Windward Core Archived Reviews (More than two years old)

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Hit Mistry
Real User
Vice President at PSC Group, LLC
Aug 27 2018

What do you think of Windward Core?

What is our primary use case?

Simple and intuitive with a focus on business teams being able to support/maintain reports. It was important for us to aggregate data from external disparate systems and combine it onto a single report. Windward has no limitations on the number of data sources or number of pages a template can have, which made it the obvious choice. Leveraging native capabilities of MS Office (i.e., formatting text, page numbering, resizing images, etc.) saved us a ton of time that we would have spent coding on other platforms.

How has it helped my organization?

Windward helped automate reports which otherwise would have needed IT to create and maintain. We went from an IT driven task to a user driven initiative.

What is most valuable?

It has the ability to easily…
Real User
Co-Owner at a tech company
Mar 15 2018

What is most valuable?

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… more »

How has it helped my organization?

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… more »

What needs improvement?

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… more »

What's my experience with pricing, setup cost, and licensing?

For what you're getting, it's an extremely good value. I implemented, I believe they call it a single-core license. It's working just fine for me. I can see where, at some… more »

Which solution did I use previously and why did I switch?

The only report generation I had done prior to this, was creating our own HTML reports. It was very time consuming and tedious. I wanted to find a software set that would… more »

What other advice do I have?

At this point we really only have four or five different templates. We're generating documents through a Web portal. There are lots of documents being created but they're… more »

Which other solutions did I evaluate?

This is my first foray into reporting software. I did evaluate Crystal Reports, and some other well known reporting software. It just seemed to me that Windward would be… more »
Learn what your peers think about Windward Core. Get advice and tips from experienced pros sharing their opinions. Updated: April 2020.
442,194 professionals have used our research since 2012.
Consultant
COO/VP Operations & Software Exec at a tech services company with 51-200 employees
Mar 13 2018

What is most valuable?

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… more »

How has it helped my organization?

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… more »

What needs improvement?

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… more »

What's my experience with pricing, setup cost, and licensing?

It is absolutely worth the value. They have flexibility, depending on what you're looking for from a buying standpoint. The current pricing models are quite flexible, with the ability to use it on an… more »

Which solution did I use previously and why did I switch?

I don't believe we had another solution at the beginning. We started, and have stayed, with Windward.

What other advice do I have?

We solely connect to our own solution database, our geoAMPS right-of-way database. We create PDF, Word, and Excel for the most part. We did not consider building a custom solution because we wanted to… more »
Real User
IT Manager Applications with 1,001-5,000 employees
Mar 07 2018

What is most valuable?

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… more »

How has it helped my organization?

End users receive the reports they dreamed of.

What needs improvement?

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… more »

What's my experience with pricing, setup cost, and licensing?

CapEx fits our requirements, OpEx is higher due to the 20% service and maintenance cost, where we normally pay 15%.

What other advice do I have?

So far, we have only created a few templates in a pilot project: two for our foundry department and one for our quality control department. Our data source is a REST service call. Output in PDF… more »

Which other solutions did I evaluate?

Several solutions.
Real User
COO at a tech services company with 11-50 employees
Mar 07 2018

What is most valuable?

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… more »

How has it helped my organization?

It means we can let our clients maintain the templates directly, without our involvement. Previously, it was very messy and clients were not happy with the costs of maintaining and updating templates.

What needs improvement?

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… more »

Which solution did I use previously and why did I switch?

We previously used our own solution based on iText but wanted something easier for non-developers to use.

What other advice do I have?

We were looking for generation to average three to five seconds. Our main requirements, though, were being able to have non-developers create templates and generate Word and PDF formats. To others who… more »

Which other solutions did I evaluate?

iText and Jaspersoft.
Haleh Mehrabadi
Real User
.Net Developer - Data Analyst
Mar 06 2018

What is most valuable?

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… more »

How has it helped my organization?

It saves our time in designing reports. It creates better layouts and performance. We already have more than 20 templates. We output PDF and Word formats.

What needs improvement?

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… more »

Which solution did I use previously and why did I switch?

We previously used C# codes for generating reports. Due to upgrading technology, we decided to use a better tool.

