It's a good product, it's efficient. We have integrated it in our wealth management product for the last eight years. All our PDF generation, client-advice, client invoices, and letter generation - any document that goes to a client - is generated through Windward in our wealth management solution. The integration works quite well.
Technical Manager at a tech services company with 201-500 employees
Integrates easily and enables us, and our clients, to create document templates using MS Word
Pros and Cons
- "It's easy to create templates and reports using Microsoft Word, so we don't have to learn something new to create a template. That makes it very user-friendly... they have integrated the product with Microsoft Word. People can easily start working on it without too much training."
- "One of the things they added in the last two or three years is PODs, Portable Object Doclets. One of our clients said they wanted to use PODs. They're a good way to make some constructs modular and keep things in one place."
- "It's very feature-rich. You can create tables, you can create graphs, you can import pictures, and those features are also easy to use."
- "They could make the document creation performance faster. I'm not saying it's slow but it takes time to create the PDFs. If they could make it faster, that would be one area for improvement."
What is our primary use case?
How has it helped my organization?
Our product is a very complex wealth management product. It manages the whole lifecycle of a typical investor. In our product, we maintain four or five different types of UK tax wrappers. That's our feature. We have to communicate with all these investors. That means we have to send letters with updates and statements. If there is any trading then we have to send contract notes. There are also cancellation notices, welcome letters - tons of letters typically generated through a wealth management product.
The way the Windward product helps us is that it gives us flexibility, because we don't know, in advance, what kinds of letters and how many a client will need. Windward gives us extensible functionality where we train our clients: "Oh, you want to add a letter? Okay, here is the Windward template to start with, and you can extend it according to your requirements. Then you just drop the template and you're done. The product will pull out the data and create a letter for you through that existing in functionality."
That's a great feature which is dynamic in nature, where we don't have to lock it in with an existing screen, an existing function. We can change the data source dynamically, depending on our requirements and, using a template, fix up the data, create a report, and it does the job. Most of our clients use Windward to generate all the letters for their clients.
Having this dynamic feature is quite a good use case for our product, because we don't want to have something which is not dynamic in nature, something where we can't change features. Windward provides that functionality and that's why it's suitable for a product like our wealth management product.
It's user-friendly. As an IT and software product company, some of our guys know it, but we have trained our clients as well and they can create reports templates themselves, comfortably.
What is most valuable?
It integrates easily.
In addition, it's easy to create templates and reports using Microsoft Word, so we don't have to learn something new to create a template. That makes it very user-friendly. Anybody who uses a computer uses Microsoft Word, and they have integrated the product with Microsoft Word. People can easily start working on it without too much training. Some training is needed, but not a great amount. When we offload template creation responsibility to our clients, they learn it quickly. In a day's session, they start writing their templates.
It does require some basic abilities with "If-Else" statements and when you create a table you have to create some "While" loops to repeat different data items in the different lines in the table. Some technical knowledge is needed, at least in the context of our product, because we create a lot of complex tables and a lot of conditional statements, so when it comes to looping and logical constructs, some programming knowledge is needed. But a business analyst with minimum technical or programming knowledge can write the templates in our world. That's proof in itself that it's not that technical and it's user-friendly but some information about logical constructs, to make decisions within the template, is required.
If you leave that apart, everything else is like creating a table in Microsoft Word. So it's like creating a table, creating a graph and using the constructs which are available by default within Microsoft Word. On a scale of one to five, where five is very complex to create template, I would rate it at medium difficulty, like three out of five.
One of the things they added in the last two or three years is PODs, Portable Object Doclets. One of our clients said they wanted to use PODs. They're a good way to make some constructs modular and keep things in one place. We are using PODs and we find it very useful.
We don't use each and every feature, but what we usually use are repetition loops, table creation, dynamic graph creation based on data, importing of pictures, and multiple reports within one report using the "If-Else" construct, based on some conditions. They have hundreds of features and we are not using all of them. But we find what we use to be very easy to use, and very effective.
Finally, it's very feature-rich. You can create tables, you can create graphs, you can import pictures, and those features are also easy to use.
What needs improvement?
