Windward Core Reviews

• Word and Excel template generation
• Ability to integrate with our application

Our reporting tool is now fully integrated with our application, appearing and behaving as part of the application.

Report layouts can be done by less technical staff.

Some graphing capability could be improved and differences in layout for different formats (Word, PDF, etc.).

3 years

No. Drop in the WAR and call the API.

None

We generate a fairly low volume of concurrent reports, so not an issue.

Excellent. Always got a response within hours and fixes or guidance quickly.

Excellent

Yes, we used Oracle BI Publisher. Windward integrates easier, has a better Word template builder (Publisher didn't have Excel or PowerPoint template builders), and better licensing options to suit us.

Simply drop in the WAR file. We had to do work on our end to secure the data we pass in to Windward.

In-house

We bought on a x number of reports generated per month basis, which suited us as we have a lot of infrequent users and monthly reports (a lot of reports are run within 1 or 2 days).

Pentaho and Oracle BI were the main contenders.

Out and IF tags

It was used to automatically generate documents/emails for printing and distribution. It would use an XML source passed by the system and then rendered into a static document.

Two that I found:

1. Was limited by XML path restrictions. There were a couple of times I wanted to do something in the formulas which was prohibited by XML path but okay to do in Excel and the product is sold as being able to do whatever Excel can do in terms of formulas.
2. The wiki is useful but it could be expanded so much more! I had to do so much translating from Excel -> Autotag where the wiki could have gone into more depth. Imagine something with more scope like the Microsoft Excel how to guides. Much more in depth and gives you various examples of how power Autotag can be.
   

I've used it for two and a half years.

Sometimes with the activation key.

No issues encountered.

No issues encountered.

Very good - I think they needed to be more up front of needing XYZ before you even submit as there was sometimes a bit and back and forth with questions around versions/correct XML etc.

Very good.

No previous solution used.

In-house.

Cannot comment accurately but it would be very good.

Be sure that you trial it and it meets your needs.

Report server.

It just replaced a previous product we were using.

Ease of use.

I've used Windward Autotag for four years.

Confusing licensing agreement.

No issues encountered.

No issues encountered.

Their customer service is quite good.

Their technical support is quite good.

We did use a different solution and we switched because Windward offered better maintenance and upgrade path.

The workstation deployment and license allocation was a pain, but the server component was easy. A salesman told us we could have concurrent usage license, that is also how the protection seems to work. Then they decided we could only buy named user licenses. Most of our user community used the product quite infrequently so we were far from impressed.

We implemented it in-house.

Not easy to calculate, it replaced something that was written in house and was proving to be a pain to keep current.

40 licenses for Autotag, plus a server and annual maintenance.

No other options were evaluated.

The primary use for the solution is that we create legal agreements for our clients by using data within our database.

They're usually legal agreements, they could be negotiation documents, all about what's called right-of-way, which is asking people for use of their property for electrical lines and gas lines, etc. That's what it's used for across all of our client base. In terms of the number of templates we have, it has to be in the thousands, because of the number of clients that we support with the solution.

It's hard for me to say because we've had this product ever since we started our solution. We really could not have started our business, quite honestly, without a document generation engine like Windward. We couldn't have done it without it.

The ability for it to be integrated into our software solution and the AutoTag tool that allows us to quite quickly create and update the templates themselves.

Also, the ability for users to have design and layout control is very important because, as we all know, things change and regulations change, so they need to be able to modify things as the business changes.

We've been working with Windward and the executives over there over a number of years and they've been quite flexible and helpful with all of our challenges.

If I were to think of one thing - and this is really an opportunity, not something that's a deficiency - a lot of clients that want to use this don't have the technical background for the SQL portion of gathering the data. If Windward were to make a more user-friendly SQL extract front-end, that would help a lot of clients to leverage the application a lot more.

Yes, we have encountered stability issues, but I think they were more when we were changing from one licensed product to another, and how we configured our system. We had some issues with the licensing, but that was resolved by Windward a long time ago.

I have not seen any scalability issues, I have not seen a performance issues. Usually when we do, it has to do with the SQL portion of it.

They are good. They give us the information we need to help troubleshoot where we are at.

I don't believe we had another solution at the beginning. We started, and have stayed, with Windward.

The setup was straightforward.

It is absolutely worth the value. 

They have flexibility, depending on what you're looking for from a buying standpoint. The current pricing models are quite flexible, with the ability to use it on an as-needed basis, or to get a perpetual license that covers a customer that might have extensive needs. I think it's pretty good.

We solely connect to our own solution database, our geoAMPS right-of-way database. We create PDF, Word, and Excel for the most part.

We did not consider building a custom solution because we wanted to be able to concentrate on our core business, which is supporting our customers. And we wanted to concentrate on their businesses, not on the document generation itself, so we looked for a third-party solution that concentrates on document creation.

In terms of advice to others who are considering this type of solution, first, really confirm what your volume is going to be, and pick the solution that best meets your volume needs. If you're close to the higher volume level, that's what you should pick because that will reduce any kind of interruptions.

Generating PDF documents as well as Excel and Word documents, between 20 and 40 templates. The content of these documents is mainly for producing insurance quotes, policy, and claims documents. Data source is XML.

