27 Jun 2019

Reasons to Upgrade to Business Central

At Synergy Technology, we understand how hard it can be to manage a company and to make smart business decisions, especially when there is a lack of communication between departments, consistency and time management.

That is where Synergy Technology can help to make your business shine, with an all-in-one business management solution that is easy to use and adapt: Business Central.

Here are some of the reasons why you should upgrade to Business Central.

Business Central On-Premises Perpetual

If your business already uses Dynamics 365, then you will receive 2 named users for every 1 concurrent Dynamics 365 user which was purchased before 1st October 2018. Therefore, if you have the minimum requirements which is the Starter Pack, your business will end up with 6 essential users.

This is a great way for you and your business to try out Business Central whilst saving money, in which you will gain an end-to-end view of your business to help you manage your finances easier, keep projects on time and under budget and improve your customer service.

On-Premise/Cloud

Since Dynamics NAV became a part of Business Central, it has been available as both an on the cloud and an on-premise solution for businesses. What this means is that you can choose which solution would be faster and more appropriate for your business.

For example, if you choose a cloud solution and later find out that an on-premise solution would be a better choice for your business, then it is possible to move from the cloud to on-premise.

Business Central SaaS

Another great reason you will want to upgrade to Business Central for is because of Business Central SaaS, which is enabling you to save 40% on licenses until June 30th, 2021.

If you want to find out more about how Business Central can help your business grow, then get in touch today on 0345 456 0050.  

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11 Jun 2019

New Holiday Planner Integration for SuperOffice

At Synergy Technology, we understand the pressures that are faced by SMEs for keeping track of holiday requests and other staff absences.

Hence, we have developed a Holiday Planner plugin which can be integrated into your SuperOffice CRM system to help you to take control with a complete holiday planning solution. Learn how you can take out the frustration of holiday management with Synergy Technology below.

Key Features of our Holiday Planner

  1. Calendar organisation
  2. Review holiday requests
  3. Employee-specific holiday allocation
  4. A centralised hub
  5. Clarity for your employees
  6. Easy to use

Read more about the key features of our holiday planner here: Holiday Planner from Synergy Technology

How will my company benefit?

Your company can benefit from using our Holiday Planner by creating a more effective line of communication between yourselves and your employees. The holiday planner can help to speed up any holiday requests and the approval process, therefore become an effective time-saving solution.

Moreover, it will allow for you to have more control to effectively manage holidays and holiday requests, therefore you can avoid any staff shortages at key times throughout the year as well as minimising any holiday clashes.

Effective holiday management can help to raise employee morale, in which Synergy Technology can help to offer you this with our Holiday Planner.

Would you like to find out more about the Holiday Planner plugin for SuperOffice from Synergy Technology? Get in touch on 0345 456 0050 today for details.

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03 Apr 2019

Making Big Data work for an SME

We spoke to Tony Poole, Director at Synergy Technology, for his experience and insight into the movement of Big Data and the analytics that goes along with it.

In terms of a Big Data project you have implemented, be it either internally in your business or externally with an SME client, what were the key objectives of the project?

“Traditionally in business you have a number of data “silos” – within accounting, ERP, contact management systems etc. as well as other data, like banking data, sales data – and, both could be national and international. The major problem for businesses is that it’s all disparate data.

What we have in real terms in businesses today, worldwide, is multiple silos of data that do not talk to each other. The objectives we aim to achieve with Big Data for clients, is to integrate these silos of data so that they are unified and easily accessible”.

And that was a challenge – to unify these silos?

“About six years ago the biggest challenge we had was that people had contact management data on one side and accounting information on the other side of their business. And when a customer would write to the organisation the accounts department might get the letter and update the accounts, but nobody would update the contact management system.

Now we have CRM, websites, social media and e-commerce platforms, and of course we have even more silos of data that are all disparate. The first hurdle to get over is linking simple internal systems together so if information is changed in any apex it changes throughout the business. For me that was the start of Big Data.

Now the challenge is even greater. Now it’s about taking data that’s internal to the business or purchased data, with data from the cloud, plus statistical data, and bringing it all together to build a better and more informed picture”.

What does that picture look like?

“We have clients who will take point of sale data, and combine it with data on the weather and data on their own customers.

What that allows them to do is to take a holistic view of sales in a particular store on a particular type of day.

A good example is a major homeware stockist in the UK who stocks barbecues when they know it’s coming into warm weather. But how they determine how many to precisely stock is down to data such as the temperature and the average sales at a certain temperature. We’ve seen this with a few clients and the demand for this data is growing; a one degree change in temperature can double sales”.

Is this the real impact of Big Data?

