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Great for Document Sharing, Challenging Setup
What do you like best about the product?
I find Workiva efficient for document sharing, reporting, and evidence sharing. I really like the sharing capabilities, and the way updates flow through to all applicable areas. I also appreciate the various levels of user access that Workiva provides.
What do you dislike about the product?
The initial setup of Workiva was not easy. It took almost a year, and we had a brand new person assigned to our build, which was frustrating. I also feel the need to learn more about the expansion of use.
What problems is the product solving and how is that benefiting you?
Workiva makes document sharing efficient, with updates flowing through all areas. It helps with reporting and evidence sharing, crucial for my ICFR control documentation and testing.
Very Easy to Navigate
What do you like best about the product?
Very easy to navigate and not complicated.
What do you dislike about the product?
The fact that I need to login every time, it's inefficient and hassle.
What problems is the product solving and how is that benefiting you?
We used Workiva during our audit management, to request and provide supports.
Rollforward and Linked Workflows Make Reviews a Breeze
What do you like best about the product?
the rollforward feature and how everything is linked
What do you dislike about the product?
using on the web makes it challenging to review
What problems is the product solving and how is that benefiting you?
The large number of audited financial statements that we have
Efficient SOX Management with Customization Challenges
What do you like best about the product?
I use Workiva for our SOX program and appreciate how it helps manage all requests within the same platform and links key reports with controls. I really like the linkage between narrative, controls, key reports, and systems. It's great that I can connect Workiva with Cursor through API, which is beneficial because it allows me to make updates to the controls page using Cursor instead of manually.
What do you dislike about the product?
It does not have an ability to add PBC request type, and it does not allow to answer comments using Cursor. The current PBC request types are Sample, Population, General. We want to add 'Follow Up'. Regarding comments, the Workiva Developers page currently doesn't have the endpoint explaining how to have @mention comments answered via cursor. It was challenging to set up. As much as we enjoy the functionalities Workiva offers, it took a lot of time to customize and understand how the features work.
What problems is the product solving and how is that benefiting you?
I use Workiva for our SOX program. It manages all requests in one platform, linking key reports with controls, and lets me update the controls page using Cursor instead of manually.
Easy, Intuitive Editing That Keeps Our Team on a Single Source of Truth
What do you like best about the product?
Making suggested edits and comments is easy and intuitive. I really appreciate how the software serves as the single source of truth for my company.
What do you dislike about the product?
There are sometimes performance lag time when making edits and updates.
What problems is the product solving and how is that benefiting you?
The linkage between Workiva files is critical to ensuring a single source of truth.
Organized, Efficient Reporting with Excel-Like Templates and Live Documents
What do you like best about the product?
Workiva has allowed me to keep my work organized and efficient with links to reoccurring data and by blending excel-like templates with live documents. I love it!
What do you dislike about the product?
A downside is sometimes trying to deal with editing links. It is not as seamless as I would like.
What problems is the product solving and how is that benefiting you?
Workiva is allowing me to keep track of my audit report work. I use it throughout the whole process. It is a 2 month job.
Effortless Project Organization with Workiva
What do you like best about the product?
I use Workiva for financial accounting reporting, and I really appreciate its ability to hold vast amounts of information. It helps in organizing information and allows us to create workbooks efficiently. With many projects to keep track of, I like that it's organized and allows for multiple users at once. The setup was easy, which was a relief.
What do you dislike about the product?
Nothing
What problems is the product solving and how is that benefiting you?
I use Workiva to organize information, create workbooks, and manage many projects with multiple users, thanks to its ability to hold vast amounts of information.
Easy to Use, User-Friendly, and Integrates Smoothly with Excel
What do you like best about the product?
It’s easy to use and very user-friendly. It also integrates well with Excel.
What do you dislike about the product?
At times the platform can be a bit slow and there was an outage last week which was not good
What problems is the product solving and how is that benefiting you?
It helps us prepare timely and accurate financial statements
Efficient tool with room for improvement
What do you like best about the product?
The collaborative environment, the ability to make fast blacklines, the ability to comment and have direct access to Workiva employees and the ability to have our leads and support all stored in one place.
What do you dislike about the product?
There are a few things that would be nice to haves: ability to see formatting changes on blackline, ability to see where things aren't consistent formatting wise, the ability to do a markup on a locked version while the rest of the team can still work on the live version, the ability to edit out some items in a blackline, more AI, ability to file on SEC and have set margins and not have it grow as the page grows, etc.
What problems is the product solving and how is that benefiting you?
Ease and convenience of SEC and legal reporting saving us time and creating efficiencies.
Well-Designed Carbon Module with Clean Navigation and Outstanding Workiva Support
What do you like best about the product?
I like that the Carbon module, which is the one I use, is very well thought out from end to end. It takes into account how different people use the information, including the data manager, data owner, and auditor. I also appreciate the integrations available, such as bulk uploads directly from the files space and estimations created directly on the platform using raw data. Navigation is quite easy as well, since the interface is clean and accessible.
My favorite part is the ongoing support we receive from Workiva’s team. They’ve designated a CSM for us, and we have weekly check-ins. In terms of performance, we’ve had some issues, but since we understand the product is still being developed, we’ve been flexible about them.
Finally, because it’s integrated with our financial data, I believe the cost and ROI are pretty competitive compared with other solutions. AI is something we haven’t been able to use in Carbon yet, since it’s a capability that isn’t available at this time. Some other ESG modules have artificial intelligence capabilities, but we don’t currently have access to them.
Using AI in the carbon module would be interesting, in terms of having an agent navigate our data and provide precise answers, removing the need to navigate the entire platform to get to one data point.
My favorite part is the ongoing support we receive from Workiva’s team. They’ve designated a CSM for us, and we have weekly check-ins. In terms of performance, we’ve had some issues, but since we understand the product is still being developed, we’ve been flexible about them.
Finally, because it’s integrated with our financial data, I believe the cost and ROI are pretty competitive compared with other solutions. AI is something we haven’t been able to use in Carbon yet, since it’s a capability that isn’t available at this time. Some other ESG modules have artificial intelligence capabilities, but we don’t currently have access to them.
Using AI in the carbon module would be interesting, in terms of having an agent navigate our data and provide precise answers, removing the need to navigate the entire platform to get to one data point.
What do you dislike about the product?
Artificial intelligence capabilities are not available yet in the carbon module, or not profoundly, so this is something I'm looking forward to. This make retrieving specific information a hassle, from time to time. Also, there is still an opportunity for output specificity and data points analysis. As an ESG manager, I need some more granularity in some dimensions, like more Greenhouse gas emission types included in calculation, not just CO2 equivalencies. Also, calculating emissions from mobile combustion is a function that can be optimized, since you can't currently set up vehicles as hybrid. You currently calculate Scope 2 emissions from vehicles in the buildings site, which is not accurate since these are mobile, not stationary, emission sources.
What problems is the product solving and how is that benefiting you?
I know workiva is working towards having more types of GHGs calculated than just CO2e, which is necessary for accurate emissions reporting. Also, they have started including estimation tools, that make things easier as we don't always have the source data available. Finally, they are constantly working on bugs that affect emissions output, which is something I-m always relieved to learn.
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