As businesses grow and expand their processes and client deliverables, it’s not uncommon to run into a few bumps along the way. One of those hurdles includes the manual building and rebuilding of documents and templates each month. This can start to consume valuable time and money while bogging employees down with sometimes mindless business processes. Is there a better way?
The short answer? Yes, there is!
Whether you’re continually building invoices, expense reports, presentations, or any other deliverable, it’s time to turn to automated solutions like document generation to create powerful deliverables while saving time, effort, and resources. Here, we break down what it is and how Windward Studios’ incredible tools can help you and your business.
It is the process of creating personalized and unique electronic documents. This process can include creating hundreds, thousands, or even millions of documents from a single template.
While document generation and document creation is technically just a subset of document automation, it often can’t be treated as a separate component of the entire automation solution.
Document automation, which is also known as document assembly, is the design of systems and workflows that help in the creation of electronic documents. These systems use segments of preexisting text and/or data to assemble new documents. For most solutions, this is the first step in determining the documents needed for generation.
It is an ideal solution for any type of business that frequently uses templates — whether it’s for internal or external use — to input, consolidate, organize, or present data. From reporting to presentations to workbooks, it can streamline the manual development process of building templates, saving you valuable time and money. In fact, Windward customers have saved between 50 to 90% in template design and production costs when they turned to our solutions.
Here are some of the most common reasons it is used:
At Windward Studios, our solutions go beyond just template creation. Once those templates are created, our powerful software gets to work integrating your desired data points. What’s more, you’ll no longer have to rely on others to help create the deliverable you want; Windward’s tools are designed to help you create anything you need independently — and in less time. This also reduces the risk of human errors and speeds up personalization.
Document creation and management can be made even simpler but automatically configuring data connections and integrations in real-time. The most common data connectors & hub integrators Windward user take advantage of are:
Just as the name says, Windward Designer is the solution you need to create visually stunning template designs. Our user-friendly drag-and-drop platform lets you control layout, formatting, and styling — all within Microsoft Word. It doesn’t stop there, though. Once you’ve built and designed your templates for business documents, you can connect your data with just a click of a button. That’s when our Smart Document functionality can help you determine what to keep, what to simplify, and what to eliminate.
This powerful solution is a set of code libraries you can embed into your new and existing applications. With Windward Engine, integration can happen in as few as 11 lines of code, eliminating the chore of starting over or creating a new application when you begin working with our platform. It only takes a few steps to merge your data with your templates, making this a seamless transition for any business.
Windward Hub can be used as a standalone solution, or it can be integrated into your CRM and other applications. It helps businesses create, manage, and share documents easily and accurately while eliminating the need to copy and paste data into the same template over and over again. Whether you’re working with contracts, proposals, sales collateral, or anything else that requires a lot of manual work, Hub is your go-to solution to automate and optimize the entire document creation process.
Windward Solo can be your secret weapon when it comes to reporting. With this powerful desktop tool, you can automate the time-consuming document creation processes of reporting each month without relying on anyone else. And you don’t have to stop at just one report; Solo has a batch-reporting feature that lets you use one template to create as many reports as you need. It can pull data from over 100 applications so you no longer have to manually input numbers for hours on end, saving time and eliminating human error. We can’t forget to mention one of the best parts: You can schedule your reports — ensuring you have the reports you need at the right time and on time. Output formats range from Word docs to shareable PDFs to live HTML.
Businesses are constantly seeking new ways to optimize their processes, so why should document automation be any different? With Windward software and tools, you can design, generate, and deliver documents that are both data-powered and visually stunning. Because of our seamless integration tools and template creation software, you don’t have to worry about starting back at square one, as is often the case with other software implementation. Instead, we meet you where you are with your goals in mind, so you can spend more time where it matters most.