We just raised a $30M Series A: Read our story

Windward Hub OverviewUNIXBusinessApplication

What is Windward Hub?

Hub is our newest product, comprised of two components: Designer and Hub Platform. Hub allows you to design stunning templates and output data-rich documents. You just need to signup once for our document automation solution to enjoy easy template management, scheduling future reports, and generate documents on-demand.

Windward Hub Customers
South Sound 911, Emtec

Pricing Advice

What users are saying about Windward Hub pricing:
  • "I think it's very cost-competitive. However, I would like to see some additional licensing tiers for more enterprise-level organizations that have higher output limits, even if that cost a premium."

Windward Hub Reviews

Filter by:
Filter Reviews
Industry
Loading...
Filter Unavailable
Company Size
Loading...
Filter Unavailable
Job Level
Loading...
Filter Unavailable
Rating
Loading...
Filter Unavailable
Considered
Loading...
Filter Unavailable
Order by:
Loading...
  • Date
  • Highest Rating
  • Lowest Rating
  • Review Length
Search:
Showingreviews based on the current filters. Reset all filters
JJ
Vice President, Technology Solutions at a pharma/biotech company with 201-500 employees
Real User
Top 20Leaderboard
A user-friendly document automation solution that seamlessly connects to various data sources

Pros and Cons

  • "What we find most valuable would probably be the ability to connect to various data sources and utilize different data-source objects like store procedures and views. I also like the ability to build relationships between multiple data sources and populate documents automatically."
  • "Some of the administrative functions in the Hub could be better. The administrative function is the aspect of account management, invoicing management, billing management. It is not related to the tool itself but the ability to buy and manage the tool."

What is our primary use case?

We use Windward locally to build templates. We also use the tool internally to build the templates, and then those templates get published to their cloud solution. We automate internal document creation. We have several Word documents that we would like to create, and in the context of the document, it is pretty consistent every time we create it. 

There are many variables inside the document changes, and those variables live inside a database. We are able to query the database to look for those specific data points based on the report parameters that we pass in. We can automate the creation of different documents based on the data that we can pass in.

How has it helped my organization?

It saves us a lot of manual effort having to copy and paste different data points and update documents manually. We can just pull those data points from a database, which saves us a lot of time.

We can take what probably would have been a two or three-hour manual task and automate it to something more realistic, like a 15-30 minute task. It's a big time-saving item for us. We are probably saving somewhere around 60-70% of the time it takes to generate these documents.

What is most valuable?

What we find most valuable would probably be the ability to connect to various data sources and utilize different data-source objects like store procedures and views. I also like the ability to build relationships between multiple data sources and populate documents automatically.

This enables us to utilize disparate datasets in our organization without performing a lot of rework or a lot of massaging of that data prior to it being consumed by the Windward tool, and it allows us to keep the data in a more natural state.

Windward Hub is user-friendly. The piece that I've gotten so far has been this plugin that goes into Word, and it allows you to retain some of the native functionality of Microsoft Word. Most people are very comfortable with it, and their web interface is simple. It's easy to navigate. I think it probably will continue to evolve as they evolve their products. It's very intuitive to navigate.

We do have conditional content, where we show or hide different text fields or different images or different items based on parameters that we would pass in during runtime.

What needs improvement?

Some of the administrative functions in the Hub could be better. The administrative function is the aspect of account management, invoicing management, billing management. It is not related to the tool itself but the ability to buy and manage the tool.

The purchasing, the administration, the renewal processes could be better. Being able to have visibility into how much you use would be helpful because you buy an allotment of output. Let's say their tool allows you to output a thousand pages a month. Having visibility into how much of that you have used and how much is remaining can be improved.

They have a very robust error-handling logic feature; not errors with their tool per se, but when you're building out templates, you can do conditional things that cause errors. They have a very good reporting feature for that, but they could improve that by showing some additional data points. 

Scalability could also be better. They could offer more tiers that are suitable for larger organizations.

For how long have I used the solution?

I have been using Windward Hub for about three months.

What do I think about the stability of the solution?

Windward Hub appears to be a stable solution, and it's done what I needed it to do.

What do I think about the scalability of the solution?

Scalability could be better. I think they have two or three models. They have the standard implementation that is about a thousand pages per month. Everything they do is pages-per-month related, and then they have a secondary version, Pro or Platinum, that's 5,000 pages per month. I'd like to see something that maybe even has a higher limit of pages per month so that bigger organizations could take advantage of their tool.

Two of us work with this solution, and we are responsible for these documents that we are automating. We support our commercial operations team, and we also create commercial content.

We do have plans to increase usage. We are using this tool for one of our commercial team's core outputs, and I believe we will expand this to other areas of the business once we understand and learn more about the tool.

How are customer service and technical support?

I think their support is really good. They make themselves available and are quick to respond. They are quick to offer the ability to join a web meeting where we can share content together.

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

Before using Windward Hub, we used to copy and paste manually.

How was the initial setup?

The initial setup is very straightforward. 

What about the implementation team?

I was able to implement this solution without any assistance. I installed Windward Hub just by reading the documentation and onscreen prompts.

