Synergist Software

Productivity, reporting, profitability, better management of people and time.

Pros

It has enabled my agency to understand the hours spent on client work, helped manage utilisation and productivity of the agency. It has helped agency profitability. It has helped us manage over servicing and most importantly where our team are being overworked or working too many hours.

Cons

Nothing really in the cons - other than some people might find it labour intensive on top of the client work they are doing.

Improvements in agency reporting leading to better and more profitable customer relationships.

Pros

Reporting and analysis of projects and clients is second to none. We have improved client and agency profitability and process by a significant margin using Synergist.

Cons

UI could be better, but does not distract greatly from solutions overall performance. I believe a new version out soon should provide a better experience.

Pros

Having scheduling, job management, forecasting, costing all in one module is a rarity. The system integrates very well and gives fluidity through the job process

Cons

A plus and minus, having too many options within configuration can get a little confusing and we personally changed our set up from the original mapped out system plan.

One central area for the life of the project to be able to budget for future, fee quote more accurately for the future, track the life of the project and analyse data at the end of the project more efficiently.

Pros

One central place for the life of the project i.e. from fee quote to completion, cutting down on previous needs for quite a few spreadsheets !

Cons

Data Reviewer reporting isn't as simple as we would like it.
We would like more things bespoking to our company.
Calendar bookings if far too complicated for our needs.

Better business management, reporting and trustworthy information.

Pros

Ease of use and functionality to adapt to any type of business requirement. We have 2 departments that both use Synergist differently for their needs, it is adaptable and flexible. Reporting is brilliant and again is an adaptable dependent on the needs. Synergist has allowed us to scrap unreliable excel spreadsheets and allows ONE centre for updating the whole company. Synergist has proven easy to learn also for our new starters who average about a week to understand the basics and roughly a month to get to a "superuser" level.

Cons

Running reports takes a little time to get your head round how the data interacts but once you do its great.

Full business visualisation

Pros

The fact it can manage all aspects of job management, through Quoting to Invoicing, whilst utilising as many or as little features in between.

Cons

Not all features are available in the cloud based version yet - However, this may change soon though!

Helps to track all of our projects commercially and plan resource/workload.

Pros

Great at managing everything from initial enquiry, estimating, project & company commercials and tracking live projects for all your clients.

Cons

It's only as good as the information and effort you put into it. Detailed training and customisation is required prior to using in anger, but once set up correctly is fantastic.

We are currently learning the system with a view to rolling it out within the company early part of next year. We are still getting to grips with it all and find that the customer services are very helpful. We are looking forward to the new version being rolled out in the new year.

Synergist is worth the patience required to get it up and running. Its complex but this complexity makes it versatile. It has taken us many man hours to implement but we confident that this investment should pay off in the future

Pros

Flexbility

Cons

Complexity

Advice to Others

Dedicate a team of at least 2 people to focus on the implementation