Synergy

Synergy has greatly improved the setup of my engineering consultancy business

Comments: My experience has been really positive and I have been very impressed with how well it has suited my needs. The support and assistance from the support team has been terrific and definitely added to my experience. Having being used to various combinations of management tools in my previous roles, so far it seems Synergy does all that is required without need for additional work-arounds. After launching my business and starting with Synergy, I have spent far more time working on projects than setting up back-end PM tools thanks to Synergy.

Pros:

The user interface and, as importantly, the workflows through all aspects of Synergy are clear and intuitive. As founder of a new consultancy, I have found Synergy to capably deal with all aspects of project delivery and performance without need for excessive customisation or use of other tools - this was a nice surprise!

Cons:

It feels like Synergy is getting near to a point where there is almost too much function/feature available from the outset.

A solid option for your growing business

Comments: Synergy allows us to track our time more effectively and handle client requests with greater speed.

Pros:

The ability to see exactly what time and bills are assigned to each invoice is amazing, and really helped the architects understand what my accounting department does.

Cons:

The integration with QuickBooks in the US needs some work. This remains a pain point for us. Bills have to be entered twice, and that's time we can't use for something better.

Suggested Timesheet Improvements

Pros:

It is useful to track work and assess workload of the team.

Cons:

- The timer option in the time sheets has the potential to be much more useful. The timer could directly fill in the time sheet, in addition to what is already in that task to that dat. Then the timer would be a much more useful function (at least the option for this to be the case).- In the time sheets, there should be the option to copy and paste tasks (not the times) from previous weeks, to save having to fill it in each week when the project is ongoing. There should also be the option to copy and paste the tasks on the same week to be able to make minor changes, so one does not need to fill it in from the top down each time. These can be applied to both the time sheets and the expenses.

Syn'ease'rgy

Comments: quick, easy, efficient. Layout is simple. Enjoyable to use.

Pros:

Ease in creating, assigning colleges and invoicing project. Syncing straight away to Xero for multiply access for clients to pay.

Cons:

Having to go into a project to change the status, should be on the project dashboard, and click on the 3 dots with a dropdown option.

An efficient program for businesses of all sizes

Comments: Overall very happy.

Pros:

Before I set up my business I had discussed program integration with my accountant in order to create a seemless process for both parties. This allows my tracking to be transparent which in turn allows the accounting side to work in unison without fault. This is what I like most about Synergy. No fuss.

Cons:

As it is a one-stop shop for a business, from workflow management to business management, it can take some getting used to as there are quite a few moving pieces. But once you get a hang of it you can't really do without it.