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User Profile

JC

Verified reviewer

Non-Profit Organization Management, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2019

Happy with Windward

NCC has been using Windward products as the reporting component of our land information system for over a decade now. It has always worked well for us, and we're planning to continue using it following a major system upgrade this coming year. Customer service and tech support has been great over the years, so we're pretty happy. Their developers have been responsive to requests from us regarding certain features, which is really nice.

PROS

Integration into Microsoft Word is great. Very easy connection to our corporate SQL Server databases, and report authoring is very intuitive. Our developers have no issues working with the engine component either.

CONS

We've had no real issues with the software suite since we acquired it.

Vendor Response

Thank you for the nice words and we love having you as a customer. And you've had some great suggestions for us for features over the years.

Replied January 2019

Anonymous

1,001-5,000 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

Windward: A Cool Breeze and Breath of Fresh Air

When I was first tasked to find a new DocGen provider I muted my mic on Teams and cursed. Then I hit the internet and kept seeing a name pop up in the best of list round-ups, Windward. In the search for the perfect DocGen solution, I learned that simply searching for dynamic document generation turned up a lot of results that made it hard to find what we were looing for. I found that if I looked specifically for dynamic document elements, my search was greatly narrowed down and Windward allows for the most dynamic document elements of any other provider I looked into. Their test documents revealed that they were considering nearly every test case I was hoping to prove out. So, immediately they reduced my investigation time, by being so upfront. They can control for tables, images, text, colors, graphs, whole pages of a document and all of the elements within the document with variables in the data I pass. We had a use case scenario they said they had never heard before and sat with us to work through the problem and then came back with alternate solution that was perfect. Windward not only has exceeded any expectations, but they've absolutely impressed me with their service and their feature-rich product. As a company, we wanted a solution that could take us to the next level. Windward has helped us create proposals for our clients that look like they were crafted by hand specifically for that client. Windward makes our company look great.

PROS

Windward has more features than we ever could have expected. I'm truly amazed at their granular document control features, the pride they take in their product, and the level of service they provide. They worked with us through the two week trial as if we were paying customers. I found their price to be half that of their next closest competitor in features. And I love that we have unlimited document generation. I couldn't find that with any other competitor. The designer application as a Word plugin really speeds up the process of the template creation and allows me to get a template created by another team, like the marketing department, and then add the data within the same document.

CONS

Biggest con is that they are not cloud based for Windward Core. However, they understand this and worked with us to make sure that the setup was clean and easy, and honestly the server requirements are so low they could be run on a laptop (or a tablet, but let's not get crazy). However, the trade off is the price and the unlimited document count. Also, though we had security concerns, at first, it became obvious that we didn't need to be concerned because you don't pass them any data. So, what was a hard sell for my team, became a huge positive, to me.

Reason for choosing Fluent

Formstack, Docusign, Templafy, Docmosis, Newgen

Reasons for switching to Fluent

Reporting Cloud only has basic features for generating dynamic documents. Documents need to be recreated within the Reporting Cloud using their native form builder to really get the best control over the document elements.

Gary

Used free trial

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

CUSTOMER SUPPORT

5

Reviewed June 2015

Combine hundreds of MS Word reports, tens of thousands of lines of code, a report in seconds!

