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    Utilities

Workiva Experience

  • September 10, 2024
  • Review provided by G2

What do you like best about the product?
Easy data updates, great customer experience when faced with any issues. Easy to archive and lock prior reports.
What do you dislike about the product?
Hopefully better streamline with excel and formulas
What problems is the product solving and how is that benefiting you?
Workiva is working on better connect with accounting software such as oracle to all documents


    Veronica E.

Useful software for documents beyond financial statements

  • September 10, 2024
  • Review provided by G2

What do you like best about the product?
It gives you the opportunity to use it for different documents.
What do you dislike about the product?
It doesnt provide features for budget and financial planning integrated in the software.
What problems is the product solving and how is that benefiting you?
Document editing


    Lisa F.

Learning Curve

  • September 10, 2024
  • Review provided by G2

What do you like best about the product?
I like that Workiva may be an all-in-one solution. As a company, it's helpful to have a one stop shop for ESG reporting needs.
What do you dislike about the product?
There is a steep learning curve that is required, but Workiva does offer plenty of training solutions.
What problems is the product solving and how is that benefiting you?
Workiva is allowing us to bring multiple people together in one system.


    Alma F.

Go for Workiva

  • September 10, 2024
  • Review provided by G2

What do you like best about the product?
User friendly, collaborative, and the best customer support
What do you dislike about the product?
roles assignment is confusing sometimes.
What problems is the product solving and how is that benefiting you?
Linked SOX program and audit program and platforms all together


    Marcia V.

Great Financial Reporting tool!

  • September 10, 2024
  • Review provided by G2

What do you like best about the product?
Workiva has several cool collaboration features, definitely the linking across diferent files and comments make the work a lot easier and straightforward.
What do you dislike about the product?
Nothing really, I think sometimes some of the Microsoft Office presentation features could be leveraged, other than that the team is always hearing our comments and suggestions as new implementations which is really appreciated.
What problems is the product solving and how is that benefiting you?
Time execution and management review


    Francesca H.

Very interactive and informative

  • September 10, 2024
  • Review provided by G2

What do you like best about the product?
I like the linking of the cells into the file, it makes it easy to use and verify numbers are correct throughout
What do you dislike about the product?
sometimes you can always use keyboard shortcups to copy and paste
What problems is the product solving and how is that benefiting you?
We have been using it to help with the XBRL tagging of pension audits / ESG


    Electrical/Electronic Manufacturing

Workiva ESG

  • September 10, 2024
  • Review provided by G2

What do you like best about the product?
The flexability and collaboration of the platform
What do you dislike about the product?
The ESG data is still relying on a spreadsheet
What problems is the product solving and how is that benefiting you?
Consolidating our data into a single platform for data calculations


    Manufacturing

Workiva is life changing!

  • September 10, 2024
  • Review provided by G2

What do you like best about the product?
The collaboration aspects; being able to have multiple team members collaborating at the same time. The data linking feature too!
What do you dislike about the product?
Workiva sync - having to mirror spreadsheets exactly.
What problems is the product solving and how is that benefiting you?
The ability to streamline processes; less revisions.


    Pamela K.

Love the Linking and Collaboration Capabilities

  • September 10, 2024
  • Review provided by G2

What do you like best about the product?
Linking is such a helpful feature to make sure data is accurate everywhere it is linked. The commenting feature is also great.
What do you dislike about the product?
Some of the basic features have been overlooked, like selecting and grouping shapes in a document.
What problems is the product solving and how is that benefiting you?
Workiva is ensuring that we're reporting accurate data. Collaboration is also a huge part as multiple users across different departments are able to contribute to several documents.


    Insurance

Director, SEC Reporting

  • September 10, 2024
  • Review provided by G2

What do you like best about the product?
The ease and collaboration across all business areas.
What do you dislike about the product?
There are times when the platform freezes during the peak season.
What problems is the product solving and how is that benefiting you?
Workiva Carbon, which will help with new regulations regarding our disclosures.