Synergize is a document management solution designed for large and midsize transportation businesses. It offers business process management, image capturing, workflow management tools and records management. The software is available for on-premise deployments on devices running Windows 10.
Users can search for uploaded documents using category, tree, simple and advanced searches, filter search results and preview retrieved documents. Documents can be annotated, redacted and updated, and change management features allows the original to remain unmodified. Users can tag documents as new, updated or a new version of an existing file, and audit trails help maintain file security.
A graphical workflow designer lets users define business processes using pre-built actions or customized actions, including rule-based routing, validation rules and more. Records retention tools allow users to track and manage electronic records throughout their lifecycle, while access controls determine which users can view, modify and add documents.
Support is offered over the phone.
Joann willis c/o T. Especialidad: Transporte/transporte en camión/ferrocarril Número de empleados: 51-200 empleados
30/10/2018
30/10/2018
When its all working smoothly its great, but services turn off often needing a reset and problems sending invoices again
Fairly easy to use for customer service viewing documents and indexing.
The partnership with TruckMate is a struggle, we call for tech support but TM & Synergize don't work together to know each others software so you always have to make a second call. Also there are not enough notes kept on the support files for future reference, we are always having to re-explain how we are set up or what we have it do for us. Frustrating
Especialidad: Transporte/transporte en camión/ferrocarril Número de empleados: 201-500 empleados
30/10/2018
30/10/2018
Synergise has huge potential in our business. Thats why we bought it. It has taken us a long time to start to realise the benefits (our issue not Synergise). We have been a customer for 18 months and the implementation team and project management team are fantastic. They relate to our industry well, therefore the outcomes and workflows make sense.
The ability to integrate in a bi-directional manner with our third party TMS software.
Sometimes difficult to problem solve when the workflow isnt clear. Documentation and explanation of the workflow could be better.