Client Success Program
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Windward Client Success Program · Implementation Packages

Get Live Faster, With the Right Level of Support

You purchased a system with hundreds of features -- many of which can help drive your business. Our Professional Services team offers flexible implementation packages so you can maximize System Five's capabilities right from the beginning, no matter your team's experience level or how much time you have to commit.
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Premium 8-month full service Standard 6-month guided rollout Essentials 4-month lean plan

Windward Professional Services Implementation Options

Compare service levels side by side. Tap any row to see the full detail for all three plans at once.
Premium
Full-service, 8-month guided rollout with the deepest support and reporting.
Standard
6-month guided rollout with the core setup, training, and go-live support.
Essentials
4-month plan for teams that are ready to move fast with a leaner support footprint.
Premium
  • 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
Standard
  • 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
Essentials
  • 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
Premium
  • 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
Standard
  • 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
Essentials
  • 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
Premium
  • Discussion to understand your current workflow and objectives
  • Configure System Five to adhere to your workflow using default settings
Standard
  • Discussion to understand your current workflow and objectives
  • Configure System Five to adhere to your workflow using default settings
Essentials
  • Discussion to understand your current workflow and objectives
  • Configure System Five to adhere to your workflow using default settings
Premium

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
Standard

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
Essentials
  • 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
Premium
  • Assistance selecting and assigning an invoice for use from existing templates
  • Assistance to add a company logo to an invoice template
Standard
  • Assistance selecting and assigning an invoice for use from existing templates
  • Assistance to add a company logo to an invoice template
Essentials
  • Assistance selecting and assigning an invoice for use from existing templates
  • Assistance to add a company logo to an invoice template
Premium
  • 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
Standard
  • 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
Essentials
  • 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
Premium
  • Individual credentials for all members of your team
  • Learning plans designed for your industry and/or role, giving you the resources to learn how to set up and use the software
  • Administrative access to track your team member's progress and assign new content
Standard
  • Individual credentials for all members of your team
  • Learning plans designed for your industry and/or role, giving you the resources to learn how to set up and use the software
  • Administrative access to track your team member's progress and assign new content
Essentials
  • Individual credentials for all members of your team
  • Learning plans designed for your industry and/or role, giving you the resources to learn how to set up and use the software
  • Administrative access to track your team member's progress and assign new content
Premium
  • 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
Standard
  • 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
Essentials
  • 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
Premium
  • 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
Standard
  • 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
Essentials
  • 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
Premium
  • 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 to enhance efficiency, productivity, and overall user experience
Standard
  • 6-month check-in after go-live
  • Assessment of System Five usage in key areas: Invoicing, Inventory, and Accounting
  • Observations and recommendations to enhance efficiency, productivity, and overall user experience
Essentials

Not included in this plan.

Premium

Pulls your System Five sales data periodically, for instant sales analytics:

  • Sales by Category
  • Gross Margins by Landed Cost
  • Sales by Salesperson
  • Top 10
  • Customer Analysis
  • Supplier Analysis
  • Sales by Region
Standard

Not included in this plan. Ask your Implementation Specialist about adding it.

Essentials

Not included in this plan. Ask your Implementation Specialist about adding it.

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More Ways to Get the Most Out of System Five

Beyond a full implementation plan, our Professional Services team offers focused sessions to help you keep improving after go-live.

Always-Optimized: Monthly System Care

  • A system that keeps pace with your business
  • Small issues caught before they grow
  • An expert who already knows your setup
A monthly touchpoint with a Windward expert keeps System Five optimized, secure, and matched to how you work.
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Right Stock, Right Time

  • Order points tuned to real demand
  • The stock you need, when you need it
  • Less cash tied up in the wrong products
We guide you through your sales trends and set high/low order points so the stock you need is always there.
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Operations Health Check

  • A clear picture of where time is lost
  • Practical changes you can act on
  • Quick wins your whole team feels
We review how your team actually uses System Five, find what's costing you, and show you a better way.
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Scan, Don't Guess: Barcoding Done Right

  • Faster, more accurate checkout and receiving
  • Barcodes assigned to your products correctly
  • A process built around how you work
We set up barcoding your way and show your team how to scan with confidence, from receiving to checkout.
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Reports That Drive Decisions

  • Custom reports built around your questions
  • A clear view of where revenue is generated
  • A team that can build its own reports from here
Beyond System Five's built-in reports, we coach you to build your own -- so you see exactly where revenue comes from.
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Close With Confidence

  • A clean, reliable close every period
  • Errors caught before they reach your reports
  • Best practices your team can repeat
Reconciliation techniques that catch small mistakes early, so your financial reporting is accurate when it matters most.
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Ready to Get Your Quote?

Tell us a bit about your business and timeline. Our Professional Services team will follow up with a recommended package and formal quote.
No obligation -- we'll help you find the right fit before you commit to anything.