Workiva Wdesk pros and cons

Name: Workiva Wdesk
Brand: Workiva
Rating: 3.5 (7 reviews)

Vendor: Workiva

3.5 out of 5

7 reviews
71% willing to recommend

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Pros & Cons summary

Workiva Wdesk enhances compliance efficiency with ERP integration and automated reporting. It standardizes flow diagrams for easy HTML document filing and supports dynamic financial data updates. The platform boasts cross-functional connectivity, including APIs for data assurance. However, improvements are needed in reporting speed, PowerPoint and Excel compatibility, case sensitivity, and user-friendly script encoding for tech buyers seeking optimal performance.

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Prominent pros & cons

PROS

Workiva Wdesk makes the compliance process more efficient and effective.

Workiva Wdesk automates reporting schedules and integrates well with ERP tools.

Workiva Wdesk standardizes flow diagrams, making it easy to file documents on ECDAs.

Workiva Wdesk maintains a backup of data, providing a user-friendly way to handle files.

Workiva Wdesk enhances collaboration and cross-functionality between software platforms.

CONS

Reporting areas in Workiva Wdesk could be improved.

A critical issue involves shifting between uppercase and lowercase.

There is no compelling reason for some to invest in Workiva at this point.

Compatibility with current versions of PowerPoint and Excel needs enhancement.

There is a need to update script encoding for better user-friendliness and reduced manual processes.

Workiva Wdesk Pros review quotes

reviewer2510292

Corporate ESG Analyst at a university with 1,001-5,000 employees

Jul 2, 2024

The cross-functionality between connectivity, whether through API connections between different software platforms or the connection of data collection to the actual written ESG report, is highly valuable. The connectivity of all these aspects significantly aids in data assurance, which I consider a bonus.

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Thomas Edward Biller

Senior Financial Analyst at Bakelite Synthetics

Oct 15, 2023

The most valuable feature is its ability to easily upload and update financial results, creating a dynamic data sheet.

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A76533re

Works at a mining and metals company with 10,001+ employees

Oct 6, 2023

It helps you to maintain a backup of your data, including the connectivity with the tables, which provides a user-friendly way to handle and access your files.

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NareshKumar2

Manager at Genpact - Headstrong

Jun 14, 2023

Workiva Wdesk is pretty good in terms of getting the data from the system, automating the reporting schedules...It has a very good integration with ERP tools.

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Phillip Gough

Partner, Financial Services at Deloitte TT

Oct 24, 2023

The collaboration within the platform is valuable.

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reviewer928641

Manager Mineral Resource at a mining and metals company with 10,001+ employees

Jul 25, 2023

Workiva Wdesk has a flow diagram that is standardized, making it easy for people to file documents on ECDAs, which are in HTML format.

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Joseph DeVita

System Integrator at a non-profit with 501-1,000 employees

Feb 1, 2023

It makes the compliance process more efficient and more effective.

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Workiva Wdesk Cons review quotes

reviewer2510292

Corporate ESG Analyst at a university with 1,001-5,000 employees

Jul 2, 2024

The tool's script encoding needs to be updated to make it more user-friendly and less of a manual process when changes are made to a company's program. Those changes happen frequently due to mandatory or voluntary reporting requirements, leading to lost linkage connections that must be manually reset each time a change is made. This aspect is not functional now, and I see it as an opportunity for improvement.

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Thomas Edward Biller

Senior Financial Analyst at Bakelite Synthetics

Oct 15, 2023

One area where Workiva Wdesk could improve is by ensuring that its cloud-based system is fully compatible with the most current versions of PowerPoint and Excel.

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A76533re

Works at a mining and metals company with 10,001+ employees

Oct 6, 2023

At this point, I don't see a compelling reason to invest in Workiva. It may be necessary for compliance and controlling the version of SCC, but not everyone needs its high-end capabilities.

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Learn what your peers think about Workiva Wdesk. Get advice and tips from experienced pros sharing their opinions. Updated: April 2026.

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NareshKumar2

Manager at Genpact - Headstrong

Jun 14, 2023

Regarding the solution, reporting has certain areas that can be considered for improvement.

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Phillip Gough

Partner, Financial Services at Deloitte TT

Oct 24, 2023

The speed must be improved.

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reviewer928641

Manager Mineral Resource at a mining and metals company with 10,001+ employees

Jul 25, 2023

The most critical issue is the need to shift between uppercase and lowercase.

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Joseph DeVita

System Integrator at a non-profit with 501-1,000 employees

Feb 1, 2023

With this product, it's more about the integrated data model where you can have a one-to-many/many-to-one relationship between your policies and processes, risks, and controls. They need to showcase how you can put those pieces together.

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