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.
Another thing our clients absolutely love is the ability to design templates within the Microsoft Office suite, because of how simple it is. They're building off of something that's familiar. When they can build off of that feature, on top of something that's very familiar, that's a plus for them.
It's easy to create templates and reports using Microsoft Word, so we don't have to learn something new to create a template. That makes it very user-friendly... they have integrated the product with Microsoft Word. People can easily start working on it without too much training.
The most valuable feature is the Rich Text or TinyMCE in fields. For example, you have a text field but it is not a regular text field, it is a link. Inside this link, you can copy/paste everything: images, text, and tables together. After saving this field, you can pull it into the document.
The most valuable feature is the fact that it uses Microsoft Word and Microsoft Excel as base templates, so when you generate, it's easy for clients to upgrade, and maintain, and generate out either a PDF or an actual Excel spreadsheet.
Aside from dashboards, there are some use cases that require a fair amount of detailed data, with customizable sort and display fields which can vary by account.
This is in the insurance, healthcare, benefits space in particular.
While advanced visualization features help on the d... Read More »
Alan SuttonXLCubed (now owned by Fluence Technologies Inc) is the market-leading Reporting… more »
Alan SuttonMS Power BI has many useful "pivot" and "filter" features that are exploited by… more »
Paul GrillPowerBI and Tableau are great self-service BI data discovery and visualization… more »