What other advice do I have?

A useful, easy to use product, which has a lot of features for designing reports.

Which other solutions did I evaluate?

We evaluated Intelledox, Stimulsoft, Crystal Reports, and DevExpress. After evaluating different reporting tools and inquiring some Windward clients, we decided to opt for this tool. We did not… more »
Real User
CTO and EVP
Mar 06 2018

What is most valuable?

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… more »

How has it helped my organization?

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… more »

What needs improvement?

AutoTag needs to be web-based, so our customers can create reports from our web.

What's my experience with pricing, setup cost, and licensing?

They are fair and flexible. They are willing to work with your current architecture to make sure you have the best deal.

Which solution did I use previously and why did I switch?

We used a custom solution. A custom solution needs a lot of work.

What other advice do I have?

You will need a Windows machine to install AutoTag. AutoTag is the key. Once it is setup, your reports will be running without any issues.

Which other solutions did I evaluate?

We evaluated a lot of other options, but this is the best for our architecture and the easiest to integrate with our app. The Windward solution was very fast to rollout… more »
Paul Fendley
Real User
Web Specialist
Mar 06 2018

What is most valuable?

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… more »

How has it helped my organization?

The templates used to have to be filled out individually for each file. We currently have over 5000 files active in our system, so this saves the user a lot of time.

What needs improvement?

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… more »

Which solution did I use previously and why did I switch?

Custom solution, as noted elsewhere in this review.

What other advice do I have?

I have just started using the product within the last six months and would give it a rating of eight out of 10, currently. We connect to a SQL database using JSON and output using Word, Excel, and… more »

Which other solutions did I evaluate?

We looked at a couple of others, although I do not remember the names.
Real User
Business Technology Analyst
Feb 27 2018

What is most valuable?

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… more »

How has it helped my organization?

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.

What needs improvement?

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.

Which solution did I use previously and why did I switch?

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… more »

What other advice do I have?

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… more »
Real User
Information Technology Manager at a healthcare company with 51-200 employees
Feb 25 2018

What is most valuable?

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… more »

How has it helped my organization?

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… more »

What needs improvement?

It's pretty early stages. We haven't got any constructive feedback yet.

What's my experience with pricing, setup cost, and licensing?

I can't advise anybody about pricing and licensing, but it was competitive. We went and looked at the market and, for us, it met our requirements. A lot of things we did… more »

Which solution did I use previously and why did I switch?

Our previous report-generator product, it performed just as well. As I mentioned before, they're large reports but small in volume. It's not like we're processing one or… more »

What other advice do I have?

In our case, the ability for users to have design and layout control is not really important. The reports are pretty standard formats, these are agreed to well beforehand… more »

Which other solutions did I evaluate?

Intelledox, that's an Australian-based company and does similar things - probably more expansive than Windward, has a lot more features - but features that we wouldn't… more »
Vendor
Junior Data Systems Analyst at a recruiting/HR firm with 51-200 employees
Dec 01 2016

What is most valuable?

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 due to this and also serves as a great way to introduce our junior members to SQL queries.

How has it helped my organization?

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 from the Management Information team to run on a daily basis. Since the installation of Autotag, users are now able to run reports either for their business… more »

What needs improvement?

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.
Vendor
Senior Software Developer at a tech vendor with 51-200 employees
Oct 13 2016

What do you think of Windward Core?

Valuable Features:

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.

Improvements to My Organization:

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

Room for Improvement:

Initial learning curve seems steep as first - but it does 'click' into place after viewing a few of the free Webinars that Windward offer.
Vendor
Lead Information Analyst at a healthcare company with 51-200 employees
Sep 29 2016

What do you think of Windward Core?

What is most valuable?

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

How has it helped my organization?

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

What needs improvement?

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

For how long have I used the solution?

We have been using this product for 2 years.

What was my experience with deployment of the solution?

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

What do I think about the stability of the solution?

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

What do I

Vendor
Information Analyst at a healthcare company with 51-200 employees
Sep 15 2016

What is most valuable?

* 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… more »

How has it helped my organization?

Reduced time in creating reports, as previously used MS Excel to manually create all reports

What needs improvement?

