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Reduces Email Clutter, But Onboarding Needs Improvement
What do you like best about the product?
Minimizes the emails between my team and internal audit
What do you dislike about the product?
The layout is not intuitive for new users.
What problems is the product solving and how is that benefiting you?
Workiva allows us to streamline testing and documenting internal controls.
Great Centralization, But Data Entry Process Needs Improvement
What do you like best about the product?
Centralized database. Single source of truth. Opportunity to have documentation in one place
What do you dislike about the product?
Data entry and tracking process. Too confusing in the module design and varying data entry methods amongst departments. Abandoned trying to use Workiva halfway through as data entry was not working / too confusing for teams
What problems is the product solving and how is that benefiting you?
Centralized platform, shared and audit-able data warehousing, repeatable processes and templates for next period
Intuitive Interface and Outstanding Support, But Editing Can Be Slow
What do you like best about the product?
Workiva has a relatively intuitive user interface that allows quick adoption and easy usage overall. Particularly when drafting documents etc., it really functions like MS Word. Most documents can be created outside of Workiva and then uploaded into their platform, with only final changes usually needed.
However, one of Workiva's greatest aspects is that they have very responsive and helpful 24-hour customer service. They are always pleasant and quick to provide assistance that resolves any technical or adoption issues. They always promptly follow up with emails. It is secure and they provide quick Zoom share screen assistance if needed.
However, one of Workiva's greatest aspects is that they have very responsive and helpful 24-hour customer service. They are always pleasant and quick to provide assistance that resolves any technical or adoption issues. They always promptly follow up with emails. It is secure and they provide quick Zoom share screen assistance if needed.
What do you dislike about the product?
Once a document is in Workiva, it can be a little slow to make in line/real-time edits and changes in terms of speed of cursor and edit changes (just seems a little slower than working in word or excel directly).
What problems is the product solving and how is that benefiting you?
I am not sure what is currently on Workiva's roadmap. We use Workiva for SEC '34 Act reporting requirements and have been extremely satisfied. We also use it for Section 16 reporting requirements, where it is very user friendly and intuitive to use.
Would be curious if to know what other tools/modules they offer for overall corporate governance and compliance management.
Would be curious if to know what other tools/modules they offer for overall corporate governance and compliance management.
User-Friendly Experience
What do you like best about the product?
The app is user-friendly with clear communication and seamless process flows. It’s been easy to use and helpful so far.
What do you dislike about the product?
I don’t have any negative feedback at this time. I’ve only used the app for two days, but my initial experience has been smooth and user-friendly.
What problems is the product solving and how is that benefiting you?
Reaching out to a large group of people can be challenging, but it is an important aspect of effective communication. Ensuring that everyone receives the message clearly and efficiently requires careful planning and the right tools.
Effective for Compliance, Needs Speed Improvements
What do you like best about the product?
I like the UI and platform design of Workiva. It really helps with doing our control testing and gives us a place to store all of the documentation, which is incredibly useful.
What do you dislike about the product?
It's too slow sometimes and the forms don't appear at times and also the testing status should have its own filter. You should be able to do bulk request send outs.
What problems is the product solving and how is that benefiting you?
I use Workiva for testing controls, substantive testing, and tracking. The UI and platform design help store all documentation effectively.
Exceptional Customer Support for SEC Filings
What do you like best about the product?
The software is very user-friendly and easy to navigate. I also use their customer support service every time I file an SEC document. They’re consistently knowledgeable and helpful.
What do you dislike about the product?
Occasionally, the customer service wait time can be up to 30 minutes when calling by phone.
What problems is the product solving and how is that benefiting you?
Workiva helps companies monitor their teams' work and use documents as a repository. This makes it easier to keep everything organized and accessible.
Intuitive Cloud Tool, But XBRL Formatting Can Be Confusing
What do you like best about the product?
Fairly intuitive use and icons. Cloud based tool.
What do you dislike about the product?
Deep formatting requirements and confusing XBRL often.
What problems is the product solving and how is that benefiting you?
Potential use for statutory and carve-out audit usage. Expansion into non-core reporting areas less helpful.
Simple and Easy Platform, But Sign-In Can Be Frustrating
What do you like best about the product?
Workiva is a simple and easy platform to use.
What do you dislike about the product?
It is not as simple and easy to sign in at times.
What problems is the product solving and how is that benefiting you?
Workiva helps to store and edit high-level documents.
Collaborative, Auditable Reporting with Room for Design Improvement
What do you like best about the product?
I like the auditable form that multiple people can edit at once.
What do you dislike about the product?
limited design elements
What problems is the product solving and how is that benefiting you?
I use Workiva for annual and sustainability reports. It solves tracking edits and deletions efficiently.
User-Friendly UI with Occasional Slow Loading
What do you like best about the product?
User-friendly UI. Multiple teams can use it at the same time. Data privacy is great!
What do you dislike about the product?
Nothing! Sometime it takes a little time to load.
What problems is the product solving and how is that benefiting you?
Secured data, multiple users and easy editing
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