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Implementation Services
We understand that every business has unique needs, so we offer a flexible approach tailored specifically to each client.
We offer various service levels to meet your needs.
You are about to purchase a system with hundreds of features, many of which can help drive your business. Don't worry because, with our team of experienced professionals, we can help you maximize your system's capabilities and get the most out of Windward System Five right from the beginning.
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 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
Windward Intelligence Reporting
Pulls your System Five sales data periodically, for instant sales analytics
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 Assistance
Invoice Form Templates
Form Design Assistance
Learning Academy Access
Workflow Development Consultation
Go-Live Planning and Support
5 Hours
10 Hours
20 Hours
Proactive Monthly System Review
Our Professional Services team will work to keep your system optimized, secure, and aligned with your business needs. We'll conduct targeted evaluations to confirm your system is running smoothly and efficiently—giving you confidence in its reliability every day. From onboarding new staff to adapting to new processes and keeping up with technology updates, ensure your software operates at its full potential is essential. Sign up Proactive Monthly System Review
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
Implementation Services FAQs
These packages provide structured onboarding, setup, and training services to help businesses successfully implement System Five. They ensure your software is configured correctly, your team is trained, and your workflows are aligned with best practices.
Packages typically include data migration support, system configuration, module setup, user training, workflow consulting, go‑live assistance, and post‑launch support. Each package is designed to provide a smooth transition from your old system to System Five.
Windward offers different package levels based on your business size, complexity, and operational needs. Smaller businesses may choose streamlined packages, while multi‑store or specialized operations may benefit from advanced implementation with deeper consulting.
Yes. After your system goes live, you gain access to Windward’s support resources, including customer care, training materials, and optional ongoing service agreements to keep your system optimized as your business grows.