It took about 15 minutes at most to deploy this solution. The real investment of time comes when you start building the template. Once you have the tool installed, you still have to build out your templates, but that's very specific to the organization. If you have a complex document template that you're trying to replicate, then it's just going to take more time than a simple one.

We started with a purchase trial, something we were willing to pay for. We were evolving our strategy as we used the tool, and there wasn't necessarily a plan upfront. Once we got the tool installed, we started building out templates. It evolved naturally from a trial to full implementation. There wasn't any need to plan upfront.

What was our ROI?

We are still pretty new to this tool, but we are confident that it will reduce our costs, and in our case, that would be just time.

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

I think it's very cost-competitive. However, I would like to see some additional licensing tiers for more enterprise-level organizations that have higher output limits, even if that costs a premium.

Which other solutions did I evaluate?

We did look at two or three other solutions. They had their own limitations because of the number of data points that we have in our environment. They could not scale to the number of data points we have for the specific solution we were trying to automate.

What other advice do I have?

I would recommend this solution. I would tell potential users to give Windward Hub a try. The licensing model that Windward has allows you to be very flexible. You can do a month-to-month type thing, and it is really a low-risk trial if you think of it from that perspective. 

You could sign up for a month or two and utilize the tool. When you sign up for one month, you get that support, and that support is really great because they are very consultative as well. I'd recommend anyone to look at trying a one-month trial. It is not overly expensive and allows you to really try the tool in its full sense without a long-term commitment.

On a scale from one to ten, I would give Windward Hub an eight.

Which deployment model are you using for this solution?

On-premises
Disclosure: IT Central Station contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
Flag as inappropriate
reviewer1443231
Software Engineer at Delta Airlines
Real User
Top 10Leaderboard
Has saved time and resources for us on a gigantic scale

Pros and Cons

  • "Instead of having IT involved in generating documents, each user can create his/her own templates as needed. Individual teams can create templates for their group. This is a big savings, not just in cost but also a quicker turn-around."
  • "The thing the product does not include is digital signing and so we have to continue to use DocuSign."

What is our primary use case?

I use it to generate documents the sales team needs to send to prospects and then to customers, where the documents can be built from data in Salesforce.

All of our reoccurring documents now pop out in seconds. With Microsoft Word (it does Excel and PowerPoint too) as the template designer, we can create documents with exactly the formatting and layout we want. And with all of our business logic directly in the template, the full automation is right there. Windward (actually Office) makes it so simple to change layouts, effects, colors, and more.

The smart document logic puts our business logic right in the template. This functionality allows us to incorporate data based on our business rules placed directly into the template.

Because templates are created in Office, our users already know how to use the system. Because of this, most template design work is now done by business users. This also means when someone needs a new template, they can build it immediately – no more waiting.

I also love that there’s no longer any code. It's not a low amount of code, it's no code.

How has it helped my organization?

We've eliminated a lot of salespeople cutting and pasting content into Word documents they had saved off.

It took me about an hour of learning it to truly understand the approach Windward takes. It’s superior to anything else out there, but better means different. I was first trying to use it the way I used previous document automation systems, and that was awkward.

Once I put aside the old way of designing templates and thought of it as more of a Word document that I was tagging, then everything became fast and easy. You’ll know you’re at that point when you can’t imagine reverting back to another program.

Also, don’t assume that it’s so easy you can turn template design over to business users and walk away. You will need to train your users, mostly on understanding their data structure, but also on the concepts in Windward. And you need to remain a resource for when they need to do something complex.

What is most valuable?

Instead of having IT involved in generating documents, each user can create his/her own templates as needed. Individual teams can create templates for their group. This is a big savings, not just in cost but also a quicker turn-around.

This has saved time and resources for us on a gigantic scale, as we had issues with document automation. We now no longer have to do it manually nor pull in developers.

And the number one benefit is we now get the documents we want – exactly as we want them.

What needs improvement?

I have no complaints. Windward is a well-designed product.

There isn't anything more we wish it had. It does the job and it does it very well.

The thing the product does not include is digital signing and so we have to continue to use DocuSign.

For how long have I used the solution?

I have been using the solution for 3 months.

What do I think about the stability of the solution?

The stability of the solution is really good. Most of our questions to their support team were things we didn't understand well.

What do I think about the scalability of the solution?

So far it's scaled fine. It's hosted so we can't load test it.

How are customer service and technical support?

The customer service/technical support was great. They were fast to answer, very nice, and generally could quickly explain to us what we needed to do.

With that being said, it was rare that we had a question since the program was really easy to figure out.

How was the initial setup?

The initial setup was very simple. Log in and we were running.

What about the implementation team?

We did it ourselves. It was very fast and easy.

What was our ROI?

The biggest ROI is much happier salespeople. And they can then focus more time on selling. But I do not know the exact dollar value.

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

All of the solutions out there are priced comparably.

Which other solutions did I evaluate?

We did evaluate other solutions but I am not allowed to say which products.

What other advice do I have?

Their support is exceptional. I would rate Windward Hub a ten out of ten. 

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Microsoft Azure
Disclosure: I am a real user, and this review is based on my own experience and opinions.