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Windward Core OverviewUNIXBusinessApplication

Windward Core is #1 ranked solution in top Document Generation Tools and #7 ranked solution in top Reporting Tools. PeerSpot users give Windward Core an average rating of 10 out of 10. Windward Core is most commonly compared to Docmosis: Windward Core vs Docmosis. Windward Core is popular among the small business segment, accounting for 86% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a computer software company, accounting for 32% of all views.
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. 

Windward Core was previously known as Windward, Windward Studios.

Windward Core Buyer's Guide

Download the Windward Core Buyer's Guide including reviews and more. Updated: January 2022

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

Windward Core Video

Windward Core Pricing Advice

What users are saying about Windward Core pricing:
  • "Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high."
  • "Pricing is a bit higher than normal desktop applications, but it's well worth it. The ROI is simple to understand and the monthly payment for an annual license is affordable and worth it."
  • Windward Core Reviews

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    WimCuyvers
    Owner at CNC Consultants
    Real User
    Top 5Leaderboard
    We are able to cost-effectively create and generate large, complex, parametric documents for our clients
    Pros and Cons
    • "The solution is very flexible, so you can create anything you want. Think of the possibilities you have in Excel or in Word, because these are the two document generators that are used the most. I only use Word, but I can use nearly every feature in Word, including making charts and tables, and produce those features in Windward, parametrically."
    • "I'm still working in Office 2016, and we have had some issues, but Windward is very quick to react when there is a problem. We are also going to switch over to Office 365 and that will solve a few of the problems."

    What is our primary use case?

    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.

    How has it helped my organization?

    My current project, for a company in the Netherlands, is a large one. I expect it will take six months. The project includes producing an 80-page book for each of their customers, a book with 24 tables and 35 charts and all kinds of different options. But there are also some very simple pages in it. To create this book we are creating a .txt file with almost 12,000 lines.

    The cost to the client is about €10,000 a month. They have said if they had to do this by themselves, it would cost them two or three months of training to get them to the level to be able to do what they need done. They have said that employing me, with my experience, to do the job for them, is a cheaper solution than if they were to do it by themselves. It may be that they don't have the right personnel available or they don't have the time, but they want to move on with their project.

    There is no maintenance for the solution, except if the client wants to make a change. All the tables and all the charts that we have created for this big book change dynamically, depending on the data based in Excel. That makes Windward is a great solution.

    And for such a short project, a project of six months, it doesn't make sense to move it to China or to India because you always have a language problem. These documents have to be generated in Dutch and other ones have to be generated in English or French.

    Another benefit for my customers is the savings. My customer could, for example, be a company that sells electricity to one million people or 10 million people and its customers have to receive an invoice every month. No such company will employ typists to type the invoices with the customer's name and the amount due and how much electricity the customer has used. That is all done automatically with Windward. These documents are nearly the same for each of the 10 million customers, but the name, address, and amount owing are different. All the rest — the "Thank you very much" and other standard text — is the same. The more invoices the company has to print out, the more it saves. There is a certain moment where such a company, because of its size, has to do everything automatically.

    What is most valuable?

    It's difficult to say which of Windward's features are most valuable. It has several functions, and all of them work well.

    Windward is software for automatic document generation. That means you can have a standard letter with a lot of parameters or information in it that can vary. Each time you need to produce this letter you can read the parameters in and, depending on their values, produce what you need. The result can include pictures, tables, charts, etc.

    The solution is very flexible, so you can create anything you want. Think of the possibilities you have in Excel or in Word, because these are the two document generators that are used the most. I only use Word, but I can use nearly every feature in Word, including making charts and tables, and produce those features in Windward, parametrically.

    One of the nice parts of Windward is that you can design your document in Word by yourself. Everybody can work with Microsoft Word or with Microsoft Excel. The integration that Windward has with these applications is the big advantage when compared with others. With other approaches, a document is designed but then you need a software programmer to create a template from it. But if you can work with Word very well, you can work with Windward, after a training period of one week or two weeks.