A few years back, we suggested they make it work for JSON because we were using XML format. They've already done that JSON formatting. From our perspective, it's meeting our requirements so we had not asked for any improvements in recent times.
I don't see any major change which could benefit us. One thing I could say, as is always the case, is that they could make the document creation performance faster. I'm not saying it's slow but it takes time to create the PDFs. If they could make it faster, that would be one area for improvement. It's not a negative at this point, but the world is moving to ultra-fast performance, so that area is something they can look at. I'd like to see improvement from microsecond to nanosecond performance because that's the kind of demand in the market, to be faster and faster.
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For how long have I used the solution?
More than five years.
What do I think about the stability of the solution?
I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing.
From time to time, we get an issue here and there, but nothing major in nature. The product is quite stable and robust.
In our largest installation, our back-office users number about 250. They are using Windward indirectly because they are generating letters and, internally, they are being generated through Windward.
When it comes to concurrency, on a server with eight threads, eight concurrent connections are being used. On the design side - the people who are designing reports - at the client I was referring to, there are four people who have been trained to design documents for the product.
What do I think about the scalability of the solution?
We have deployed on a maximum four-node cluster. We are using a Java server engine and we have deployed in multiple low-clusters. Four is the maximum at the moment that our clients are using, and it scales quite well.
There are some limitations to what the product can do on the deployed infrastructure, but it's not just the product, it's the infrastructure limitation as well. I haven't observed any scalability problems. We are using it on AWS and we can just scale up as per our requirements. I can't recall any problem caused by Windward.
How are customer service and support?
Our relationship with Windward is really good. They fix problems very quickly if we break something.
Two years back we ran into a problem, not in the product but they had provided a different type of license to one of our clients, with which we have not tested our product. We raised an issue about the problem. The support team was quite aggressive and tried to help us as soon as possible. There was commitment to help us as their clients. They were meeting all the SLAs. We haven't created thousands of issues for them, but this is one I can recall and they were quite proactive in helping us on that.
What was our ROI?
If you compare manual letter generation and automatic letter generation, with the number of letters generated by a typical client, if they were to do it manually they would need at least ten FTEs to do the work.
When it comes to the cost of integrating an automated solution, as I said, integration is quite straightforward, so we didn't have to spend too much time on this.
There's good return on investment, looking at the cost of product and the value it adds to the process. The cost of the product can be recovered easily within one year and not much more than that.
What's my experience with pricing, setup cost, and licensing?
Pricing is something I complain about. Production pricing is okay, but for a testing environment the pricing looks a bit high to me. I have discussed this with them a couple of times, that for testing and development environments it shouldn't be priced that high. That's an area of improvement I would suggest.
Which other solutions did I evaluate?
From time to time, some of our clients will ask why we are using Windward, why not the product they are using. We have done comparisons and it's comparable to any other product in the market. It does everything that the client's product does and it's already integrated, so why re-invent the wheel and integrate their product with our product?
Existing products in the market are quite comparable in features and performance.
What other advice do I have?
I don't have too much experience with other products. Some of our clients have done a comparative analysis but I don't see why I wouldn't recommend this product. It has most of the features, it is easy to integrate, it does the job, and its performance is good. Those are the things I look for. Design is easy and does not have a steep learning curve. Based on these features I would recommend it.
We use the Java API to integrate with our product. Once we integrated, we made it dynamic, as I was saying earlier, so clients can add more and more reports, more and more letters to the implementation. We have integration through API and use the API to make it dynamic, particularly from a data-source point of view, so we can chain the data set at run-time in the deployed environment. That gives us a lot of flexibility.
Different people use it in different ways, but this is the way we use it: Run-time and design time.
Some of our guys join their training, but our techies, our IT team does all the integration. We get minimal help. We just get their release and get it working in our environment.
For deployment and maintenance, we have a team of two to three people in managed services who manage the whole installation; not just Windward but the whole product. The Windward part has hardly any share of their time in terms of deployment.
This is the only product we use at the moment for document or letter generation so it has reached its maximum. There are no plans to extend it further. If, in the future, we have additional requirements, it could be extended. We have the two modes in which we are using it. One is online in our digital platform which uses this product for all the document generation. The other is the back-office side, where bulk letter-generation also uses Windward. I don't see any additional use cases coming; we are using it in all possible scenarios.
