Windward Professional Services Implementation Options
We have service levels based on your level of expertise and how much time you have to commit to the project.
Project Duration
Dedicated Implementation Specialist
System Five Configuration & Setup
Data Load Assistance
Invoice Form Templates
Form Design Assistance
Learning Academy Access
Workflow Development Consultation
Go-Live Planning and Support
Project Duration
Dedicated Implementation Specialist
System Five Configuration & Setup
Data Load Instructions and Assistance
Data Preparation Assistance
Invoice Form Templates
Form Design Assistance
Learning Academy Access
Workflow Development Consultation
Go-Live Planning and Support
Business Efficiency Check-in
Project Duration
Dedicated Implementation Specialist
System Five Configuration & Setup
Data Load Instructions and Assistance
Data Preparation Assistance
Invoice Form Templates
Form Design Assistance
Learning Academy Access
Workflow Development Consultation
Go-Live Planning and Support
Business Efficiency Check-in
5 Hours
10 Hours
20 Hours
Business Efficiency Check-In
Our Professional Services team will work with you to assess your current workflow using System Five. After understanding what is important to your business, we will recommend where new processes can be introduced to make you, your staff, and your business work more efficiently. Depending on the results, additional time may be required to execute on the recommendations. Sign up | Business Efficiency Check-In
Inventory Efficiencies
Inventory is critical to your business. Windward Professional Services can help identify methods to keep you in control of one of your most critical assets. Inventory level monitoring, making adjustments to maintain proper inventory levels, and understanding where you are losing margins are key to business success. These Professional Services sessions are meant to assess, recommend and coach you on Inventory Management within System Five. Sign up | Inventory Efficiencies
Systematic Ordering
Set Highs & Lows based on
Excessive stock can kill your cash flow; while not enough can lead to missed opportunities. Inventory reorder points and highs should be monitored at least quarterly. This 5-hour course will show you how to set Re-Order Points and determine how much to order when it's time. Your instructor will give you the formulas, guide you in the calculations, and import the results. Sign up | Systematic Ordering
barcoding in your business
Using barcodes provides efficiency and accuracy in your business. This Professional Services package will walk you through how to assign barcodes to your products, as well as techniques for scanning at the Point of Sale and Purchasing. An assessment will begin the project to understand how best to deliver barcoding for your business and meet your objectives. Sign up | barcoding in your business
Reporting
Transaction data is so valuable in today’s business, specifically if you can report in it. Many stock reports exist in System Five, however in this Professional Services package, you will also be coached on how to develop your own custom reports. In addition to creating your own reports, our team can assist you with recognizing the value of running various sales reports to understand where your revenue is being generated from. Sign up | Reporting
Month/Year-End Best Practices
Transactional data goes into System Five daily, and the result is reporting that helps direct business decisions. This Professional Services package will provide best practices for keeping your transactional data intact. Mistakes can occur, which is why we have reconciliation techniques to detect them and ensure your financial reporting is accurate. Sign up | Month/Year-End Best Practices