Say goodbye to siloed systems and time-consuming reporting.
Say hello to consistent processes, clever controls and business insights that drive profitable growth.
How much should we really be estimating and quoting?
Which clients, projects and services are the most profitable?
Where are we over-servicing or time-wasting?
Who's under-utilised, and where could we have capacity issues?
Should we recruit or use freelancers?
What do our pipeline and forecast look like?
It tells me immediately about the state of every job, the work requests, the time remaining, the time quoted, everything. It flags up problems early on. It's educating the team. They make better decisions now.
With Synergist I know what’s going on in every job as it’s happening. Costs are captured real-time. So there are no surprises. If Synergist was somehow taken away from us, it would be worse than having a fire.
Knowing you have a system that can handle it all and pull it all together and grow with you is a good feeling. Getting Synergist was a smart move. I will retire with Synergist!
Prior to this, we could be focusing on the wrong areas. We had 54 people working hard, but profits were still elusive.
Synergist showed us we had been heavily over-servicing. The information empowers the team. Smarter client conversations take place today.
We have been able to plan more accurately around studio capacity and produce very accurate automated financial reports that are delivered to our inbox from the system.
Automating processes and having access to the right information at the right time means I can now work more proactively. It’s freed up time to allow me to think more commercially and how I can use the data I now have to drive the business forward.
I can report on job profitability to the board based on job types so they know which area of the business is most productive. There are many decisions the board can now make by using the information.
We have our finger on the pulse. We can see any changes coming and don’t get caught by surprise. It’s saving us so much time too – where one particular report used to take us three days to create, now it takes me two hours!
There are a number of things that I've done to make the agency more profitable. But the main thing is we can report on over-servicing so we can take action. There's absolutely no doubt that bringing in Synergist has really helped us ensure we've got the right financial controls in place.
See what’s making money... and what’s not.
With real-time insights into each project, client and service's profitability, you can see where you’re overservicing and where your areas of focus need to be.
Understand exactly where time and costs are spent on each project, so you can find efficiencies and improve future estimating.
Seamlessly run your processes, projects and reporting.
No more information stuck in people’s heads or spread across multiple systems and spreadsheets.
Synergist gives your team everything they need to make sure projects are on time, on budget and efficient. And you can see what's happening on every job, so you can spot issues as they arise.
See how winning work would impact your capacity and revenue forecasts.
With Synergist, it's easy to make sure everybody is scheduled on billable work - but not at overcapacity - and projects are delivered within budget.
See how much time is estimated and sold over the coming days, weeks and months. View capacity by team, skill or individual, so you know where you have hours to sell and where you might have resourcing issues.
You can also see how winning opportunities would impact your resources, so you can plan proactively.
Get real-time detail on every aspect of your agency.
Synergist's dashboards and reporting give you complete visibility on what’s happened, what’s happening and what’s going to happen across your agency.
Instead of spending endless hours compiling data, you'll have all the insight you need at your fingertips. So, you can drive your agency forward in the right – and most profitable – direction.
Dean Corney, Chief Operating Officer
The Pull Agency
“We have been able to plan more accurately around studio capacity and produce very accurate automated financial reports that are delivered to our inbox from the system.”
Sukhi Dehal
Managing Partner and Founder, 383
“Synergist has transformed the running of this agency and greatly increased our profitability.”
“It’s just amazing.”
Julie Clare
Chief Executive, Clear B2B
"We can now act on the information we have, rather than just collecting it, which has allowed us to improve significantly the efficiency of the whole agency.”
Paula Murray
Financial Controller, Leith
Whatever your agency looks like – 10 to 500 people, design to digital –
Synergist can be shaped to the way you work.
Synergist consultants, Agency Works, will be in touch to arrange your bespoke demo. Their experience working with hundreds of agencies means they can help you work out if Synergist is right for you.