* 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. *… more »

What's my experience with pricing, setup cost, and licensing?

Great value; no other costs apart from template design time.

Which solution did I use previously and why did I switch?

I haven't previously used a different solution myself, but the company used pure Excel for reporting and it was time consuming.

What other advice do I have?

It is a great tool, as using the standard MS package helps with learning, because it uses mostly MS Office functions to design templates.

Which other solutions did I evaluate?

Unable to comment, as I wasn't at the company at that time.
Consultant
Sr. Consultant at a tech services company with 51-200 employees
Jul 10 2016

What is most valuable?

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, and other databases. The tagging wizard is easy to use and helps with selecting the tags and implementing logic such as conditions, filtering and sorting.

How has it helped my organization?

Streamlined the process of quickly producing letters for our clients business that helped in getting patients what they needed quickly from their physicians.

What needs improvement?

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 drawback, it has not stopped us from implementing rich tagged documents for our clients, and even when we run into these issues, Windward's support site and… more »
Vendor
Head of development at a tech vendor
Jul 05 2016

What is most valuable?

The ability to generate a template from an MS Office application is invaluable, it makes things far easier.

How has it helped my organization?

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… more »

What needs improvement?

Autotag can be a little confusing for new users, however doing the training webinars will get them on their feet in no time.

What's my experience with pricing, setup cost, and licensing?

The prices might look high, but they aren't that bad. Look at scout as well for a "per report" pricing model.

Which solution did I use previously and why did I switch?

We used an in-house solution which was tailored very much to what we required. However it wasn't flexible enough to provide us with what we needed without lots of code… more »

What other advice do I have?

It's a good solution, which allows you to build reports quickly over multiple data sources. I would advise you to download a trial and take a look.

Which other solutions did I evaluate?

BIRT and JasperReport.
Consultant
Java Developer at a tech services company with 51-200 employees
Jul 31 2015

What is most valuable?

* There's less of a a learning curve than with other reporting tools and it has easy to design complex templates using the AutoTag Microsoft Office plugin. * I can use… more »

How has it helped my organization?

Reduced design time for complex templates.

What needs improvement?

* Javelin Server improvements: the ability to change the datasource file path on run-time. * AutoTag improvements: does not support dynamically changing headers and… more »

What's my experience with pricing, setup cost, and licensing?

Day to day cost – None apart from development time for new template design.

Which solution did I use previously and why did I switch?

No solution was used previously.

What other advice do I have?

* It's easy to use * Use standard Microsoft Office to design complex templates so you can utilize rich Microsoft Office formatting, layouts etc.

Which other solutions did I evaluate?

We also evaluated Jaspersoft Report Designer.
Vendor
Data Group Developer at a pharma/biotech company with 501-1,000 employees
Jul 14 2015

What is most valuable?

* Word and Excel template generation * Ability to integrate with our application

How has it helped my organization?

Our reporting tool is now fully integrated with our application, appearing and behaving as part of the application. Report layouts can be done by less technical staff.

What needs improvement?

Some graphing capability could be improved and differences in layout for different formats (Word, PDF, etc.).

What's my experience with pricing, setup cost, and licensing?

We bought on a x number of reports generated per month basis, which suited us as we have a lot of infrequent users and monthly reports (a lot of reports are run within 1 or 2 days).

Which solution did I use previously and why did I switch?

Yes, we used Oracle BI Publisher. Windward integrates easier, has a better Word template builder (Publisher didn't have Excel or PowerPoint template builders), and better licensing options to suit us.

Which other solutions did I evaluate?

Pentaho and Oracle BI were the main contenders.
Vendor
Business Analyst at a insurance company with 1,001-5,000 employees
Feb 26 2015

What is most valuable?

Out and IF tags

How has it helped my organization?

It was used to automatically generate documents/emails for printing and distribution. It would use an XML source passed by the system and then rendered into a static document.

What needs improvement?

Two that I found: * Was limited by XML path restrictions. There were a couple of times I wanted to do something in the formulas which was prohibited by XML path but okay to do in Excel and the product is sold as being able to do whatever… more »

Which solution did I use previously and why did I switch?

No previous solution used.

What other advice do I have?

