Synergy Reviews

That the new version is cloud based and hence less clunky. Easy user interface

Some features are missing, but thats understandable as its fairly new still.

Synergy is very user friendly, the ease of the financial management of projects is a very positive feature. The dashboard is informative at a glance and the analytics side of the program is useful for Directors and Administrators.

There isn't currently a function to include billing entities under a parent company, however I am hoping this is on the list for a future Synergy roll out.

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

- 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.

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.

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.

The ability to invoice directly from Synergy, picking up WIP and being able to either bill the WIP as is or allocate a fixed cost

The invoicing bookmarks need work and the ability to customise a lot more

Reports and ease of use (great GUI). Various tools and dashboard make it easy to get a snapshot of the whole business or your own projects, which is very useful. Timesheets management is much easier than some other products as well.

some bugs here and there, also add-on modules are a bit expensive

Excellent tool for tracking time and invoicing. Payed for itself in first couple of years with amount of otherwise lost time that was able to be invoiced.

Resource management is a bit cumbersome and as a consequence we have not implemented this function. Some of the terminology used in the costing functions takes a while to get used to.

The timesheet adding, project information including contacts and ability to share documents directly from one platform is very helpful.

I think some PIM tasks like email filing and searching folders should be incorporated into this package as done by Deltek.

- One place to synchronies work flow
- File sharing and account tracking with other organizations
- Timesheet recording

- Needs a bit of learning curve and initial training required
- When files shared, the provided Transmittal has the files list in unorganized by title name

Easy to use. Clear interface. It was generally painless experience moving to synergy end of last year.

Project analysis - need looking at and few items need improvement.

Project Management and invoicing all in one as well as scheduling

Hard to say as we are still in the learning stages, so can't criticise anything yet.

I like the ease of invoicing on Synergy.

I am finding reporting on Synergy quite difficult, though I am being helped by your online customer service. Hopefully my skills will improve over time.

Resourcing is robust, areas to improve. visuals are great.

Timesheets need to total better, resource planning page link project timing with view of people, reports are very complicated and not user friendly

I really like the level of detail available on this software. It has WBS breakdown, customer portal, and a very nice dashboard. There is a banner across the top which contains very useful information.

This is a very comprehensive software the only thing that would be nice is a dedicated area to manage risks or at least and issue tracker.