We're thrilled to have found this product! We recently finished a large PHP project and used Windward Reports (Autotag and Javelin Rest Services) as the reporting engine. Much of those reports employed some very large and complex scenarios. "Many" logical branches (If, Case, Loops). What the reporting package didn't have, we were able to create and add in the form of our own C# custom functions to fill the gap to handle everything from JSON Arrays to specialized functions to manage complex English linguistics. The ability to create a live report (WYSIWYG) right within Word, use styles and native MS Graphs lets Windward reports really shine through! You'll love it! While we built our reports upon one data source (MySQL), the package itself easily handles dozens of data types to import and work with. The speed at which we are seeing these reports generate is also worth noting. Extremely fast considering the number of iterations for the number of calculations. Autotag (the report designer add-in) also allows for variables to easily get passed into the reports and lets you create PODS to share variables and data you've used between users and designers. The real magic though is their fantastic support team backed by some A1 developers. What we didn't understand, Windward always explained to us and if something didn't work in the product, support made sure we had a work around or the product itself was able to perform at the required level. If you're looking for a reporting solution that backs onto Microsoft Office, can be built in as a service to run independently or from a user workstation (Autotag), I highly recommend you check out Windward Reports before investing time in other products! Of course, every rose has a few thorns and Autotag is without exception. We did find a few things! 1. Expect a learning curve. Debugging a report or figuring out why a report might not run can be challenging as your reports grow in complexity. 2. Graphs do not always appear as they should when output into PDF and other formats. However, Windward is addressing this now developing a new PDF engine to output with. 3. If you use a lot of complex formatting and styles, expect some challenges and minor nuances.

Anonymous

2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed January 2019

Enabling Technology making document generation easy

PROS

1. The ease and speed of the design of our document and report templates. Directly from our Office (Word, Excel, Powerpoint), we have our analysts designing the templates. 2. Linking to numerous data sources and enabling of ODATA querying. 3. Wrappped as a webservice can be used by any 3rd party system in your organisation to become your universal document and report generation system. 4. Bring reporting capabilities to legacy and new systems.

CONS

Documentation could be updated for even more improved guidance in more complex templating and integration projects

Vendor Response

Thank you for the nice review. And we are working to improve the documentation even more - there's (always) a lot more we can do with it.

Replied February 2019

Denis

Verified reviewer

Public Safety, 10,000+ employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

The best Publishing tool

Great experience working with Winward. Very responsive team, They really care about your experience. Most of the time I am dealing with very complex situations and they never brushed me off. Great product, great support and I see that product is changing all the time to evolve to better and better version.

PROS

I like the ease of implementation to most applications on the market. It is very intuitive to use within well established Microsoft office Desktop applications like Word, Excel and Power Point. Most of the time Admin Users don't even need programming background to get started.

CONS

Like any other products bugs come up once in a while but Winward Customer Care team along with developers are doing superb job handling each situation with exemplary attitude.

Vendor Response

Thank you very much for the wonderful review

Replied April 2019

User Profile

Christopher

Verified reviewer

Computer Software, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2019

Awesome Service for Report Generation

The experience has been excellent! Support is superb!

PROS

This service is easy to use. I have worked with windward for nearly 2 years now and each version gets better. They update nearly every 2 weeks and the integration with Word and Excel makes it easy to create reports with some advanced Microsoft Word features such as Charts.

CONS

They documentation was not great although in recent months documentation has taken a full overhaul and is getting better each day.

User Profile

Bert

Verified reviewer

Retail, 10,000+ employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Very useful tool to create business documents

Creation of complex business documents, from various database datasets.

PROS

Full features of Word with rich set of rendering features, especially on variable sized, multidimensional arrays.

CONS

Initially the online documentation was somewhat difficult to navigate

Reason for choosing Fluent

Rich features, JSON based Rest interface, on premise model, licence without volume restrictions. And not to forget, excellent support.

Anonymous

51-200 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2019

Template design made easy

Windward studios is an interesting product if you want to flexible yet sound template making without the help of IT. The support team reacts very quickly although they can not always accommodate.

PROS

Windward offers the possibility to let skilled users create and maintain templates for their organization without the help of IT, unless new data input is needed.

CONS

We had some issues with license pricing being far less attractive in an otherwise beneficial technical setup, without change in number of users.

Vendor Response

Thank you for the very nice review. On your comment about the pricing, we have now switched to subscription pricing which both delivers a lower price point and allows you to easily adjust your pricing month to month to match your needs. Please let me know if this does not address this issue for you.