Be sure that you trial it and it meets your needs.
Consultant
COO/VP Operations & Software Exec at a tech services company with 51-200 employees
Feb 22 2015

What is most valuable?

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

How has it helped my organization?

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… more »

What needs improvement?

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

What other advice do I have?

Get the phone home licensing solution.
Real User
Business Analyst at Towers Watson
Feb 17 2015

What do you think of Windward Core?

What is most valuable?

Report server.

How has it helped my organization?

It just replaced a previous product we were using.

What needs improvement?

Ease of use.

For how long have I used the solution?

I've used Windward Autotag for four years.

What was my experience with deployment of the solution?

Confusing licensing agreement.

What do I think about the stability of the solution?

No issues encountered.

What do I think about the scalability of the solution?

No issues encountered.

How are customer service and technical support?

Customer Service: Their customer service is quite good. Technical Support: Their technical support is quite good.

Which solution did I use previously and why did I switch?

We did use a different solution and we switched because…
Consultant
Software Developer at a consultancy with 51-200 employees
Feb 09 2015

What is most valuable?

I like Windward as it's directly attached to MS Word and we actually develop the report on MS Word. It gives us the benefit of using most of the MS Word features. Lot of… more »

How has it helped my organization?

Previously we were using SSRS reporting engine to render reports to MS Word. It couldn't deliver what our clients wanted. So we had to go for an alternative. Now clients… more »

What needs improvement?

I think it needs few other reporting features like grouping data on the report itself.

What's my experience with pricing, setup cost, and licensing?

When I started a couple of years ago Windward wasn't a very stable product. So the maintenance cost was bit high. But now it's much better.

Which solution did I use previously and why did I switch?

Previously we were using SSRS reporting engine to render reports to MS Word. It couldn't deliver what our clients wanted. So we had to go for an alternative. Now clients… more »

What other advice do I have?

It's a really good product if you really want the reports in MS Word form and if you want to use MS Word features in your reports.

Which other solutions did I evaluate?

I was not involved in the process. But I was told that Windward was the only one they could find as a better product in terms of delivering what our clients wanted at that… more »
Vendor
Principal at a financial services firm with 51-200 employees
Feb 08 2015

What is most valuable?

The ability to design reports, using all the formatting bells and whistles, in Microsoft Word and Excel. Plus the ability to combine XML data and SQL data.

How has it helped my organization?

The most important is how we have been able to produce much more persuasive and professional reports than our peers.

What needs improvement?

Pricing is based off server cores. This has caused us to have to engineer our production server environment around the product.

Which solution did I use previously and why did I switch?

We originally used Crystal Reports, and then tried WSDL. We switched because of the versatility in report design available using Word/Excel.

What other advice do I have?

Try it and you’ll buy it. We have introduced several of our friends to this product and they have all been impressed.

What is Windward Core?

What is Windward Studios?

For over a decade, Windward has been a leader in the software development industry by creating the most innovative and advanced document automation and reporting software on the planet. 

Data-Driven Document Automation

Generate stunning documents that incorporate relevant data easily and seamlessly.

Visually Striking Designs

Our software provides innovative tools and features to build beautiful designs and stunning layouts, all within the familiar Microsoft Office Suite. Your imagination is the only limitation.

Agile Document Logic

We offer the best document automation software for the new millennium. With our conditional logic functionality, you can swiftly personalize the document content to gratify your end users. 

Huge Time Saver

Looking for faster template creation that enables you to keep pace with your business?  With our software, template creation takes minutes and you do not need any programming experience to get it done.

Exceptionally Intuitive Interface

Our program's design offers documents that can be edited, customized and designed using MS Office. Enjoy a stress-free document automation experience in programs you already know.

Efficient Savings

Significantly reduce the resources and time required for template development by using our streamlined template design and document automation tools. 

Also known as
Windward, Windward Studios
Windward Core customers

HAL, Inc., Axe Group, White Clark Group, Blueprint Software, Aspect Security, Nucleus Software, LeBlanc’s Food Stores, South Sound 911, Aegon, Barclays, Fidelity Investments, ArisGlobal LLC, USDA, RepLink, AON Hewitt

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