Implementing Synergist

Everything you need for a smooth, successful set-up

We recognise that each agency is unique.

We get that there’s no one-size-fits-all approach when it comes to agencies.

Our partner, The Agency Works, will configure your software to work exactly as you do. Their extensive agency experience means they can guide you towards the most effective set-up to help you save time, increase profits, and ultimately achieve your goals.

Plus, their ongoing support is just how it should be. Packed with on-demand resources and hands-on advice, to help you get the best for your business from your Synergist system.

Helen Flanders

“They helped us through all the set-up decisions; questioning our ways of working and giving us the benefit of their immense agency experience to settle on a set-up that would give us what we needed, so we could get more out of Synergist and ultimately our business.”

Helen Flanders,
Operations Director, Something Big


Here to support you, every step of the way

The Agency Works

1. Strategic guidance

You’ll meet with The Agency Works experts so they can get a good understanding of your day-to-day activities as well as your long-term goals. Together you’ll unpick your existing processes to identify what works, what doesn’t and why. Then they’ll share their agency experience and industry insight to advise you on what you could do differently to grow, intelligently.

1. Strategic guidance

You’ll meet with The Agency Works experts so they can get a good understanding of your day-to-day activities as well as your long-term goals. Together you’ll unpick your existing processes to identify what works, what doesn’t and why. Then they’ll share their agency experience and industry insight to advise you on what you could do differently to grow, intelligently.

Down

2. Synergist setup

Your Synergist system will be configured to perfectly fit your agency’s needs (and agreed project plan). The custom configuration is shaped to catapult you into high-performance, high profitability mode. And you can get started even sooner with optional data import, full system set-up and custom layout outputs.

Leading to...

2. Synergist setup

Your Synergist system will be configured to perfectly fit your agency’s needs (and agreed project plan). The custom configuration is shaped to catapult you into high-performance, high profitability mode. And you can get started even sooner with optional data import, full system set-up and custom layout outputs.

Leading to...

3. User training

We personalise your team training according to how each will use Synergist. Training can take place online, in small groups, or in a testing environment so it’s highly tailored, entirely relevant, and easily accessible. Alternatively, you can choose to manage it in-house using recorded sessions and support materials.

Leading to...

3. User training

We personalise your team training according to how each will use Synergist. Training can take place online, in small groups, or in a testing environment so it’s highly tailored, entirely relevant, and easily accessible. Alternatively, you can choose to manage it in-house using recorded sessions and support materials.

Which leads to...

4. Go live

The Agency Works team will check in with you pre-launch to ensure everything is in place for going live. And they’ll be by your side as you run your month end and create reports using Synergist for the first time.

Leading to...

4. Go live

The Agency Works team will check in with you pre-launch to ensure everything is in place for going live. And they’ll be by your side as you run your month end and create reports using Synergist for the first time.

Which leads to...

5. Ongoing support

Your Client Success Manager is there to help you get the most out of Synergist. You’ll get their expert advice to help you navigate common agency challenges, plus free training and functionality tips. If you need help using the system, you can pick up the phone to the Synergist help desk and get an answer straightaway.

Leading to...

5. Ongoing support

Your Client Success Manager is there to help you get the most out of Synergist. You’ll get their expert advice to help you navigate common agency challenges, plus free training and functionality tips. If you need help using the system, you can pick up the phone to the Synergist help desk and get an answer straightaway.

Kim Stokes

“The way The Agency Works set up the system means we have a very clear picture of staff utilisation and project recoverability. The year following Synergist’s implementation was our biggest for profit.”

Kim Stokes,
Finance Director, Butterfly

Onboarding packages built around you

We offer comprehensive implementation and training programs for all new customers.

Essential

Basic

Designed for small, self-sufficient businesses with simple workflows who want to manage their own set-up.

 Launch plan

 Data review and best practice advice

 Set-up guidance

 Standard document layouts

 Integration with accounting software

 Training for different user groups

 Pre-launch check in

 Post-launch month end and reporting support

 Access to ongoing support

Bespoke support and consultancy is available to purchase in blocks.

