Insights is powered by Microsoft Power BI and built specifically for A&E firms.
It delivers six pre-built intelligence domains that cover every dimension of practice performance, running directly on the data already in Synergy. No exports, no consultant to configure it, no six-figure BI investment. Just the answers your leadership team needs, on demand.
Business Intelligence tracks revenue composition, profitability by sector and business unit, WIP health, and cash flow efficiency in one view. For the first time, the difference between busy and profitable firms becomes visible.
Finance Intelligence gives you project profitability in real time, fee realisation and write-off patterns, debtor aging, and budget variance. The information your Finance Manager currently spends days assembling is available on demand.
Forecast Intelligence maps your pipeline value against actual capacity so you can see revenue forecasts, resource demand, and commitment risk before they become problems. Know whether you can deliver on what you’ve sold before you’ve sold it.
Project Intelligence tracks progress against budget across all active projects, with phase-level performance and risk indicators surfaced in a single view. Identify which projects need attention while there’s still time to act.
Are we chasing the right clients and the right work?
Client and Sales Intelligence shows win rates by sector and client type, client profitability, and pipeline health. Understand where your BD time is generating returns and where it’s being spent on work you’re unlikely to win or unprofitable to deliver.
People Intelligence tracks utilisation, billability patterns, and capacity constraints by role and practice area. The visibility you need to make hiring decisions, manage workloads, and ensure your most valuable people are doing their most valuable work.
Simplify Product Delivery
Reduce Project Risk
Win the Right Projects
Receive 24/7 Support
Produce Budgets & Quotes
Make budgeting and quoting easier, more accurate, and less stressful.
Manage Projects
Track Time
Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.
Allocate Resources
Easily see who’s working on what, their availability, and how to best balance workloads.
Process Invoices
Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.
Track Finances
Make budgeting and quoting easier, more accurate, and less stressful.
Decide with Data
Make smarter decisions with real-time dashboards and reports.
Forecast Revenue
Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.
Apply Document Control
Centralize your project information for seamless collaboration, better control, and fewer headaches.