"Speed to market: that is the crux of it for me. Windward is very easy to get up and running, and we go from A to Z without the headaches." — Graeme Gets, CEO, Digital Keystone Limited
A systems integration company switched from deploying a template-editing tool that claimed to be WYSIWYG (What You See Is What You Get) but wasn’t—and users now create document templates in one tenth the time. The Company
Systems integrator Digital Keystone Ltd. is an in-house team of financial software specialists with extensive experience in tailoring end-to end solutions for the wealth management and investment sector. Founded by CEO Graeme Gets, the 15-person firm integrates and develops applications for clients primarily in the United Kingdom.
Roughly six years ago, a client approached Digital Keystone about developing a new document generation (docgen) system. Digital Keystone considered using a self-described WYSIWYG editor that the company had experience with previously, but the systems integrator had found the tool to be buggy and “clunky.” For instance, a single line in the template would appear as a double line in the output. Tweaking the template to achieve the desired output was extremely time-consuming.
A process that should have taken one day would take up to four days,” Gets said. Around the same time, another client approached Digital Keystone about improving its docgen template editor, a different tool that Gets called “an absolute nightmare.” The client would work on the templates but “within 20 minutes they were throwing up their arms in despair.” An Australian company recommended Gets explore Windward—and he did. He downloaded the trial and began testing.
Digital Keystone quickly integrated Windward into one of its client solutions, and since then, the firm has reused the Windward component, expanding its use to about 40% of the system integrator’s customer base.
In these situations, the skilled in-house team sets up a client’s system, which includes coding the Windward tool for the docgen portion. Digital Keystone also provides customers with template assistance if needed, although many customers create and modify the templates themselves.
Digital Keystone uses the AutoTag add-in for Microsoft® Word in three main use cases:
Since implementing Windward, Digital Keystone has seen numerous benefits, including:
“That really is the crux for me; it is the first system I’ve worked with where we can go from A to Z without the headaches,” Gets said. “It does exactly what it says. It’s simple, and it works.”
“It gets down to the amount of frustration we can save,” Gets said. “It literally takes a tenth of the time to use the editor. Windward has gotten the editor exactly right.