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Workiva helped centralize ESG data collection efforts
What do you like best about the product?
It is very user-friendly, with features and looks similar to MS Office - making the adaptation an easy transition. At the same time, the data integrity is well protected with specific access controls
What do you dislike about the product?
The initial process was a bit more technical and demanding than it could've been. At the same time, that devotion to detail allowed for future efficiencies as we are still working on adding new features
What problems is the product solving and how is that benefiting you?
Being able to download redlined document versions in Word and not just PDF to allow communicating changes more efficiently with report designers when developing our sustainability report
Uncomparable features
What do you like best about the product?
Workiva makes formatting and filing easy. There are so many options and features that are critical for proper formatting.
What do you dislike about the product?
There are so many important details to get right; it takes a lot of time to learn. Some functionality, such as for Markups and charts, are not as smooth and robust as they should be.
What problems is the product solving and how is that benefiting you?
Workiva makes roll forward of periods easy. It is able to retain a lot of data and keep it locked from editing, which allows it to be reliable. Syncing from system-generated reports also increases efficiency and reliability. Workiva recently added rollover of markups, which saves a lot of time.
Great for data, cumbersome to navigate
What do you like best about the product?
I love that it is customizable, and the audit history of the information is tracked. I also love that it aggregates real-time data.
What do you dislike about the product?
It can be very cumbersome to make any adjustments. They need to be made in multiple areas and the learning curve is a bit steep.
What problems is the product solving and how is that benefiting you?
Workiva helps with easy communication between teams and partners. The ability to gather data real-time and share it with others within the system is very helpful.
Workiva is a great tool for many financial/accounting needs!
What do you like best about the product?
Probably the thing I like most about Workiva is the ability to have workbooks where you can put a single link into multiple spots within multiple documents, really makes things go a lot smoother.
What do you dislike about the product?
I would say that one feature I would like to see expanded upon is the copy/paste feature. Just having more options when it comes to copying/pasting links/tables would be helpful, I know there have been a few instances where I had in mind what I wanted to do, but wasn't able to do it due to the limitations of what all can/cannot be copy/pasted.
What problems is the product solving and how is that benefiting you?
Definitely helps us by being able to house all of our quarterly/annual documents in one place that can work with each other by using links/workbooks/etc. It creates a more stable and fluid environment that just having a bunch of separate word documents.
Reliable and visually appealing product that allows great collaboration across our team.
What do you like best about the product?
Reliable product with appealing aesthetics. Easy to collaborate across our organization to complete SEC filings. Excellent client service from our customer rep as well as XBRL team.
What do you dislike about the product?
Can't think of any at the moment. Product and service teams are all great.
What problems is the product solving and how is that benefiting you?
Writing and maintaining financial statement disclosures. Collaboration across various team members to edit and update statements in real-time. Also solves the logistical process of filing with the SEC.
Best filing solution out there!
What do you like best about the product?
Workiva has the best-in-class XBRL and filing solution, with experts who are always just a phone call away. Workiva's filing solution is intuitive and provides order where other solutions fall short.
What do you dislike about the product?
To get the most out of Workiva, the entire organization needs to buy-in and get their work in it, which can be a challenge. However, once the organization gets in and begins using the tool, its hard for them not to love it.
What problems is the product solving and how is that benefiting you?
Workiva gets us all in the same place, using the same information and collaborating in real-time. Having a single source of truth ensures that our executives know where to look for the right numbers.
Automated reliable system
What do you like best about the product?
Automation and the integration with other systems
What do you dislike about the product?
Would like more training in person to use the various functionalities
What problems is the product solving and how is that benefiting you?
SEC reporting is easier now using workiva
We have really enjoyed the functionality of Workiva for 10-K/10-Q reporting.
What do you like best about the product?
Being able to create links within the document is helpful because it makes rolling forward and updating information much simlper.
We also have a created tabs to ensure that different parts of the document balance and tie out, so the accuracy and cohesiveness of the document is improved.
We also have a created tabs to ensure that different parts of the document balance and tie out, so the accuracy and cohesiveness of the document is improved.
What do you dislike about the product?
The spreadsheet functionality can be somewhat clunky at different points. I have been frustrated at the inability to paste over a cell if there are source references in it. Also, it's really weird when you're using the arrow keys to navigate when writing a formula it doesn't work the same as Excel.
What problems is the product solving and how is that benefiting you?
It's definitely improving the reliability of our reporting process. I'm glad in the last year they have made improvements such upgrading their linking functionality (now we can link within a cell), which is very helpful.
Workiva make reporting easy and painless
What do you like best about the product?
The functionality of workiva is simple and user friendly.
What do you dislike about the product?
User integration from other areas of the business can be a bit difficult at first
What problems is the product solving and how is that benefiting you?
Financial Reporting
Workiva is a great financial reporting and ESG tool.
What do you like best about the product?
The linking functionalities are very helpful in maintaining accuracy.
What do you dislike about the product?
It can get very slow at times and crash when there is too much content or too many users.
What problems is the product solving and how is that benefiting you?
Being able to collaborate with team members on reporting needs in an accurate manner.
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