    For how long have I used the solution?

    I have some 35 years' experience in software writing. I ended a big project two years ago and, just about one-and-a-half years ago, I started to work with Windward.

    The back story is that I was working at a software company with about 50 or 60 people. That company tried for five or 10 years to create its own document generator, but they never succeeded in making it 100 percent okay for the customer. In the summer of 2018, I got in contact with Windward. The company I was working for saw what Windward could do for them and in October of 2018 they made me responsible for Windward. They told me to work with Windward to get it working and to create the templates for our customers. That's what I did for the next nine months; I learned how to work with Windward.

    After nine months the job was done and the company said, "We don't need you anymore." But I had knowledge of Windward and I got in contact with them to see if we could do something together. What I saw was that providing consulting services for Windward could add value to their sales in Europe. Windward could say to customers and potential customers, "We have a company in Europe that can answer your questions." We are able to communicate in four languages: German, English, French and Dutch. That doesn't cover all of Europe but it does cover a lot.

    What do I think about the stability of the solution?

    I'm still working in Office 2016, and we have had some issues, but Windward is very quick to react when there is a problem. We are also going to switch over to Office 365 and that will solve a few of the problems.

    What do I think about the scalability of the solution?

    I haven't seen any potential limitations with Windward.

    How was the initial setup?

    The initial setup of Windward is very simple. The advantage of Windward is that you don't have to be a programmer to work with it. With most other solutions you already have to be a programmer to work with them. The installation is very quick.

    The most important part is that we create documentation about how things are built up. If a certain chart is being produced on three or four different pages, documenting it properly will enable us to service it more easily.

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

    Windward is very expensive when the volume of documents being generated is low and it is cheap when the volume is high.

    What other advice do I have?

    Windward is very simple if the letters or documents you have to generate are very simple. If they're very complicated, Windward is also more complicated. I'm sure, for example, that the company in the Netherlands, the one I mentioned near the top, will need some after-sales support in a year to make small modifications here or there, because if you don't use Windward for five or six months, you won't know how to do these kinds of things.

    The niche that I fill is that working with Windward requires programming, but it's not "real" programming. A real programmer would not want to put time into such simple things. It's like there are books for children and books for adults. A real programmer only wants to work with the books for adults. He doesn't want to work on a book for children. Windward is that "book for children." But on the other hand, if you cannot read and you don't know the letters, then the books for children are also difficult. That's where I come in.

    Windward has been able to produce a solution to every question or need that any customer has asked it to do. We have never encountered a situation where it was not possible to do the kind of things we need to do with it.

    Disclosure: PeerSpot 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. The reviewer's company has a business relationship with this vendor other than being a customer: Partner.
    Christopher Heinz
    Sr. Systems Analyst at a tech services company with 5,001-10,000 employees
    Real User
    Top 20Leaderboard
    Strong layout and design capabilities; leverages every aspect available in Word-native formatting
    Pros and Cons
    • "The ultimate feature is the product it produces. The ROI around that saves hours and hours. It's probably about a hundred days per year. The time savings and the ability to turn it around quickly pleases our customers."
    • "The error reports also need improvement. If you don't key it in right, it's a little hard to find the root cause. It gives you information as much as it can, but it doesn't really hone in and tell you explicitly what you should do to correct the problem."

    What is our primary use case?

    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.

    How has it helped my organization?

    In addition to generating the Word document from the database, we generate dashboards that we look at in Excel and Tableau. It enables us to have tighter knowledge of a working process by virtue of those dashboards, which formerly had to be edited by hand.

    What is most valuable?

    The ultimate feature is the product it produces. The ROI around that saves hours and hours. It's probably about a hundred days per year. The time savings and the ability to turn it around quickly pleases our customers. 

    In terms of functionality, you don't have to know SQL language and syntax to get SQL logic applied to the document. Windward's Wizard interface is quite nice in that respect. You can select the fields you want, put them in the order you want, sort them by the common criteria, and it converts that into SQL language for you that you can edit directly in SQL or update via the Wizard. It's very handy.

