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A collaboration tool not to be missed!
What do you like best about the product?
As a design partner, we are able to collaborate in one platform, with clients seeing real-time changes, whilst simultaneously having live data.
What do you dislike about the product?
The struggle coming from something like InDesign means changing 20+ years of thought process.
What problems is the product solving and how is that benefiting you?
It is allowing clients to join up their data.
Workiva review
What do you like best about the product?
Consolidating all data in the same document for the annual and sustainability report, allowing all internal stakeholders to work at the same time, as well as having the auditors in the platform
What do you dislike about the product?
Many possibilities and capacities - urge for best practices and guidance
What problems is the product solving and how is that benefiting you?
Single source of truth, risk mitigation, automated workflows, version control, consolidation of data
workiva changes lives
What do you like best about the product?
both source and destination links are great
What do you dislike about the product?
slow connectivity issues to the platform
What problems is the product solving and how is that benefiting you?
streamlining our audit process
Senior Accounting Manager EMEA
What do you like best about the product?
The consistency if the information across different FS, The storing of the FS and the information in one place and also the security it provides you that you have consistency across the report when information change
What do you dislike about the product?
Translation function
Inefficiency of WDesk
Formating change when exporting the docs in Word or Excel
Inefficiency of WDesk
Formating change when exporting the docs in Word or Excel
What problems is the product solving and how is that benefiting you?
The consisteny of the information disclosed, automatic mapping, efficiency, time saving.
Easy to use
What do you like best about the product?
It is very intuitive and user-friendly and so was easy for the team to adapt to.
What do you dislike about the product?
I have found that occasionally the web browser can be slow.
What problems is the product solving and how is that benefiting you?
Issues with using multiple different documents
Transformational
What do you like best about the product?
Super easy and intuitive to use, relatively painless implementation experience, always looking to improve with new features, releases etc
What do you dislike about the product?
I find the customer support with my customer success manager extremely hit and miss
What problems is the product solving and how is that benefiting you?
Collaboration in one live document, only one version of the truth,
Customer friendly
What do you like best about the product?
easy linking beetween spreadsheet and document
What do you dislike about the product?
rounding error in the spreedsheet
chains doesn"t work
chains doesn"t work
What problems is the product solving and how is that benefiting you?
to report in one tool as a team
Great for consolidation & reporting
What do you like best about the product?
Easy to use and colloborate with others.
Excellent options for controlling access.
Wdata is very helpful for integrating and transforming data.
Excellent options for controlling access.
Wdata is very helpful for integrating and transforming data.
What do you dislike about the product?
Lack of desktop option - spreadsheet/document window can be quite small because of the additional space required by the browser.
Lacking some key Excel functions (mainly array type functions) that could be very beneficial.
Lacking some key Excel functions (mainly array type functions) that could be very beneficial.
What problems is the product solving and how is that benefiting you?
Consolidated reporting and roll forward processes - tagging data to specific disclosures.
Dynamic data flows.
Dynamic data flows.
Amazing platform which I wish I found earler
What do you like best about the product?
The easy set-up and ability to collaborate in a safe and secure way
What do you dislike about the product?
Sometimes too many release updates that are hard to keep up with. A good problem to have
What problems is the product solving and how is that benefiting you?
Helping clients with end to end automation and efficiency
Workiva for High Volume Reporting
What do you like best about the product?
We work with clients in the Alternative Investment Industry including Private Equity, Real Assets and Fund Administration / Service Provider firms. We have seen increased need to find solutions so high volume SPV and Fund Reporting for multiple entities and many of our clients are turning to workiva for the solution. This is because the solution can be truely business owned and there is a reduced reliance on IT and external consultancies to make changes. The platform is highly flexible and feels very familiar to those who have worked with Microsoft office products.
What do you dislike about the product?
Not really a downside but careful planning needs to be made when implementing Workiva to ensure that best practice for the set up and structure is followed. There is also a need to ensure that internal reporting teams get trained and enabled on the platform to make any roll out succesful.
What problems is the product solving and how is that benefiting you?
It allows our clients to better collaborate and provides a robust and secure solution for reporting. Linking data sources directly into reports whilst also having key design elements taken into account ensures an efficient end to end process
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