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

  • 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

    • 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 sessions focused on developing workflow 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 8 Months
  • We plan for you to Go-Live with System Five 5 months into your project
  • Your project expires after 3 months of Go-Live date OR completion of the 8th 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 5 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 sessions focused on developing workflow 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 3 Months post-go-live support with your implementation specialist (max 18 hrs)
  • Resources for continued learning and how to access support services through Customer Care

    • Business Efficiency Check-in

  • 6-month AND 1-year 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

    • 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

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