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User-Friendly Platform
What do you like best about the product?
User friendly profile, audit log showing user/entry for internal controls.
What do you dislike about the product?
The platform is very user friendly but sometimes can find myself lost in all of the capabilities the program has to offer.
What problems is the product solving and how is that benefiting you?
Regulatory reporting assistance with data management confidence/ control.
Easy Access, Cost-Efficient but Needs Speed Improvement
What do you like best about the product?
I have been using Workiva for about five years primarily for assisting clients with SEC filings. One of the aspects I like about Workiva is that it is easy to access, even without training, which makes it user-friendly from the start. This accessibility is crucial as it allows me to get up to speed quickly and efficiently, maximizing my productivity without needing extensive onboarding. I appreciate the cost savings Workiva provides, especially for my clients. The platform offers more control over edits and proves to be cheaper than traditional printers, which has been a significant financial benefit for my clientele. These efficiencies ultimately save money and streamline operations, making Workiva a valuable tool in my work arsenal. These elements, combined with the overall functionality and ease of setup, make Workiva a worthwhile investment, contributing greatly to my positive experience over the years.
What do you dislike about the product?
I find the system sometimes slow, which affects my workflow. It seems to freeze occasionally, and minimizing this issue would enhance my overall experience. Addressing these speed and freezing issues would make the platform more appealing.
What problems is the product solving and how is that benefiting you?
I use Workiva to assist clients with SEC filings, providing them with cost savings and greater control over edits, being more economical than printers.
Solid Foundation
What do you like best about the product?
- Customer Success Architect
- Using metrics directly in reports ensures consistency and accuracy
- Single source of truth with updates automatically flowing across all linked reports
- Metric Explorer makes it easy to connect metrics to frameworks or search within frameworks
- The Tasks Portal simplifies tasks completion
- Review and approval processes.
- Training Hub
- Using metrics directly in reports ensures consistency and accuracy
- Single source of truth with updates automatically flowing across all linked reports
- Metric Explorer makes it easy to connect metrics to frameworks or search within frameworks
- The Tasks Portal simplifies tasks completion
- Review and approval processes.
- Training Hub
What do you dislike about the product?
- The user interface could benefit from a more modern and refreshed design.
- Adding and linking metrics can be a bit time-consuming; streamlining the process would improve efficiency.
- Automatic access is not granted when someone is assigned to a task or document.
- Adding and linking metrics can be a bit time-consuming; streamlining the process would improve efficiency.
- Automatic access is not granted when someone is assigned to a task or document.
What problems is the product solving and how is that benefiting you?
ESG Reporting and Disclosures
Easy Editing and Syncing, But Table Formatting Can Be Tricky
What do you like best about the product?
I like how you can sync to workbooks and how easy it is to edit and format.
What do you dislike about the product?
Sometimes it can be a little hard to format tables/sections.
What problems is the product solving and how is that benefiting you?
It is solving all SEC reporting issues and avoids manual errors by syncing to source files.
Best-in-class SEC reporting tool, with some frustrations
What do you like best about the product?
The platform is easy to use and the linking capability saves our team a lot of time and headache since we know that the numbers are linked across a variety of documents, spreadsheets, charts and presentations. It allows for easy collaboration with the commenting feature, and we always have a full audit trail since we can set permissions easily, track changes/versions and see who has edited down to a cell level. I like the automation features to send review notices or lock sections when we've marked them in a certain status as well as the mark up feature that makes tie-outs much more efficient. The XBRL review is also super clean and easy to do within the platform. I appreciate that they are continuously trying to improve the platform and introduce new or improved features based on user feedback.
What do you dislike about the product?
New features are not always communicated well or aren't available for all users, often requiring you to be on a more expense solution to gain access. You do have a dedicated Customer Success Manager but it seems they often prefer to point you to help articles or videos vs. actually fixing the issues you're having themselves. In general, I've found you need to be pretty self sufficient to use the software. Additionally, while they've made their platform look and feel like Microsoft Office, which makes using it easier, it doesn't have ALL of the capabilities of those (e.g. not all chart formats are supported; export to Microsoft Word often gets messed up) which can be frustrating at times.
What problems is the product solving and how is that benefiting you?
Workiva has helped created a single source of truth across all of our external reporting processes, which cuts down on prep and review time, allowing us to focus on more value-added tasks. It allows for easy and timely collaboration, especially helpful when working on a completely remote team working across different locations and time zones. It's a secure, audible platform that gives us peace of mind that our data is safe and we can track all changes.
Flexible and User-Friendly
What do you like best about the product?
I appreciate how easy it is to use and how flexible it is when switching between various tasks or adapting to different reporting needs.
What do you dislike about the product?
There has been some intermittent downtime which can bring productivity to a halt. This is typical for any web-based platform though.
What problems is the product solving and how is that benefiting you?
Enables us to timely file quarterly reporting requirements as well as annual proxy statement.
Effortless Document Linking, But Feature Updates Are Slow
What do you like best about the product?
Easily link disclosure, amounts, tables, etc. across multiple documents with a single source to eliminate redundancies and reduce the risk of inconsistency across documents.
What do you dislike about the product?
Slow development and roll out of new features.
What problems is the product solving and how is that benefiting you?
Streamlining processes to create efficiency
Robust SEC Reporting Tools and Excellent Support
What do you like best about the product?
Their SEC reporting and filing tools are both robust and intuitive, making them straightforward to use. I also find their customer support to be very good.
What do you dislike about the product?
It requires a bit of time to get used to, and I’ve noticed that loading can be slow at times. Additionally, some features seem limited when performing certain tasks.
What problems is the product solving and how is that benefiting you?
The platform enables us to handle all of our SEC reporting and financial disclosures, and it will soon support our proxy filings and related disclosures as well.
Easy Workflow and Info Gathering, But Interface Needs Improvement
What do you like best about the product?
forms and workflow is simple and easy to use
easy to gain needed information from numerous parties in parallel and track completion
easy to gain needed information from numerous parties in parallel and track completion
What do you dislike about the product?
the interface is not completely intuitive when you have to jump between reviewing specific linked items and completing the review form
What problems is the product solving and how is that benefiting you?
primarily providing audit management
Powerful Collaboration Tools, But Steep Learning Curve for Beginners
What do you like best about the product?
I really enjoy the dynamic linking, range linking, processes and Wdata features. It makes collaboration easy and reduces the amount of manual work required in financial reporting significantly.
What do you dislike about the product?
Sometimes the platform and WData specifically can be intimidating or hard to learn for people who are not experienced or tech savy.
What problems is the product solving and how is that benefiting you?
Workiva greatly reduces the manual work involved with preparing financial statements.
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