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FINANCIALFORCE ACCOUNTING AND WINDWARD The Skinny: Windward Consulting Group is a global consultancy that focuses on working with Fortune 500 financial services and telecommunication companies to help them manage their large data centers and global networks. Sean McDermott is President and CEO of the 20-year-old company, which has used Salesforce for more than a decade. The Challenge: Windward was trying to figure out how best to manage projects on an ongoing basis as the company grew and scaled through the years. A lot of financial information, from project tracking to invoicing, was locked in an old accounting system on the Microsoft Dynamics platform. This made it difficult to extract and use data. The original problem Windward tried to solve was around professional services automation, but it quickly realized that in order for that to work correctly, it had to be tightly integrated into an accounting system. And Windward’s current accounting system was too onerous to integrate. 10

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