Replied January 2019

User Profile

Xen

Verified reviewer

Telecommunications, 201-500 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2019

Awesome Product

Implementing Windward to manage our invoicing and customer communications is a breath of fresh air! Unlike XSL templates, anybody can easily create and update templates using the Report Designer. It is a piece of cake – it didn’t require me technical knowledge or even a formal training… just applied simple logic and it was like something I’ve been doing for years! As a portfolio lead and business analyst, I’ve seen quite a lot of applications/tools that end up making the business adjust to satisfy how the application works. But not Windward, it is an application that adjusts to work for the business!

PROS

I like that even a non-technical person can use the product. And that the licensing model is perpetual!

CONS

Having the Report Designer integrated with MS Office is a PRO. However, it is also a CON because of MS Office's limited design capabilities.

Vendor Response

Thank you for your incredibly nice words. And I agree, using Office as the design tool has both large advantages and some disadvantages.

Replied January 2019

User Profile

Ruben

Verified reviewer

Marketing and Advertising, 201-500 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed November 2019

Great tools to manage documents

PROS

I've been using windward studios for over 7 months now. i was having problem on how to edit my documents and customize it, however with winward studios i've been able to do my job in a very effective way. it also helps me create templates easily.

CONS

N/a i didn't find anything in particular that i did not like, beside a bit more tools on templates creation, like pictures, backgrounds, and formats

Clint

Insurance, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

Meets all our needs

PROS

The Windward report designer has many features allowing our business analysts to create the report/document templates need for our business. Also, the Windward RESTful engine is very easy to implement and integrate with other systems. Windwards support is excellent as well.

CONS

Needs better support for JSON data sources.

Reason for choosing Fluent

It had everything we were looking for in a document generation solution.

Reasons for switching to Fluent

The vendor stopped support, and overly complex to use.

Vendor Response

Hi Clint; Thank you for the very nice review. On your request for additional support for JSON datasources, please email me (david@windward.net) to give me specifics. Or you can make suggestions at http://ideas.windwardstudios.com/ We're always working on improving the product. thanks - dave

Replied November 2019

Adam

Computer Software, 1 employee

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

Beautiful Documents made Easy

We love the simplicity of making templates in Word, and if we need to make changes its as simple as opening, editing, and re-saving the template. The hardest part is the configuration but it only has to happen once and it was easy to find help. We produce a lot of dynamic content that has strict brand guidelines, other tools did not respect the layout, colors, and image quality. This is the first tool we found that can meet all our needs.

PROS

I think the designer is the strongest part of Windward. Template creation is easy and I can re-use my styles and branding from other Microsoft Word documents. Its nice that I don't have to relearn a new tool and when Ive gotten stuck the customer support is very responsive.

CONS

It takes a little bit of technical skill to get the database configured.

Anonymous

Used more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2017

Enterprise Reporting

Quick to use but powerful and customizable. Easy to integrate with a nice API.

PROS

Really great people behind the scenes who are willing to help and knowledgable about how to best utilize the software.

Ted

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed May 2015

Easy to use, learning curve minimal.

In the set up we had a few questions on some very detailed modifications and the customer service was amazing!!!! It was very easy and turn around time on customer request was the best we have experienced.

Monique

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed October 2014

Big Data Analytics

The AutoTag add-in our analytics team uses for reporting has significantly improved our analysis productivity and helped us to view metrics which aid management in making better data-driven decisions.

Denis

Financial Services, 51-200 employees

Used monthly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2019

User friendly and good 3rd party integration

I like using Windward. I like the drag and drop features, it connects easily to our database and integrates well with 3rd part apps like Office.

PROS

It integrates well with Office and it is beginner friendly to understand how the logic works.

CONS

I would look more documentation for intermediate to advanced users.

Vendor Response

Denis - thank you for the nice review. On the documentation issue, please take a look at https://ohana.windwardstudios.com/ We completely rewrote the documentation. And we are constantly adding more advanced use cases. On the drag & drop - I agree, that is a super useful feature.

Replied November 2019

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