“Well, if I was running a store selling barbecues then Big Data has an impact and this would be: if the weather forecast tells me that next week will be on average 22 degrees, I’m going to have to stock up very quickly on barbeques. Because of the ease of access to data, I can now combine my predictive weather forecast with my historical sales data – which is sliced into specific temperature headings and predict how many barbecues I should have on order from my wholesaler, on their way to me, to satisfy the potential demand.

If this is done properly the impact is: more sales. If badly planned, I could be out of stock and thus not meet demand. By using the data that’s available and by bringing it all together it allows us to predict more accurately”.

How has it changed your clients’ processes?

Unless you have access to the right data – both internally to the business and external subscription data – you can’t bring it together. What we are seeing is that our clients are becoming more aware of this.

The largest area of this is in e-commerce and website purchasing, particularly for FMCG (Fast Moving Consumer Goods) businesses, because people’s trends change based upon the time of year, their requirements, seasonal events etc.

It’s important to remember that what we’re really talking about is just the joining of the silos of data. Whether it’s data you own or that others own and you’re renting, or whether it’s just you keeping all your silos in sync, this end result is consolidating and joining to create Big Data.

If you would like to find how to consolidate your business data and utilise it more effectively for your buiness then contact Synergy Technology on 0345 345 0050 or send us an enquiry today.

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08 Aug 2018

Five tips for businesses preparing for a digital tax system

The HMRC has indicated that by 2020 there will be a digital tax system.

Making Tax Digital is a key part of the government’s plans to make it easier for individuals and businesses to get their tax right and keep on top of their affairs – meaning the end of the annual tax return for millions. Digital record keeping software will be linked directly to HMRC systems, allowing customers to send and receive information directly from their software.

Eventually paper records will no longer be sufficient and it will become mandatory for almost all businesses (self-employed, partnerships and limited companies) and landlords to use accounting software or an electronic spreadsheet to keep accounting records. The day will come when paper accounting records will cease to meet the requirements of tax law. It is important that SMEs are ready to meet the requirements set out by HMRC along the way.

Here are our five tips for making sure you and your accounting system is ready:

TIP 1: For SMEs is it imperative that your operating system and accounting software is set up to create records and store data in a digital form.

TIP 2: Check your accounting software is set up to function over the cloud and has the capacity to be accessed and updated using mobile devices.

TIP 3: Make sure you have a secure internet service and your team are trained to use data over the internet safely and securely.

TIP 4: To meet the first deadline ensure your system can create a VAT return from digital records and provide HMRC with VAT data on a voluntary basis.

TIP 5: Make sure your software partners have a product road map for updating your software to comply with a digital tax system and ensuring it will include necessary adjustments to keep up with developments from HMRC. Your software needs to be able to receive information from HMRC via the API (application programme interfaces) platform. This will allow HMRC to send ‘nudges’ to the business/agent.

Read our BLOG >> Getting ready for Digital Tax for business

For further information contact Synergy Technology on 0345 456 0050.

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03 Jul 2018

Improving your SuperOffice CRM system with bespoke development

SuperOffice is a powerful scalable CRM database system designed for organisations that operate in the business to business market sectors. Our professional development team at Synergy Technology provides additional bespoke development work to ensure that SuperOffice users maximise the functionality and effectiveness of their CRM system. Trevor and Richard two of our talented team of developers, outline the features and benefits of bespoke development.

What is the reason for requiring bespoke development?

“Bespoke development for SuperOffice can cover almost any operational enhancement that a business requires to really make the most of their customer relationship management system. We help our clients extend and customise SuperOffice so that they can achieve the maximum efficiency from the system in their daily routine, which then becomes richer with information and delivers better results.

“We can practically program anything necessary into SuperOffice to enhance the sales, marketing and customer service functionalities of a business.”
Trevor, Head of Development, Synergy Technology.

Every industry, every business and every process has different and sometimes very specific requirements. SuperOffice out of the box can not to meet all these complex requirements. If it did, it would be very expensive, difficult to update and deliver across a wide range of platforms, and would end up including modules and functionality that would not be utilised by the majority of SuperOffice users.

SuperOffice consolidates the key contact functionality of a business based on its Sales, Service Delivery, Marketing and Customer Processes. Bespoke development is designed to make SuperOffice a perfect 100% fit to each and every client’s specific needs.

It has been designed to support client specific business functions and can be tailored by developers to suit a wide range of requirements. Development work can cover anything from integration between CRM operations and third party add-ons or modules, as well as developing sophisticated reporting systems that combines data from several systems linked to SuperOffice.”

What sort of development work do you do?

