Workiva is a document and data collaboration platform that helps teams work together to connect reports and data. It offers a unified Software as a Service (SaaS) platform, which combines financial reporting, audit management, and Environmental, Social and Governance (ESG) reporting, in a secure environment. The platform created by Workiva simplifies complex reporting and aids in streamlining processes, data synchronization, and team collaboration while maintaining consistency.
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I like the Workflow automation feature that allows me to automate tasks that can be carried out in the background with my supervision, this allows me to multitask and reduces manual labor for me and my team. I also love how Workiva can analyze and link relevant data across various documents, providing deep insight for comprehensive reports and audits. Lastly, i like how Workiva makes it easy to collaborate and share information with other departments in our workforce in real time, this promotes inclusivity and transparency across all departments.
Good for audit management, Customer Service
The ability to link the core number to anywhere I need it The ability for multiple people to be working on the same sheet Being able to control the access of different people to have good controls over each process
I believe the platform delivers excellently on all its required tasks. I cannot think of any downsides to the platform, there is only room for more improvement.
Everything is custom and there are very minimal off the shelf options.
Getting the API link from Oracle to Workiva was more troublesome than anticipated. The different links and where they come from can be quite confusing in the beginning but gets easier over time. The speed in which I am able to move around the system could be quicker.