Windward Training Events
2-Day In-Person Workshop
📍 Toronto, ON Canada
Sept 17 & 18, 2025
Join us for a dynamic, two-day workshop designed to sharpen your operational edge and elevate your customer experience. Whether you're a seasoned manager or a rising team lead, this masterclass will equip you with practical strategies and tools to drive retention and streamline inventory.
Day 1 📅 September 17
Mastering the Customer Journey
🕤 9:30 AM – 12:00 PM
- CRM in Action – Maximize your CRM to build loyalty and track engagement
- Demand-Driven Decisions – When to use Special Orders vs. Back Orders
- ☕ Quick Recharge Break
- Strategic Ordering – From Purchase Order to Profitable Receiving
- Flawless Fulfillment – Perfecting deliveries and final steps
Mid-day Power Boost
Period-End Excellence
🕐 1:00 PM – 1:30 PM
- The “What, When & How” of Period-End Accuracy
- System Integrity
- Reconciliations
- Reporting Essentials
Leadership Roundtable: Behind the Scenes
🕜 1:30 PM – 2:00 PM
- Exclusive R&D Insights – What’s next for the product
- Open Q&A – Your questions, answered by the experts
Inventory Intelligence
🕑 2:00 PM – 4:00 PM
- Root Cause Analysis – Tackling inventory adjustments
- Costing Clarity – From Receiving to Supplier Billing
- Reconciliation Mastery – Balancing with confidence
Day 2 📅 September 18
Inventory Intelligence (continued)
🕘 9:00 AM – 12:00 PM
- Pricing & Data load – Adjust pricing and streamline updates
- Business Acceleration Tools
- System Five Mobility (Sidekick)
- System Five Reporting
- Windward Intelligence (Power BI)
- Integrations that drive growth
OPTIONAL: Still have questions?
🕑 1:00 PM – 3:00 PM
Open Q&A, Get Hands-on with Sidekick, etc.
If your travel arrangements permit, Windward Presenters will be available to answer your specific questions as we wrap up the event.
As supply chains continuously shift and pricing volatility becomes the new normal, businesses like yours are feeling the pressure to maintain profitability without sacrificing customer service. In this in-person workshop, exclusively for Windward System Five users, we’ll walk you through the tools, techniques, and best practices to help you stay in control—starting with accurate cost pricing.
