Windward Studios Benefits

Juriaan Kloek
IT implementation consultant at BearingPoint Caribbean
Before using Windward, we were using another document creation tool and this old tool required some very specific, technical, XSLT knowledge, which was scarce. We didn't have a lot of people with this knowledge and it's also scarce in the market. By changing to Windward, the whole technical challenge of creating a document has been eliminated. Our business users who are like business consultants in our company are now able to design documents together with our customers. Before, the business consultants were only able to draw up specifications which had to be sent to the technical guys who would actually create them. We eliminated one step in the whole process of development. In addition, in the future, we are aiming for a situation where our customers will be able to maintain their reports or their documents by themselves. Because it is a Microsoft Office plugin, and our customers are familiar with Microsoft Office, we expect that in the future they will be able to maintain their reports by themselves. That would be more efficient for everybody and eliminate yet another step in development. As for the ability to design templates within the Microsoft Office Suite, it works fine. We primarily use Microsoft Word, but lately we have also been generating reports with Microsoft Excel. Excel requires a little bit more technical knowledge, especially about Excel, of course, to be able to create good documents. But the document creation process has been simplified a lot and we can now allow colleagues with more of a business background and knowledge of Microsoft Office to create documents that work. The technical XSLT guys are not required in this part of the process anymore, so they are now spending their time on other technical issues. These technical guys were really scarce in our company, so if we had had to the pull off the project that we did here in CuraƧao, that went live with Windward, we would have had to hire more technical guys or train more technical guys to get all the reports, all the documents designed, doing it the old way. That wasn't necessary. View full review »
Solutions Architect at a financial services firm with 501-1,000 employees
The product has improved our organization in allowing us to dynamically generate our customer documents - all of our contracts, application documents, and any other documents that are always dynamically dependent on the customer's details. We're able to now generate them dynamically, using a single template and a single API core, by just passing that data through. That has allowed us to streamline our document generation capability within the organization, removing work that was potentially required to do that previously. The ability to design templates within the Microsoft Office Suite has absolutely freed up developers' time for other tasks. Report-building is not having to be done by developers. A lot of it can be done by the simple business user, if it's just a font change or replacing some static text. That can be done by the simplest of office and business users. If you can use Word, you can do that. Some of the more complex functions, like dynamic merging in a nested loop might require a little more advanced knowledge, but anyone who uses Excel or who can write a small macro in Word or Excel would be able to do that. The learning curve is a lot simpler than any of the other report builders that are out there. View full review »
Mike Horrocks
Vice President of Product Management at Baker Hill
We decided to integrate Windward so closely with our next-gen product, in part, because we've had years of success with it in the field. It's been proven to deliver exactly what we want and exactly what we'd expect out of a solution. That was the biggest driver for us. It just flat out delivers. I wouldn't say it necessarily improves our organization; it does so for the clients that we work with. Some of the facts I've heard include that we've been able to save our clients between 20 and 40 percent of their time in developing these documents. They're able to build them once, make the modifications they need to, if they have to, and they're consistent. It's been a really positive experience for them. I had one client who said they're seeing upwards of 60 percent improvement in terms of the time and effort needed to generate the documents that they need to for their clients. When you think about that as a part of the process, it's pretty impressive. What ends up happening from our clients' perspective is that they're actually able to have their business users use it, versus having their IT teams involved. Anytime you can keep the IT team focusing on infrastructure and network connectivity and performance that's great. Then, the business users can build what they need and can focus on the business side of things. Also, things aren't "lost in the translation" from business to IT. A business user could express, "Well, I needed X, Y, and Z," to a particular IT person, but that person may not truly understand exactly what it is that they're trying to accomplish. If the business user can focus on doing that work, that's a huge win for them. It helps them be so much more successful in implementing their true business needs. View full review »
Find out what your peers are saying about Docmosis vs. Windward Studios and other solutions. Updated: November 2019.
