Workiva Wdesk Reviews

Organizations use Workiva Wdesk for SOX compliance, internal audits, integrated risk, and SEC filings. They generate annual and various reports, manage financial reporting, and create Board deck presentations. Users collaboratively handle specific sections, updating comments and contributions in real-time, enhancing efficiency in data preparation. Teams also leverage its features for producing tables with essential data, aiding in streamlined and collaborative processes across departments.

Workiva Wdesk's customer service is generally responsive and effective. Multiple reports indicate technical support being rated highly, though there are mentions of frustration with receiving numerous links to sift through, leading to unresolved queries. Sometimes the issue lies with the absence of needed features directly within the software. However, it's acknowledged that the support team actively addresses gaps in the platform, maintaining a proactive approach to user concerns.

Workiva Wdesk's initial setup is generally straightforward, taking two to four weeks depending on client needs. Challenges include exporting difficulties due to unit differences, lack of pivot table functionality, and engagement issues at the executive level. Training can be costly, suggesting a need for varied introductory options. The deployment process benefits from company-wide access, though ensuring consistent usage remains a challenge. Compatibility and resource management also influence the deployment experience, with improvements in user management desired.

Workiva Wdesk is recognized for its scalability, serving small to large organizations. Users highlight its efficiency for routine reports and dashboards, especially in financial reporting. However, some encounter issues with its web-based nature, risking data loss from connectivity problems. While some find it limited for one-time reports, others use it for comprehensive reporting with minimal maintenance. It's competitive in the market, suitable for multinational companies and smaller audit departments alike.