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Has been very useful in consolidating big documents like the Capital Plan, Resolution Plan etc
What do you like best about the product?
The collaboration aspect where multiple contributors can work on the same document
What do you dislike about the product?
Their presentation layer is still not very good.
What problems is the product solving and how is that benefiting you?
Collaborating on a big document and consolidating information
Powerful, collaborative, and customizable tool
What do you like best about the product?
Makes it easy to produce filings yourself and collaborate with stakeholders. Fairly easy to use with WYSIWYG editing. Formatting tools make it possible to create more formatted documents like a proxy statement right in WDesk. Customer support has also been stellar.
What do you dislike about the product?
Layout tools could be even more powerful. Track changes could be more multiplayer.
What problems is the product solving and how is that benefiting you?
Create filings without external counsel.
Life Time Workiva Review
What do you like best about the product?
How user-friendly it is and how easy it is to perform testing.
What do you dislike about the product?
Some of the limitations when it comes to the comment feature. Unable to put testing comments into a category similar to comments on the files.
What problems is the product solving and how is that benefiting you?
Organizing our control suite and testing platform. Makes it easy to have all SOX data in one platform.
Workiva is extremely helpful
What do you like best about the product?
Organizes and automates rote processes outside of e-mails
What do you dislike about the product?
Sometimes reporting is less than user friendly
What problems is the product solving and how is that benefiting you?
Automation of audit requests
Formalization and standardization of audit workpapers
Central location for control documentation
Certifications process
Formalization and standardization of audit workpapers
Central location for control documentation
Certifications process
Easy to use and track
What do you like best about the product?
Easy to use. Track changes. I like how it stores historical files.
What do you dislike about the product?
The platform is not easy to view on mobile phones.
What problems is the product solving and how is that benefiting you?
version control.
OK
What do you like best about the product?
MS office feel -- comfortable use (for the most part)
What do you dislike about the product?
not very user friendly in cutting/ copying/ pasting.
What problems is the product solving and how is that benefiting you?
Filing of 10Ks and 10Qs
Review of Workiva for SOX Controls database & testing
What do you like best about the product?
Easy to use and adaptable. Great for controls data base & control testing.
What do you dislike about the product?
Processes functionality for certifications should be able to delete letters completely from process after running. Would like to be able to access control stakeholders from the Overview tab withing test forms.
What problems is the product solving and how is that benefiting you?
Keeping all controls and test forms in one database as well as sending requests for documentation.
Experience using Workiva for External Reporting
What do you like best about the product?
Overall the system is easy to use and fairly user friendly. I like the collaboration capabilities and I also enjoy the ability to autosave, run previous versions, run blacklines and also the tracking capabilities for changes. I use Workiva for all of my external reports and use the program daily as it is an essential part of my work.
What do you dislike about the product?
Workiva can be very buggy. When it comes down to meeting our tight external reporting deadlines, it becomes very irritating to have to deal with glitches or bugs that affect performance. Example of these include: Link capabilities randomly not working (can't paste from a source link to a destination in another section), formatting issues (can't push footnotes to bottom of page, random blue highlights in document, spacing issues), issues with the task process, for example, the status of a task is still pending approval, despite the approver already approving. Exporting issues, limited capabilities to export the spreadsheet type documents landscape format, exporting reports with hidden rows. These are just some of the many glitches I have encountered using Workiva.
What problems is the product solving and how is that benefiting you?
It provides a collaborative environment where we can all work on and contribute to the external reporting documents.
Pretty nice
What do you like best about the product?
We value Workiva's ability to automate data linking across reports, reducing manual errors and ensuring consistency in financial and regulatory filings.
We are impressed how the platform facilitates simultaneous editing by multiple users, enhancing teamwork and reducing version control issues.
We find Workiva's interface user-friendly, especially for those familiar with Microsoft Office products, easing the learning curve.
Alfred Botha and Jared Hayes have been excellent in guiding us through our first filings. There responsiveness and assistance in navigating complex features and resolving issues promptly has been vital.
Despite its user-friendly interface, there is a steep learning curve due to the platform's extensive features, but we are appreciative of Workiva’s support team.
As a team we may desire more customization options, such as data linking to our financial consolidation software (FCCS) and Oracle.
We are impressed how the platform facilitates simultaneous editing by multiple users, enhancing teamwork and reducing version control issues.
We find Workiva's interface user-friendly, especially for those familiar with Microsoft Office products, easing the learning curve.
Alfred Botha and Jared Hayes have been excellent in guiding us through our first filings. There responsiveness and assistance in navigating complex features and resolving issues promptly has been vital.
Despite its user-friendly interface, there is a steep learning curve due to the platform's extensive features, but we are appreciative of Workiva’s support team.
As a team we may desire more customization options, such as data linking to our financial consolidation software (FCCS) and Oracle.
What do you dislike about the product?
The subscription costs are considered higher compared to some competitors.
Overall, we hold Workiva's SEC reporting platform with high regards for its automation, collaboration capabilities, and customer support, making it a valuable tool for our organization aiming to streamline its reporting processes.
Overall, we hold Workiva's SEC reporting platform with high regards for its automation, collaboration capabilities, and customer support, making it a valuable tool for our organization aiming to streamline its reporting processes.
What problems is the product solving and how is that benefiting you?
SEC filings
External Reporting Senior Associate
What do you like best about the product?
Ease of use for uploading/editing documents for quarterly and annual reports and prompt customer support when needed.
What do you dislike about the product?
Additional XBRL guides/assistance would helpful.
What problems is the product solving and how is that benefiting you?
Helping quickly report required SEC disclosures.
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