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Ratings and Reviews 0 Ratings
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What is Synergize?
The integration of workflow management tools facilitates the efficient sharing and accessibility of your documents. Our innovative solution enhances your workflow by overseeing document processing in a more organized manner. Every organization deals with a spectrum of processes that can range from straightforward to intricate. By automating tasks and decision-making in accordance with the business rules you set, our solution not only saves valuable time but also boosts overall productivity. The quest for outdated files, delays in approvals, or redoing work due to mistakes significantly hampers productivity. With automated workflows, you can eliminate the need for repetitive calls, emails, or sifting through stacks of paperwork to check on the progress of a task or project. Ultimately, workflow automation not only accelerates the efficiency of your operations but also guarantees uniformity across your processes, leading to a more streamlined and effective business environment.
What is SES Workflow Management?
Developing a strategy for moving between phases in a workflow can be done in various ways: it may necessitate complete agreement from all participants, a majority decision, or allow any single person to approve the next step. Additionally, SES’s software provides multiple features for automating this workflow. Requests can be routed automatically based on user and staff-selected fields. With the Quick Assign Rules feature, the software can efficiently manage the workflow by automatically identifying the correct workflow and assigning tasks for routine requests and staff positions. Moreover, users can set up automatic email alerts to designate who should be notified about specific issues and at which stages; for instance, the department leader might only need updates when a new issue comes up and at the final decision point, whereas the Project Manager might want notifications at all stages. These customizable settings can be established with minimal effort, usually requiring just a few clicks. Once an email notification is received, recipients can use the provided link to access the pertinent record directly, depending on their permission level, enabling them to respond promptly. This integration not only improves collaboration but also guarantees that all parties remain informed throughout the entire process, ultimately increasing efficiency and responsiveness. The ability to tailor notifications and access enhances the overall effectiveness of the workflow management system.
Integrations Supported
Microsoft Outlook
NetSuite
QuickBooks Online
Sage 500
Tai TMS
Trimble TMS
Integrations Supported
Microsoft Outlook
NetSuite
QuickBooks Online
Sage 500
Tai TMS
Trimble TMS
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$700.00/one-time
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Microdea
Date Founded
1995
Company Location
Canada
Company Website
www.microdea.com
Company Facts
Organization Name
SLAM Energy Software
Date Founded
2012
Company Location
United States
Company Website
www.slam-energy-software.com
Categories and Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Transportation Management
Billing & Invoicing
Carrier Management
Customer Management
Dispatch Management
Driver Management
Fleet / Equipment Management
Load Management
Order Management
Quotes / Estimates
Routing
Scheduling
Shipment Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Categories and Features
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration