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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.
Pretty nice
What do you like best about the product?
We value Workiva's ability to automate data linking across reports, reducing manual errors and ensuring consistency in financial and regulatory filings.
We are impressed how the platform facilitates simultaneous editing by multiple users, enhancing teamwork and reducing version control issues.
We find Workiva's interface user-friendly, especially for those familiar with Microsoft Office products, easing the learning curve.
Alfred Botha and Jared Hayes have been excellent in guiding us through our first filings. There responsiveness and assistance in navigating complex features and resolving issues promptly has been vital.
Despite its user-friendly interface, there is a steep learning curve due to the platform's extensive features, but we are appreciative of Workiva’s support team.
As a team we may desire more customization options, such as data linking to our financial consolidation software (FCCS) and Oracle.
We are impressed how the platform facilitates simultaneous editing by multiple users, enhancing teamwork and reducing version control issues.
We find Workiva's interface user-friendly, especially for those familiar with Microsoft Office products, easing the learning curve.
Alfred Botha and Jared Hayes have been excellent in guiding us through our first filings. There responsiveness and assistance in navigating complex features and resolving issues promptly has been vital.
Despite its user-friendly interface, there is a steep learning curve due to the platform's extensive features, but we are appreciative of Workiva’s support team.
As a team we may desire more customization options, such as data linking to our financial consolidation software (FCCS) and Oracle.
What do you dislike about the product?
The subscription costs are considered higher compared to some competitors.
Overall, we hold Workiva's SEC reporting platform with high regards for its automation, collaboration capabilities, and customer support, making it a valuable tool for our organization aiming to streamline its reporting processes.
Overall, we hold Workiva's SEC reporting platform with high regards for its automation, collaboration capabilities, and customer support, making it a valuable tool for our organization aiming to streamline its reporting processes.
What problems is the product solving and how is that benefiting you?
SEC filings
External Reporting Senior Associate
What do you like best about the product?
Ease of use for uploading/editing documents for quarterly and annual reports and prompt customer support when needed.
What do you dislike about the product?
Additional XBRL guides/assistance would helpful.
What problems is the product solving and how is that benefiting you?
Helping quickly report required SEC disclosures.
Great tool for collaboration and cross document linking
What do you like best about the product?
I like that amounts and statements can be linked across sections and documents, and multiple users can work on a document simultaneously. This allows for better collaboration across documents and lower risk of document inconsistencies. I also like the XBRL tagging feature which makes XBRL more user friendly.
What do you dislike about the product?
It has become harder to get quick responses to important question, and our CSM is constantly changing. Also, if you contact support about an XBRL related question the first response is to try to sell an upgrade, when some issues are just due to Workiva being glitchy, and if you wait it later goes away on its own.
What problems is the product solving and how is that benefiting you?
Allows us to receive and respond to auditor questions real time, and keep history of comments and responses directly in the document, which saves time as previously all comments were sent across multiple e-mail chains which can be hard to track.
WDesk Review
What do you like best about the product?
It is easy to search for controls and create workflow matrices.
What do you dislike about the product?
Working on documentation and uploading documentation can be very slow at times. Occasionally a tickmark I made will disappear and I will need to remark it.
What problems is the product solving and how is that benefiting you?
In testing SOX controls.
Best in class
What do you like best about the product?
User friendly and great support team! Very helpful in keeping one "source of truth" for various parties
What do you dislike about the product?
Excel is only "in platform" and cannot be worked in live in the desktop Microsoft excel app
What problems is the product solving and how is that benefiting you?
One source of truth, 10-K/Q filings
Very good software that works very well between its different parts, but there is a learning curve
What do you like best about the product?
Workiva is a very good company that offers a fantastic cloud-based suite of products with WDesk. These offerings work very well with each other, even across company departments, so data fields from one department can be linked into documents/fields in other departments for easy updating. There is a bit of a learning curve to WDesk because even though it looks like Word, Excel, etc., it does behave a bit differently from those, so things you would expect it to do like those natively, it either doesn't do (currently) or it does it in a different way. Often there are ways to work around this, but it is just good to know going in that you have to learn the specific tools within WDesk. That said, the team at Workiva is constantly working to enhance WDesk in increase the usability and tools within the suite, and they often take feedback from their customers to learn about what features are most important to them that they should work to build out.
What do you dislike about the product?
It is all cloud-based, which is a blessing and a curse at times. Since the way I use the product often has many references or links across many different documents - making changes to source data can sometimes be problematic, and making small updates could have large impacts if it is incorrectly done. I wish there was a way to make a "testing environment" version of the documents based on their current state, to make sure everything works/updates as intended before having it all go live.
What problems is the product solving and how is that benefiting you?
The annual updating of annuity prospectus updates and having all my fund data feed directly into the legal filings of those prospectuses.
Financial Reporting Process
What do you like best about the product?
After working with our implementation partner, it was easy to implement. It does take some getting used to, as most software installs do, but after a while, the functionality is very user friendly and easy to navigate within the system. I use Workiva frequently, as I work directly with the audit reports, so having something that is user friendly was a huge benefit to me. Year 1 is a big lift to input all information, but the year 2 integration should be much smoother and more efficient.
What do you dislike about the product?
There is no rollforward feature for financial reporting/audit reports. The fact that you have to manually copy folders and update dates to rollforward, feels a little clunky and old. I think this entire process could be automated that once an audit report is complete for the fiscal year, you could push a button to roll forward you files, where the current year numbers become the prior year numbers and leave blanks until the current year numbers are input.
What problems is the product solving and how is that benefiting you?
It is creating efficiencies within our financial reporting process, which is streamlining the audit reporting on our end, and cutting down the amount of time spent preparing the audit reports. We also have 14 different audit reports we issue, and consistency across the audit reports used to be a problem. Now, with the linking feature of Workiva, we don't have consistency issues.
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