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Document and Knowledge Management
Centralize the information and documents within your organization, and allow all members of your team to share this knowledge. Documents are contrrolled via security, revisions, etc. and can originate from outside or inside Synergy. Documents can be stored in any format or file type within one, central, secure, searchable SQL database rather than everywhere on your network. Documents are stored once, and can then be referenced to projects, customers, employees and transactions as necessary. Update one central version of a document, and it is automatically updated for your website or other use, without further maintenance required elsewhere.
Synergy Document and Knowledge Management.pdf
Business Process (BPM) and Workflow Management
Design optimized workflows and operational steps and and standardize these processes using Exact Synergy Workflow Management. Ensure that processes are uniform, clear and controllable with pre-defined steps, authorizations, and turnaround times. Make responsibilities visible and the status of assignments and tasks transparent by sending workflow tasks instead of email messages. Use your Website and portals to include customers, partners and suppliers in your processes.
Synergy Business Process Management.pdf
Synergy Workflow Management.pdf
Project Management
Manage projects across the enterprise easily with Synergy's powerful project management capabilty. Link sub-projects to master projects for roll-up and drill-down. Link budgets, human resources, documents and workflow tasks for centralized project management. Facilitate improved communications, and track project history, transactions and results for management reporting. Define security roles and project members to insure appropriate visibility.
Synergy Project Management White Paper.pdf
Customer Relationship Management (CRM)
Manage all aspects of customer information, along with suspects, prospects, leads, suppliers and associates. Never again should you experience that "awkward moment" with a customer when you should have known something about their account. Provide complete visibility into credit, sales history, open customer service issues and communications from everyone in your company regarding the account. Assign different managers to different contacts for improved communications. Add the Exact Interconnect module if your company needs significant quoting and sales force automation tools as well.
Synergy CRM.pdf
Synergy Interconnect.pdf
Financial Management and Reporting
Key decision makers can have real-time, 24/7 access to the company's financial status, budgeting information for analysis, and critical data needed to manage the business. With Synergy your can have financial dashboard information regarding sales revenues, cash position, payables, receivables, customer account status, etc. anytime, and anywhere there is internet access, including your PDA, all within a security role-driven environment. Rollup multi-division and multi-company information into one standardized report, regardless of the back end accounting package(s) in use.
Synergy Regulatory Compliance.pdf
Human Resource Management (HRM)
Integrate and streamline your entire human resource management function. Synergy enables security-controlled access to HR staff, supervisors and staff anytime, anywhere. Manage enterprise-wide scheduling and calendars, entitlements, performance reviews, benefits, training and certifications, and organizational structure and tree. Manage sensitive data while permitting self-servicing of human resource tasks. With Synergy HR, you have a complete history of staff tasks completed and pending, late projects, communications, accounts - all in one centralized view.
Synergy Human Resources.pdf
Product and Inventory Management
Centralize all product and inventory data for the many purposes that require this information throughout the company. Pricing, availability, bills of materials, product documentation, warranty information, engineering change management, usage history, vendor information, etc. is all in one place for your items with Synergy. Easily manage products and services catalogs for online visibility across your company and outside to your vendors and customers. Synergy provides both inventory management and online order tracking visibility. Your customers may place orders online with the powerful Web Shop application within Synergy - so that you can literally be open 24/7.
Synergy Web Shop.pdf
Internet Portal Technology - Global Solution
Securely allow employees, suppliers, resellers and customers to access critical business information through secure Internet portals, anywhere and anytime. You control what they see, what they can do, and the way their homepage looks. Serve up non-secure documents, such as product data, to public web pages or use Synergy as your website. Synergy facilitates collaboration between subsidiaries, partners, customers and suppliers. Depending on the user access setup, Synergy will provide multilingual capabilities as well.
Synergy Web Portal Technology.pdf
Other Features and Benefits of Exact Synergy:
e-Mobile PDA Integration
Access complete Synergy data using any Windows Mobile device or PDA. Never be without a phone number or up-to-date schedule.
Synergy eMobile.pdf
Employee Self Service Portal
For those organizations that have lots of staff members in the field who need basic information from Synergy and access to schedules, update capability for work performed, etc., the Employee Self-Service Portal provides an inexpensive alternative for Synergy licensing.
Synergy Employee Self Service.pdf
Event Management Automation for Synergy
The Exact Event Manager will automate many tasks, saving many manhours. It serves not only as a slave, but also a watchdog, alerting management to pre-set conditions in the database that trigger notifications or workflow tasks. Whether it is a customer that has gone on credit hold, or a sales opportunity that has not been followed up on, Event Manager will insure that nothing falls through the cracks or turns into a fire drill.
Synergy Event Manager.pdf
Field Service Management using Synergy
The Exact Field Service application is a powerful module that can be added to the Exact Synergy solution to allow scheduling and control of field personnel. All of the information that field personnel will need can be accessed with a laptop or PDA. Create work orders, dispatch technicians (employees or contractors) based on location, schedule availability, skill searches and certifications. Maximize uptime and control equipment through scheduled preventative maintenance at regualr intervals. Track time and materials by project, contract, product, location or customer. Speed the billing process, and improve collections. Offer customers self-service capabilites via the Synergy web portal.
Synergy Field Service.pdf
Integration With Your ERP System
Synergy can operate as a stand alone system, or can be tightly integrated with your back office accounting and ERP system. Exact Synergy is designed to natively integrate and share the same database with the Exact family of Accounting and ERP systems - Macola ES, Macola Progression, Exact MAX, Globe Enterprise, JobBoss, and Alliance. Exact Synergy Enterprise is designed to integrate with any and all other systems, such as QuickBooks Enterprise Suite, or Microsoft Dynamics GP, or virtually any other system.
Synergy for Macola.pdf
ISO 9001 and Compliance Management with Synergy
Document what you do, do what you document - and create the evidence that you did it the way you said you do. With the secure control of online documents in Synergy, you can rest assured that there is only one source of the truth in your organization. Pre-defined workflows insure that processes are performed in only one consistent manner, and data is being captured as the processes are being performed for later analysis and continuous improvement reporting. Synergy is a powerful training management tool as well - to keep your training matrix current and visible. Synergy acts as the center of your Quality Management System, prescribing specifications, tests required, non-conformance and corrective actions. Streamline your ISO process, and dramatically reduce the time required for registrars to perform audits.
Synergy Intelligent ISO 9001 Certification.pdf
Synergy ISO Case Study-Davis Controls.pdf
Synergy Customization and Development Capability
Synergy is highly customizable and configurable right out of the box, allowing development of custom workflows, development of document management logic, etc. But often your business has unique requirements that dictate additional data capture, unique process management. With the Synergy SDK, you can modify all three layers of the system - the User Interface, the underlying Database, and the Business Objects (COM) to meet specific business demands. Import and export data via XML, use Visual Basic, .NET and SQL programming tools. There are no limits with Synergy and the Synergy SDK.
Synergy SDK.pdf
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