Workiva Overview
This is a summary of the comprehensive capabilities and benefits of Workiva based on over 2145 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Workiva, NetSolutions, Happay, Emagia, Equifax, etc., all belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Workiva is right for your needs? Our Cuspera AI engine can evaluate how Workiva fits your specific business needs, industry, and context. Get your personalized assessment report today.
Workiva supports business activities such as:
- Collaboration
- Workflow Management
- Content Management
- Market Research
- Training & Onboarding
Workiva can help you with many business goals, such as Manage Risk, Scale Best Practices, Improve Visibility, Establish Thought Leadership, Enhance Customer Relationships, etc. It can help manage these activities if you use User Generated Content and Blogs for these needs. As a solution, Workiva's capabilities include Dashboard, Templates, Personalization, etc.
Workiva Consumer Goods Vertical is its biggest customer base.
Reviews
"It just works how you would expect the tool to work, who helped implement the Workiva internal audit management solution as a senior audit manager. He now leads the operations finance team at Dean Foods. " - David Joe
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well Workiva solved their Revenue Management needs. Cuspera uses 2145 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.
Business Priorities
Manage Risk and Scale Best Practices are the most popular business priorities peers achieved using Workiva.
Use Cases
Peers recommend Collaboration , Workflow Management , Content Management , as the business use cases that they have been most satisfied while using Workiva.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Collaboration |
4.91/5 ★ |
"...Bottlenecks are removed since everyone can collaborate in the same document at the same time. ..." Case Study Telefonica |
| Workflow Management |
4.05/5 ★ |
"...There are significant benefits to using the internal audit management solution from Workiva versus doing it through workbooks and documents: those workflows, those PBC requests, being able to see where you stand...." Testimonial by Ruth Nouanesengsy, Audit Manager, Lancaster Colony Corp |
| Content Management |
4.51/5 ★ |
"...Simplify content management for fund prospectuses, shareholder reports, fund books, and more. ..." Business Software Solutions Workiva |
| content curation |
3.63/5 ★ |
"...Use one cloud platform to handle it all, from content management to creating, editing, certifying, and filing:..." Alternative Investment Software |
| content sharing |
3.25/5 ★ |
"...This provides them with greater control over the entire process since a lot of information is shared between these documents...." Case Study Telefonica |
| PEER EXPERIENCES | |
|---|---|
| Collaboration |
4.91/5 ★ |
"...Bottlenecks are removed since everyone can collaborate in the same document at the same time. ..." Case Study Telefonica |
|
| Workflow Management |
4.05/5 ★ |
"...There are significant benefits to using the internal audit management solution from Workiva versus doing it through workbooks and documents: those workflows, those PBC requests, being able to see where you stand...." Testimonial by Ruth Nouanesengsy, Audit Manager, Lancaster Colony Corp |
|
| Content Management |
4.51/5 ★ |
"...Simplify content management for fund prospectuses, shareholder reports, fund books, and more. ..." Business Software Solutions Workiva |
|
| content curation |
4.51/5 ★ |
| content sharing |
4.51/5 ★ |
27+ more Business Use Cases
Our AI advisor, Wyz, harnessed 2145 insights from peers and experts to help you assess how these Workiva use cases fit your Revenue Management needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
It just works how you would expect the tool to work, who helped implement the Workiva internal audit management solution as a senior audit manager. He now leads the operations finance team at Dean Foods. Testimonial By David Joe |
|
If part of a process isn’t working, then we are enabled to find a solution. We are able to speak out when something doesn’t work and say that we need to find something that does. As a team, we are able to better our business. Testimonial By Sheree Schroeder |
|
The back-and-forth was absolutely painful, Even if you just had a minor punctuation change, it was a game of telephone to get that done, as opposed to being able to just do it yourself live in the document. Testimonial By Scott Meriwether |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
David Joe Senior Audit Manager Dean Foods |
It just works how you would expect the tool to work, who helped implement the Workiva internal audit management solution as a senior audit manager. He now leads the operations finance team at Dean Foods. Testimonial By David Joe |
|
Sheree Schroeder Risk Reporting Analyst Investec |
If part of a process isn’t working, then we are enabled to find a solution. We are able to speak out when something doesn’t work and say that we need to find something that does. As a team, we are able to better our business. Testimonial By Sheree Schroeder |
|
Scott Meriwether Senior Vice President of Finance i3 |
The back-and-forth was absolutely painful, Even if you just had a minor punctuation change, it was a game of telephone to get that done, as opposed to being able to just do it yourself live in the document. Testimonial By Scott Meriwether |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study JDERead More |
|
Case Study Orion Engineered CarbonsRead More |
|
Case Study Lancaster Colony CorpRead More |
Frequently Asked Questions(FAQ)
for Workiva
What is Workiva?
What is Workiva used for?
What are the top features of Workiva?
Who uses Workiva?
What are Workiva alternatives?
Where is Workiva located?
Popular Business Setting
for Workiva
Top Industries
- Consumer Goods
- Financial Services
- Computer Software
Popular in
- Enterprise
- Mid Market
- Large Enterprise
Peers used Workiva to Manage risk and Scale best practices
Workiva Alternatives
Peer and Expert Opinion on Features
for Workiva
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Dashboard | Read Reviews (28) |
| Templates | Read Reviews (26) |
| Personalization | Read Reviews (20) |
| Auto update | Read Reviews (9) |
| Recording | Read Reviews (8) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Dashboard | Read Reviews (28) |
| Templates | Read Reviews (26) |
| Personalization | Read Reviews (20) |
| Auto update | Read Reviews (9) |
| Recording | Read Reviews (8) |
IT and Other Capabilities
for Workiva
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (585) |
| Data Export | Read Reviews (85) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (585) |
| Data Export | Read Reviews (85) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (142) |
| Phone Support | Read Reviews (12) |
| Email Support | Read Reviews (11) |
| Chat Support | Read Reviews (11) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (142) |
| Phone Support | Read Reviews (12) |
| Email Support | Read Reviews (11) |
| Chat Support | Read Reviews (11) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (54) |
| Custom Reports | Read Reviews (603) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (54) |
| Custom Reports | Read Reviews (603) |
Software Failure Risk Guidance
?for Workiva
Overall Risk Meter
Top Failure Risks for Workiva
Vendor Profile Details
Company Name
Workiva
Company Website
https://www.workiva.com/HQ Location
Ames, Iowa
Employees
1001-5000
Social
Financials
SERIES C
Get a personalised risk report for Workiva
See Sample Risk ReportTell us more about yourself so that we can personalise incidents for your location, industry etc.
Connect to vendor request
Workiva may get in touch with you regarding your request.
Request Custom Quote
Workiva will get in touch with you regarding your request.