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Versatility at its finest!
What do you like best about the product?
I love that everything integrates seamlessly together.
What do you dislike about the product?
Onboarding has been a bit difficult, but I’m sure it will get better.
What problems is the product solving and how is that benefiting you?
Documenting our controls.
Connected data
What do you like best about the product?
Being able to connect the underlying source file and system
What do you dislike about the product?
not being able to perform all MS Word and Excel
What problems is the product solving and how is that benefiting you?
It streamlined the data collecting and transformation process.
Financial Reporting at its Best
What do you like best about the product?
The automation of Workiva has transformed the way our reporting team works. It has allowed us to integrate our financial reports in a way that flows through all of our deliverables in a quick and smooth process.
What do you dislike about the product?
I'm excited to see how AI will play a role in Workiva in the future. Its current system is good, but I look forward to the day i'm able to teach it to roll forward a file and it does it for me!
What problems is the product solving and how is that benefiting you?
Workiva allows my team to integrate all of our financial reporting in one spot - access PBCs, flow through our Workday reports, tie everything out and publish. The live collaboration and automation saves so much time and energy and keeps things organized! I wish more of our teams we work with on various deals could use it with us to make their processes in excel and word only a thing of the past!
Easy to use
What do you like best about the product?
I enjoy the easy ability to collaborate with Workiva.
What do you dislike about the product?
More tutorials and on-boarding specific material please
What problems is the product solving and how is that benefiting you?
Statutory reporting
Steamlining filings
What do you like best about the product?
Time it took out of final day of staturory filing and the ease of collabaration for the Company with auditors, advisors and legal teams along with the ease of the inital integration
What do you dislike about the product?
Customisation options on design of Powerpoint outputs (quaterly investor presentations etc)
What problems is the product solving and how is that benefiting you?
Collaboration and automisation
CFO
What do you like best about the product?
Filing directly with EDGAR for SEC Reporting and Black Line version control
What do you dislike about the product?
Interface with other reporting platforms
What problems is the product solving and how is that benefiting you?
Ensuring that we have version control on auditors reviews before filing
Agility, customer service
What do you like best about the product?
Personalized service and understands the customer's needs
What do you dislike about the product?
Honestly, I like everything, they attend to us and listen quickly.
What problems is the product solving and how is that benefiting you?
When Workiva entered the company, the improvement of the sustainability program has been a success.
Refer WDesk
What do you like best about the product?
.file sharing capabilty and data syncing
What do you dislike about the product?
exporting and retaining formatting of original document
What problems is the product solving and how is that benefiting you?
SEC and FERC reporting
Workiva is excellent and super easy to use!
What do you like best about the product?
Love all the linking and connecting features while not loosing the functionality of other tools like Excel, PowerPoint, Etc. Also, our CSM Morgan, is awesome anytime we every need anything she is always able to assist!
What do you dislike about the product?
There is a few additional things that would be nice to link in the database but honestly, it is not make or break and the product is still awesome!
What problems is the product solving and how is that benefiting you?
For our team Workiva serves as a database for all of our SOX project managent functions (e.g. controls database, flowcharts, etc.)
Workiva is a very intuititive and useful tool
What do you like best about the product?
Workiva is easy to use and implement and integrate into our current systems. In my experience, customer support has been very helpful and quick to respond to any issues as they arise. Workiva has made our reporting process quicker and more efficient with internal linking features. All in all, I have loved using workiva and it has been a great tool for our quarterly financial reporting.
What do you dislike about the product?
The only downside so far of workiva is the lack of ability to use excel documents. When transitioning, there was a bit of a lift to get our excel support workbooks into the proprietary SS formats.
What problems is the product solving and how is that benefiting you?
Workiva has helped us easily file quarterly reports and go through our quartlery reviews and anunal audits.
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