Synergy Enterprise Professional Services

When searching for affordable solutions for professional services management, you will come across many different types of project management services, and the real challenge is deciding which will work best for you.

Your solution will need to handle a wide variety of functions, including workflow, scheduling, document management, billing, project monitoring, collaboration, and time and bill tracking, and also offer integration to your accounting system. Synergy Enterprise for Professional Services Management offers many of these features and more, all at a cost-effective price.

Features of Synergy Enterprise for Professional Services:

Project Management

• Track budgets, deadlines, and deliverables
• Reporting and Alerts
• Associate all related documents with projects
• Work Breakdown Structure (WBS)

Time and billing tracking

• Recurring billings
• Invoicing based on time and materials
• Revenue forecast 

Document Management

• Comprehensive Document Control
• User-defined document types
• Security levels 
• Approval routing, check-in/out
• Tag documents to accounts, projects, items, etc. for easy search and retrieval

Workflow Management

• Manage all processes within a project with the powerful workflow engine within Synergy Enterprise
• Use definable rules for each workflow
• Associate workflows with accounts, projects, items, etc.

Collaboration with Team

• All project members can have full project activity visibility
• Social collaboration allows ease of communication and visibility
• Alerts can notify team members of upcoming tasks

HR Management

• Scheduling of resources
• Capacity planning
• Absence and leave tracking