Steven Clark, Financial & Commercial Manager of 40-strong agency Tayburn, told us about their previous system:
“It used to take me two weeks to do the month-end every month. It was laborious to do the billing, the accounting entries, create the reports and have many, many meetings to chase the information we needed.”
“Synergist makes it so much easier. My month end has been cut in half to 5 days, to get the billing sorted, check the accounting links, generate the reports and meet up with team members to talk things through.”
The MD of Yorkshire digital marketing agency HMA told us about how Synergist helps drive through efficiencies:
“For example, it has helped us to automate reporting. Before Synergist we used to spend hours and hours on producing reports.”
“It also gives everyone in the team easy access to every aspect of jobs, time, even marketing notes. Everything’s just there. It means that all the reports are available to everyone, so if ever the Synergist SuperUser is not in the office they all still have access to it.”
Communicating is a key part of the role
The person in charge of production has to be at the centre of the process and be able to alert account managers when a project suddenly needs attention.
Deep Sangar, Production Manager of 30-strong digital and creative agency Clevercherry, told us:
"It flags up problems early on.
"At the end of every day I generate a report that shows all the key information, which I use to email the account managers with updates, slippages, etc.
"At a quick glance I can see everything.
"It makes it easier than ever for me to work with the account managers and work out what we need to do to keep on track."
Sara Blannin, Finance Director of 54-strong environmental consultancy ECUS, told us:
"Synergist gives us early warning of issues, so we can tell from phase tracking where we might have project creep. That’s essential for good communications and solving problems before they escalate."
What's the main benefit of early warnings? You might say profitability, but you could equally say keeping clients happy. Sara Blannin:
“It has helped raise client service levels."
Providing on-site demonstrations, training, experience and consultation.