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.
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