Wdesk

(11)
4.7 out of 5 stars

Workiva (NYSE:WK) Wdesk is a cloud-based productivity platform for enterprises that collect, link, report, and analyze business data with control and accountability.

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Wdesk review by <span>Eric W.</span>
Eric W.
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"Exceptional product and service"

What do you like best?

Linking capabilities, group collaboration and document review options are outstanding

What do you dislike?

The pricing model is cumbersome and can make it difficult to properly scale for the entire process since some members of the process make very small contributions to the reporting process, though obtaining a license for them must be done at the same cost as someone who uses the solution for nearly 100% of their job. I understand they're revisiting their pricing model for non-Financial Reporting functions (i.e. accounting close, internal audit, etc.), but that they continue to use the old, more expensive model for financial reporting.

Recommendations to others considering the product

I couldn't say enough about WDesk. In all seriousness, I love the product enough that I've thought about approaching them to join their sales team because I believe it's a huge value creator in businesses using other solutions.

What business problems are you solving with the product? What benefits have you realized?

Linking between the document and workbook, block linking from one document to another (helpful for preparing something like an earnings release), document collaboration with ability to attach supporting documentation into the document/workbook (essentially combines Word, Excel, Network drive for saving support and Email for review/questions) into a single and simple solution) and collaborative review portal.

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Wdesk review by <span>Erin C.</span>
Erin C.
Validated Reviewer
Verified Current User
Review Source

"Easy to use, familiar MS Office interfaces"

What do you like best?

This produce has a familiar interface, using many of the Word and Excel features that Finance business users are already comfortable with. Gone are the days of pencils-down, no more changes to your filing for up to 3 days before your SEC deadline. I love the linking capabilities and the hyperlinking capabilities for exhibits. Blackline versions are easy to create so you can see what changed from one version of your document to the next, and review is easy.

What do you dislike?

XBRL is still a little cumbersome if you're not already familiar with the tagging process. It would be helpful if the program offered more robust tagging suggestions, rather than having to search through other companies' filings for similar disclosures and tags. However, finding the correct tag once you know which tag you want is very easy.

Recommendations to others considering the product

Lots of training is available. If you need more experience in a certain area, contact your CSM - there may be additional training available that isn't immediately provided on the website. Attend the local user group workshops - it's interesting to hear what Workiva is putting out in the next release, and your local resources are great references in the future when you have an issue with the product.

What business problems are you solving with the product? What benefits have you realized?

We're filing all of our SEC filings with Wdesk now. IR uses it; Legal uses it. It's easy to collaborate within the reporting team and among the various teams at our company.

What Other Finance & Admin. solution do you use?

Thanks for letting us know!
Wdesk review by <span>Marcus R.</span>
Marcus R.
Validated Reviewer
Verified Current User
Review Source

"updating financial worksheets for financial reporting "

What do you like best?

I love the ease of use. The software is very user friendly. I'm able to manipulate

What do you dislike?

that is does not have the exact same function and excel, however is very similar.

Recommendations to others considering the product

offer more inhouse training. Not easily understood

What business problems are you solving with the product? What benefits have you realized?

The business problems skills W desk helps with is focusing on the areas management needs to concentrate or highlight KPI's

Wdesk review by User in Transportation/Trucking/Railroad
User in Transportation/Trucking/Railroad
Validated Reviewer
Verified Current User
Review Source

"Exceeded My Expectations"

What do you like best?

The way Workiva walked our project through their software was fantastic. Their staff was professional and knowledgeable. Customer Service is clearly their top priority. The end result was so much better than what we were doing before.

What do you dislike?

The product was a little challenging to get the hang of initially.

Recommendations to others considering the product

Definitely reach out to the Wdesk staff. They were very helpful in assisting us through product conception. How it would benefit and what it would look like in their program.

What business problems are you solving with the product? What benefits have you realized?

We used it for our annual budget book that required input from multiple departments. It allowed our numbers and references to flow through the document so that if anything changed, the other areas would cascade the change down through the project.

Wdesk review by User
User
Validated Reviewer
Verified Current User
Review Source

"Accountant"

What do you like best?

How the software allows for multiplier users to be working in the same document at one time

What do you dislike?

If a user isn't that familiar with the software, they may open up a presentation or other document, make a minor change, and then log off the program (or time out of) without sharing the change. The document is then locked until the admin can somehow unlock.

What business problems are you solving with the product? What benefits have you realized?

Huge time savings with the ability to process updates on the fly

Wdesk review by User
User
Validated Reviewer
Verified Current User
Review Source

"Great product for internal and external reporting"

What do you like best?

The ability for multiple users to come together and work on one project.

What do you dislike?

I would like to see faster calculations and availability to use more data in the workbooks. It seems to slow down when too much is entered and spreadsheets is still working out its bugs.

Recommendations to others considering the product

Wdesk really is a great tool for internal and external reporting. I would highly recommend it.

What business problems are you solving with the product? What benefits have you realized?

We use it for internal reporting and filing with the SEC.

Kate from G2 Crowd

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