Overall, we don't have any problems with Windward, and that's why we've had it for eight years; otherwise, we would have changed it. It's a good product, it's being enhanced over time, they are not stagnant. They keep changing, adding new and useful features - useful to us and to our clients.
I would give Windward a nine out of ten looking at the support and the ease of use of the product.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor. The reviewer's company has a business relationship with this vendor other than being a customer: Partner.
.Net Developer - Data Analyst
AutoTag integrates with MS Word tags, allowing dynamic TOC updates
Pros and Cons
- "Creating dynamic table of contents (TOC) based on dynamic data in different reports."
- "Technical support is very good. They reply immediately and follow-up with any questions."
- "A useful, easy to use product, which has a lot of features for designing reports."
- "The tool does not support macOS documents."
What is our primary use case?
The primary use case is to create different reports.
We connect using SQL Server.
How has it helped my organization?
It saves our time in designing reports. It creates better layouts and performance. We already have more than 20 templates.
We output PDF and Word formats.
What is most valuable?
Creating dynamic table of contents (TOC) based on dynamic data in different reports. We have different reports generated by users. After generating the report, the user will modify it and add some pages to it. Thus, we need to be able to update the table of contents.
In all other reporting tools, the table of contents is generated based on bookmarks of everything the user wants in the TOC. That means page numbers in the TOC generate at runtime and, if you modify the report, you can’t update the TOC. But AutoTag, follows same tags as Microsoft Word, and you can update the TOC any time after generating your report.
Designing different reports with a variety of features, such as a graph, TOC, using different conditions (like if, then, else, and loops), and layout controls, are essential in report designing.
What needs improvement?
The tool does not support macOS documents.
AutoTag generates only Microsoft Office docs. If you try to generate a report on the macOS, you will get error. You can open a saved report on macOS but you can’t generate it directly on macOS.
I cannot suggest more improvements at this stage as I am a new user.
For how long have I used the solution?
Trial/evaluations only.
What do I think about the stability of the solution?
We are using this tool in a pilot state. There are no issues at the moment.
What do I think about the scalability of the solution?
No scalability issues.
How are customer service and technical support?
Technical support is very good. They reply immediately and follow-up with any questions.
Which solution did I use previously and why did I switch?
We previously used C# codes for generating reports. Due to upgrading technology, we decided to use a better tool.
How was the initial setup?
The initial setup is straightforward.
Which other solutions did I evaluate?
We evaluated Intelledox, Stimulsoft, Crystal Reports, and DevExpress.
After evaluating different reporting tools and inquiring some Windward clients, we decided to opt for this tool.
We did not consider building a custom solution.
What other advice do I have?
A useful, easy to use product, which has a lot of features for designing reports.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
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October 2024
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Sr. Consultant at a tech services company with 51-200 employees
We use AutoTag designer to build reports as well as formatted Word templates for clients that need to send out different information based off of personal.
Valuable Features:
We use AutoTag designer to build reports as well as formatted Word templates for clients that need to send out different information based off of personal. This tool is great for tagging documents from different data sources such as XML, SQL, and other databases. The tagging wizard is easy to use and helps with selecting the tags and implementing logic such as conditions, filtering and sorting.
Improvements to My Organization:
Streamlined the process of quickly producing letters for our clients business that helped in getting patients what they needed quickly from their physicians.
Room for Improvement:
Some drawbacks we have come across are getting the output formatting to match exactly how it is implemented within Word. Not to the fault of AutoTag itself, but PDF output seems to display differently than Word output. Even with this slight drawback, it has not stopped us from implementing rich tagged documents for our clients, and even when we run into these issues, Windward's support site and support team is on top of things, coming out with releases every 2 weeks with bug fixes and enhancements, even fixes that were submitted by us. They are responsive and on top of their game.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partners
Principal at a financial services firm with 51-200 employees
Most valuable feature: ability to design reports, using all formatting bells and whistles, in Microsoft Word and Excel.