    The layout and design capabilities are very strong. It leverages every aspect available in Word-native formatting. On top of that, you can apply number and date styles in the Windward per field attributes, which is very handy. Essentially, it's 100% compatible with Word formatting and then it goes over and above to let you have the additional formatting.

    The quality of the layouts and designs takes advantage of all that Word has and allows you to make your document look exactly the way you want it to look.

    It has the ability to design templates within the Microsoft Office suite. It's the tool that fits the hand nicely because Word is commonly used for formatting text and Windward supports that. It's a powerful combination.

    This frees up data entry people, what we call office administrators, for other tasks. It frees them up for other more value-added tasks.

    Before Windward, we were adding conditional content to documents all manually - cut and paste twice, once into Word, once into Excel, which is very tedious and error-prone. Windward definitely does reduce manual error. It's now programmatic and before it was manual and subject to error.

    What needs improvement?

    The licensing key is a little bit twitchy. I'd like to see more HTML formatting support in templates. It has a basic stock of HTML formatting capability, but it doesn't have a rich vocabulary. I have to work around that sometimes. 

    The help documentation and blog posts are extensive, but not always up to date.

    The error reports also need improvement. If you don't key it in right, it's a little hard to find the root cause. It gives you information as much as it can, but it doesn't really hone in and tell you explicitly what you should do to correct the problem. 

    For how long have I used the solution?

    I have been using Windward for a year or so.

    What do I think about the stability of the solution?

    It's very stable.

    What do I think about the scalability of the solution?

    We barely use a fraction of the overall power of the product and we're going to be looking at ways to utilize the product in additional use cases now that we have this first sequence in hand. It's not a question of performance. It returns your product within seconds and it's very satisfactory.

    Now there's a total of three people who work with Windward in my company. It's two office administrators and myself.

    We use it every other week for contract generation. It used to take multiple days but now it takes just minutes. We have ample room for growth in terms of using the software more often and for more use cases.

    How are customer service and technical support?

    Their support is quite strong. They have an issue tracker and they follow up and get back to you with status updates and advise you if it's going to be a software update in the future, etc.

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

    Before Windward, we were doing it all manually. 

    How was the initial setup?

    The initial setup is as straightforward as it could be given the complexity of what it delivers. It took us nine months to set up but we weren't working on it 100% of the time. It was part-time.

    Our strategy was first to do a proof of concept and demonstrations to warrant the investment in software. We had a trial license that helped me generate demos that were compelling and allowed us to approve the purchase order. Then we essentially demonstrated that we could emulate the manual method and therefore justify transitioning to the new method pretty rapidly. The next phase was to set up server-side processing.

    What about the implementation team?

    I did the integration myself with the help of Windward support, which was a very strong aspect of their offering. 

    The support was great and then I needed additional hand-holding, so to speak. They assigned a subject matter expert to work with me. That was absolutely wonderful in working through the various issues that I encountered and didn't quite understand. That additional consulting offering was very valuable and was very helpful to us.

    What was our ROI?

    For these administrators to spend their time doing more value-added work is very clearly a key takeaway from our implementation.

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

    Pricing is a bit higher than normal desktop applications, but it's well worth it. The ROI is simple to understand and the monthly payment for an annual license is affordable and worth it.

    Which other solutions did I evaluate?

    I looked at Advantive. It had nowhere near the functionality and the support for the OpenOffice format that Windward had engineered over the years.

    What other advice do I have?

    My advice to anybody considering this solution is to allocate enough time. Don't over-commit on deployment because just like data analytics, a big part of the challenge is to make sure your data schema is good and the data is cleansed and doesn't have issues inside the data itself. Start with some simple Windward templates, build your understanding of what the logic is required to deliver a certain result. There's some hard work involved to get exactly what you want, but the reward is fantastic.

    I would rate Windward Core a ten out of ten. 

    Which deployment model are you using for this solution?

    On-premises
    Disclosure: PeerSpot 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.
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