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FOR RESOURCE MANAGERS

Optimise your workflows and utilisation

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Easily manage your teams’ time and capacity

With all your information - project plans and scheduling, estimates and timesheets, budget tracking and reports - in one system, you can move work seamlessly through your agency, keeping your teams happily occupied.

We’ve improved our utilisation and productivity across the company, which in turn has improved our on-time delivery of client work, effectively reducing and meeting deadlines far more consistently.

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Susy Combie Production Manager, ArmstrongB2B
Read how ArmstrongB2B improved utilisation with Synergist

Day-to-day: get a full view

Do you know who’s working on what, where and when? Instantly see availability, demand and utilisation by person, team, skill or resource over the coming days, weeks and months. 

  • Schedule resources quickly. Book provisional or confirmed work easily using the drag-and-drop scheduling calendar.

  • Prevent over-servicing. See the estimated, booked and remaining time when you're booking in a job, so you can keep jobs within budget.

  • Give your team all the information they need. Add briefs, files, checklists and due dates to a booking and manage all communications online.

  • Keep timesheets up to date. Pre-populated timesheets help your team record their time correctly — essential for accurate billing — and timesheet reminders when a job’s completed, during the day or at the end of the week ensure they get done!

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Week-to-week: spot issues quickly

A weekly review immediately highlights capacity issues so you can respond proactively.

  • Keep billing on track. Job estimate vs actual hours reports let you track progress each week, making sure you’ve got enough time booked to complete the job on time.

  • Manage team workloads. Make sure your resources are booked in line with your utilisation targets, but not overloaded, with an easy-to-view capacity report.

  • Find missing time. Is there unaccounted-for time that hasn't been tracked or posted? Quick-to-run timesheet reports let you find your missing time.

Make your agency more productive and profitable

See why thousands of people within creative, marketing, digital, PR and professional services agencies rely on Synergist every day.

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Month-to-month: make informed resourcing decisions

Working out whether you need to recruit, bring in a freelancer or already have the team capacity to deliver your scheduled work can be a headache. Having the data to hand helps you make better-informed decisions.

  • Track staff utilisation over time. See under-utilisation or over-demand by individual, team, skill or resource.

  • Spot over-servicing or underperformance. See where jobs have gone over, so you can improve processes and drive efficiencies.

  • See what’s coming in. Breakdown forecasts by department, team or resource to give you a realistic view of what capacity you need to deliver your upcoming work.

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Agency management software designed to help you grow with intelligence

From new business to billing, Synergist streamlines all your operations for efficient workflows, instant visibility, and robust reporting. It's set up to fit your agency's unique processes and we give you ongoing support as your business grows.

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