Implementation Services

Project Duration

This plan has a duration of 6 Months

We plan for you to Go-Live with System Five 4 months into your project

Your project expires after 2 months of Go-Live date OR completion of the 6th full month

Dedicated Implementation Specialist

We assign you an Implementation Specialist dedicated to your project through your transition to System Five

Consultation, instruction, and project management activities to achieve Go-Live with System Five

System Five Configuration & Setup

Discussion to understand your current workflow and objectives

Configure System Five to adhere to your workflow using default settings

Data Load Instructions and Assistance

Assistance importing and assigning System Five fields to create records for Inventory, Customers, and Suppliers from Excel spreadsheets.

Instruction and coaching on how to use the data load tool for catalog imports and price list updates

Data Preparation Assistance

Assistance compiling data using Excel spreadsheets.

Assistance formatting data in Excel to comply with the necessary standard for importing into System Five

Invoice Form Templates

Assistance selecting and assigning an invoice for use from existing templates

Assistance to add a company logo to an invoice template

Form Design Assistance

Up to 3 hours of assistance to modify an existing form template.

Modifications may include adding new fields, removing fields, or adjusting the placement of fields.

Learning Academy Access

Individual credentials for all members of your team

Learning plans designed for your industry and/or role providing you with the necessary resources to learn how to set up and use the software

Administrative access to track your team member’s progress and assign new content

Workflow Development Consultation

Scheduled workflow development sessions with your project team

Demonstration of System Five functionality to meet current business practice requirements

Test data to demonstrate with customer relevant data

Review of defined workflow with actual transactions for validation

Q&A related to the defined workflow

Go-Live Planning and Support

Preparation and assignment of your Go-Live task list

Periodic contact during Week 1 to assist with questions

Up to 2 Months post-go-live support with your implementation specialist (max 12 hrs)

Resources for continued learning and how to access support services through Customer Care

Business Efficiency Check-in

6-month check-in after go-live

Assessment of System Five usage in key areas; Invoicing, Inventory, and Accounting

Observations and recommendations are provided to enhance efficiency, productivity and overall user experience

Project Duration

This plan has a duration of 4 Months

We plan for you to Go-Live with System Five 3 months into your project

Your project expires after 1 month of Go-Live date OR completion of the 4th full month

Dedicated Implementation Specialist

We assign you an Implementation Specialist dedicated to your project through your transition to System Five

Consultation, instruction, and project management activities to achieve Go-Live with System Five

System Five Configuration & Setup

Discussion to understand your current workflow and objectives

Configure System Five to adhere to your workflow using default settings

Data Load Assistance

Assistance importing and assigning System Five fields to create records for Inventory, Customers, and Suppliers from Excel Spreadsheet.

Does not include assistance compiling or validating the data in Excel.

Invoice Form Templates

Assistance selecting and assigning an invoice for use from existing templates

Assistance to add a company logo to an invoice template

Form Design Assistance

Up to 1 hour of assistance to modify an existing form template.

Modifications may include adding new fields, removing fields, or adjusting the placement of fields.

Learning Academy Access

Individual credentials for all members of your team

Learning plans designed for your industry and/or role providing you with the necessary resources to learn how to set up and use the software

Administrative access to track your team member’s progress and assign new content

Workflow Development Consultation

Up to 10 hours of scheduled sessions focused on developing workflow with up to 2 team members

Demonstration of System Five functionality to meet current business practice requirements

Review of defined workflow with actual transactions for validation

Q&A related to the defined workflow

Go-Live Planning and Support

Preparation and assignment of your Go-Live task list

Periodic contact during Week 1 to assist with questions

Up to 1 Month post-go-live support with your implementation specialist (max 8 hrs)

Resources for continued learning and how to access support services through Customer Care

5 Hours

5-hour block of consultative time with our Professional Services team

Scheduled in minimum one-hour times blocks

Expires 3 months from purchase

10 Hours

10-hour block of consultative time with our Professional Services team

Scheduled in minimum one-hour times blocks

Expires 4 months from purchase

20 Hours

20-hour block of consultative time with our Professional Services team

Scheduled in minimum one-hour times blocks

Expires 12 months from purchase

Business Efficiency Check-In

POS Assessment

Inventory Assessment

Accounting Assessment

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

Physical Inventory Count

Cycle Counting

Inventory Adjustments

Tracking lost sales

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

Sales

Lead Time

Cost & More

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

Data load of barcodes

Generating barcodes in System Five

Barcode Labels

Scanning for POS and Purchasing

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

Designing Inventory Reports

Designing Customer Reporting

Custom Ledger reporting

Standard Sales reports

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

Integrity Checks

Bank reconciliations

Inventory reconciliation

Standardize Month-end Task List

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