We can create a wide range of processes and functions that enhances the effectiveness of SuperOffice and its application, this includes:

  • Create web pages that can carry out functions connected to SuperOffice.
  • Converting documents within SuperOffice to PDF.
  • Additional telesales processes.
  • Creating sophisticated sales operations.
  • Call scripts, call logging and related reporting.
  • Additional marketing activities.
  • Automating repetitive tasks, consolidating information.
  • Integrating systems or data from other systems to streamline internal processes.
  • Full end to end marketing integration.

 

Synergy Technology can devise a bespoke solution for almost any requirement for additional functionality in SuperOffice.

Development work can eliminate repetitive time consuming manual data processes with automated functions that equally reduces the risk of duplication of data and improves data accuracy. Richard, SuperOffice Developer, Synergy Technology

Examples of SuperOffice development that Synergy Technology has produced for clients include:

  • Package integration with financial packages including SAGE50, Pegasus Opera, Dynamics NAV, Access Dimensions, SAP integration and Xero.
  • Integration with email marketing systems including eMarketeer and CommuniGator.
  • Integration with systems such as INKWRX to convert existing business forms and documents allowing paperwork to be completed using a mobile phone, tablet or digital pen.
  • Tailoring functionality.
  • Developing modules to quickly lookup postcodes and business information online.
  • Tailoring reports and documentation to reflect the company standards.
  • Even something as specific as adopting the system to work with deep sea exploration and offshore windfarms for monitoring profit cost control and access control.

 

What are the real benefits of bespoke work for SuperOffice users?

Basically bespoke development within SuperOffice ensures that it works seamlessly and effectively across financial, sales, marketing and customer service activities and consolidates any system functions that share the same data or reporting.

Other bespoke work is adding functionality to the existing system, or maximising the value of the data within in the system by creating informative, up-to-date reporting. Developing bespoke work usually involves incorporating SuperOffice into existing third party systems or with a new system that the client wants to start using. The key is understanding what the client is looking to achieve from their CRM system.

“Listening to our clients, understanding their needs, and determining the best most cost effective solution is our priority. To find the best solution we always seek to offer the most effective and perfect fit.

We also aim to find the best solution for the client, and focus on ensuring that the development work can also be adapted for future requirements. By considering the client’s long term plans for their CRM system we can make sure that any bespoke work is not isolated but forms part of their future needs.

Often development work it is not always as complicated as a client may first think. Often we can resolve a requirement for the client by identifying functionality that already exists within SuperOffice that is not being utilised by their team. Training and technical support may be all that is required to improve the system. Additionally, development work to improve a client’s system to meet their requirements can be resolved by integrating third party add-ons that already exist such as eMarketeer or Business Analyze with SuperOffice.

It is also becoming increasingly popular is to develop functionality using web pages (also called web panels). Basically we create a page you can access using a browser like Internet Explorer or Chrome. The web page is developed and designed completely by us but the functionality is dictated by the client and we also try to keep the look and feel consistent with the look and feel of SuperOffice for ease of use”.

Reducing the work to create a monthly management report down to just 0.12% of the original time!

“A specific example of bespoke work for SuperOffice for a client was some very simple development work to automate a rather time consuming Management Reports that required updating and printing every month.

The original process adopted by our client was a laborious task to prepare the report by reviewing statistics, sales figures and other information from SuperOffice and subsequently updating data within an external report. Our development work took two days to complete using (something about in Sequel etc.) and turned the onerous task into a “click refresh report” button reducing this process to well under a minute, a tiny fraction of the original effort. The invested development time was making a saving for the business within its second month of implementation.

Improving internal telesales procedures and increasing sales, customer and team satisfaction and profit.

“Over our 20 year history we have been approached with many special requirements and market specific requirements. In 2015 we were engaged by a dynamic organisation with a team of 40 internal telesales people making high volume call outs to businesses in the UK.

They were experiencing poor data management, lack of data sharing, the need to remove duplicate tasks and no clear method for follow up, to name but a few of their problems. Our brief was to create a process within SuperOffice to bring together the data management whilst also providing an easy to use telesales tool to allow the business to increase customer touch, manage information via a single data source, clean and manage the data for the business and remove work duplication.

As a result of the bespoke development, the organisation saw an improved performance within the telesales team, an increase in appointments and in turn an increase in business and sales. The SuperOffice functionality that we developed is a module called eTelesales and is now available as a commercial add on for SuperOffice.”

Improve the efficiency and sales and marketing processes in your business

The main benefit of bespoke development work is to streamline processes within the client’s business that also results in increased productivity and offering major time saving benefits. Here are some of the key benefits:

  • Save time – bespoke development creates time saving benefits to the users.
  • Better control of information – by using the same data sources across your business systems.
  • Reduce errors – by automating repetitive processes.
  • Simplify processes – saving time and releasing employees to focus on other tasks.
  • Better monitoring of sales performance – ensuring your team have real time results.
  • More unified sales and marketing processes – immediate alerts to sales leads via campaigns.
  • Improved customer services – providing a consistent, proactive and monitored service.

