Deliver every projecton time and budget with Synergy
Know exactly how projects are tracking at every stage. Monitor time against headway on site, manhours against availability, expenditure against estimates, all while keeping everyone aligned and focused.
Drive project success with a work breakdown structure, and segment projects into stages, tasks and fee types.
Total project information management
Prepare accurate, case-based proposals
Billable and non-billable projects
Compare fees, WIP, budgets to invoices
Analyse profitability at multiple levels
Connect contacts by project relationship
Resource Planning
Make sure the right people are on the right jobs at the right time using a simple, yet highly visual, Gantt chart.
Understand your capacity to deliver projects in your pipeline
See staffing requirements by role
Assign individual staff to stages based on role and utilisation
See task allocation as a percentage of utilisation at an individual staff level
Drag and drop Gantt chart for visual planning
Dynamic, visual capacity graph for quick interpretation
Forecasting
Peer into the future of all projects and see revenue estimates down to a stage level.
Understand your revenue forecast
See an estimate of revenue across all projects
See revenue at stage level
Adjust percentage likelihood of winning projects with automatically updated revenue and capacity forecasts
Drag and drop Gantt chart for visual planning
Dynamic, visual revenue graph for quick interpretation
Budget Planning
Manage your budget with internal costs, contractor costs, and expenses. Identify what parts of the budget are for real profit.
Task Management
Turn your long-term, broad-view planning into a more granular set of focus points.
Keep track of important tasks that might otherwise go missing
Allocate tasks to your team
Check on the progress of tasks with ease
Dashboards
Visualise important business and project information, and quickly identify areas that need attention or improvement.
See tasks due
See recent projects, documents and contacts
Monitor KPIs
Alerts for timesheets, WIP, debtors, etc.
Customise dashboards
Reports
Present organised data and drill-down reports for better business and project decisions.
Library of standard reports
Share with selected staff
Create PDFs or export to Excel
Easy to filter, group and sort
Create custom reports
Modify existing reports, create new
How easy it is to use Synergy to manage your business and projects?
Scroll through our walkthrough at your own pace (desktop only) or if you prefer, you can watch the video. Sign up now to discover just how easy it is to create your projects in Synergy.
There’s lots of different project management type software out there, but we use the flexibility of Synergy to see an incredible level of detail or just as a broad-brush view — that side of it is really easy and user-friendly. It fits into the industry that we’re working in.
“You can track business and projects a lot more easily with Synergy. Even though we’ve got very different sizes of contracts, we can now keep a track of them all in a single, central location.”
“We have so many active projects going on, but they’re all at different stages of completion. Synergy enables us to ‘fly low’ and see how individual projects are progressing, but also hover up a level and see how things are going in a more macro sense.”
See how we can centralise your data and simplify your workflows with our Add-ons.
Talk to us for a demo
If you’d like more information, or if you’d like us to show you how we can help you, we’d be pleased to offer you a 30-minute demo — talk to us today!