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The fact that it uses Microsoft Word and Microsoft Excel as base templates, so when you generate, it's easy for clients to upgrade, and maintain, and generate out either a PDF or an actual Excel spreadsheet. The ability for users to have... more»
This is a tough question, because we are a software vendor, and we use it as an add-on to our software to write the reports for it. It's improved our software, but it hasn't really improved our company. Of course, we use our own software to... more»
It is a very good product. It does everything we need it to do. The only thing I can think of, that we'd like it to do, would be the ability to "burst out" reports, meaning one section of a report could be sent out as an email to a manager of... more»
The two features that I like the best are the ability to generate Word and Excel documents, and the ability to create my templates directly inside those software sets. It's absolutely critical for me as a user to have design and layout... more»
It's tough to give you an example of how it's improved things, because I really wasn't doing anything of this nature prior to implementing the solution. So it's hard for me to give you an example of that. I can say that, in implementing this... more»
There are some - and they've made some positive changes to this already - but there is always room for improvement in the speed, especially with the complex, multi-line Excel spreadsheets. They made some improvements in the last version that... more»
When it came down to the crunch, all the products we evaluated generate reports and were pretty easy to use. The support from Windward was one of the primary considerations. Even though we're based in Australia we did get good support for... more»
It really hasn't improved our organization at all. We had a report-generator before, we have a report-generator now. It just means we're on a supported platform. Whereas before we were running services on something that we didn't actually... more»
Auditability is a huge part of what we do. Part of that is generating an auditable track record that documents any decisions made along the way. All of the audit documents, all of the competitive sourcing documents, such as RFP, lease versus buy, proposals, and in some cases contract documents are generated out of LeaseAccelerator using Docmosis. The number one... more»
We've already briefly spoken with Docmosis, and we'll be pursuing this more - we are looking to take our intra-application monitoring to the next level. Really, we've embraced the DevOps philosophy and are trying to improve the monitoring, so it's not just your traditional up/down type monitoring but it's a more holistic system load, degeneration – where it may... more»
As a workflow automation solution, being able to route, approve and manage content is one of the few areas in SharePoint where there is a true ROI. Provides the ability to automate SharePoint processes (building sites, lists, updating... more»
In some instances, workflows I’ve built for customers have transformed the business, saving significant time and costs compared to manual, legacy processes. In several instances the savings have been enough to provide the ROI for SharePoint... more»
* Built-in reporting on-prem is limited and clunky at best. * Integration can be fairly technical, and often business rules inhibit product capabilities or force a developer to consider alternate methods for integration. * Hawkeye is emerging... more»
The engine being able to sit inside of our firewall is the most important feature. The design tool, with all of its features and sample output fidelity tests, and being able to work with JSON data and output PDF and HTML, were also both... more»
It completely offloaded a needed component of our platform, providing tools that we would have had to develop internally. We didn't need to reinvent the wheel for a part our business that is ancillary.
It would be nice to have a black-and-white, ideal setup for servers, to maximize capabilities. We went through a lot of scenarios to get something that is scalable. An ideal AWS-package server setup could have saved us a lot of time. But I... more»
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... more»
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.
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... more»
Template editing in Microsoft Word. Government projects are mainly through tenders. By indicating in the tender that the government will be able to edit documents in MS Word, we have a big advantage. Governments no longer want to be locked in through technology, and want more and more control on their side.
Before, PDF documents were generated through a very technical process with XSLT. We hardly had XSLT specialists available and they were generally not the strongest in business acumen. Now, our business analyst/UX designer designs the documents.
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... more»
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... more»
The Vizio-style designer that runs in the browser is, to me, by far the most valuable feature of the solution. It means that the customer doesn’t have to install any client tools to create powerful workflows. Another feature that is very... more»
The biggest improvement to the organizations that I work with is that it allows the users to reduce, if not eliminate completely, the amount of human interaction, for both complex as well as simple business processes. This allows the users... more»
While Nintex Workflow has pretty robust troubleshooting abilities, I think that improving the default logging and notifications would be helpful. Many times we work with clients that have started a workflow, but find that it doesn’t work as... more»
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... more»
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.
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... more»
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... more»
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... more»
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... more»
Compared to the original report-generating software, creation of templates in Docmosis - which can be as simple as a Word document - is the biggest plus for Docmosis. There is flexibility in laying out tables that is akin to UI front-end... more»
Since our initial development, this feature has required very little maintenance. And when changes are requested, it is rather easy to change a Word document template and new staff can be quickly trained to modify a report. A new report’s... more»
The challenge in usage when we developed the reports four years ago was the limited logic that can be applied to manipulate and display data. That functionality was largely transferred over to the database layer in creating the data output... more»
The integration with MS Office is an advantage, creating a better user experience. In addition, the ability for users to have design and layout control is very important because it allows them control over the design and layout of their... more»
They should add a document distribution solution on top of the document generation capability. It should allow us to send the generated document to a certain recipient (e.g. customer contact’s email address) based on a business-rules... more»
PDF and Word reports are so easy to create. It is very important for users to have design and layout control. We create a lot of custom reports for our customers, so flexible and ease of use are critical.
We can develop any report at least five times faster. We only have four templates right now. We are planning to create 40 more. Most of our reports are operational reports. Output performance is very important. We output PDF and Word formats.... more»
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... more»
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... more»
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.
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... more»
* 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... more»
* 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... more»
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,... more»
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... more»