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Workiva Overall Assessment
What do you like best about the product?
The automation reducing manual data entry, real-time collaboration, data integration, helps organize regulatory requirements, has an audit trail, good security and is user-friendly.
What do you dislike about the product?
It is relatively expensive, customization can be limited and it can be too complex for smaller tasks.
What problems is the product solving and how is that benefiting you?
It eliminated all the emails back and forth both internally and externally during audits having a central repository for all the comments and documentation.
User friendly, familiar Financial Reporting tool
What do you like best about the product?
Very easy to figure out and familiar feeling tool to microsoft suite.
What do you dislike about the product?
Copy and pasting is so similar to other softwares but just so slightly different
What problems is the product solving and how is that benefiting you?
Allows real-time collaboration on financial reporting and disclosures in an everchanging reporting landscape.
Great people and product
What do you like best about the product?
The most helpful aspect has been the people, particularly our Customer Success Manager (CSM).
Our CSM has been a dedicated partner since 2018 and is truly an extension of our team. His expertise in SEC and Edgar requirements and filings, combined with his deep understanding of our company's processes and business, has been invaluable. The guidance and advice he provides consistently enhance the quality of our filings. We also have a really positive rapport with, and appreciation for, our Sales Director, whose support we greatly appreciate.
In addition to the exceptional team, the Workiva platform itself is intuitive and functional. Its features have streamlined our processes and increased efficiency, while the robust controls and audit trails provide added confidence.
Our CSM has been a dedicated partner since 2018 and is truly an extension of our team. His expertise in SEC and Edgar requirements and filings, combined with his deep understanding of our company's processes and business, has been invaluable. The guidance and advice he provides consistently enhance the quality of our filings. We also have a really positive rapport with, and appreciation for, our Sales Director, whose support we greatly appreciate.
In addition to the exceptional team, the Workiva platform itself is intuitive and functional. Its features have streamlined our processes and increased efficiency, while the robust controls and audit trails provide added confidence.
What do you dislike about the product?
I would like to see Workiva's certification module more built out in the future. I believe there is a lot of opportunity to enhance its functionality and overall user experience.
Additionally, I have previously requested an improvement to the order of comments within projects. I understand this is on the roadmap, and I look forward to seeing this implemented.
Additionally, I have previously requested an improvement to the order of comments within projects. I understand this is on the roadmap, and I look forward to seeing this implemented.
What problems is the product solving and how is that benefiting you?
Our key requirements included the following and Workiva met them for us: version control management, comment management, and the ability for multiple users to collaborate and edit simultaneously to enhance efficiency. Additionally, we needed a robust tool capable of handling the substantial volume of numerical data and tables present in our reports.
Workiva is excellent and they know it
What do you like best about the product?
I love using Workiva. The capabilities are absolutely perfect for my company's reporting needs. The customer support is top of industry. Each new capability seems to only improve the product.
What do you dislike about the product?
The only thing I dislike about Workiva is the changes to the licensing model over the years. It seems like each new feature costs more and more, and it makes it difficult to keep up with the latest features.
What problems is the product solving and how is that benefiting you?
Workiva is helping us to ensure one source of information for all of our reporting needs. It brings us peace of mind that the documents disseminated to external parties are in agreement with the most up-to-date information from our ERP.
Workiva is user-friendly platform for financial reporting and compliance.
What do you like best about the product?
It's real-time collaboration, The ability to link data across documents ensures accuracy and reduces manual effort, saving time and minimizing errors.
What do you dislike about the product?
Excel workbook needs to improve, such formula.
What problems is the product solving and how is that benefiting you?
The ability to link data across documents ensures accuracy.
Workiva simplifies, automate, improve and reduce the time for preparations.
What do you like best about the product?
Workiva inify all the data into one or two documents.
Workiva has amazing features that make the process much easier.
Workiva is very easy to work with.
Workiva connects different documents by creating connections.
Workiva automate and improve the daily processes by significantly reducing the time of businesses.
Workiva has amazing features that make the process much easier.
Workiva is very easy to work with.
Workiva connects different documents by creating connections.
Workiva automate and improve the daily processes by significantly reducing the time of businesses.
What do you dislike about the product?
Very often connection is very slow.
There are features to be improved such as - formulas, pivots.
There is no current way to share document with big group of people without giving access to each one to Workiva - for example group of 10000 people within one organization.
There are features to be improved such as - formulas, pivots.
There is no current way to share document with big group of people without giving access to each one to Workiva - for example group of 10000 people within one organization.
What problems is the product solving and how is that benefiting you?
Workvia unify all the data into one or two documents, instead to have many on the desktopn. By creating connections between the documents, its significantly reduces the time and automate the processes.
Life-Changing
What do you like best about the product?
Workiva is life-changing in being able to create automations, set up tasks to review parts of documents, and facilitate reviews all within the document preparation, and every functionality is easy to use. Customer support is always willing to help when we have issues. My team is within Workiva daily to do all kinds of accounting workpapers, not just limited to 10-Q and 10-K preparation.
What do you dislike about the product?
Nothing! Workiva makes everything easy to use and is constantly working to improve the product.
What problems is the product solving and how is that benefiting you?
Workiva is eliminating manual consolidation and creation of footnote support, as well as copying and pasting support into the system through the use of Wdata.
Does the job for managing controls
What do you like best about the product?
Easy to collaborate with multiple stakeholders
What do you dislike about the product?
Embedded documents don't function as well as being able to use Office apps
What problems is the product solving and how is that benefiting you?
Helping us to prepare and release our ESG reporting, allows collaboration and version control.
Pick the right implementation partner
What do you like best about the product?
It has a lot of modules that may be able to provide wholistic views of risks/controls and not require duplication of efforts. Employees of Workiva as customer success managers and engineers really do a great job.
What do you dislike about the product?
There are opportunities for this to be a great tool. The issue is you get a different experience from each consulting company you 'have' to partner with and sometimes within the same consulting group. There is not a user group to bounce ideas for RCM and Audit. Some features have not matured yet for ease of use and I do not think they have people who have performed the business roles employed at Workiva. They do not understand the workflow from a business perspective. Once you are done with the required use of a consultant the employees of Workiva will get the job done, but it seems like rework. You have to define your own best practices, which is hard if you have not performed the role in the past, like RCSAs.
What problems is the product solving and how is that benefiting you?
We needed a risk and control environment for ERM and a platform to perform risk and control self-assessments and issues management. Right now it does the job but out of the box it does not have a good work flow and you do not know there are other options until you connect with other customers. I think we can grow into it, but I am still peeling the onion on what it can do. Our sales person has provided inaccurate information so we are really trying to get it to work as well as another company I connect with.
Solid platform
What do you like best about the product?
I like that the financials can be linked.
What do you dislike about the product?
It can be choppy to operate in the platform - especially with text.
What problems is the product solving and how is that benefiting you?
Linked financials in earnings materials
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