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SynergOptimise

Integration Services & Intelligent Automation: Ensuring People, Processes, & Systems Work Together Effectively.

Gain insights into your workflows, and build efficient processes and accurate outcomes.

SynergAutomate

Don’t know where to start with process optimisation?

Process consulting can be done as a one-off project with no further obligations. We do however recommend that evaluation is done regularly to experience continuous improvement and sustained benefits.

Ask these questions:

  • What tasks are time-consuming?
  • Are you doing mundane, manual tasks over and over again?
  • Is a process dependent on one person, resulting in a delay if they are not available?
  • Do you spend time moving data between systems?

Steps in a Process Optimisation Project

Business Process Analysis (BPA)

BPA captures a comprehensive view of your current process ecosystem. It looks at your current workflows and identifies their goals and outputs. It is important to understand why a process exists and how it aligns with the overall strategy of the business.

The analysis looks at all role-players involved in, and dependent on, each process. We evaluate the frequency, concurrency and timing of the processes. Last but not least, the systems and tools used during the process are reviewed.

BPA determines the baseline for performance and ensures any changes made will streamline the right workflow in the best way. The last thing you want to do is end up automating an inefficient process.

Reaching Targets

Process Mapping

Process mapping is a visual representation of processes to easily identify opportunities for improvement. The mapping assists in ensuring that each step in a process is aligned to deliver the expected result.

A process map makes it easy to identify problem areas, inefficiencies and tasks that do not add any value. This can include bottlenecks, duplications, delays and rework.

The process mapping has a myriad of uses for example:

  • training users and increasing their understanding of a process,
  • standardising tasks and processes across a team and,
  • testing various scenarios in a process.
Organised Structure

Insights Report & Recommendation

After we have analysed and mapped your processes, we create an insights report. This report provides a clear roadmap for how your current processes can be optimised.

The roadmap starts with small quick wins that can be easily implemented and extend to a true digital transformed state where your people and systems work side by side to deliver the best outcomes.

This report can be used to build a business case for the investments in optimisations and will also be the foundation for the projects that implement these improvements.

SynergProcess

Roll-out solution & monitor effectiveness

We measure success in 2 ways:

  1. Process success: for example, the trial balance is closed off on time, apportionment is calculated, reviewed, signed off, on-charged and reconciled within 2 days with no errors or rework required.
  2. Outcome success: for example, all relevant expenses are on-charged in the correct ratios to each company and all inter-company accounts balance after on-charge and reallocations.
Monitoring Company Statistics

Tools to Improve Productivity

We’re firm believers that ‘digital transformation’ doesn’t happen through an ERP or HCM implementation alone, it’s about leveraging several technologies that enhance and complement one another.

To support our goal, we have adopted several Automation and Integration tools that can enhance your efficiency. We use a blanket term for these applications – SynergAutomate.

THE BOTS

Robotic Process Automation

RPA, also known as ‘bot’, technology, is software-based code that can be easily programmed to do basic, repetitive tasks across applications. By ’employing’ bot technology, we’re looking to free your employees of repetitive tasks so you can allocate their time to areas of the organisation where they can add more value.

Benefits:

  • Free up resources from repetitive tasks
  • Greater capability & scale
  • Speed & accuracy
  • Suits rule-based tasks

Use Cases

  • AP/AR Processes
  • Month-end closing
  • Expense claim process
  • P&L Reporting
  • & many more!
Integration
THE SYSTEMS

Integration Services

Our integration Services enable rapid addition of integration points (API’s) provided by other systems or created via our platform. This approach means that we can build integrations quickly and cost effectively.

Benefits:

  • No need to manually update between systems
  • Improves the accuracy of data
  • Connect systems, applications, and ensure services work together seamlessly

Use Cases

  • Connect your ERP to supplier systems for real-time supply information
  • Connect the time & attendance system to your HR system – and many more!

SynergOptimise product portfolio

The product portfolio is a testament to our commitment to cutting-edge technologies. It covers various levels of automation and AI advancements, catering to the dynamic requirements of organizations spanning diverse industries. Each of our solutions is meticulously crafted to meet specific business needs and drive operational efficiency. These technologies include. 

Actionable Messaging
Our Actionable Messaging solution empowers organisations to create interactive and engaging communication channels, enabling recipients to take immediate actions directly from their messages.

Take action in your messaging application without logging into the ERP system.

AP Payment Automation
Our AP Payment Automation module automates payment requests based on predefined custom criteria, simplifying and optimizing the accounts payable process.
Banking Automation
The Banking Automation tool streamlines financial operations by pulling daily bank statements directly from financial institutions and seamlessly integrating them into an ERP systems – no need for user intervention.
File Transfer Protocol
We provide secure and efficient File Transfer Protocol (FTP) solutions for seamless data exchange and collaboration.
Optical Character Recognition
Our Optical Character Recognition (OCR) solution transforms scanned documents and images into editable, searchable digital files. It helps to streamline your document management processes.
Web Portals or Overlay Screens
Customised web-based portals and overlay screens enhance the user experience and streamline data entry. Information can be captured in core systems without needing to give direct access to these systems.
Web Navigation Chatbot
An AI-powered ChatBot designed to enhance web navigation. It offers 24/7 guidance, personalszation, and data security, streamlining interactions and reducing support costs.

Customisable to match your branding, it’s the future of user-friendly website navigation.

Puppeteer Bot Automations
Puppeteer Bots navigate and interact with online platforms, performing tasks such as data scraping, form filling, and report generation. They enhance automation potential across digital environments.