Introducing the Professional Services Catalog

Introducing the Professional Services Catalog


We have launched an initiative to offer more specific Professional Services to our clients, to assure the best use and return on investment with their ERP.  Windward Professional Services are an additional resource to our searchable self-help and the soon to be re-launched Windward Academy.  We've made it easy for you to deep-dive into a topic with guidance from one of our Professional Services Specialists. In this article we’ll highlight some of the offerings from our new Professional Services Catalog.



Experience and Expertise 

Our team of experts have years of experience in various industries that use System Five. We understand the unique challenges that companies face, and we can bring different perspectives and solutions to business problems. The goal is to increase efficiency, explore new functionality, and streamlinprocesses to reduce work effort.

Plan for Success 

Enough about us. This is about your business; you and your staff’s livelihoods. You have a system with hundreds of features, many of which can help drive your business success. We have found that there is always more you can do with our system than you have currently deployed. Our catalog of services will help guide you to opportunities that can maximize your software investment, but you need to take action and we’re here to help.


Business Efficiency Check-In

It’s like a health check for your business. Things have changed...Am I still doing it right? Is there a better way?

This offering helps us to revisit your business requirements, and together we work through a review of the best practices for System Five. A little bit of time spent with us can have a big impact on your business. The intent is to understand what more you can get out of the system, but also to assure your daily use is efficient and accurate. Taking what you’ve learned here, even a small tweak to how you use the system can save your staff time in daily use. Whether you’re freshly “Live” with System Five, or a long-term user, all clients can benefit from revisiting best practices and un-learning some potentially bad habits. 


​Roles Based Plans

Whether you have new staff in the business, are cross-training staff during tough times, or just want to tighten up some role specific processes,we can assist in focusing on a specific job requirement in your business.Even more important than solving problems in a specific role, we understand how our system works in a fully integrated manner so suggestions and decisions can be weighed against how it would impact another functional area. We have solutions for Accounting, Sales and Customer Management, and Warehouse staff, but any position can be unraveled into a learning plan that addresses your needs.


Barcoding in your Business

Are you using barcodes? Have you talked about it for years? Using barcodes provides efficiency and accuracy in your business. This Professional Services package will walk youthrough how to assign barcodes to your products, as well as techniques for scanning at Point of Sale and Purchasing. Anassessment will begin the project to understand how best to delivery barcoding for your business and meet yourobjectives. If you feel you’ve got a good grip on barcoding at the sales and receiving stages, have you thought about these other creative uses for the technology?

  • Unit Labels and Claim Tags for service / rental companies
  • Pick lists
  • Invoice recall
  • Technician tracking


Inventory Efficiencies

Managing inventory is one of the main reasons our customers implement new software. Inventory is critical to your business, and Professional Services can help you with process and methods to keep you in control of one of your most critical assets. Monitoring your inventory levels, adjustments to ensure you maintain accurate inventory levels, and understanding where you are losing revenue are key to business efficiencies. Our Professional Services team will schedule session to assess, recommend and coach you on improving your Inventory management within System Five.

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