How do you or your organization use this solution?
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Our primary use case is solely for document generation. We generate contracts for one of our customers and us. The contract gets generated from a database of terms and conditions that are stored in a MySQL database. They are hundreds of pages typically with many products organized per category and the product definitions are in there. A three-page template can generate hundred-page contract documents, which is very handy. We're generating documents on a desktop computer but we're planning to move it to a server-side generation. We have 3 designer seats so that three people can make edits to the template.
I integrate Windward in software solutions and have done so for customers that work in the financial industry. In general, I don't deal with the customer regarding commercial issues related to Windward. The idea is that Windward handles financial contact with the customer and they tell the customer that for training, for integration, or for questions about Windward for their particular application, there is a company available in Europe that can assist them with service training and onsite service. This is what I have been doing for the last five months for a customer in the Netherlands. My company acts as an independent after-sales consulting company. If the customer wants to have training on Windward or the customer wants to have somebody make templates, that's where I come in. An example of one of my customers' use cases for Windward is that if you go to the bank and ask for a loan, they will ask you questions like your name, your birth date, your address, what kind of job you have, how long you worked there, how much money you make a year, etc. At some point, my customer — the bank — will want to print a document for you of five, 10, or 15 pages where everything is written, including all the terms of the loan, so you will have it all on paper. What we do with Windward is we create all these pages and, depending on the input parameters we get from the bank's software, we create a Word or a PDF document which the bank can give to you. Any document that is, in principle, standardized, but each version needs to be a little bit different, can be created with Windward.
I create Windward templates for the Otis Elevator company. These templates are for complicated specifications and proposal documents that our sales reps use for selling elevators. The end result of these Windward templates are documents that perfectly fit the concept of "putting your right foot forward." Our primary use is for the sales reps to build these documents, based upon XML files created in the background on our document server. Our secondary use is for the public to be able to generate elevator specifications from Otis.com.
Our banking industry clients, as they're using our system, have a need to generate documents that give them some flexibility that are unique to the clients' needs and to the circumstances at hand. But at the same time, they want consistency so that they're not breaking any regulations. That's exactly what the Windward team provides us: that ability to have consistent generation of documents, but at the same time to give the end-user some flexibility to create whatever they need to, based on their particular circumstances. Windward is a critical component of our next-gen solution. The solution was built around our legacy environment because we wanted to make sure that we could migrate as many clients over to it as possible, without causing disruption. Windward was a critical component of that functionality. We built it knowing full well that we would want to have Windward be a part of it going forward.
The primary use case is for report automation.
We are a software company. We put out a payroll and personnel software package. We use it to write all our package reports, and we allow our clients to make their own custom reports with it, as well.
Transforming our reports, that are natively in JSON format, to have a human-readable format associated with them.
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