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Audit Log and Ease of Use Make It Stand Out
What do you like best about the product?
audit log, ease of navigating through the pages
What do you dislike about the product?
It will be great if there is an automated integration with FloQast
What problems is the product solving and how is that benefiting you?
Audit log for our internal audit team
Great for Collaboration, But Lacks Excel and Word's Power
What do you like best about the product?
Multiple users can work within the doc at the same time.
What do you dislike about the product?
Not as good as actually working in excel or word.
What problems is the product solving and how is that benefiting you?
Easy way to make SEC filings within the Edgar system. Nice way to standardize reoccurring documents.
Streamlined Filing with Workiva, Slightly Costly
What do you like best about the product?
I appreciate Workiva for its streamlined setup process, which was easy to navigate, making the initial experience smooth and hassle-free. The efficiency in filing SEC documents is another highlight for me; it saves significant time and reduces the complexity of coordination with my teammates. Furthermore, the document format provided by Workiva is very user-friendly, contributing greatly to the smoothness of the entire filing process. I find the features related to revising documents particularly useful because they simplify the task and enhance workflow efficiency. The ease of use of the platform overall, along with its cost-effectiveness, stands out as a key factor in why I would consider purchasing Workiva again. These attributes collectively make Workiva a crucial tool in my daily professional tasks, allowing for substantial time savings and improved collaboration.
What do you dislike about the product?
I find the yearly subscription cost to be high. I would prefer it if the cost were lower.
What problems is the product solving and how is that benefiting you?
Workiva improves filing efficiency and simplifies document formatting, saving time and enhancing team coordination.
Excellent for Financial Reporting, But Missing Wrap Text Feature
What do you like best about the product?
Workiva is an excellent platform for handling various aspects of financial reporting. One feature I particularly appreciate is the linking tool, which makes it easy to connect workbook figures directly to documents. This functionality is especially helpful when preparing financial statements. I also find the review tools useful, such as the ability to set milestones and generate blacklines for comparison purposes.
What do you dislike about the product?
I really wish Workiva offered a wrap text feature like the one in Excel.
What problems is the product solving and how is that benefiting you?
Managing version control and progressing work forward are essential aspects of my workflow.
User-Friendly, Reliable, and Outstanding Customer Service
What do you like best about the product?
User friendly appearance. Source of truth ability. Customer service.
What do you dislike about the product?
None. I have not encountered anything. My previous experience with AuditBoard and teammate shows that Workiva is best in class.
What problems is the product solving and how is that benefiting you?
Sox implementation. Limited control and policy documentation previously existed with lack of experienced control owners. Facilitating external audits within the tool.
Reduces Email Clutter, But Onboarding Needs Improvement
What do you like best about the product?
Minimizes the emails between my team and internal audit
What do you dislike about the product?
The layout is not intuitive for new users.
What problems is the product solving and how is that benefiting you?
Workiva allows us to streamline testing and documenting internal controls.
Great Centralization, But Data Entry Process Needs Improvement
What do you like best about the product?
Centralized database. Single source of truth. Opportunity to have documentation in one place
What do you dislike about the product?
Data entry and tracking process. Too confusing in the module design and varying data entry methods amongst departments. Abandoned trying to use Workiva halfway through as data entry was not working / too confusing for teams
What problems is the product solving and how is that benefiting you?
Centralized platform, shared and audit-able data warehousing, repeatable processes and templates for next period
Intuitive Interface and Outstanding Support, But Editing Can Be Slow
What do you like best about the product?
Workiva has a relatively intuitive user interface that allows quick adoption and easy usage overall. Particularly when drafting documents etc., it really functions like MS Word. Most documents can be created outside of Workiva and then uploaded into their platform, with only final changes usually needed.
However, one of Workiva's greatest aspects is that they have very responsive and helpful 24-hour customer service. They are always pleasant and quick to provide assistance that resolves any technical or adoption issues. They always promptly follow up with emails. It is secure and they provide quick Zoom share screen assistance if needed.
However, one of Workiva's greatest aspects is that they have very responsive and helpful 24-hour customer service. They are always pleasant and quick to provide assistance that resolves any technical or adoption issues. They always promptly follow up with emails. It is secure and they provide quick Zoom share screen assistance if needed.
What do you dislike about the product?
Once a document is in Workiva, it can be a little slow to make in line/real-time edits and changes in terms of speed of cursor and edit changes (just seems a little slower than working in word or excel directly).
What problems is the product solving and how is that benefiting you?
I am not sure what is currently on Workiva's roadmap. We use Workiva for SEC '34 Act reporting requirements and have been extremely satisfied. We also use it for Section 16 reporting requirements, where it is very user friendly and intuitive to use.
Would be curious if to know what other tools/modules they offer for overall corporate governance and compliance management.
Would be curious if to know what other tools/modules they offer for overall corporate governance and compliance management.
User-Friendly Experience
What do you like best about the product?
The app is user-friendly with clear communication and seamless process flows. It’s been easy to use and helpful so far.
What do you dislike about the product?
I don’t have any negative feedback at this time. I’ve only used the app for two days, but my initial experience has been smooth and user-friendly.
What problems is the product solving and how is that benefiting you?
Reaching out to a large group of people can be challenging, but it is an important aspect of effective communication. Ensuring that everyone receives the message clearly and efficiently requires careful planning and the right tools.
User-Friendly and Comprehensive, But Can Be Slow and Needs More Self-Service Options
What do you like best about the product?
Workiva is very user friendly, with process integration being quick so that the turnaround on switching was easy. The customer support provided by Annie was very helpful. The specific SOX software is encompassing of our needs and has made testing much easier.
What do you dislike about the product?
Workiva can be slow and can sometimes never finish processing commands. Sometimes the permissions seem wonky and some things such as adding test phases can only be done through customer support. If there was a way to mass approve requests, that would also be great.
What problems is the product solving and how is that benefiting you?
Workiva helps solve our SOX testing problems with coordinating across the globe. It allows many users to log into the same software and get real time results of feedback and remediation. It allows us to store our testing all in one place, allowing for audit ease.
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