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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.
One feature that I dislike the functionality of is the markup/tie out tools. I think they are a bit clunky and could be updated to be more user friendly and better presentation.
One feature that I dislike the functionality of is the markup/tie out tools. I think they are a bit clunky and could be updated to be more user friendly and better presentation.
What problems is the product solving and how is that benefiting you?
Workiva has helped us easily file quarterly reports and go through our quarterly reviews and annual audits.
Updating tables and FNs is much easier and more streamlined than prior to Workiva and there is large room for human error.
Updating tables and FNs is much easier and more streamlined than prior to Workiva and there is large room for human error.
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
Streamlines SEC Reporting with Collaborative Ease
What do you like best about the product?
I like that Workiva streamlines the SEC reporting process and allows our team to be collaborative. I appreciate that we can all be in the document at once and make changes live without having to check out sections. The initial setup was very easy, and everyone we work with is super helpful.
What do you dislike about the product?
The tie out features need update. It is the only area that is not very intuitive.
What problems is the product solving and how is that benefiting you?
Workiva streamlines the SEC reporting process and allows us to collaborate as a team, with live document changes without checking out sections.
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.
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