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Great to share information
What do you like best about the product?
The support from the developers and CSMs are great and ease the implementation process. The support continues after onboarding.
What do you dislike about the product?
The access provisioning process seem cumbersome. But maybe Im still new to it
What problems is the product solving and how is that benefiting you?
As a firm we now have a hive between controls management , audit, SEC and risk management. This makes information sharing easy. Combined assurance is live
Great Collaboration
What do you like best about the product?
I like that the tool can be used as a collaboration tool for different parties, as well as work together on the same file at the same time.
What do you dislike about the product?
We are working closely with external parties and have high risk controls, it is hard to find the way on how to manage all the risks and accesses to all different clients.
What problems is the product solving and how is that benefiting you?
End to end process in one place = financial reporting from initial statutory account preparation to the filing with statutory regulators.
Great experience
What do you like best about the product?
Workiva is intuitive, reliable and supports auch collaboration.
What do you dislike about the product?
Some features are still missing, but the team is conntiuously on improving the experience.
What problems is the product solving and how is that benefiting you?
Using workiva it has saved us time and has made our collaboration more efficient.
Workiv really works, simplifies and supports
What do you like best about the product?
Integrity and simplicity, flexibility, financial reporting
What do you dislike about the product?
missing APIs for cross workspace changes poush
What problems is the product solving and how is that benefiting you?
Manual work removal in financial and management reporting
The greatest solution for Financial and non/financial, ESG and Risk Reporting
What do you like best about the product?
By using Workiva you get a cloud based solution where you can add several members to the different workspaces and work wherever and whenever in the world. There are so many great features to work with and the platform is very simple and easy to both navigate inside and work with, meaning you will learn the system very quickly. You also have direct access to Help/Support functions/articles/chat etc.
What do you dislike about the product?
The Design function could maybe be improved due to clients using external designers outside of the platform.
What problems is the product solving and how is that benefiting you?
You can have everything in the platform, so e.g., the whole Annual and ESG report combined.
Workiva Simplifies Reporting Work
What do you like best about the product?
The best thing with Workiva is that it is cloud-based which makes it very easy to keep track on all changes made as well as it benefits collaboration in the platform.
What do you dislike about the product?
The downside with Workiva is that it is not easy to do the exact design of your Annual Report that you are used to have.
What problems is the product solving and how is that benefiting you?
It is making the financial and sustainability reporting process more automated and faster.
Easy to use and so functional!
What do you like best about the product?
Easy of use and lots of different functionality
What do you dislike about the product?
The task function is not within the actual dashboard
What problems is the product solving and how is that benefiting you?
Audit management, auto reporting, and auto dashboarding
Good experience with a clear platform
What do you like best about the product?
I used Workiva for a short time last year when I worked at a startup. The interface was very clear and easy to understand once I learned it. It helped me complete two important tasks: first, I used it to prepare an ESG report faster by connecting data from different places into one file. Second, I used it to work with my team on an internal audit report — we could all edit at the same time, which saved us a lot of back and forth. Overall, it made my work easier and faster.
What do you dislike about the product?
It took me some time to understand how to set up the connections between data and documents. After I got used to it, it was much better, but it was not super easy at the beginning.
What problems is the product solving and how is that benefiting you?
Workiva helped me save time by putting all the data in one place and making it easy to work with my team. Before, it was hard to collect information from different systems and update everything by hand. With Workiva, I could connect the data and update reports faster, with fewer mistakes. It also made teamwork much easier because we could all edit documents at the same time.
User-Friendly and Accurate for SEC Filings
What do you like best about the product?
I use Workiva predominantly for SEC filings and find it user-friendly and easy to navigate. It helps my team link data to financial reporting, ensuring consistency and accuracy. I really appreciate the ease of use. The comment feature is especially valuable as it allows me to leave comments in the document and see others', including responses to those comments. I also like the blackline versions that can be created. My team found it user-friendly, and we've expanded its use throughout the organization, with new users finding it easy to navigate as well.
What do you dislike about the product?
Nothing is coming to mind at the moment - would ask that they continue to look for ways to make it more efficient for users. I am not familiar with any artificial intelligence that they have or are considering implementing into the tool.
What problems is the product solving and how is that benefiting you?
I find Workiva user friendly, easy to navigate, and it helps my team link data to financial reporting for consistency and accuracy.
Workiva Overall Assessment
What do you like best about the product?
The automation reducing manual data entry, real-time collaboration, data integration, helps organize regulatory requirements, has an audit trail, good security and is user-friendly.
What do you dislike about the product?
It is relatively expensive, customization can be limited and it can be too complex for smaller tasks.
What problems is the product solving and how is that benefiting you?
It eliminated all the emails back and forth both internally and externally during audits having a central repository for all the comments and documentation.
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