have always been able to tag in a Workiva specialist for formatting help, and within minutes, we can typically achieve the desired result. If not for this, the formatting difficulties would be a much bigger pain point. Another pain point is that downloads to Word format (which are requested by some stakeholders) often result in formatting and numbering changes. If this could be improved, it would help eliminate unnecessary questions and comments about issues that don't actually exist.
What problems is the product solving and how is that benefiting you?
Workiva eliminates disconnects between internal finance and internal legal in preparing SEC filings, which had previously been a source of inefficiencies and frustration. Time saved and efficient resolution of questions/concerns has made this function of my job run much more smoothly.
Workiva is Efficiency
What do you like best about the product?
It makes our quarterly and annual process so much easier to navigate and manage. It allows our team to work simultaneously on different parts of our document to increase efficiency.
What do you dislike about the product?
It does not have the full capabilities that excel has, but it is very close.
What problems is the product solving and how is that benefiting you?
It helps us to manage and control our SEC processes
Has been very useful in consolidating big documents like the Capital Plan, Resolution Plan etc
What do you like best about the product?
The collaboration aspect where multiple contributors can work on the same document
What do you dislike about the product?
Their presentation layer is still not very good.
What problems is the product solving and how is that benefiting you?
Collaborating on a big document and consolidating information
Powerful, collaborative, and customizable tool
What do you like best about the product?
Makes it easy to produce filings yourself and collaborate with stakeholders. Fairly easy to use with WYSIWYG editing. Formatting tools make it possible to create more formatted documents like a proxy statement right in WDesk. Customer support has also been stellar.
What do you dislike about the product?
Layout tools could be even more powerful. Track changes could be more multiplayer.
What problems is the product solving and how is that benefiting you?
Create filings without external counsel.
Life Time Workiva Review
What do you like best about the product?
How user-friendly it is and how easy it is to perform testing.
What do you dislike about the product?
Some of the limitations when it comes to the comment feature. Unable to put testing comments into a category similar to comments on the files.
What problems is the product solving and how is that benefiting you?
Organizing our control suite and testing platform. Makes it easy to have all SOX data in one platform.
Workiva is extremely helpful
What do you like best about the product?
Organizes and automates rote processes outside of e-mails
What do you dislike about the product?
Sometimes reporting is less than user friendly
What problems is the product solving and how is that benefiting you?
Automation of audit requests
Formalization and standardization of audit workpapers
Central location for control documentation
Certifications process
Formalization and standardization of audit workpapers
Central location for control documentation
Certifications process
Easy to use and track
What do you like best about the product?
Easy to use. Track changes. I like how it stores historical files.
What do you dislike about the product?
The platform is not easy to view on mobile phones.
What problems is the product solving and how is that benefiting you?
version control.
OK
What do you like best about the product?
MS office feel -- comfortable use (for the most part)
What do you dislike about the product?
not very user friendly in cutting/ copying/ pasting.
What problems is the product solving and how is that benefiting you?
Filing of 10Ks and 10Qs
Review of Workiva for SOX Controls database & testing
What do you like best about the product?
Easy to use and adaptable. Great for controls data base & control testing.
What do you dislike about the product?
Processes functionality for certifications should be able to delete letters completely from process after running. Would like to be able to access control stakeholders from the Overview tab withing test forms.
What problems is the product solving and how is that benefiting you?
Keeping all controls and test forms in one database as well as sending requests for documentation.
Experience using Workiva for External Reporting
What do you like best about the product?
Overall the system is easy to use and fairly user friendly. I like the collaboration capabilities and I also enjoy the ability to autosave, run previous versions, run blacklines and also the tracking capabilities for changes. I use Workiva for all of my external reports and use the program daily as it is an essential part of my work.
What do you dislike about the product?
Workiva can be very buggy. When it comes down to meeting our tight external reporting deadlines, it becomes very irritating to have to deal with glitches or bugs that affect performance. Example of these include: Link capabilities randomly not working (can't paste from a source link to a destination in another section), formatting issues (can't push footnotes to bottom of page, random blue highlights in document, spacing issues), issues with the task process, for example, the status of a task is still pending approval, despite the approver already approving. Exporting issues, limited capabilities to export the spreadsheet type documents landscape format, exporting reports with hidden rows. These are just some of the many glitches I have encountered using Workiva.
What problems is the product solving and how is that benefiting you?
It provides a collaborative environment where we can all work on and contribute to the external reporting documents.
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