It means we can let our clients maintain the templates directly, without our involvement. Previously, it was very messy and clients were not happy with the costs of maintaining and updating templates.

Managing templates through MS Word, as non technical users can manage output.

Also, it is very important from a sales point of view for users to have design and layout control, as our clients don’t want to be locked into relying on technical staff to do changes.

It needs better support for upgrades and more control over layout of elements.  Upgrades tend to break existing output. Elements do not position where expected due to insertion of blank lines and page breaks. It takes time to fix these through trial and error.

Sometimes, but very rare.

No issues with scalability.

Excellent.

We previously used our own solution based on iText but wanted something easier for non-developers to use.

Initial setup was in between straightforward and complex. We had to do quite a bit of work to migrate all templates into Windward format and to build an admin panel to let our clients access the templates to update them.

The main issues were because our clients' own Word templates, that they had been using for manual PDF generation, were not very well set up. For example, inconsistent use of styles, mixed use of tabs and spaces to line up elements, and in some cases, including massive images.

iText and Jaspersoft.

We were looking for generation to average three to five seconds. Our main requirements, though, were being able to have non-developers create templates and generate Word and PDF formats.

To others who are looking into implementing Windward, the main advice would be to really simplify and clean up your Word templates first.

Allow law firms to create template documents based on data drawn from our application. Allow bank users to create reports based on their debt portfolio

The template documents are all legal documents created during the collection process of a foreclosure file. We have developed a couple of dozen templates so far.

The templates used to have to be filled out individually for each file. We currently have over 5000 files active in our system, so this saves the user a lot of time.

AutoTag, because it integrates with MS Word and makes it easy for our users to create template documents and reports.

We have multiple banks using our system, and they all have different formatting needs. AutoTag allows our users to design the templates based on differing needs of the banks. So the ability Windward provides for users to have design and layout control is important.

I do not have enough experience with it to give an accurate answer. It works great compared to what he had, and the support we have received has been fantastic.

One thing I haven't found a way around so far: Is there any way to avoid AutoTag loading in Word/Excel each time? I need to use it from time to time - quite rarely. AutoTag affects performance of Word/Excel. I do not want to install/uninstall AutoTag each time I need it.

No issues with stability.

Have not run into any issues.

Excellent, to this point.

Custom solution, as noted elsewhere in this review.

It was straightforward, nothing complex.

We looked at a couple of others, although I do not remember the names.

I have just started using the product within the last six months and would give it a rating of eight out of 10, currently.

We connect to a SQL database using JSON and output using Word, Excel, and PDF. Our output performance requirements, when making our solution decision, were integration with MS Office suite and the ability to create documents and reports. We did build a custom solution and it was very limited and restrictive.  We needed something with more options that integrated better with MS applications.

It is a good product, and I would not hesitate to recommend it.

The ability to generate a template from an MS Office application is invaluable, it makes things far easier.

Since we moved from using a self-built reporting engine to a hybrid engine which uses the Windward solution as it's primary reporting engine (some reports still have to be done the old way unfortunately, but that's the nature of our business), running out new reports is significantly quicker, meaning we can get new reports to customers far more quickly.

Autotag can be a little confusing for new users, however doing the training webinars will get them on their feet in no time.

About 9 months.

Not really, the integration into our systems was straightforward.

No, we've not had any problems at all.

No, we did create a synchronised and flattened reporting database which allows us to provide as many reports as necessary without impacting main system performance though.

Very good.

Very good.

We used an in-house solution which was tailored very much to what we required. However it wasn't flexible enough to provide us with what we needed without lots of code changes. Therefore we looked for alternatives.

It took a few days of self training and integration, but was straightforward.

In house.

Unknown at the moment, we'll see when customers next enter a renewal period.

The prices might look high, but they aren't that bad. Look at scout as well for a "per report" pricing model.

BIRT and JasperReport.

It's a good solution, which allows you to build reports quickly over multiple data sources. I would advise you to download a trial and take a look.

Previously we were running reports from SQL Queries and formatting the outputs in Powerpoint Presentations, Word Documents or Excel Spreadsheets. Due to large growth, our reporting needs both externally and internally were taking too much time from the Management Information team to run on a daily basis.

Since the installation of Autotag, users are now able to run reports either for their business area or for their external clients with the MI team assisting on creating the templates. This has delivered huge time savings across the business allowing more time to focus on development and growth opportunities.

The template designer is by far the best feature within Windward Autotag. You build the reports in the Microsoft Applications that you already know, and simply add tags which draw the data in where you need it. The learning curve is very low due to this and also serves as a great way to introduce our junior members to SQL queries.

As Autotag constantly upgrades it does more post processing on the documents. It is still lightning fast for most reporting needs, however for some of the more complex reporting we have noticed a small slow down over previous versions.

Customer Service:

The customer service at Windward is absolutely top notch. Every time I've had a query they have always responded promptly and in a friendly yet professional manner.

Technical Support:

The technical support team is one of the best technical support teams I have ever dealt with. I can keep track of the status of my technical query at any time by logging into their site. They respond very promptly and they really work hard to break through any technical issue.