We are thrilled to embark on this journey with you as partners in realising your vision and achieving the goals for your business. This welcome pack is a comprehensive guide to navigate the implementation process smoothly, including:
At Total Synergy, we are committed to your success, and this welcome pack is designed to equip you with the necessary tools and information to maximise the value of our partnership.
Jennifer
David
Ramone
Morgane
Our Onboarding Consultants help you optimise your use of Synergy by analysing your business and tailoring the product to fit your needs and specific internal processes, workflows, and terminology. They will show you how to access relevant data on demand with industry best-practice insights in creating reports and templates. They are also ready to train your staff and equip your team with the skills to navigate Synergy.
Having a good project team is crucial for successful onboarding. At Synergy, we recommend that you have at least two people attend all sessions, to improve the clarity of information delivery. Within this internal project team, we suggest to include:
We recognise that these roles may often be shared or that one person may hold several of these roles.
We recommend you read the following articles before you start your implementation, as they will help you understand the context and terminology of the Synergy platform.
Before your first Session, you will receive a link to a 30-day free trial of Synergy but we recommend keeping this environment empty until your first consulting Session.
The Implementation Plan is divided into 4 sessions which cover what you will be learning and your tasks between sessions. You Go-Live should occur before WFM retires on 26th June 2024. We have made the following checklist to show you what you should have completed by Go-Live.
Lauren
Monika
Naomi
Paloma
Depending on your plan, you may have a dedicated Customer Success Manager who will work with you closely during your onboarding and beyond, to make sure you get the best out of Synergy. Their role is to help ensure a smooth transition of Synergy into your business, optimise your usage of the platform, and be your contact point for any questions, requests or concerns you may have. There will be periodic Success Reviews to ensure that Synergy meets your needs and expectations.
Visit our interactive forum to share and track ideas, and provide feedback to help us enhance Total Synergy.
Anne
Amber
We are here to provide you with a support experience that gives you the most help with the least effort on your side. You can access our Knowledge Base and our AI driven chat bot Blue from anywhere in Synergy with just a few clicks. They can help you with any questions or issues you may have.
To use any of our Support resources, just log into Synergy and click the Support Widget at the bottom of any page in Synergy, or from your profile menu.
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.