Most popular

Managed

Designed for teams who want best-practice advice and ongoing support to ensure your system is set-up for success.

As per Basic service, plus...

 Client Success Manager *

 Requirements capture sessions with key user groups

 Bespoke set-up specification

 Data review and best practice advice**

 Full system set-up

 Custom document layouts

 Post-launch check in (x2 sessions)

 Quarterly check-ins with Client Success Manager and one Synergist health check

*Project lead and superuser/s required to manage internally.
**The Agency Works will import your organisational level data into Synergist, such as clients, suppliers and resources. All project/job-related data will need to be added manually.

Most comprehensive

Advanced

A great investment for busy, ambitious organisations to help you save time, increase profits and ultimately achieve your goals.

As per Managed service, plus...

 Business review, benchmarking and consultancy

  Performance planning and KPI set-up

 Dedicated (on-site) Client Success Manager

 Data migration

 Tailored training

  Post-launch month end and reporting support (3+ months)

  Monthly check-ins with Client Success Manager and one Synergist health check.

  Ongoing access to Client Success Manager

  Bi-annual strategy review

Bar
Bar
Bar

Investment dependent on scope. The Agency Works’ experts will work with you to design an onboarding plan customised to your business needs.

Frequently asked questions

Why is hands-on implementation and tailored training recommended?

Introducing a new system is a chance to take stock and reset. So The Agency Works experts never simply replicate what you’re already doing. They improve your processes based on what they know works best, and set up Synergist to suit your specific business needs.

It means different ways of working, too. Adjusting to change isn’t always easy and tailored training helps your team adapt. Having an expert show you how things are done or someone to ask when you’re not sure, speeds up adoption and makes the transition smoother.

How long will it take to set up Synergist?

It varies depending on how you choose to implement your system, the complexity of your configuration and your preferred timescales. The Agency Works will work with you to create a project plan to help implementation run smoothly.

Who are The Agency Works?

The Agency Works is the exclusive implementation and training partner of Synergist. The team there have been hands-on with Synergist since 2004, so they know a thing or two about the system and readily share their knowledge. In fact, as Synergist implementation experts and with vast agency experience, they’ve helped over 500 UK agencies make the most of their management system and improve financial and operational performance. Find out more on their website: www.theagencyworks.co.uk

What happens after implementation?

The early days are critical to successfully embedding a new system. That’s why The Agency Works experts will support you the first time you run your month end using Synergist. They’ll guide you through reporting, too, and their client support is packed with pre-recorded how-to guides, a programme of live webinars and ongoing support. Plus, you can speak to the Synergist UK-based help desk five days a week for technical support.

What’s the difference between the Synergist help desk and The Agency Works support?

The Synergist help desk telephone and email support means your questions are answered there and then by people who understand Synergist inside out. It’s more than just a call centre. Instead, it’s run by highly experienced people who are experts in using the system.

The Agency Works team are experts in agency management itself, and can look at your current activities and challenges, helping you to implement process change or shape your Synergist system to get the best results. They also offer free on-demand training and regular webinars for expert support on overcoming common agency challenges, functionality tips and free training.

Do I have to pay extra for ongoing support?

You’ll receive hands-on Q&A support sessions during the first month post-launch as standard, and you can rely on the Synergist help desk for as long as you need. Plus, you’ll have ongoing access to videos, how-to guides and monthly webinars to help you make the most of your system so you can get the best for your business.

How do I purchase additional support or consultancy services?

For those times when you need additional support with your system, or consultancy around your agency’s strategy, financial management or processes, you can invest in support from The Agency Works on an ad-hoc basis to suit you. Find out more on The Agency Works website

Where do Synergist and The Agency Works operate from?

Both the Synergist help desk and The Agency Works team are based in and operate from the UK.


We recognise that each agency is unique

Schedule a personal demo and we’ll tailor it for your specific needs.

Our implementation partner, The Agency Works, will contact you to arrange your demo. Their extensive agency experience means they can guide you towards the most effective set-up to help you save time, increase profits and ultimately achieve your goals.

The Agency Works