Windward Core Reviews

Generic reporting.

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.

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. 

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.

No issues with stability.

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.

We have not used tech support yet.

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.

It was not complex.

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.

Ability to harness all the power of standard Office software (Word & Excel) to produce rich reports while at the same time easily connecting to my data sources. Very visual way of finding and linking data. Simple integration with .net & Java.

We are able to move report generation from the developer workload and give to less technical staff.

Initial learning curve seems steep as first - but it does 'click' into place after viewing a few of the free Webinars that Windward offer.

The ability for it to create static reports, which mostly replicate Word and Excel.

A part of our business is to produce static report which we give to our clients. This product serves this purpose very well.

The generation of PDF/Excel reports needs to replicate Word/Excel more closely with less required workarounds.

We have been using this product for 2 years.

When we first started using it we did - however, that was partly due to issues at our end.

Sometimes automated reports don't generate - seems to be completely random.

Yes, unfortunately as Word/Excel are used to generate the reports, it suffers from the same issues as 32-bit Word/Excel.

Very good, it has always been prompt and helpful.

Good, support has actually spent the time to try and figure out why a problem is happening. And sometimes if it requires a fix then they have pushed out the fix in the next version.

No.

In-house.

Ability to incorporate it into our solution so clients have a seamless experience using it.

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.

Error handling – give more details on just what the issue is to help quickly troubleshoot what is wrong.

I have been using the solution for 3 – 4 years.

Yes – there have been numerous licensing issues over the past few years. Hopefully that has been addressed with Phone Home licensing solution.

Only around licensing.

We encountered no issues with scalability.

Their ability to help us troubleshoot is too low – they really need to help us troubleshoot in our environment – not their testing environment.

Their ability to help us troubleshoot is too low – they really need to help us troubleshoot in our environment – not their testing environment.

Initially it was tough, but we’ve documented the proper steps for our environment and have a solid deployment process now.

In-house team.

Get the phone home licensing solution.