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AWESOME platform and great service
What do you like best about the product?
It is intuitive, functional, easy to learn, and easy to teach. It has helped us take our SOX PMO to the next level with greater efficiencies.
What do you dislike about the product?
I don't have any major complaints. Occassionally, it lags, but that is NOT often.
What problems is the product solving and how is that benefiting you?
Efficiencies and connected reporting
Workiva is a very intuitive tool
What do you like best about the product?
Workiva helps our team be very collaborative.
What do you dislike about the product?
I would love if we could completely integrate Microsoft Office products.
What problems is the product solving and how is that benefiting you?
NA
Workiva
What do you like best about the product?
Easy to navigate around the page, user friendly
What do you dislike about the product?
There are some functions that we used that got remove like data link to data sheet
What problems is the product solving and how is that benefiting you?
Centralized reports, many can access at same time
Financial Reporting
What do you like best about the product?
I like how user friendly it is generally. It's fairly intuitive and the support is great if I can't find what I'm looking for. I love the 24/7 support.
What do you dislike about the product?
Some desired settings still unavailable but Workiva seems open to product ideas!
What problems is the product solving and how is that benefiting you?
I love how easy it is to create templates for various regulatory reporting that we have and the roll forward process makes things super easy. Linking data to data sheets helps save a lot of time throughout the close/reporting process.
Productivity was unlocked using Workiva compared to my previous platform.
What do you like best about the product?
The ability to use centralized data linking to and from different documents and the ability to consolidate and distribute review(s) of documents.
What do you dislike about the product?
The spreadsheets don't have as much functionalities as Excel. Other features are not available in the document that exist in Word.
What problems is the product solving and how is that benefiting you?
Centralized data and review comment aggregation.
Senior Client Partner
What do you like best about the product?
The fact that all of the information is all in one place, easily updateable and reviewed
What do you dislike about the product?
The challenge of executive buy-in for our clients
What problems is the product solving and how is that benefiting you?
There are now a lot more USA users of the platform and we are able to easily transition our clients into using the platform to it's fullest!
Ease of use and good support from both sales and technical team.
What do you like best about the product?
Audit trail automatically recorded and changes are recorded in real time
What do you dislike about the product?
It took a moment to set up my home page to best support my daily routines
What problems is the product solving and how is that benefiting you?
Managing MAR controls in one platform.
Great customer service
What do you like best about the product?
Very easy to use once up and running and great customer support.
What do you dislike about the product?
Somewhat challenging to implement and get it set up
What problems is the product solving and how is that benefiting you?
Documentation management
Mostly user friendly
What do you like best about the product?
We went from basically using Excel to now having Workiva. This proved to add some good efficiencies along with easier reporting and knowledge for everyone to view the status. We use Workiva daily and
What do you dislike about the product?
Customer Service answers your posts quickly, but it does take quite a while for any meaningful change to occur, if they do choose to take your suggestion under review. For example, 4 years ago I requested an advanced search that would allow us to search within files that are in the testing experience. This is to help comply with regulations such as the CCPA. About a year ago they implemented an advanced search that looks in files, however it doesn't look in the testing experience for some reason, and after multiple follow-ups I am told they are still looking into it.
What problems is the product solving and how is that benefiting you?
not having to do the work and track manually. Having all audits within one area is very beneficial for our team.
Could be a better platform with some developments
What do you like best about the product?
I like the controls management workspace. Where I can create different dashboards depending on the asset classes and the controls that pertain to them. There was sufficient communication between my team and the CSMs to transition from sharepoint to workiva to house all our controls. Our teams use it quite frequently to check the reports and keep our documentation updated.
What do you dislike about the product?
The interface is a bit hard to learn but once you get it, it becomes easier. There are just a few bugs within the reports and processes tab. When we need something like a decommissioned controls report, it was able to be done on Workiva but we keep having to reach out to customer support to fix the glitches as there are several.
What problems is the product solving and how is that benefiting you?
It is helping us house the controls and we're able to use the control form to what we need the platform to be
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