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Most useful tool on the market
What do you like best about the product?
The product is easy to use and user friendly - very dynamic and adaptable, I have yet to receive a request that I could not incorporate for our corporate reporting. This product works very well with a diverse project team from different disciplines, and everyone enjoys working in it and reports that this makes reporting so much easier.
Collaboration and tracking progress has never been easier and our interface with the professional design team has also benefited. The linking of data is by far the best feature - rolling forward documents and updating with the latest data take mere minutes.
Wdesk was also extremely easy to implement and we use it for all of our corporate reporting. We have also added other solutions such as controls management and the ESG solution. This product is very easy to integrate with your existing systems and the customer support is excellent.
I use it every day.
Collaboration and tracking progress has never been easier and our interface with the professional design team has also benefited. The linking of data is by far the best feature - rolling forward documents and updating with the latest data take mere minutes.
Wdesk was also extremely easy to implement and we use it for all of our corporate reporting. We have also added other solutions such as controls management and the ESG solution. This product is very easy to integrate with your existing systems and the customer support is excellent.
I use it every day.
What do you dislike about the product?
There is nothing I do not like about Workiva
What problems is the product solving and how is that benefiting you?
Better collaboration
Better control over the integrity of data
Better corporate reporting - spending time interrogating the content and not spending hours checking numbers
Reducing the time it takes to produce quality corporate reports for our stakeholders
Automated audit trails
Controls and risk management
Better control over the integrity of data
Better corporate reporting - spending time interrogating the content and not spending hours checking numbers
Reducing the time it takes to produce quality corporate reports for our stakeholders
Automated audit trails
Controls and risk management
User-friendliness, product-offering, support and other resources.
What do you like best about the product?
Its user-friendliness, scaleability, timely support function and collaboration capabilities. It has eliminated a lot of what otherwise would have been very manual and time-consuming work.
What do you dislike about the product?
Because it is web/cloud-based, any disruption to the internet could result in delays in critical and time-sentitive projects that we perform primarily in Wdesk.
What problems is the product solving and how is that benefiting you?
Collaboration (especially in a large organisation with team members from diverse locations), information-gathering, analysis and storage.
Good
What do you like best about the product?
Ease of use, ease of implementation, customer support, frequency of use, number of use, ease of integration
What do you dislike about the product?
cannot set permission to cells individually
What problems is the product solving and how is that benefiting you?
Data update
Good
What do you like best about the product?
Workiva helps me keep organized with all the fiings. Its user friendly and the customer support is excellent.
What do you dislike about the product?
I do not like when I cannot see what exact changes were made between the different times unless you milestone the versions and do a track change manually (specually closer to filing)
What problems is the product solving and how is that benefiting you?
Electronically Filing with SEC
Workiva Internal Audit
What do you like best about the product?
For internal audit purposes, document management is super easy and navigating controls is very efficient. It's all very easy to learn, and makes testing controls very easy to do, add follow ups, and to ask questions.
It's easy for new team members to learn, and a quick 15-20 min oboarding is all they need to get acquainted with the basics.
It's easy for new team members to learn, and a quick 15-20 min oboarding is all they need to get acquainted with the basics.
What do you dislike about the product?
I don't like how wdesk sync updates really mess up my workflow. I have to uninstall the previous version, then reinstall the new version. It takes a while and is frustrating, especially since I don't always know the update is why it's not opening.
Also - when I have follow ups on sample support and return the request, the tickmarks are either erased or the documents are duplicated when the return is accepted.
Also - when I have follow ups on sample support and return the request, the tickmarks are either erased or the documents are duplicated when the return is accepted.
What problems is the product solving and how is that benefiting you?
Document request management is easy to track. All requests are easily accessible with statuses and communication built in.
A solid solution when multiple people/teams are working on the same document.
What do you like best about the product?
Workiva allows us to draft our documents, leave comments, run redlines, add XBRL tagging, edgarize and file with EDGAR from one platform. We also use the permissions to limit user error by limiting access to certain sections of our documents and/or marking them complete. The Section 16 platform is very helpful in tracking equity holdings and makes insider filings very simple. Utilizing multiple workspaces has helped us to keep our various filings separate and organized (i.e., financial reporting, 8-Ks, and the proxy statement). Linking data in our document to the source data file has also made rolling documents and updating data a breeze. The support team at Workiva has always been awesome to work with, super responsive and very helpful.
What do you dislike about the product?
Formatting in Workiva can sometimes be a chore and not super intuitive, especially when it comes to tables. I have often wished the spreadsheets in Workiva had more/better formula and chart capabilities.
What problems is the product solving and how is that benefiting you?
I'm not aware of any problem Workiva is solving.
Great Product for Public Filings
What do you like best about the product?
Eliminates the need for sharing numerous versions of the same document and leading to possible rework when loss of version control
What do you dislike about the product?
Some better graphics capabilities would be appreciated
What problems is the product solving and how is that benefiting you?
Helps with version control across multiple parties internal and external
Experience on my 1st project
What do you like best about the product?
user friendly and easy to get around; it is also very easy to obtain data from other software
What do you dislike about the product?
Sometimes the tables on presentation are little hard to use.
What problems is the product solving and how is that benefiting you?
create client-facing powerpoint and refresh data quickly
Workiva for financial statements
What do you like best about the product?
Our reporting process is more automated than ever, and our reports are cleaner and better formatted than before.
What do you dislike about the product?
Some simple spreadsheet functionalities missing and the support people aren't always helpful.
What problems is the product solving and how is that benefiting you?
Workiva has solved many issues of inconsistencies and rounding errors between reports and financial statement notes/numbers.
Easy to get start but user needs Excel background to work with
What do you like best about the product?
Workiva is easy to get set up and work through the screen. Convenience and easy to receive responses or comments notified thru emails.
What do you dislike about the product?
Takes time to get used to espcialy the UI
What problems is the product solving and how is that benefiting you?
Yearly Finanancial Reporting.
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