One platform for all your business processes
Connect people, information, and processes
Exact Synergy brings together customer information, documents, projects, HR processes, and workflows in a single, centralized work environment. Information is not only stored centrally, but also linked to the people and processes to which it is relevant. This ensures that employees work from the same up-to-date information and creates greater cohesion between departments and tasks.
A single, centralized work environment
With Exact Synergy, you can organize the information and processes that go beyond just your financial or ERP systems. From customer files and documents to projects, tasks, and internal processes: information is centrally available, easy to find, and directly linked to the right employees and tasks.
This makes it easier to collaborate across departments and ensures that important information isn't scattered across different systems, email inboxes, or personal files. Employees can see what's going on, what tasks are pending, and what information is needed to move forward.
Who are our customers?
We work for the following clients, among others. Here is a selection of organizations that rely on our expertise.
What can you do with Exact Synergy?
In Exact Synergy, you set up workflows that define the steps in a process, who is responsible for each step, and what action follows. Tasks and requests are automatically assigned to the appropriate employees and remain linked to, for example, a customer, project, employee, or document.
This allows you to track processes from start to finish: you can see which actions have been completed, which tasks are still pending, and where follow-up is needed. Information from Exact and other business systems can be integrated, so that employees can work within the right context.
Automate and improve your business processes
Manage relationships from a single, centralized platform
Work Organized Using Digital Document Management
Support employees and HR processes
Manage projects from start to completion
Connect information and systems
Keep track of tasks and notifications
Track processes with dashboards and reports
Discover the Exact Synergy modules
Exact Synergy consists of various modules that allow you to tailor the solution to the processes within your organization. From CRM and document management to HRM, project management, and workflows: you choose the features you need and bring them together within a single integrated environment.
Workflow Management
Digitize and automate business processes with flexible workflows. Define process steps and responsibilities, assign tasks, and monitor the progress of work.
CRM
Manage customer and prospect data, touchpoints, documents, and sales information from a single, centralized platform, and respond more quickly to sales opportunities and key service moments.
HRM
Support the entire HR cycle with digital workforce management. Manage employee data and personnel records, and streamline processes related to leave, expense reports, and other HR requests.
Project Management
Manage projects from planning through completion. Track hours, monitor progress, and gain insight into capacity, budgets, and project results, among other things.
Document Management
Store documents centrally and link them to employees, contacts, projects, or workflows. This way, you’ll always be working with up-to-date and well-organized information.
Social Collaboration
Share knowledge, posts, and information via timelines and groups, and make collaboration between teams, departments, and locations easier. Information remains centrally available and easy to find.
Business Process Management (BPM)
Set up business processes organization-wide and link different process steps, information, and responsibilities together. This will help you create more structure, clarity, and control.
Employee Self-Service (ESS)
Give employees access to HR-related tasks and information, such as leave requests, expense reports, and personal information. This allows employees to handle many administrative tasks on their own.
How can Exact Synergy benefit your organization?
When information, processes, and responsibilities are interconnected, the result is more than just a single centralized work environment. Employees spend less time searching, transferring, and manually following up, while processes are executed more consistently. This simplifies collaboration and gives managers better insight into what is happening within the organization and where action is needed.
Key Benefits
- Less manual work because recurring processes and tasks are managed through workflows.
- Faster follow-up because employees know which tasks they are responsible for and information is immediately available.
- Improved collaboration between departments because information, documents, and process steps are linked together.
- Greater control over processes because progress, outstanding tasks, and responsibilities are clearly visible.
- More consistent work practices, as processes and agreements can be documented organization-wide.
- A scalable foundation that you can expand with additional features, integrations, and solutions as your organization's needs evolve.
Exact Synergy in the Business Cloud
With Alistar Business Cloud, you can give employees secure access to relevant information and features from Exact through a single online environment. This makes your Exact environment more accessible and better aligned with the way employees work on a daily basis. Discover the possibilities
Curious to find out what this solution can do for your organization?
With the right solution, you’ll work more efficiently, save time, and get more value out of your business software. Our consultants are happy to help you find the best approach.
Request a demonstration or contact us for personalized advice.
Tim Kraan
Get the Most Out of Exact Synergy
A successful transition to Exact Globe+ requires more than just a technical upgrade. At Alistar, a successful implementation of Exact Synergy starts with a solution that fits your organization. At Alistar, we look beyond just the software. We analyze your business processes, advise on the right configuration, and ensure that Exact Synergy aligns perfectly with the way your organization operates.
With Alistar, you'll enjoy:
- Years of experience implementing and optimizing Exact Synergy.
- Personalized advice on setting up workflows, processes, and users.
- Support for implementation, configuration, and adoption within the organization.
- Support for integrations, custom solutions, and additional Exact solutions.
- A dedicated Exact partner who works with you to find solutions and provides support, both during and after implementation.
This way, you’re not only choosing a powerful platform for process and information management, but also an experienced Exact partner who will ensure a successful implementation and long-term support.
Alistar
Frequently Asked Questions
Are you curious about what Exact Synergy can do for your organization? Check out the answers below to frequently asked questions about the capabilities, modules, features, and applications of Exact Synergy.
Is Exact Synergy an ERP system?
Exact Synergy is not a traditional ERP system. The software focuses on managing and connecting, among other things, relationships, documents, workflows, projects, and HR processes. When combined with Exact Globe+, it creates an integrated environment where financial and operational processes converge with information, collaboration, and workflows.
Can I manage my entire accounting in Exact Synergy?
Exact Synergy is not intended for managing your financial records. For this, you can use, for example, Exact Globe+. Synergy supplements this ERP functionality with features such as CRM, document management, workflows, HRM, and project management.
How does Exact Synergy work with Exact Globe+?
Exact Synergy and Exact Globe+ complement each other. Globe+ supports financial, logistical, and operational processes, among others, while Synergy organizes information, relationships, documents, workflows, and collaboration related to these processes. By combining both solutions, data and processes can be managed from a single, integrated Exact environment.
Can I automate processes with Exact Synergy?
Yes. Workflows allow you to define process steps, responsibilities, and follow-up procedures. Tasks and requests can be automatically assigned to the appropriate employees, ensuring that processes are carried out in a structured manner and allowing you to track progress.
Is Exact Synergy only suitable for large organizations?
No. Exact Synergy is flexible and can be tailored to an organization’s size, processes, and information needs. Which modules and features are relevant depends on how your organization operates.
Can I manage documents in Exact Synergy?
Yes. Documents can be stored centrally and linked to, for example, clients, employees, projects, and workflows. This ensures that information remains available in the right context and makes it easier for employees to find and share documents.
Does Exact Synergy run in the cloud?
Exact Synergy can be made available through an online environment. The best configuration depends on your existing Exact environment and your organization’s requirements for availability, management, and integrations.
Can Exact Synergy be integrated with other software?
Yes. Exact Synergy can be integrated with other Exact solutions and third-party business software. Alistar develops and implements integrations that enable the exchange of information between systems and ensure that processes align more effectively.
Can Exact Synergy be customized for my organization?
Yes. Workflows, roles, permissions, and processes can be configured to match your organization’s way of working. In addition, Alistar can extend Exact Synergy with integrations and additional solutions when the standard functionality does not fully meet your needs.
Is Exact Synergy intended solely for internal processes?
No. Although many processes within Synergy are focused on employees and internal collaboration, information from Synergy can also be made available to customers, suppliers, and other external users. With additional solutions from Alistar, such as Business Cloud and Portal Builder, you can make this information available in a controlled manner outside the immediate Synergy environment.
Want to learn more about Exact solutions in practice? Follow Alistar: Exactly on LinkedIn.