What is most valuable?
The ability to design reports, using all the formatting bells and whistles, in Microsoft Word and Excel. Plus the ability to combine XML data and SQL data.
How has it helped my organization?
The most important is how we have been able to produce much more persuasive and professional reports than our peers.
What needs improvement?
Pricing is based off server cores. This has caused us to have to engineer our production server environment around the product.
For how long have I used the solution?
6 or 7 years.
What was my experience with deployment of the solution?
None. It is really easy to implement.
What do I think about the stability of the solution?
The product is very stable, and we have yet to find a scenario where the design environment (AutoTag) was different than our production environment (.NET Engine).
What do I think about the scalability of the solution?
No issues with scalability.
How are customer service and technical support?
Customer Service:
As good as the product is, the customer service is even better. Out of all of the products we use in our company, Windward is hands down the best support without even a close second.
Technical Support:Awesome.
Which solution did I use previously and why did I switch?
We originally used Crystal Reports, and then tried WSDL. We switched because of the versatility in report design available using Word/Excel.
How was the initial setup?
Very straightforward. AutoTag takes some getting used to, but if you have used a report writer or a macro structure before it comes pretty easily. The production use is even easier. Literally just a few lines of code to delploy.
What about the implementation team?
In-house.
What was our ROI?
We never evaluated, but it has never been a question.
What other advice do I have?
Try it and you’ll buy it. We have introduced several of our friends to this product and they have all been impressed.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
Works
There is a feature to create "PODs" for data points that you will be using over and over again
What is our primary use case?
Windward AutoTag is an add-in for Microsoft Word and other products. We use AutoTag to pull in data from our software to create standard documents for all clients, and customized ones as needed.
How has it helped my organization?
This solution allows our clients to create their own custom documents on the fly. It allows clients to tweak our standard document templates to meet their needs. We didn't have this feature in the past.
What is most valuable?
It is very user-friendly, and the wizard and equation options. There is a feature to create "PODs" for data points that you will be using over and over again. You create a POD and save it to your network drive. Then all you have to do is pull it into your next document template when needed. This saves so much time when templates need to be created quickly.
What needs improvement?
I would like to see examples included within the Wiki information to show how each function option could be used.
For how long have I used the solution?
Three to five years.
Which solution did I use previously and why did I switch?
Yes. We switched as it was no longer supported. It didn't meet our needs or our clients'.
What's my experience with pricing, setup cost, and licensing?
It's a quick setup, and the license is on an individual basis. I'm not part of the cost or pricing conversations with our clients.
Which other solutions did I evaluate?
I was not part of the group of people that evaluated other options.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Java Developer at a tech services company with 51-200 employees
Low learning curve. Has reduced our template development time.
What is most valuable?
- There's less of a a learning curve than with other reporting tools and it has easy to design complex templates using the AutoTag Microsoft Office plugin.
- I can use Microsoft Office standard features with templates. This has reduced template development time on coding, layouts and formatting.
- We receive customer data in various formats and it is very convenient to pass the XML datasource to generate reports.
- Easy to integrate with our company product using Javelin Server RESTful web-services API.
How has it helped my organization?
Reduced design time for complex templates.
What needs improvement?
- Javelin Server improvements: the ability to change the datasource file path on run-time.
- AutoTag improvements: does not support dynamically changing headers and footers on Microsoft Office Word templates.
For how long have I used the solution?
I've used it for four years.
What was my experience with deployment of the solution?
No issues encountered.
What do I think about the stability of the solution?
No issues encountered.
What do I think about the scalability of the solution?
No issues encountered.
How are customer service and technical support?
Customer Service:
10 out of 10 - excellent.
Technical Support:10 out of 10 - excellent, promptly responded to all our queries communicating between the UK and the US.
Which solution did I use previously and why did I switch?
No solution was used previously.
How was the initial setup?
Setup was straightforward using Javelin Server (Setup using IIS7 & SQL DB) and AutoTag – Microsoft Office 2010.
What about the implementation team?
We implemented it in-house and we received support when required.
What was our ROI?
Excellent investment for reducing template designing cost. Could not provide percentage numbers.
