Overview
Product Information on Workiva Platform
What is Workiva Platform?
Workiva Platform Pricing
Overall experience with Workiva Platform
“WORKIVA: Auditing”
“Workiva Feedback”
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Company Description
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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A Snapshot of What Matters - Based on Validated User Reviews
Reviewer Insights for: Workiva Platform
Performance of Workiva Platform Across Market Features
Workiva Platform Likes & Dislikes
It's a cloud-based application, so it's easy to deploy and configure. It is easy to create all the auditing requirements as TASKS. Same task with multiple team dependencies can be easily assigned and handled. Easy review process. Audit documentation and reporting made simple.
Good for audit management, Customer Service
The ability to customize the tool. Additionally the reporting and data dashboarding features are great.
Add more in-built reporting based on the auditing process. The cost of the license can be less. UI features can be enhanced. limited offline use. limited customization.
Everything is custom and there are very minimal off the shelf options.
Rollout of changes. While their ideas are good of what they are trying to rollout, it seems like some of the key support features or even what will change along with that is not thought of. Additionally, it seems like sometimes it takes a while for us to even get an answer on what the tool can or cannot do. Another con is the resource format. While there are a lot of great resources out there, it's almost too much for our users. We have had to create a lot of customized resources for our userbase, some on things that I think are very basic that all Workiva users would need to know. Example- how to decommission a control. I created a guide for this based on conversations as there was very little training/ guidance on this.
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Peer Discussions
Workiva Platform Reviews and Ratings
- CHIEF RISK OFFICER CRO<50M USDBankingReview Source
Workiva Feedback
We were told that the tool had more capabilities than what it had. Workiva has been a great partner in trying to make it right; however, there are still many limitations. It ended up taking a year longer than the estimated implementation timing advised up-front of 8-12 weeks. There has sense been leadership organizational changes as a result to address these issues. - SR. BI DEVELOPER1B-10B USDTelecommunicationReview Source
WORKIVA: Auditing
Very good auditing tool with many features that help to speed up our auditing process. Easy to create and assign auditing tasks. Follow-up and process flow is easy to use. - Manager Internal Controls10B+ USDMiscellaneousReview Source
SOX Implementation Workiva Partnership
We have had great support from the Workiva team, especially our CSM. They have been a great partner for us using the tool. The only reason I wouldn't give a 5 at this point is due to the tool itself and some the inherent limitations of the tool. We have a large userbase with a lot of needs. - Chief Audit Executive1B-10B USDTravel and HospitalityReview Source
Workiva delivers as promised
Overall, we have loved using Workiva. It has made our manual processes more efficient and with automatic reminders on certain items, eases the administration of my team. It helps hold accountability to ensure we have everything detailed in one spot, requires a second level reviewer, and can give us status tracking automatically. Implementations have also been super easy and efficient as the Workiva team helped us navigate and set up our modules. - IT Finance DIRECTOR1B-10B USDHealthcare and BiotechReview Source
User friendly software
Good product with a great user interface, very stable and low maintenance