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Great Collaboration and Accessibility, But Interface Needs Improvement
What do you like best about the product?
It is a collaborative tool and accessible by anyone who has an account including anyone external to the organisation.
Doesn't require any app installation, accessible over the cloud.
Doesn't require any app installation, accessible over the cloud.
What do you dislike about the product?
The editing functions are not as user-friendly as other software apps like Microsoft.
Interface not very smooth and agile.
Not easy to find out how to use certain functions.
Interface not very smooth and agile.
Not easy to find out how to use certain functions.
What problems is the product solving and how is that benefiting you?
Collaboration across external organisations.
Great Mapping Features, But Tab Navigation Needs Improvement
What do you like best about the product?
mapping and functions are really good and helpful to create financial statements
What do you dislike about the product?
can't flick through tabs on the same sheet
What problems is the product solving and how is that benefiting you?
helping unify the look of financial statements across all company entities
Exceptionally Easy to Use with No Drawbacks
What do you like best about the product?
Ease of use and maintenance of information
What do you dislike about the product?
No areas I dislike about Workiva all information is maintatined and controlled
What problems is the product solving and how is that benefiting you?
Maintenance of SOX internal controls
Good UX but Challenging Integration for CDP Disclosure
What do you like best about the product?
I find Workiva incredibly useful for collaborating on our ESG disclosures, which has significantly improved our workflow. The commenting feature and email notifications are particularly helpful for seamless collaboration with my team. I also appreciate the data library; it allows us to reference consistent data points across various disclosures, which ensures accuracy and saves time. Additionally, the user experience is quite good, making it a compelling reason to continue using Workiva.
What do you dislike about the product?
I faced challenges with implementing work for our CDP disclosure using Workiva.
What problems is the product solving and how is that benefiting you?
Workiva helps us collaborate on ESG disclosures, streamlining communication and data sharing, with features like commenting, email notifications, and data library enhancing our disclosure process.
Excellent Customer Support, But Onboarding Needs Improvement
What do you like best about the product?
Customer support is great and account rep always followed up
What do you dislike about the product?
onboarding the software is time consuming, wish there was a "hand over" feature
What problems is the product solving and how is that benefiting you?
Audit trails, aligning with frameworks, keeping the data provider and data approver tracked
Robust System with Room for Improved Usability and Support Tools
What do you like best about the product?
I feel like the system is very robust from a financial reporting perspective. The help desk is also excellent. I've used the Capital Markets group for an S-3 and that was a great experience as well.
What do you dislike about the product?
I feel like some things are not very intuitive. It is difficult to work in Proxy Statement documents with graphics and pictures and 8-K set up could be easier. In the online tools for help it is difficult to find what you are looking for. I've worked in other programs that were easier to use.
What problems is the product solving and how is that benefiting you?
So current problems
Director Internal Controls and Business Process Management
What do you like best about the product?
Workiva is very user friendly especially if you have multiple modules with them.
What do you dislike about the product?
Depending on your company adequate customization need to be done as out of box solution might not fit well with your processes.
What problems is the product solving and how is that benefiting you?
It helps create cohesive and collaborative work environment especially when you have multiple modules with them.
Effortless to Use and Great for Standardization
What do you like best about the product?
Ease of use, linking of files leads to standardization and reduced risk.
What do you dislike about the product?
Expensive tool, but worth it. Previously worked in another tool that required many more hours of manual updating.
What problems is the product solving and how is that benefiting you?
Workiva has streamlined our entire financial reporting and disclosure process by centralizing documents, data, and collaboration in one platform.
User-Friendly, Innovative, and Supportive—But Pricey
What do you like best about the product?
Easy to use. Fantastic customer service. Constant innovation.
What do you dislike about the product?
Expensive. Other than that, nothing to note.
What problems is the product solving and how is that benefiting you?
SEC Reporting and carbon reporting. Makes the process as streamlined as possible. Removes the administrative headache.
Intuitive ESG Carbon Module, But Room to Further Build Out Functionality
What do you like best about the product?
I really appreciate the ease of use in Workiva’s Carbon module. The platform is intuitive, making it straightforward to navigate and get work done efficiently. Even without direct API integrations, the bulk upload feature is a huge time-saver—it lets me quickly import large volumes of data with minimal hassle. I also like that after uploading, I can see the latest data in real time with just a short refresh, and having a snapshot view makes it easy to review and track progress. Overall, these features help streamline ESG data management and reporting. At this time, I cannot yet speak to the full capabilities of Workiva’s ESG reporting, as that functionality is still under implementation.
What do you dislike about the product?
While the Workiva Carbon platform offers many strengths, there are still a number of areas for improvement. For example, reporting capabilities remain somewhat limited, as it is not currently possible to generate reports based on user-defined groups. There’s also a lack of audit reporting for scope 3 data, which makes comprehensive ESG oversight more challenging. Additionally, system reliability can be an issue—there have been instances of reporting downtime and times when the system reverts to previous versions of functionality, which disrupts workflow. Building out further features such as FERA integration, T&E CPI conversion, and direct linkage of location square footage to CBECS for building data feeds would also help address current gaps and significantly enhance the module’s overall effectiveness.
At this time, I cannot yet speak to the full capabilities of Workiva’s ESG reporting, as that functionality is still under implementation. However, it is worth noting that, compared to the carbon module, the ESG reporting process has been much slower due to its less intuitive design. The support page offers limited guidance for navigating this module, which has led to a significant reliance on our implementation partner and with the Workiva support module, there is not the ability to lean on Workiva customer support since we are still in the implementation phrase.
At this time, I cannot yet speak to the full capabilities of Workiva’s ESG reporting, as that functionality is still under implementation. However, it is worth noting that, compared to the carbon module, the ESG reporting process has been much slower due to its less intuitive design. The support page offers limited guidance for navigating this module, which has led to a significant reliance on our implementation partner and with the Workiva support module, there is not the ability to lean on Workiva customer support since we are still in the implementation phrase.
What problems is the product solving and how is that benefiting you?
Workiva’s ESG carbon module alleviates the complexity of handling large volumes of data—its bulk upload feature streamlines the process, saving time and reducing manual entry errors. The platform’s intuitive interface allows efficient navigation while minimizing the learning curve and increasing productivity without extensive training.
Additionally, Workiva will help to keep our ESG data up to date, offering real-time visibility and snapshot views that simplify tracking progress and reviewing recent changes. By consolidating data management and reporting into a single system, it should reduce the need for disparate tools and manual processes, ultimately improving workflow efficiency.
However, while the platform addresses key pain points such as data import and real-time monitoring, some areas—like custom report generation, scope 3 audit reporting, and overall system reliability—still present challenges. Continued development of features and integration capabilities promises to further close these gaps, making ESG reporting more comprehensive and less burdensome for organizations.
Additionally, Workiva will help to keep our ESG data up to date, offering real-time visibility and snapshot views that simplify tracking progress and reviewing recent changes. By consolidating data management and reporting into a single system, it should reduce the need for disparate tools and manual processes, ultimately improving workflow efficiency.
However, while the platform addresses key pain points such as data import and real-time monitoring, some areas—like custom report generation, scope 3 audit reporting, and overall system reliability—still present challenges. Continued development of features and integration capabilities promises to further close these gaps, making ESG reporting more comprehensive and less burdensome for organizations.
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