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.
Windward Core Review
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?
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.
Last updated: Mar 14 2019
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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 crucial.
The ability for users to have design and layout control is also critically important. Without this ability, procuring report designs would represent a huge bottleneck. Report design tools also enable upsell opportunities for customized reports, with quick turnaround times.
The most valuable feature is 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 most valuable feature is that it provides good, dynamic document-generation performance and the documents are being generated reliably.
For the designer we use AutoTag which is a Microsoft Word plugin. In general, it's easy to use, it doesn't have a very steep learning curve. It's not difficult, for people who know Microsoft Office well, to start using the AutoTag tool... It feels just like you're in a Microsoft Office environment with some extra functionality.
You can use Microsoft Office as your designer interface. There is very little programming. You can have nontechnical people create reports.
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