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Workiva is Great
What do you like best about the product?
Workiva has been a great partner and it is easy to use. We have not had many problems but we have enjoyed it.
What do you dislike about the product?
Honestly, we do not have much that we do not like. We did have an issue in Q2 2022 but I believe it was resolved.
What problems is the product solving and how is that benefiting you?
Workiva is helping our group complete tasks in a timely and efficient manner. We have alot of tasks that we have and we are more productive because of it. It has been great.
Workiva is a good collaboration tool
What do you like best about the product?
Ability to collaborate with many different employees in our organization. Workiva makes it easy for multiple people to work on one document at the same time and provide comments to each other.
What do you dislike about the product?
I do not like how clunky the software can be. May times I wish the tool was as seamless as a Microsoft Word document or PowerPoint, but the formatting tools and ribbons can be frustrating to use.
What problems is the product solving and how is that benefiting you?
Workiva is solving the problem of requiring many people to work on the same document simultaneously. It helps us all collaborate all together without worrying that a document will not include certain updates or comments from users.
Workiva Experience at Quasi US Government Agency
What do you like best about the product?
Workiva is great for automation of text and dates, especially seeing how our organization's financial reporting process used to be extremely manually, using Microsoft Word and Excel.
What do you dislike about the product?
Our organization's financial reporting process is very unique in that our entities each have financial statements and footnotes that vary depending on the entity's operations and structure. As such, we have been using the content placeholder functionality in Workiva; however, this tool is still in beta and has many improvement opportunities.
What problems is the product solving and how is that benefiting you?
As mentioned above, the content placeholder is new to Workiva. We provide feedback to the developers as we get more experienced in using content placeholders; however, updates are not coming out as quickly as hoped. The good thing is we are learning along with our consultant and our feedback will provide improvement for not only our organization but others using content placeholders as well.
Complete Financial Statement Preparation Software
What do you like best about the product?
Everything can be linked to different statements, working papers, paragraphs, foot-notes, making it easier to change amounts and naming conventions when required without the hassle of needing to looking through the whole statement to implement changes.
What do you dislike about the product?
Due to the size of the statements, the different tabs, and functions, Workiva can be pretty slow at times and may lag; therefore would appreciate that being fixed earlier.
What problems is the product solving and how is that benefiting you?
Workiva is solving the slowing down of the website during times when multiple teams are in the same statements. It will benefit our team as they are trying to reduce lag.
Workiva is an extremely user friendly platform, which excellent customer support
What do you like best about the product?
Workiva's ease of use is the first thing I notice about Workiva. Having assisted multiple colleagues in learning the platorm for the first time, I can attest that it is easy to use right from the beginning.
What do you dislike about the product?
Sometimes, getting a consistent answer from Support can be time-consuming. I have spent many hours on the phone dealing with minor functionality issues. It would help if Support could do specific tasks vs. just instructing the users step by step.
What problems is the product solving and how is that benefiting you?
Workiva has helped streamline and automate certain functions across multiple documents allowing our team to be confident that data is consistent across the board. Workiva is the industry leader for a reason!!!
Workiva is great!
What do you like best about the product?
- Version control
- XBRL
- Audit control
- Easy to use (similar to microsoft/ excel/ power point)
- Reliable support
- Trained and experienced PSMs
- Filing capabilities with SEC
- XBRL
- Audit control
- Easy to use (similar to microsoft/ excel/ power point)
- Reliable support
- Trained and experienced PSMs
- Filing capabilities with SEC
What do you dislike about the product?
I really dont have anything in particular. I have had nothing but good things to say about Workiva. From the people that help assist us to the software itself, our filings and document preparations are always smooth.
What problems is the product solving and how is that benefiting you?
Workiva stays on top of various new rules and offers guidance for the group. They work with us to review our account each year to understand where we can become even better.
Workiva has made the process of requesting support and uploading testing a breeze
What do you like best about the product?
The ability to see requests in the work paper while also having the ability to switch back to prior year in order to maintain consistency in testing and requests.
What do you dislike about the product?
The UI can be finicky at times. Having multiple work papers open can cause the software to run slowly as it is a web-based platform as opposed to running locally on the device.
What problems is the product solving and how is that benefiting you?
Workiva allows for clearer documentation of our control testing process and gives us the opportunity to sort and organize all controls in a detailed library. This has significantly improved the efficiency of our testing process.
Great software
What do you like best about the product?
Very responsive customer service representatives.
What do you dislike about the product?
Loading speeds and random functionality issues.
What problems is the product solving and how is that benefiting you?
Workiva is helping smooth our audit process.
Workiva is the best program to use for filing 10'Q's and 10-K's easily.
What do you like best about the product?
It is easy to use and the linking features save a lot of time.
What do you dislike about the product?
The NextGen version seems to be slower than the previous version.
What problems is the product solving and how is that benefiting you?
They help with the efficiency of the 10Q and 10K process.
Workiva is a game changer!Versatile Program, Great Customer Service
What do you like best about the product?
The Team Members at Workiva are always responsive to questions are are fast-acting when the system is down. They do a great job of keeping customers informed.
What do you dislike about the product?
Some aspects of Workiva are not as simplified as they could be. Some searching around has to be done to fully learn the program, and there are a few differences from excel that could easily be made the same for a better user experience.
What problems is the product solving and how is that benefiting you?
Workiva is adding AI and cross-workspace linking to help users save time and be more efficient. These additions will help create better disclosures and consistant documents.
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