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Workiva is easy to use and has great support.
What do you like best about the product?
The system is pretty intuitive and if I have questions they are able to help resolve the issues.
What do you dislike about the product?
Some of the things are not as flexible or like Word/Excel and should be more plug and play.
What problems is the product solving and how is that benefiting you?
They are trying to help me give access to my staff without allowing them to make changes that could be detrimental to the document.
Great for Collaborating
What do you like best about the product?
Simipliies SEC filing via easy to navigate platform, ability to collaborate with multiple editors and see real-time updates.
What do you dislike about the product?
Tie-out functionality is more cumbersome than paper format.
What problems is the product solving and how is that benefiting you?
Ability to collaborate and see real-time updates from multiple editors.
Great User Experience
What do you like best about the product?
The user interface, everything is at your fingertips and very easy to navigate. Also the short and informative videos on how to do things is really good. I use those if I forget how best to accomplish a task and don't spend hours looking for a solution, I can quickly and easily find the information and play the video and get my answer in 2 or 3 minutes. Great feature.
What do you dislike about the product?
I do not like the error messages that is received when I generate XBRL. They are long, unclear and not very informative. I find myself spending to much time trying to figure out what the error is and how to fix it.
What problems is the product solving and how is that benefiting you?
When importing a word document the format comes over as percent instead of single, that would cut down on the formatting time of big documents.
Workiva Review - December 2023
What do you like best about the product?
I have been using Workiva for the past several years to help create filing documents, including Form 10-Ks, 10-Qs and 8-K's. The software works well in a web browser and can also be used to create presentation slide decks with capabilities similar to PowerPoint. Workiva is intuitive to use as a word processor, and has been helpful to collaborate with others within my company and with outside consultants. Workiva has a robust customer success team who will respond to comments and questions via email in a timely manner. In the past my team has ran into issues with using the filing project wizard to perform 10-Q and 10-K test/live filings, and the Workiva customer sucess team has been helpful in fixing these issues so my company can file on time. My team uses Workiva every day to perform various workflows for SEC reporting, and has been simple to integrate and implements seemlesly using our ERP software.
What do you dislike about the product?
Workvia at times can be a bit laggy and buggy, especially if you have multiple tabs open at the same time. I've also had situations where i've been logged out automatically of Workiva and have to log back in. Having a setting where I can stay logged in would be good.
What problems is the product solving and how is that benefiting you?
Workiva makes collaborating with a team in preparing filing documents simple. Features such as tagging comments to other members on my team and across my organization have been beneficial in my workstream in preparing Form 10-K's and 10-Q's.
Workiva simplifies complex work
What do you like best about the product?
I like that I can access Workiva from any device and that I can trust that my linked documents are updating properly. The initial set up of Workiva is a breeze and the implementation and customer success support is fantastic. If you need a solution, more than likely it can be built within Workiva.
What do you dislike about the product?
The downside of Workiva is the cost of the platform. The solutions also limit what can be done in the platform, even if a user is willing to build the process from scratch. They are constantly improving the platform, so any functionality limitations are addressed quickly.
What problems is the product solving and how is that benefiting you?
Workiva helps me prepare, review, and distribute monthly financial reporting packages, debt reporting packages, and annual audited financials. Workiva also houses any and all accounting memos and flow charts.
Wonderful company
What do you like best about the product?
The system is remarkably simple to use and extremely user friendly. In the few times I require help their customer service is exceptionally prompt.
What do you dislike about the product?
Not much to dislike. While not expensive to begin with, i guess it could be cheaper.
What problems is the product solving and how is that benefiting you?
Allows us to complete SEC reporting in-house, saving on very high outsourcing costs.
collaborative working
What do you like best about the product?
Workiva is a tool that give you the possibility to work at the same time all the members of a team in the same document. Yes, in theory there are a lot of programs that give you this possibility, but here it works!! Also the integration that do with a text and different tables is perfect.
What do you dislike about the product?
Well, truly workiva change the work form of our department, making it more flexible and quickly to react in case of any change. So, I only can dislike that We only use a 10% of the possibilities that give you this tool.
What problems is the product solving and how is that benefiting you?
It solves that you can work with your document in anywhere in anytime, you only need a internet connection, and in the same time that your colleges. You can use a sheet in different text document to ensure that the number information is the same in all the documents.
Workiva Solutions Increases Efficiency
What do you like best about the product?
Workiva solutions increase efficiency and will keep your employees sane, since data collection in large corporations can be difficult to manage without a solution like Workiva.
What do you dislike about the product?
Nothing comes to mind. Workiva continues to innovate and constantly improve their solutions and customer experiences. I think they will continue to adapt to the needs of large organizations.
What problems is the product solving and how is that benefiting you?
Without a solution like Workiva, it is challenging to get information needed, with documentation of review, to be combined in one spot/document. I work with Workiva's ESG solution.
Great editor and managing tool for financial reporting
What do you like best about the product?
WDesk is an excellent tool designed to facilitate financial reporting but not only. The collaborative feature enables users to make and see changes in the documents real time, perform reviews with option to insert comments with all the edit trails visible. It mimics the Word and Excel functionalities with the great data sync option from external sources.
What do you dislike about the product?
Some features are being discontinued over time, for example Certifications is being phased out and included instead as part of Processes. Perhaps, more heads up to the users should be given before discontinuing a feature.
What problems is the product solving and how is that benefiting you?
WDesk is a great time saver when it comes to editing financial statements. In addition it constantly adds new features that contributes to increased performance in my department.
pretty useful once mastered by all - Easy to use with few big issues
What do you like best about the product?
Fast-changing wording from all parties without having to extract the document - Track changes and comments are helpful
What do you dislike about the product?
Lack of some tools (color management...), not compatible with a word document when extracted, view on track changes can be improved
What problems is the product solving and how is that benefiting you?
Collaborative part - very helpful in terms of organization between all parties into our company (No flying email from everyone based on not up-to-date document, etc)
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