Workiva: Use-Cases, Insights and Reviews | 2026 Cuspera

Name: Workiva
Brand: Workiva
Rating: 4.65 (2145 reviews)

4.65 5

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(2145)

Cloud Platform that simplifies the complexities of reporting and compliance.

Workiva Overview

Workiva is a cloud platform that streamlines reporting and compliance by connecting data and teams in a secure, audit-ready environment. It offers ESG reporting, internal audit management, and SEC compliance to reduce risk and enhance transparency.

Use Cases

Customers recommend Collaboration, Workflow Management, Content Management, as the business use cases that they have been most satisfied with while using Workiva.

Other use cases:

Market Research
Onboarding
Sending & Publishing Communications
Social Media Analytics
Engaging And Following Up
Contract Management
Helpdesk Management

See all use cases See less use cases

Business Priorities

Manage Risk and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Workiva.

Other priorities:

Improve Visibility
Establish Thought Leadership
Enhance Customer Relationships
Grow Market Share
Improve Digital And Social Presence
Improve ROI
Acquire Customers

See all business priorities See less business priorities

Workiva Use-Cases and Business Priorities: Customer Satisfaction Data

Workiva works with different mediums / channels such as User Generated Content. and Blogs.

Workiva's features include Dashboard, Templates, Personalization, etc. and Workiva support capabilities include 24/7 Support, Phone Support, Email Support, etc. also Workiva analytics capabilities include Analytics, and Custom Reports.

Reviews

"We saw a number of cases where we can collaborate better. We could ensure that version control issues and risks are mitigated by using the software. So, it was an easy choice to expand our use of Workiva solutions throughout the organization" - George Clark

Workiva, Chargebee Subscription Management, Mews, ChargeOver, Podia, 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.

Popular Business Setting

for Workiva

Top Industries

Consumer Goods
Financial Services
Computer Software

Popular in

Enterprise
Mid Market
Large Enterprise

Workiva is popular in Consumer Goods, Financial Services, and Computer Software and is widely used by Enterprise, Mid Market, and Large Enterprise.

Workiva Customer wins, Customer success stories, Case studies

How can Workiva enhance your Collaboration process?

Workiva Collaboration provides features for team management, project management, and data management. The platform offers capabilities for document review and collaboration, enabling teams to work together on complex reports and projects. Although the platform excels at collaboration, it has limitations in managing data from disparate sources.

"...Collaboration with multiple users working on different sections of the S-1 at the same time...." Case Study Smartsheet

Read Reviews

What makes Workiva ideal for Workflow Management?

How can Workiva optimize your Content Management Workflow?

What solutions does Workiva provide for Market Research?

What makes Workiva ideal for Onboarding?

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.

CUSTOMERS	TESTIMONIALS
George Clark Biohaven Pharmaceuticals	We saw a number of cases where we can collaborate better. We could ensure that version control issues and risks are mitigated by using the software. So, it was an easy choice to expand our use of Workiva solutions throughout the organization Testimonial By George Clark
Kiko Gonzalez Barrajon Head of Consolidated Reporting Telefonica	We made some big changes in our process, but we didn’t have to dedicate so much time to implementing these changes, Immediately, we saw that everything throughout our process was faster. It was clear this was the right decision. Testimonial By Kiko Gonzalez Barrajon
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

CUSTOMERS	TESTIMONIALS
George Clark Biohaven Pharmaceuticals	We saw a number of cases where we can collaborate better. We could ensure that version control issues and risks are mitigated by using the software. So, it was an easy choice to expand our use of Workiva solutions throughout the organization Testimonial By George Clark
Kiko Gonzalez Barrajon Head of Consolidated Reporting Telefonica	We made some big changes in our process, but we didn’t have to dedicate so much time to implementing these changes, Immediately, we saw that everything throughout our process was faster. It was clear this was the right decision. Testimonial By Kiko Gonzalez Barrajon
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

Workiva Platform for GRC: Audit: and Risk Teams

Frequently Asked Questions(FAQ)

for Workiva

What is Workiva?

Workiva is a cloud platform for transparent reporting that enables the customers to streamline processes, connect data and teams, and ensure consistency all within a controlled, secure, audit-ready platform. It provides transparency, unparalleled trust, and assurance for all stakeholders.

It helps customers connect critical business data directly from source systems to the cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams.

It provides ESG reporting with financial rigor to earn the trust of all stakeholders. Internal Audit Management to protect the organization, and address risk gaps. Management reporting to manage data with less risk. SEC reporting, SOX compliance and more.

What is Workiva used for?

Workiva is a Revenue Management Software mainly used by its customers to Manage Risk and Scale Best Practices by Collaboration, Workflow Management and Content Management .