Windward Considerations

1. Colin

1.1. What are the terms for contract?

1.2. What are the steps to upload catalog?

1.3. Need reference with something that uses virtual inventory

1.4. Access to Learning Academy now?

1.5. E-mail from CRM functional now?

1.6. Can e-mail items be tracked in CRM?

1.7. What are the downtime stats? Underpinning agreement details?

2. pros

2.1. cloud based

2.2. integrated accounting

2.3. highly customizable

2.4. provides CRM, delivery, etc in one app

2.5. allows multiple users

2.5.1. work from home capable

2.6. inventory fresh start

2.7. 6 months of project management services available

3. Merchant Services

3.1. Possible New - hardware changes, autore-news, exit clauses and fees, term of contract

3.1.1. World Pay

3.1.2. Sterling

3.2. Breaking relationship with Intuit

4. cons

4.1. cloud based

4.2. price

4.3. not intuitive

4.4. requires a lot of preparation

4.4.1. completing the Data Load is our responsibility

4.5. customization design

4.5.1. security

4.6. may need to redesign processes

4.7. time constraints

4.8. some historical records lost

4.9. Load does not include the QuickBooks General Ledger chart of accounts, balances, or unit inventory.