Windward Studios - A Great Value Proposition
March 11, 2019
Windward Studios - A Great Value Proposition
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Windward Studios
In our cloud-based software solutions for financial institutions, Baker Hill NextGen® and the Baker Hill Legacy solutions, we have integrated with the Windward Engine. Our clients use the Windward Designer to create their documents and upload them to our solution. Then we use the Windward Engine to produce those documents on demand. Our clients are very happy with their custom documents.
- A document can be created in many different formats, like Word or Excel, and be output into many different formats, like PDF, Word, Excel.
- The document is generated based on the data and the document template you provide. The template can have conditions to format what is shown based on the data, and still retain the powerful formatting of the platform like Microsoft Word.
- Windward Support is very responsive when we reach out with questions or problems.
- The documentation for the Wiki could use more examples of how to use the functions.
- We tend not to upgrade very often. When we do upgrade there can be significant feature changes that necessitate template rework.
- We have a feature in our solutions where we can provide multiple data points and generate mass correspondence with a single click.
- We provide best practice templates for our clients, and then they can use those as a basis for their own financial institution's documents. They are able to customize the documents as needed. For instance, they can add their logos, change the color or font, or modify the document to conform to their corporate standards.
- Most of our templates are created using Microsoft Word. The Windward Designer is an add-on to Microsoft Word. This allows a template to be easily updated in Microsoft Word without development involvement. Baker Hill has a feature where these templates can be uploaded and tested prior to deployment to the user base. This allows a level of comfort for our financial institutions.
Unfortunately, I was not involved in the research process when selecting Windward, so I can't speak to the alternatives. However, it has worked out very well for us.