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Easy to update periodicly
What do you like best about the product?
You can co-edit word documents but wdesk can also update excel sheets and it can feed through the documents is very conveinient. It also makes me easy to update the same reports every quarter as most of the data can come through from the excel sheet and utilize the previous quarters documents easiliy.
What do you dislike about the product?
It gets very slow when America starts to work and hard to sync documents when i need to. Also i would like to have more flexibility on formats/ fonts in documents. It is sometimes hard to adjust.
What problems is the product solving and how is that benefiting you?
Does not have to mannually update figures quarterly, just by updating an excel sheet, it feeds through in to document.
Powerful Software for SEC Reporting
What do you like best about the product?
Powerful software that allows collaboration for the financial reporting team
What do you dislike about the product?
Lacking features that are typical in MS Office, PPT, and Excel.
What problems is the product solving and how is that benefiting you?
SEC reporting documents
My experience with Workiva over the last 1.5 years as a IA Manager.
What do you like best about the product?
We have a designated CSM assigned to us. Additionally, Support is quick with turnaround.
What do you dislike about the product?
Too much customization to set up when implementing the system. Not enough power to make updates is left with users, requiring many Support tickets to be opened.
What problems is the product solving and how is that benefiting you?
We have idea tickets currently open and are working with our CSM to see they are closed.
Workiva Accessability
What do you like best about the product?
Workiva has a lot of features and is very accessible. There are a lot of easy to use features and functionalities. Also, the workiva reps are very attentive and knowledgeable.
What do you dislike about the product?
I generally have no comments as to this question
What problems is the product solving and how is that benefiting you?
It helps us file our reports
Best In Class Finance/Accounting Software
What do you like best about the product?
Workiva continues to provide solutions to ever-changing reporting needs and provides features big and small that streamline workflows. The software is generally fast with limited bugs, which is leagues ahead of most finance and accounting software.
What do you dislike about the product?
Does not work well if you have limited internet connectivety, which is normal for browser-based software, but it would be nice if I could work offline on occasion.
What problems is the product solving and how is that benefiting you?
Assists in filing timely and accurate financials.
User Friendly Software
What do you like best about the product?
The ease of use. I am very new to the software but I have had very few issues navigating and understand how to input data and update existing info.
What do you dislike about the product?
The interface could be a bit cleaner. An update to a more modern look would be great.
What problems is the product solving and how is that benefiting you?
Reporting is a breeze in the software. We are ealiy able to create the filings, send them off for reaview and actually file.
Efficient Platform
What do you like best about the product?
I like the linkability of options within workiva between documents
What do you dislike about the product?
customization of graphs is lacking on the platform
What problems is the product solving and how is that benefiting you?
It helps save time by updating linked items for the latest updates to financials
Has a few quirks but net positive to productivity
What do you like best about the product?
Makes quarterly reporting 10x more efficient when updating reports quarter over quarter. It's fairly intuitive once you get the hang of it. Fairly easy implementation.
What do you dislike about the product?
There are some quirks/bugs: When i want to link from a source, it doesnt always remember my default settings or sometimes the blue clipboard doesnt pop up at all. When i export a report to ppt it shifts my text boxes around slightly or even rotates them. One day it was exporting (even when i printed) all of my chart in a different format (ex. bar chart labels of 0.075 instead of 7.5%). When i tried the next day it was find.
What problems is the product solving and how is that benefiting you?
Quicker to roll forward reporting/slide decks for investors quarter over quarter.
Simple and Practical Solution to Financial Reporting
What do you like best about the product?
The ease of use and the ability to search for the help features. The CSMs and other Workiva team members are more than happy to help out and solve any issues you may come across. The ability to consistently link items to make sure there are no discrepancies between reports saves so much time.
What do you dislike about the product?
Since it is web-based, it's hard to work offline if you are working while travelling or with poor internet connections.
What problems is the product solving and how is that benefiting you?
Workiva is constantly improving and taking in feedback on various areas that need improvement in the platform itself. Other issues we have faced internally is the consistency of documents. We can leverage the linking functionality in Workiva to ensure that there is consistency between filings. Additionally, the platform has so many tools where it's easy to make updates to reports and documents in one go quarter over quarter.
Workiva Review
What do you like best about the product?
Workiva customer support is the best where you can get quick turnaround via online chat support, ticket support, phone call customer support, and customer manager support zoom call.
What do you dislike about the product?
Limitation on making edits from customer end on reports built by Workiva.
What problems is the product solving and how is that benefiting you?
Workiva is working on pushing limitation features for users to make users less depending on their customer support.
This effort is very helpful for my team to learn about the tool and make change on our end.
This effort is very helpful for my team to learn about the tool and make change on our end.
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