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5 Months of using Workiva
What do you like best about the product?
It is easier to track documents, issues and incidents in one place. It is an application that is easy to use if you get the hang of it. The learning curve for using Workiva is not that high, and I guess I learned how to use it in a month.
What do you dislike about the product?
The spreadsheet does not have all the functions that Microsoft Excel has. For example, Today() and Now() functions are missing. Those functions are helpful in date difference, and those were not there.
What problems is the product solving and how is that benefiting you?
The auditors I came to work with using Workiva said that their work has been faster than before, and there are no more switching from Microsoft Teams to Sharepoint to Outlook in looking for the documents needed for Issues and Incidents.
Click of a few buttons and I get reports to Powerpoint.
What do you like best about the product?
Simplicity of the platform.
I like that we can easily interface with other software. Connectors to Oracle and our DataWarehouse. Setting specific times for queries to run and then push through the data to your spreadsheets.
Workiva has made my life easier while I was in Commercial Reporting. I automated my reports from the database right through to the presentation. Click of a few buttons and it was done.
I like that we can easily interface with other software. Connectors to Oracle and our DataWarehouse. Setting specific times for queries to run and then push through the data to your spreadsheets.
Workiva has made my life easier while I was in Commercial Reporting. I automated my reports from the database right through to the presentation. Click of a few buttons and it was done.
What do you dislike about the product?
The Excel and Powerpoint version on Workiva could be a bit more robust like the actual MS versions, which would make my reports look better and easier to transition into the new system. Excel needs more MS Excel formulas and Powerpoint more MS Powerpoint functionality with Charts.
What problems is the product solving and how is that benefiting you?
They are solving timing issues that we are currently experiencing. It takes 3-4 days to roll over files manually and with Workiva, you just change a number. We can now reports faster and on time.
Very user friendly and reliable
What do you like best about the product?
- Multi-user and multi-window support.
- Track changes
- Handling different versions and create "black-lines"
- Linking function between text and table
- Very good performance and stability
- Track changes
- Handling different versions and create "black-lines"
- Linking function between text and table
- Very good performance and stability
What do you dislike about the product?
- some country specific functions would be helpful like an automatic hyphenation or a table of contents
- In addition, I would be happy about a function to hide the comments marked as "resolved" in PDF export, i.e. not to export them.
- In addition, I would be happy about a function to hide the comments marked as "resolved" in PDF export, i.e. not to export them.
What problems is the product solving and how is that benefiting you?
- Work with multiple people on one document
- Documents with multiple references, cross-references, and sources can be easily created and edited.
- Involvement of the reviewers possible without further ado
No extensive training is necessary
- Documents with multiple references, cross-references, and sources can be easily created and edited.
- Involvement of the reviewers possible without further ado
No extensive training is necessary
Very useful tool
What do you like best about the product?
Most of the items can be customized based on user preference. The support team is awesome. They provide immediate responses and solutions to the issues raised.
What do you dislike about the product?
Sometimes the updates are not reflected on real-time basis. Speed can be improved.
What problems is the product solving and how is that benefiting you?
It serves as a one stop destination for details of all controls, testing documentation, saving files, maintaining status trackers.
Workiva is an intuitive, user-friendly product.
What do you like best about the product?
It's a very intuitive product and well organized. The ability to link information throughout the document and have multiple team members work on the document simultaneously is very efficient. The SEC filing process is also very user friendly.
What do you dislike about the product?
One minor issue sometimes occurs when importing the SEC exhibits from a Word file format, the formatting gets changed sometimes and requires editing. Also, while our baseline usage of the product has not changed, the annual subscription cost has increased significantly over the years.
What problems is the product solving and how is that benefiting you?
Using Workiva has enabled us to meet our XBRL tagging and SEC filing requirements and has made us more productive, as the entire team can work on the documents together.
Great Product!
What do you like best about the product?
Workiva is a wonderful product that streamlines our financial reporting process and eliminates many administrative headaches through automation. Additionally, the Workiva suport team is one of the best I've dealt with. They're supportive, resourceful and very responsive. It's also customizable so we can interface with internal groups as well as external auditors.
What do you dislike about the product?
No downside that comes to mind .
What problems is the product solving and how is that benefiting you?
Workiva is a wonderful product that streamlines our financial reporting process and eliminates many administrative headaches through automation. Additionally, the Workiva suport team is one of the best I've dealt with. They're supportive, resourceful and very responsive.
Workiva is very user friendly and helps us saving a lot of time through Wdata and linkages
What do you like best about the product?
I enjoy using Wdata, where we can drop the updated input data on a needed basis. It is connected to all the right places accordingly through the linkage that saves not only the preparer's time but also the reviewer's time.
What do you dislike about the product?
The desktop version of Microsoft Excel has a few functionalities but not Workiva. For instance, Workiva does not let users wrap the text. The user needs to expand the column to show the whole text manually.
What problems is the product solving and how is that benefiting you?
As mentioned above, Wdata within Workiva helps our team saving a lot of time as we only need to drop a new set of input data in one place and it updates all areas that it is connected to.
Good software.
What do you like best about the product?
Good service, resources, and user friendly.
What do you dislike about the product?
It would be nice if there was a live intro training.
What problems is the product solving and how is that benefiting you?
Less work making changes to financials and version control. Easy to file.
Workiva has been an excellent solution for managing our audit.
What do you like best about the product?
Easy to use, customizable to fit our needs, and the links to the database save so much time.
What do you dislike about the product?
I wish we were able to add links in the certifications. The manual updating is painful.
What problems is the product solving and how is that benefiting you?
I have been told they are working on linking in certifications. I am hoping this comes soon.
Great system for public Company
What do you like best about the product?
Open API
Customization capabilities
Permission management
Customization capabilities
Permission management
What do you dislike about the product?
Presentation design capabilities
Performance
Performance
What problems is the product solving and how is that benefiting you?
Online updates for presentations and docs
Make us close accounting period faster
Make us close accounting period faster
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