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Workiva Streamlines PBC Requests, But Key Report Testing Needs Improvement
What do you like best about the product?
Using Workiva for PBC requests instead of email/excel as in previous years has cut down on the time spent by the SOX team significantly. The auto-reminders are super helpful! The team is able to check status every day.
What do you dislike about the product?
I wish there was an easier way to test key reports. Currently, I have a key reports listing under "documents" in my workspace, but to test them, I have to add them as key controls which is really inefficient and does not provide for easy tracking.
What problems is the product solving and how is that benefiting you?
Workiva makes it really easy to keep track of all SOX program deliverables including PBC requests, process flows, testing, and remediation. I love that I can mass upload PBC requests and the tool automatically reminds business process owners, so I'm not having to waste time sending up multiple follow-up emails.
Since there are minimum sample sizes by control each year, I'm able to set the testing schedule up before testing even begins. It keeps everyone on task.
Since there are minimum sample sizes by control each year, I'm able to set the testing schedule up before testing even begins. It keeps everyone on task.
Great Collaboration and Version Control, But Some Features are Non-Intuitive
What do you like best about the product?
The ability for collaboration with excellent version control
What do you dislike about the product?
It can be non-intuitive to work with charts and images
What problems is the product solving and how is that benefiting you?
It enables all the authors of our proxy statement to work simultaneously without version control problems
Collaboration Tool That Generally Good
What do you like best about the product?
Use as a web-based collaboration tool
User Interface
User Interface
What do you dislike about the product?
The linkage between Excel and Presentation is difficult to update. Also In presentation you can't simply unhide single row, have to open remaining
What problems is the product solving and how is that benefiting you?
As a collaborative tool, my uploaded entries are in format required for presentation.
User-Friendly Design, But Fragmented Versions Are Frustrating
What do you like best about the product?
It is user friendly, the layouts are visually pleasing and easy to understand
What do you dislike about the product?
Having to have separate versions that do not all work under one site
What problems is the product solving and how is that benefiting you?
Unsure
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.
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