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Valarie King-Bailey
When generating documents from information in a database, it's very important to be able to quickly generate them with established templates. That's where Windward sails, because Windward allows you to pick a document template. In a regulated industry, everything starts with a template and it is super-important that information be entered into templates exactly the way the template is laid out. Failure to do results in being noncompliant and there are fines associated with that. In a regulated industry, it's a hugely important point. If it's just you using Microsoft Word, it's probably not such a big deal. But in our industry, it's a pretty big deal to be able to do that. Windward's ability to allow users to tag documents quickly and easily, and to publish them into SharePoint or whatever your doc management system is, is huge. That's how we use it. It also helps free up developers for other tasks. Before using Windward, we had an army of people trying to make this happen. Windward has saved us both time and money because we don't have to deal with trying to get the right template to the right person, trying to get the right information into it, going from database to database. That was the major issue prior to Windward. It saves our customers tons of money. Because each customer we work with is different - there are no two life sciences companies that do things the same way - it's difficult to put the savings into a dollar figure. But let's say I'm generating a test script. In a manual paper world, if I were to open up a Word document and create a test script, it would take about 45 minutes on average. Using the Windward system it takes six to ten minutes. It has reduced document preparation time by over 60 percent. We use it to add personalization or conditional content to documents. Validation is, in fact, that personal content. Before using Windward, we did it on paper. We would go to Microsoft Word and start typing, and it would take 45 minutes per test script. If you think about how many tests scripts there are for an average project - about 400 test scripts - it's a significant reduction in time and money. If you wanted to add a dollar figure to that, multiply that time savings by $165 an hour. It's a significant savings. If we didn't have the Windward system it would be hugely impossible for us to do what we do. We try to save our clients time and money and, using the Windward system, we're able to do that. If we didn't have Windward it would be virtually impossible because we'd have to do it all by paper. View full review »
Technical Manager at a tech services company with 201-500 employees
Our product is a very complex wealth management product. It manages the whole lifecycle of a typical investor. In our product, we maintain four or five different types of UK tax wrappers. That's our feature. We have to communicate with all these investors. That means we have to send letters with updates and statements. If there is any trading then we have to send contract notes. There are also cancellation notices, welcome letters - tons of letters typically generated through a wealth management product. The way the Windward product helps us is that it gives us flexibility, because we don't know, in advance, what kinds of letters and how many a client will need. Windward gives us extensible functionality where we train our clients: "Oh, you want to add a letter? Okay, here is the Windward template to start with, and you can extend it according to your requirements. Then you just drop the template and you're done. The product will pull out the data and create a letter for you through that existing in functionality." That's a great feature which is dynamic in nature, where we don't have to lock it in with an existing screen, an existing function. We can change the data source dynamically, depending on our requirements and, using a template, fix up the data, create a report, and it does the job. Most of our clients use Windward to generate all the letters for their clients. Having this dynamic feature is quite a good use case for our product, because we don't want to have something which is not dynamic in nature, something where we can't change features. Windward provides that functionality and that's why it's suitable for a product like our wealth management product. It's user-friendly. As an IT and software product company, some of our guys know it, but we have trained our clients as well and they can create reports templates themselves, comfortably. View full review »
Hit Mistry
Vice President at PSC Group, LLC
It has streamlined a lot of our reporting processes. Windward gives you the ability to have a centralized reporting platform. There are many applications out there that have their own reports. Windward provides a centralized enterprise solution. For example, I had a program that I had written, which needed print capabilities. With the Windward interface, I was able create a different report platform inside of this new application leveraging Windward. Then, within a day or two, I had reports coming out of the new system, using the existing Windward platform. * From an efficiency perspective, it is obviously top-notch. * From an integration perspective, they provide the code for you to easily integrate with existing applications. * From a business perspective, it only makes sense to use Windward as your one centralized automated reporting platform. View full review »
Jim Aiken
SVP, Product Development and Quality Assurance at a tech vendor with 11-50 employees
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 do our own HR and payroll, but we don't use Windward to do financial reports. We use whatever is in the financial software that we use. View full review »
Mike Bellrose
Co-Owner at a tech company
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 solution, I was able to meet and exceed the project goals I had towards the deliverable, and what that deliverable would look like. View full review »
Information Technology Manager at a healthcare company with 51-200 employees
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 have adequate support for, this new product does. View full review »
Head of Client Evolution And Services at AxeFinance
For our customers, it is important to have all the details related to a document, that they can find everything in one document. In addition to that, it is valuable for them to be able to export to it to Word. It is a solution that enables them to have everything in one place and accessible at one time. Our company is using Windward because it works well with Microsoft Office. You can easily export to Word and the document is usable in Word. Whenever you export, you don't lose many features and you can treat it or process it as a Word document. This is not possible with other tools. It is easy to design templates within the Office Suite. With this feature, it gives our clients the flexibility of using the document. We could, of course, design a very good document, but if it is only a PDF it can't used further. There isn't the flexibility to add some comments or tags, etc. With Windward, it is flexible in terms of design and, later on, the user can use it as a Word document. Everybody is familiar with Word. In addition, the customization is important. It has helped reduce costs. Maybe not in a direct way, helping us, but we are helping our customers to reduce their costs. View full review »
Neil Carroll
Product Management & Owner at a financial services firm with 11-50 employees
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. View full review »
COO/VP Operations & Software Exec at a tech services company with 51-200 employees
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. View full review »
Paul Fendley
Web Specialist
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. View full review »
Sabina Suster
Business Technology Analyst
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. View full review »
Haleh Mehrabadi
.Net Developer - Data Analyst
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. View full review »
COO at a tech services company with 11-50 employees
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. View full review »
IT Manager Applications with 1,001-5,000 employees
End users receive the reports they dreamed of. View full review »
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. We will be using Excel format soon. View full review »
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. View full review »
Hit Mistry
Vice President at PSC Group, LLC
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. View full review »
Find out what your peers are saying about Docmosis vs. Windward Studios and other solutions. Updated: November 2019.
378,397 professionals have used our research since 2012.
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