- Word and Excel template generation
- Ability to integrate with our application
Data Group Developer at a pharma/biotech company with 501-1,000 employees
It suits us well with templates for Word, Excel and PowerPoint, along with full integration into our application.
Pros and Cons
- "Customer Service: Excellent. Always got a response within hours and fixes or guidance quickly."
- "Some graphing capability could be improved and differences in layout for different formats (Word, PDF, etc.)."
What is most valuable?
How has it helped my organization?
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.
What needs improvement?
Some graphing capability could be improved and differences in layout for different formats (Word, PDF, etc.).
For how long have I used the solution?
3 years
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Windward Core
May 2026
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What was my experience with deployment of the solution?
No. Drop in the WAR and call the API.
What do I think about the stability of the solution?
None
What do I think about the scalability of the solution?
We generate a fairly low volume of concurrent reports, so not an issue.
How are customer service and support?
Customer Service:
Excellent. Always got a response within hours and fixes or guidance quickly.
Technical Support:Excellent
Which solution did I use previously and why did I switch?
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.
How was the initial setup?
Simply drop in the WAR file. We had to do work on our end to secure the data we pass in to Windward.
What about the implementation team?
In-house
What's my experience with pricing, setup cost, and licensing?
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).
Which other solutions did I evaluate?
Pentaho and Oracle BI were the main contenders.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Business Analyst at a insurance company with 1,001-5,000 employees
Customer service is very good. Very good ROI as well.
Pros and Cons
- "Customer Service: 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."
- "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."
What is most valuable?
Out and IF tags
How has it helped my organization?
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.
What needs improvement?
Two that I found:
- 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.
- 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.
For how long have I used the solution?
I've used it for two and a half years.
What was my experience with deployment of the solution?
Sometimes with the activation key.
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:
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.
Technical Support:Very good.
Which solution did I use previously and why did I switch?
No previous solution used.
What about the implementation team?
In-house.
What was our ROI?
Cannot comment accurately but it would be very good.
What other advice do I have?
Be sure that you trial it and it meets your needs.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
Windward Core
May 2026
Learn what your peers think about Windward Core. Get advice and tips from experienced pros sharing their opinions. Updated: May 2026.
900,277 professionals have used our research since 2012.
COO/VP Operations & Software Exec at a tech services company with 51-200 employees
Valuable Feature: Ability to incorporate it into our solution so clients have a seamless experience using it.
Pros and Cons
- "For our clients, it dramatically improves several areas."
- "Customer Service: Their ability to help us troubleshoot is too low – they really need to help us troubleshoot in our environment – not their testing environment."
Valuable Features
Ability to incorporate it into our solution so clients have a seamless experience using it.
Improvements to My Organization
a. It is a product solution that we incorporate into our solution for our clients.
b. For our clients – it dramatically improves several areas.
i. They now have standard documents they can use throughout the system.
ii. It’s incorporation into our solution means they have a lot of the data points pre-populated.
Room for Improvement
Error handling – give more details on just what the issue is to help quickly troubleshoot what is wrong.
Use of Solution
I have been using the solution for 3 – 4 years.
Deployment Issues
Yes – there have been numerous licensing issues over the past few years. Hopefully that has been addressed with Phone Home licensing solution.
Stability Issues
Only around licensing.
Scalability Issues
We encountered no issues with scalability.
Customer Service and Technical Support
Customer Service:
Their ability to help us troubleshoot is too low – they really need to help us troubleshoot in our environment – not their testing environment.
Technical Support:Their ability to help us troubleshoot is too low – they really need to help us troubleshoot in our environment – not their testing environment.
Initial Setup
Initially it was tough, but we’ve documented the proper steps for our environment and have a solid deployment process now.
Implementation Team
In-house team.
Other Advice
Get the phone home licensing solution.
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.
Business Analyst at Towers Watson
We switched because Windward offered better maintenance.
Pros and Cons
- "Their customer service is quite good."
- "The workstation deployment and license allocation was a pain, but the server component was easy."
What is most valuable?
Report server.
How has it helped my organization?
It just replaced a previous product we were using.
What needs improvement?
Ease of use.
For how long have I used the solution?
I've used Windward Autotag for four years.
What was my experience with deployment of the solution?
Confusing licensing agreement.
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:
Their customer service is quite good.
Technical Support:Their technical support is quite good.
Which solution did I use previously and why did I switch?
We did use a different solution and we switched because Windward offered better maintenance and upgrade path.
How was the initial setup?
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.
What about the implementation team?
We implemented it in-house.
What was our ROI?
Not easy to calculate, it replaced something that was written in house and was proving to be a pain to keep current.
What's my experience with pricing, setup cost, and licensing?
40 licenses for Autotag, plus a server and annual maintenance.
Which other solutions did I evaluate?
No other options were evaluated.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Software Developer at a consultancy with 51-200 employees
Before Windward, we needed to use SSRS reporting engine to render reports to MS Word.
Pros and Cons
- "Now clients are quite happy as they get pretty much what they wanted."
- "When I started a couple of years ago Windward wasn't a very stable product."
What is most valuable?
I like Windward as it's directly attached to MS Word and we actually develop the report on MS Word. It gives us the benefit of using most of the MS Word features. Lot of clients of ours prefer reports in MS Word format and therefore Windward suits us quite well. Also, it's much better compared to a couple of years ago.
How has it helped my organization?
Previously we were using SSRS reporting engine to render reports to MS Word. It couldn't deliver what our clients wanted. So we had to go for an alternative. Now clients are quite happy as they get pretty much what they wanted. It may not be 100% but quite close.
What needs improvement?
I think it needs few other reporting features like grouping data on the report itself.
For how long have I used the solution?
About three years.
What was my experience with deployment of the solution?
Yes there were some unexpected bugs but we were able to find workarounds.
What do I think about the stability of the solution?
Yes there were some unexpected bugs but we were able to find workarounds.
What do I think about the scalability of the solution?
No, not really.
How are customer service and technical support?
Customer Service:
It's quite good actually. Usually I get a response within 24 hours.
Technical Support:It's quite good actually. Usually I get a response within 24 hours.
Which solution did I use previously and why did I switch?
Previously we were using SSRS reporting engine to render reports to MS Word. It couldn't deliver what our clients wanted. So we had to go for an alternative. Now clients are quite happy as they get pretty much what they wanted. It may not be 100% but quite close.
How was the initial setup?
I'd say average. Not easy nor really complex.
What about the implementation team?
In house implementation was done.
What's my experience with pricing, setup cost, and licensing?
When I started a couple of years ago Windward wasn't a very stable product. So the maintenance cost was bit high. But now it's much better.
Which other solutions did I evaluate?
I was not involved in the process. But I was told that Windward was the only one they could find as a better product in terms of delivering what our clients wanted at that time.
What other advice do I have?
It's a really good product if you really want the reports in MS Word form and if you want to use MS Word features in your reports.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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.
Pros and Cons
- "Customer Service: As good as the product is, the customer service is even better."
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.
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