The decision to implement any business software can be quite difficult, that's why we've put together a list of commonly asked questions.

Can I import existing data into SynergyDesk?

Absolutely. SynergyDesk allows you to import existing part number information and global data list values, and also allows you to quickly populate existing inventory using batch serialization.

Do I need to sign a long-term contract?

No. There are no long-term commitments. There is a license agreement, but that is simply the mechanism for ensuring everyone is on the same page when it comes to acceptable use, pricing, etc. The license is month-to-month and is cancellable at any time.

Is there a problem with using spreadsheets to run my business?

Not at all. In fact, if you can comfortably and efficiently manage your business using spreadsheets, there may be no need to change. However, as your business grows and becomes more complex, the need for shared access to real-time data becomes greater, as do controlled workflows, transaction auditability, and data normalization (a fancy word for relational data integrity).

SynergyDesk not only controls what individuals or groups of users are qualified to view and interact with, it also implements opt-in workflows that facilitate data validation, reviews, approvals, and audits where necessary. In addition, users are easily able to 'follow' relational data. For instance, click on inventory item serial number '1243' and you will find information about how it was acquired, where it has been shipped, what jobs it has been on, how it performed, resulting repairs and inspections, as well as information about its sale or retirement.

If your business is or will be involved in regulatory audits or a member of compliance programs, SynergyDesk is your single source of truth for supporting data.

How can SynergyDesk support my growing business?

SynergyDesk is unique in that it works in any environment and with any accounting system. Using dates instead of object-restricted workflows, there is no need to change how you do things to accommodate the software. Further, feature enhancements occur on a regular basis as our user community requests new features.  These are included as updates occur automatically.

What about security?

Data connections are encrypted using a secure encryption protocol. Further, the SynergyDesk application executable is obfuscated and encrypted using the industry's most recognized and trusted methods. Further, user passwords require a combination of upper and lower case letters, numbers, and symbols. Passwords are not stored in any database in plain text form, and accounts are automatically suspended following a series of unsuccessful login attempts. Additionally, users are notified when a subsequent login occurs to a session that is not yet closed.

Users and administrators always have the ability to audit sessions. Mechanisms are also in place to disallow credential sharing, and administrators have the ability to suspend or deactivate accounts with only a few clicks.

If I choose to host my data in the cloud, is it safe?

SynergyDesk utilizes Amazon Web Services as its default cloud-platform. In fact, many of the most popular technologies that you trust every day for news, file syncing, and even watching TV shows and movies on demand, use the same platform. Of course clients always have the option to host their database locally, however, there has been absolutely no cause for concern for any data that is stored in the Amazon cloud by SynergyDesk.

What is involved in deploying SynergyDesk to my business?

The implementation of SynergyDesk into your business typically consists of the following phases:

  1. Prequalification. During this phase, discussions between our teams occur where it is determined whether SynergyDesk and your company are a good fit.  We evaluate the nature of your business, existing tools and solutions, core requirements, and other metrics. If we feel your company would benefit more from another solution, we will help you get oriented in the right direction.
  2. Needs Assessment. We work with various members of your company including, but not limited to: engineering, manufacturing, operations, sales, HSE, project management, and finance, to determine each function's critical requirements.
  3. Technical Discovery. This phase involves the mapping of SynergyDesk capability to various requirements that were identified in the previous phase.
  4. Workplan. SynergyDesk develops a workplan that details implementation efforts and timelines. Any identified gaps are addressed, and a license agreement is drafted.
  5. Execution. The workplan is initiated and usually begins with initial data population followed by the training of your onsite champion.

Depending on the amount of data that needs to be imported, critical gaps that you feel need to be addressed, and the amount training you feel most comfortable with, SynergyDesk can be up and running in your company in as little as a few days.

Integrated real-time satellite-based asset tracking?

SynergyDesk integrates real-time asset and fleet tracking technologies. Using GPS or cellular communications, a small device is attached to your inventory or vehicle and provides live data such as geographical position and speed, and can also be configured to send real-time alerts when certain conditions are triggered. For example, you may want to know when an asset reaches its destination, or when it nears your repair facility. Additionally, you will be able to view historical breadcrumb activity for each tracked asset, as well as a myriad of other data. Each unit varies in price depending on the level of functionality you require, however, for as little as a few hundred dollars and $20/month, you can be up and running.

Can SynergyDesk be used on mobile devices?

Absolutely. Being a Windows application, SynergyDesk can run on any Windows tablet or device. In fact, you can even run the application on a Crossfire Pro military-grade tablet with cellular support so that SynergyDesk goes wherever you go. Alternatively, SynergyDesk can also be run via RDP on iPhones, iPads, Android devices, or any other popular mobile platform.

What is this going to cost and how much of my time would be required?

We like to keep things simple, intuitive, and affordable.

It is not uncommon for ERP deployments in small to medium companies to require 300+ hours of expensive consulting and more than 6 months to implement. And remember, popular solutions do not come with all of the functionality you require--you must source and then purchase additional modules or custom development that accommodate your specific requirements.

Fortunately, SynergyDesk was developed to provide your business with 80% of its core requirements out-of-the-box, without any custom development. From engineering to purchasing, manufacturing to operations, and sales to HSE and project management, you get it all on your first login.

It is also very important to understand that our business model is different from others.  We have only a single code base. This means that as features are developed, they are deployed to the entire SynergyDesk community. It is only by doing this that we are able to price our solution at a fraction of the cost of larger, single-deployment platform installations.

During the prequalification stage (as brief as a 20 minute telephone call), we will be able to assess your specific scenario and determine the price for deployment and monthly support.

Do you have a brochure that I can download?

Of course. Please click here to download our brochure.

NorthBasin Energy Services Inc.

“Our business is complex, and we needed an ERP that provided flexibility and extensiveness to allow us to work within our own workflows. SynergyDesk allows for that.” - Jeff Janzen, GM

InFocus Energy Services Inc.

“The engineering, manufacturing, operations and sales modules are seamless. A fresh all-in-one solution that will grow with my business.” - Al Pearson, Partner

Arrival Oil Tools Inc.

“Having a single source that brings engineering, manufacturing, operations and sales together is exactly what we needed. SynergyDesk is an integral component of our business.” - Chris Konschuh, Eng. Mgr.