What's my experience with pricing, setup cost, and licensing?
Day to day cost – None apart from development time for new template design.
Which other solutions did I evaluate?
We also evaluated Jaspersoft Report Designer.
What other advice do I have?
- It's easy to use
- Use standard Microsoft Office to design complex templates so you can utilize rich Microsoft Office formatting, layouts etc.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Information Analyst at a healthcare company with 51-200 employees
Designing report templates is straightforward with the standard Microsoft Word package.
What is most valuable?
- Ease of use and design reporting templates is straightforward with usage of standard MicrosoftWord package.
- Does not require user a huge amount of time to learn all features and how to use a tool with MS package.
- Easily pulls out data from MySQL server into format that can be usable by our internal staff or external customers.
How has it helped my organization?
Reduced time in creating reports, as previously used MS Excel to manually create all reports
What needs improvement?
- Requires some work on page numbers (footer) in Word, as it places the page number in the center, when output in PDF page number is more to right than center.
- Outputting in PDF needs to be like for like with Word.
- Does not supporting text color in charts (does not allow changing legend text color).
For how long have I used the solution?
I have used it for three months.
What was my experience with deployment of the solution?
No deployment issues encountered.
What do I think about the stability of the solution?
The tool is stable enough.
What do I think about the scalability of the solution?
No scalability issues encountered.
How are customer service and technical support?
Customer Service:
Great customer service: 10 of 10.
Technical Support:Excellent technical support: 10 of 10.
Which solution did I use previously and why did I switch?
I haven't previously used a different solution myself, but the company used pure Excel for reporting and it was time consuming.
How was the initial setup?
- Straightforward setup of tool
What about the implementation team?
It was implemented in-house.
What was our ROI?
Good investment for reducing template/report design time/costs.
What's my experience with pricing, setup cost, and licensing?
Great value; no other costs apart from template design time.
Which other solutions did I evaluate?
Unable to comment, as I wasn't at the company at that time.
What other advice do I have?
It is a great tool, as using the standard MS package helps with learning, because it uses mostly MS Office functions to design templates.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Business Technology Analyst
Graphics, design/layout control, and flexibility are key reasons we chose this product
Pros and Cons
- "We would like to shrink these reports into one page, because there is a lot of free space on one page, but we cannot shrink it into the one page to be shorter. This is one thing we would like to change."
What is our primary use case?
Generic reporting.
How has it helped my organization?
As of now we don't have a lot of experience with this tool because we have only been using it for one month. So we haven't made much progress, as an organization, with it yet.
What is most valuable?
I think it is a very flexible tool, that is one reason it is valuable for us. But the graphics and pictures in the reports are the most important.
The ability for users to have design and layout control is also very important for us. This is why we chose Windward.
What needs improvement?
Maybe just one thing: We would like to shrink these reports into one page, because there is a lot of free space on one page, but we cannot shrink it into the one page to be shorter. This is one thing we would like to change.
For how long have I used the solution?
Less than one year.
What do I think about the stability of the solution?
No issues with stability.
What do I think about the scalability of the solution?
I think this is fine, but for now our external provider is doing prioritization for us so we don't have experience with this. But I think it is flexible enough. For now, we haven't had any problems with scalability.
How are customer service and technical support?
We have not used tech support yet.
Which solution did I use previously and why did I switch?
For now I have only had experience with Crystal Reports.
We were searching for something that is suitable and pleasant for our customers, user-friendly and so on. This was the most important requirement for us. We did not consider building a custom solution. We went with a package solution because our external vendor recommended it to us. They said that this is the only option, that they are working only with Windward and it is the only option for the IT system we are using.
How was the initial setup?
It was not complex.
What other advice do I have?
Right now we have four or five reports in our production environment. In our test environment we have an additional three or four. We are connected with an application from the Dorsum Wealth Management platform and we use the database from that system.
I have recommended Windward to two IT providers, but I haven't had any feedback for now. But I would recommend it. It provides very good-looking, flexible, and nice reports.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
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Rafal, how would you describe the time you've saved or even 'gained back' once replacing manual Excel reporting with the auto-tag features that you now use in Windward?