Likelihood to Recommend We are happy with the management of the Id, accounts where the user can request any access easily. Also the many connector which Sailpoint is offering in order to onboard lots of applications is quite helpful. The access review module has also have been improve so that large campaigns can we work out easily. Where we see some improvement is on the UI as here it is not so intuitive for the end user, so that we need to make lots of communications and training so that the user is able to understand how to use it. For the administration and creation of roles it also would be great to have some improvements here to make it more easily its management.
Read full review Wdesk is best suited for companies with demanding SEC filings and documents, with multiple revisions due to auditor/counsel review, and where financial reporting is extremely manual. Wdesk really helps take out the potential errors out of extremely manual processes, and helps automate regular financial reporting by allowing companies to link financial information and build customized flows of their information into financial statements and other documents (such as presentations or other internal reporting).
Read full review Pros Brings users access, profiles and accounts all into one place Manages the Life Cycle Management process across ALL identities, permanent and Temporary Secures and manages access to critical applications and resources across the group Enables Info. Security to customise, share and delegate authority across the group Single version of the truth across our technology platform Read full review The biggest strength of the program for our team is that multiple users can work in the document at the same time. Multiple users can be in the program updating financial statements, footnotes, MD&A - all without stepping on each other's toes. Rolling forward the documents from one period to the next is pretty simple. Links to source documents are maintained and new ones can be added without much hassle. Edits and changes can be made right up until the last minute before filing. There is no waiting period or pencils-down period unless we enforce one ourselves - the Financial Reporting team is in control of the timing of our filings. Read full review Cons The user interface is not very intuitive. It is hard for the occasional user to navigate through the request process. There are no instructions on the screen to help the user to know what to do. It is left up to the user to figure out what to click on and how to navigate through the process. Read full review The automation could be better. A lot of mass updates are done manually. Sometimes the system has connection issues and certain functions are down. The customer service could be more proactive to provide regular training and sharing updates on the software. Customer service could be better to help process the mass updates in a timely fashion. Read full review Usability Overall usablity is excellent. The product is capable of performing all the expected tasks for a IAM solution.
Read full review Overall it's a good-to-go product because of its features. It's easy to set up, meets requirements, has quality support, etc. So far, it has been working quite well for me, and I wish to continue using it for as long as it meets my requirements.
Read full review Support Rating Support for Customizations is very limited.
Read full review Workiva's technical support is impeccable and undoubtedly one of the best. The times we needed them, they were super quick and willing to help. It works 24 hours a day, and there will always be someone to help with doubts or technical problems regarding the tool.
Read full review Implementation Rating Implementation was done correctly and all the requirements were met.
Read full review Alternatives Considered The on-prem SailPoint IdentityIQ platform provides the necessary customization that is required in our dynamic environment. Although we may look at a cloud-based Identity Management service again in the future, (there are many advantages), our identity management, authentication, and application assignment processes cannot be quickly consolidated to a single cloud-based service at this time.
Read full review We moved from a third party filer to doing it in house. Have seen demos of products like Active Disclosure, which has come a long way from the beta version I saw and but we are not too far gone with Wdesk for us to evaluate other products. When we first signed up with Webfilings, (former name of Workiva), there were no viable products in the market. I had seen an Oracle product and a beta version of Active Disclosure. It was not hard to see the ease and intuitive-screens, to guide one through the filing process. The excel-like spreadsheets were an added bonus.
Read full review Return on Investment Over 300,000 password change/reset calls avoided to the helpdesk annually. 1,000 plus accounts with proper accesses provisioned via automated birthright processes weekly versus 1-2 days of manual provisioning and approvals. With a call center population that churns many people per week, this brings many dollars of efficiency to the operations teams. Flexibility on terminations to manage accounts and access for target applications based on regulatory or business rules to ensure compliance and avoid fines for non-compliance. Read full review We spend less than we used to with a traditional printer. We have been able to do turn-on-a-dime equity offerings with last minute changes and still file on time. Inviting external legal into the platform has helped with communication but we actually suspect they spend MORE time (and billing) on our documents than they used to just simply because it's so easy to get at them anytime they want. Read full review ScreenShots