2018 - Macola Progression with Synergysynergyexpert.com/wp-content/uploads/2018/03/2018-Macola...Integration Topics for Discussion Integration with Macola Progression and Synergy could

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Macola Progression

Why Add Synergy Enterprise?The Addition of Synergy Enterprise Provides:

�Two Distinct SQL Databases�Progression

�Synergy Enterprise

�Minimal Integration Between the Databases

�Continued Use of Macola Progression for Back-Office

Activities

�New Front Office Functionality with Synergy Enterprise

Integration Topics for DiscussionIntegration with Macola Progression and Synergy could

include these Options:

�One Time Download of Accounts (Customers / Suppliers)

and Items from Progression to Synergy

�Scheduled Synching of This Data Using Progression as the

Main Database for Account & Items. This may be

Completed by:�Manually Keying of Data into Synergy

�Using the KnowledgeSync Event Manager

�SQL Scripts

Integration Topics for Discussion�Use of the Progression Synergy Integrator for Accounts

(Customers / Suppliers) and Items. (Done With Exact

Consultants)

Use of Synergy - Accounts�Account Management

�Tracking Notes

�Monitoring Activities

�Storage of Documents

�Business Process Workflows

�Project Management

�Sales Opportunity Management

�Marketing Campaigns

�Prospect Management

Use of Synergy - Items� Item Management

�Storage of Documents

�Business Process Workflows

�Project Management

�Sales Opportunity Management

Use of Synergy - Projects

�Project Management�Tracking Notes

�Monitoring Activities

�Storage of Documents

�Business Process Workflows

�Marketing Efforts / Campaigns

Use of Synergy - Documents

�Document Management�Electronic Storage of All Documents

�All File Types of Storage (Documents, Spreadsheets,

Presentations, Images, e-Mails, etc.)

�One Central Backup of this Data

�Accessibility Outside of Office (if Allowed)

Use of Synergy – Human Resources

�Human Resources Management�Managing Review Process

�Training & Certifications

�Documents

�Workflow Processes

�Employee Portal for Forms / Policies

Accessing Synergy Data� SSRS Reports / Workspaces

� Crystal Reports

� Export to Excel

� Pivot Analysis Tools

� Devices�Desktop Computers

�Smart Phones

�Tablets

�Laptops

� Browsers

Viewing Macola Data in Synergy

�Real Time Access of Data Using SSRS Reports on Account

or Item Cards

�Data is Being Pulled from the Progression Database, using

the Account Number or Item Number to Link to Synergy

for Extraction of This Information

�SSRS Dashboards in Synergy to Quickly View Account or

Item Details (Sales / Inventory)

Viewing Macola Data in Synergy

�No or Limited Batch Updates of Data (Discussion Topic)

�Accessibility of This Data Anywhere Internet Connection is

Provided

Viewing Macola Data in Synergy

�Types of Data That May Be Pulled:�Sales Order / Quotes Summary

�Sales Order / Quotes Details

�Item Sales History

�Item Availability

�Item Serial Numbers / Lot Numbers

�Item Pricing

�Item Bill of Materials

�Purchase Order Summary

�Purchase Order Detail

�Shop Floor Order Details

�Production Order Processing Details

�All Progression Data

Viewing Macola Data with Accounts

�Real Time Access of Data Using SSRS Reports

�No or Limited Batch Updates of Data (Discussion Topic)

�Accessibility of This Data Anywhere Internet Connection is

Provided

�Account Sales History can Be Placed on Account Card

Without the Need for Searching for Data

�This Information in the SSRS Report May Have Hyperlinks

to Other Data (Summary to Details in a Single Click)

Sample Account Card

Sample Report

Viewing Macola Data with Items

�Real Time Access of Data Using SSRS Reports

�No or Limited Batch Updates of Data (Discussion Topic)

�Accessibility of This Data Anywhere Internet Connection is

Provided

� Item Sales History can Be Placed on Item Card Without the

Need for Searching for Data

�This Information in the SSRS Report May Have Hyperlinks

to Other Data (Summary to Details in a Single Click)

Workflows Using Progression Data

�Real Time Access of Data Within a Workflow Request

�Accessibility of This Data Anywhere Internet Connection is

Provided

�Up to Five SSRS Reports Displayed in a Single Request

�Keeps Resources in a Single Program, When Requiring

Data to Be Reviewed Before Making Status Changes to

Workflow Requests

Workflows Using Progression Data

�Workflow Fields and Browsers May Have Immediate

Access to Progression Data

Sample Workflow Request

Sample Workflow Request

Recommended Tools

�Workflow Plus Report on Cards / Report in Requests

�Workflow Browse

�Microsoft SSRS (Included Free with MS SQL)

�KnowledgeSync Event Manager

More Information

Please contact us to schedule a demo or

receive additional information on our tools

Dave Kloepfer

Sales Manager

SynergyExpert.com

[email protected]

847-867-4401 (Cell)