Workiva Wdesk Reviews

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

3.5 out of 5

7 reviews
71% willing to recommend

237 followers

What is Workiva Wdesk?

Wdesk is used across the enterprise to support hundreds of data collaboration, reporting, and compliance processes. Use Wdesk to:

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Workiva Wdesk is the #2 ranked solution in top Financial Close Software, #5 ranked solution in top GRC solutions, and #11 ranked solution in top Business Performance Management solutions. PeerSpot users give Workiva Wdesk an average rating of 7.0 out of 10. Workiva Wdesk is most commonly compared to Anaplan: Workiva Wdesk vs Anaplan. Workiva Wdesk is popular among the large enterprise segment, accounting for 57% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a financial services firm, accounting for 19% of all views.

Helped 838,533 peers since 2012

Featured reviews

Phillip Gough

Partner, Financial Services at Deloitte TT

I rate the ease of setup an eight out of ten. The initial setup was straightforward. The solution is cloud-based. We deployed the product along with Wdata in six months. It was for a lot of use cases. To deploy the tool, we designed the use cases and developed them. Then, we went through unit tests, integration tests, and user acceptance tests. It was an Agile delivery cycle.

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Thomas Edward Biller

Senior Financial Analyst at Bakelite Synthetics

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. Sometimes, the features available in their versions of these applications fell short of the company's standards, which could be limiting. Having access to the latest versions might increase costs, but it is essential to keep up with the evolving technology landscape and meet the demands of companies that require faster reporting processes. This would make it easier to handle custom requests and adjustments, like creating specific data categories in Excel and seamlessly transferring them into Wdesk for presentations without the need for time-consuming manual adjustments.

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A76533re

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

I believe there are significant issues with Fortiva, particularly in the HTML and Excel aspects. There seem to be constraints and promises made to clients that don't align with the reality. For example, pivot tables aren't recognized, and you need to redo various elements like graphs, waterfalls, maps, and charts. This can be a hassle, especially when trying to create a polished final product. Managing large volumes of data is challenging, and bulk operations like Search and Replace are limited. The platform lacks the flexibility to switch between uppercase and lowercase, requiring time-consuming workarounds. Overall, there seem to be legal and structural problems with the way Fortiva has been constructed. Regarding the product, I would like to incorporate support for pivot tables. Additionally, I aim to integrate Excel graphs into Workiva seamlessly, with automatic refreshing. This would eliminate the need for Windows integrations. Moreover, I intend to enhance compatibility with regular workflow tasks, such as shortcuts and keyboard commands.

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Workiva Wdesk mindshare

Product category:

As of February 2025, the mindshare of Workiva Wdesk in the Business Performance Management category stands at 3.0%, up from 1.7% compared to the previous year, according to calculations based on PeerSpot user engagement data.

Business Performance Management

PeerAnalyst reports

Type	Title	Date
Category	Business Performance Management	Feb 20, 2025	Download
Product	Reviews, tips, and advice from real users	Feb 20, 2025	Download
Comparison	Workiva Wdesk vs Anaplan	Feb 20, 2025	Download
Comparison	Workiva Wdesk vs Oracle Hyperion	Feb 20, 2025	Download
Comparison	Workiva Wdesk vs IBM Planning Analytics	Feb 20, 2025	Download

Title	Rating	Mindshare	Recommending
Anaplan	4.0	13.3%	96%	27 interviews Add to research
IBM Planning Analytics	4.2	9.2%	89%	24 interviews Add to research

Valuable Features

Workiva Wdesk enhances efficiency through its control testing, reporting, and workflow capabilities. Its user-friendly interface excels in data consolidation and updating schedules, integrating seamlessly with ERP tools. Streamlined data flow and connectivity through APIs improve collaboration and data assurance. Automated updating of financial data ensures accuracy, while standardized processes facilitate document filing and management. Its dynamic data sheet feature allows easy upload and updates, ensuring consistency and time savings across various documents.

"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."
"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."
"The collaboration within the platform is valuable."

Room for Improvement

Workiva Wdesk requires improvements in the integrated data model, reporting functionalities, and cloud system reliability. Users experience issues with uppercase-lowercase conversion, search and replace features, and managing columns in documents. Compatibility with PowerPoint and Excel could be improved, as could handling of heavy documents and synchronization of data like graphs and pivots. Enhancements in script encoding and coping with frequent program changes are necessary for improved user experience.

"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."
"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."
"The speed must be improved."

Pricing

"Our clients in Asia think that the solution is too expensive."

Popular Use Cases

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.

Service and Support

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.

Deployment

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.

Scalability

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.

These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.

Download our Workiva Wdesk Buyer's Guide for additional reliable information.

Top industries

By visitors reading reviews

Financial Services Firm

19%

Educational Organization

15%

Computer Software Company

Insurance Company

Healthcare Company

Media Company

Manufacturing Company

Retailer

Energy/Utilities Company

Non Profit

Government

Real Estate/Law Firm

Comms Service Provider

Construction Company

Hospitality Company

University

Performing Arts

Recreational Facilities/Services Company

Wholesaler/Distributor

Transportation Company

Pharma/Biotech Company

Mining And Metals Company

Logistics Company

Engineering Company

Legal Firm

Outsourcing Company

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Learn more about Workiva Wdesk

Optimize your structured and composite reports
Improve trust in your data, reports, and presentations
Transform processes to enable insight

Workiva Wdesk was previously known as Wdesk.

Workiva Wdesk customers

Noodles Company, eBay, Winnebago, American Assets Trust, AmericanEnterprise, Calpian, Capstone Infrastructure, Cascades, Circor International, Coeur Mining, Davey, Dr Pepper Snapple