Fluent

Templates

Easy to learn

Create 1 template and the dynamic text populates automatically. Avoids the need for complex html coding to build nice looking reports.

Great product, beautiful output, fabulous support

Windward AutoTag is one of several tools that we use to produce data-driven proposal output for a wide range of customers. While other tools may be more powerful in their near-limitless extensibility through incredibly complex JavaScript, AutoTag is the only solution that produces meaningfully useable native Office output. While other tools build documents that from a technical standpoint can be opened in Word or Excel but are difficult bordering on impossible for users to modify because they're built as a series of nested tables (Word) or spreadsheets pretending to be page layouts, AutoTag lets us build templates that output documents that truly behave like native Office documents. If you add or remove text in Word, the content reflows like a real Word document (because it IS a real Word document). If you change values in Excel, totals and discounts (for example) recalculate automatically. It isn't the solution to every reporting need, but it's a valuable addition to our toolbox and stands alone when native Office output is required.

Winward Autotag - a great piece of kit.

Best Customer Service Ever

We are not a large client to Windward, but they always make us feel that way. Every time we have a question or suggestion, we get an impressively timely response. Even things that other vendors might charge us for, if Windward feels it would improve the product, they roll it into the next release. Their service greatly exceeds that of vendors we pay seven figures a year.

From a product respective, it is exactly what they advertise. A Microsoft Office design environment for enterprise data. And the server engine makes Crystal Reports look like a dinosaur from a speed perspective.

The major downside I've seen has been in the server pricing which only has a "per core" option. This has caused us to have to engineer our datacenter / redundancy design differently than if we did not have this constraint.

Perfect Tool for creating templates and documents

Great for quickly developing tagged templates

Powerful form rendering engine

CodeObjects is a cloud based SaaS solution for insurance process management that goes beyond the core of policy, billing, and claims to include all the ancillary functions. One of the ancillary services that we provide is document generation and we use Windward for this. Before windward we were using an Adobe based document rendering engine. Switching to windward helped us with the following:
- Reduced the time it takes to create document templates by about 80%
- Reduced the time it takes to configure complex form generation rules by more than 80%
- On an average our customers were able to learn the windward tool by about 70% faster compared to the Adobe product.
Overall it provided a great advantage to us in this competitive Landscape.

Excellent Product for Technical Report Writers

We've been using Windward Reports for well over 5 years now as the main reports tool within our Personality product. As the development piece (AutoTag) is a plug-in for Microsoft Office tools it makes formatting simpler if you know how to do so in Word/Excel already.

We've created some incredibly complicated reports with this tool and our technical people find it easy to use but we don't find it as an end user reporting tool.

Highly recommend it for companies looking for a new tool to create their company reports in.

Great reporting software once you figure out the niggles

Been using the Autotag software for nearly a year and a half now. Of which we use it extensively for fixed reporting. It isn't necessarily an easy to learn reporting system as it is pretty much bound by the restrictions in Microsoft Office. Furthermore there are a number of niggles which you need to learn to work-around to use it.

However once you have done you will be using a reliable, fast and powerful piece of software for all your fixed reporting needs. Not to mention the great support which Windward offers!

Fast, fast report / PDF generation for production environments

I'll start with the only con, it isn't cheap - but then cost is relative - we compared with other similarly scalable products and then, well, it looked much more favourable!

If you need to generate multi-page PDF documents in fractions of a second based on simply tagged word documents and some data to fill in the blanks then these are the people to talk to. Windward Reports does much more - but even for this it is worth the cost.

Support is great, the team is very friendly too.

PSiDEO's review of Windward Solutions

PSiDEO has been successfully collaborating with Windward Solutions for many years as well as using Windward's products in its own solution with satisfaction for the same period. Additionally to performing products, Windward has also supported PSiDEO's activities by being open and flexible with its business models and negotiation schemes to ensure both companies business operations and needs are met in a collaborative and efficient way.

Great solution for integrating word templates into business process

We use Windward to in a business process that generates correspondence by merging data in various forms with Word templates. We have hundreds of templates and generate thousands of documents. It is all automated. It works great when you need to do this as part of a greater business process. I would highly recommend this product.

User friendly and good 3rd party integration

I like using Windward. I like the drag and drop features, it connects easily to our database and integrates well with 3rd part apps like Office.

Easy to use, learning curve minimal.

In the set up we had a few questions on some very detailed modifications and the customer service was amazing!!!! It was very easy and turn around time on customer request was the best we have experienced.

Big Data Analytics

The AutoTag add-in our analytics team uses for reporting has significantly improved our analysis productivity and helped us to view metrics which aid management in making better data-driven decisions.