Synergize

RATING:

4.3

(40)

About Synergize

Synergize is a document management solution designed for large and midsize transportation businesses. It offers business process management, image capturing, workflow management tools and records management. The software is available for on-premise deployments on devices running Windows 10. Users can search for uploaded documents using category, tree, simple and advanced searches, filter search results and preview retrieved documents. Documents can be annotated, redacted and updated, and change management features allows the original to remain unmodified. Users can tag documents as new, updated or a new version of an existing file, and audit trails help maintain file security. A graphical workflow designer lets users define business processes using pre-built a...
Enterprise console

Synergize Reviews

Overall Rating

4.3

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for Synergize

1 - 5 of 40 Reviews

Ronen

Transportation/Trucking/Railroad, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed December 2020

Synergize Review

good

PROS

Accessibility to imaging and a workflow feature that we hope to one day will actually work for all departments and all users

CONS

not intuitive enough for drivers and dispatchers to use to its fullest potential

Reason for choosing Synergize

more powerful. supported consolidation better. room to grow into other department. fits better company goal of transitioning all departments in paperless remote fully automated workflows

Dave

Transportation/Trucking/Railroad, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2020

Synergize Works Well, but Support is OUTSTANDING!!

Very capable, very responsive company that will partner with you and do what it takes to provide automation for your document handling needs. Highly recommended!

PROS

We use Synergize to capture, organize and store our volumes of transportation documents. The folks at Microdea created and implemented a solution that was customized to our unique needs, and it normally works flawlessly. When there are hiccups (usually due to external issues beyond their control) Microdea always resolves same-day, and often same-hour. We deal with many vendors, and without a doubt, Microdea delivers some of the best, if not THE best customer service.

CONS

We are very happy with the software, and have no complaints. We did have some difficulty using their document viewer ("Synergize Viewer") over our RDS environment using certain hardware. There was a rendering issue that we could not fix and we eventually had to purchase new equipment in order to properly use the viewer.

David

Transportation/Trucking/Railroad, 201-500 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed October 2018

Frustrating Implementation

The overall experience has been poor. We have been in the implementation phase with Synergize for almost 3 years. During this time the implementer has been directly responsible for 3 system outages outside of Synergize. We are nearing the end and hopeful to have a working product soon.

PROS

We like the idea of being able to scan in documents and have them automatically connect to orders with in TMW.

CONS

The setup. Our environment is not a cookie cutter environment. We use published applications through Citrix and this has given the implementer a very hard time.

Vendor Response

Hey David, Thanks for taking the time to leave your review. Although this is not the experience that we want any customer to undergo, your problems will not go unheard and of course is invaluable feedback. Thanks again - The Synergize Team

Replied December 2018

Collin

Logistics and Supply Chain, 5,001-10,000 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

5

Reviewed May 2019

Synergize for Accounts Payable

We are beginning to realize some of the efficiency gains by using Synergize, especially in the document look up and determining its status area. Our overall experience has been positive. The staff and support are very helpful and new features/functionality can be easily added. My only advice would be to plan your processes in detail up front to save on implementation and process change costs.

PROS

In my opinion, Synergize offers us integration with our multiple platforms and makes our data easily accessible. In particular, we can access an invoice and find out its current status in our payment process, read any notes we have about it and follow up with the appropriate person if needed. It also increases the speed at which we process invoices as it has the ability to automate a portion of our payment process. Lastly, we can also extract data for our internal reports.

CONS

Although this is a great software, it does require a lot of IT resources up front and some IT ongoing. A lot of this can be alleviated by thoroughly understanding how you want your process to flow during the design phase as the software has many features.

Vendor Response

Thanks for sharing your review, Collin. We're going to continue getting better and your feedback is useful. - The Synergize Team

Replied May 2019

Ryan

Transportation/Trucking/Railroad, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed November 2017

Very easy to use once configured. Time savings are immense.

Time savings, Peace of Mind and Accuracy

PROS

The thing I like the most about this software is the ease of use for the end user and peace of mind that its done right for management.

CONS

The thing I like the least about this software is that it is somewhat cumbersome to tweak settings or configurations on your own. The staff are really helpful however.

Vendor Response

Hey Ryan, Thank you for the great review. It's sincerely appreciated that an Efficiency Analyst such as yourself had such glowing things to say about the efficiency of Synergize! We're constantly looking to make the self-customization of Synergize better for our customers; although our support team is always more than willing to help, we recognize the value of empowering our customers as well. Keep an eye out in 2019 (and hopefully every year afterwards) for our User Conference where we hope to empower users such as yourself with the information and tools they need to make those custom configurations, and more. Thanks again - The Synergize Team

Replied November 2018