 

Synergy Technology has the technical resources to develop your SuperOffice system

Synergy Technology is a highly skilled accredited partner of SuperOffice. We have a dedicated technical team with extensive working knowledge of the software who are able to apply practical and customisable business solutions using the application.

Synergy Technology also provides a range of existing development work available to all SuperOffice users. Our eSuite modules including eTelesales, ePostcode, ePDF are designed and developed by technical experts in business programming and are designed to complement SuperOffice functionality. eSuite modules are created using a unique process of analysis and then applying a design and development solution to deliver a timely, cost effective solution that meets the needs of the small to medium business.

Our technical team can also offer your business ongoing guidance, advice and support to ensure SuperOffice is scaleable and adaptable to the changing needs of your business, including the implementation of additional applications such as digital marketing, mobile applications, advanced reporting and quote management. To discuss your development needs for SuperOffice, please contact Synergy Technology on 0345 456 0050 or send us an email today.

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23 Apr 2018

Realise your business intelligence

Often, the image surrounding Big Data and business intelligence focuses on how giant corporations can hoover up an extraordinary amount of information, feed it into powerful computers that spit out a stream of crucial analysis and insights that the corporation uses to save itself billions.

According to a recent report by Research and Markets:
“the global big data market for small and medium-sized enterprises will grow at a compound annual rate of annual rate of 43 percent until 2018.”

While certainly a cliché, there are big companies harvesting incredibly large amounts of data, putting it to work and achieving great results. However, Big Data is not only reserved for ‘big companies’. More and more small and medium-sized enterprises are capitalising on the advantages that Big Data gives their business processes. By harnessing a large volume of data, and based on the right analysis, SMEs can:

  • Improve knowledge of what makes customers tick
  • Find new entries into markets
  • Reduce costs
  • Uncover new insights
  • Make better and more precise business decisions

‘Little’ Big Data – how to make it work

Analytics is the essential component when it comes to making your data work for you.

For SMEs, smaller data sets gleaned from social media, email marketing programmes or CRM tools can provide customer patterns and marketplace trends or reveal overlooked opportunities, which can be turned into important business insights.

The benefits of the cloud and Big Data

When we talk about recent technological innovations, the cloud is never far from the conversation. The thing about Big Data is, there’s a lot of it. So, companies need to be able to handle the bandwidth that the continued cycle of collecting, analysing and storing a large amount of information will cost. This is especially true for SMEs. The cloud is a far more cost-effective platform when implementing Big Data analytics and allows SMEs to control how they scale their data function.

For example, imagine you are a medium sized company whose flagship product is doing well. With the right analytics, you can study who is buying your product and start to build a profile of your ideal customer, demographic, etc. Naturally, you want to figure this stuff out fast because a rival company is gaining on your market share, so Big Data will be crucial. Similarly, if your product is not doing well, analytics can help you gain insight into why.

Synergy Technology can help you develop your BIG Data strategy. Our business applications all include data reporting modules to help you maximise the amount of business intelligence you can gain from your data.

Getting started with business intelligence

Beyond the question of budget, storage and physical capacity to engage with high volumes of data, one of the keys to utilising Big Data effectively as an SME is preparation:

1. Define your goals

Are you looking to increase customer satisfaction or to get a better sense of your competition? One of the first steps to make big data work for an SME is through defining what it is you want to achieve from your data strategy.

2. Start with the data you already have

Most SMEs have data stored across several different areas – information is often isolated from other information. By bringing these isolated sources together you can consolidate your data and build a strategy. Imagine, as a small retailer you could look specifically at the relationship between social media conversations and buying trends.

3. Create a centralised view of your data

Make your data easier to discover and access. Once you’ve identified the various sources of data you hold, you can bring that data together in a single place. For example, many organisations opt to build a customer data hub, where information is gathered one everything to do with customers, helping analysts to pull out customer insights.

4. Fire up the dashboard and get analysing

Once you bring the data into a single location, you can put the dashboard to work. Using the same customer data hub example, you should be able to test your key performance indicators against communications data that you already had. You will be able to see previous orders, email and phone correspondence, and who you have been in contact with. You can review recordings of previous calls and turn that experience to a more positive customer service in the future.

5. Refine and retune your process

It might take a teething period, but once you are up and running you’ll know what works best for your data strategy, and can tweak it accordingly. Based on a specific workflow you can be sure of what customers are expecting and in that way predict customer behaviour, which will enable you to enhance your business processes and, ultimately, your bottom line.

Synergy Technology can advise you how to maximise on the business intelligence you can gain from your data call us on 0345 456 0050 for further information.

Click on this link : Read our Business Talk online

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