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  • SYNERGY | Barclays Case Study

    Home Services Team Insight Company Contact Barclays PLC Global Training. Local Trainers. Summary Data Barclays PLC (LSE: BARC, NYSE: BCS) is a global banking and financial services company headquartered in London. Industry Financial Services Geography USA United Kingdom China Consulting Intranet Branding & Design Nintex Workflow Process Automation Training Services technologies SharePoint Nintex Challenges/Goals Resolve inconsistent adoption and disparate user understanding of SharePoint technologies, and address support issues through SharePoint and Nintex Workflow training. Provide globally consistent and corporate branded training at Barclay’s diverse regional hubs. Custom-crafted courseware. Solution/Approach Provided custom-crafted courseware and virtual training environments directly addressing customer needs. Collaborate closely with Barclays to ensure our courses and training are evolving to meet the dynamic client needs. Built and implemented SharePoint knowledgebase and collaborative environment to ensure all Synergy trainer resources are fully up to date on all communications and developments at Barclays regardless of location Results Increased adoption of SharePoint improving utilization and end user capabilities. Reduction in support overhead for the improved sites. Wider population of skilled users and site administrators, realized the advantages of decentralized administration Overview Barclays PLC (LSE: BARC, NYSE: BCS) is a global banking and financial services company headquartered in London. As of 2010 it was the world's 10th-largest banking and financial services group. Barclays PLC has operations in over 50 countries and territories across Africa, Asia, Europe, North America and South America and around 48 million customers. As of June 2011 it had total assets of €1.94 trillion, the third-largest of any bank worldwide (after BNP Paribas and HSBC). Challenges/ Goals Barclays PLC has made a significant investment in the SharePoint technology stack. SharePoint is used to offer document management, business process automation and as a collaboration platform for staff located around the globe. Barclay’s goal in approaching Synergy was to design and deliver a training solution on SharePoint and Nintex Workflow technologies that would be consistent across three regional hubs. The solution needed to incorporate SharePoint best practices, internal policies and hands on lab exercises. It was also identified as critical that the courses addressed and resolved common support issues as identified by the support desk. The overall stated goal was to ensure a more consistent global adoption of the technologies offered by SharePoint and Nintex, while reducing end-user reliance on IT support. Solution/ Approach Synergy’s approach to delivering a solution for Barclays was at the outset to work closely with Barclays’ SharePoint team to identify and document common support issues form the user population. Once this discovery was completed, we created custom-crafted courseware from our premium courseware materials and created courseware to specifically emphasize the course materials that addressed the stated learning requirements. Our consultants worked closely with the Barclays team to edit and review the courseware. We then carried out a pilot training program with key staff at each regional hub to demonstrate the effectiveness of the course materials. Following the pilot program, we moved to regularly scheduled training in each regional hub. In addition to the courseware customization, we created a series of virtual machines (hosted within our training environment) using Barclays SharePoint Branding (Master Pages and Themes) to ensure each student training experience was identical to the look-and-feel of their live environment. To ensure that the training solution was consistent across the globe, we identified a training project manager who connected with our trainers around the globe on a regular basis to share lessons learned from each class. A SharePoint Wiki site was set up to document Barclay’s specific processes, user feedback, and classroom experiences. All communications with Barclays Learning and Development staff, the SharePoint team, and students are communicated to all consultants engaged with Barclays to ensure we are all offering involved, up-to-date support and training. By leveraging the social collaboration features of SharePoint, our consultants work closely with each other to ensure our team has a solid, up to the minute understanding of all aspects of Barclays training in spite of time zone differences and geographic diversity. Results Synergy provides ongoing monthly training across the regional hubs delivering training, providing post-classroom support. We make ongoing changes to our courseware to adopt and implement customer relevant knowledge. Trainee satisfaction with our trainers have resulted in an increase in course attendance through internal referrals, and in many cases, a rework of many of the sites and site collections in use to leverage the skills and knowledge gained during the classes. Adoption of business process automation through workflow has improved, with more Site Administrators understanding the powerful capabilities of workflow. Sites that were previously difficult to support and use are now more self-sufficient. 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  • SYNERGY | Bankstown City Council Case Study

    Home Services Team Insight Company Contact Bankstown City Council Global Training. Local Trainers. Summary Data Bankstown City Council is one of the largest of the 177 councils in New South Wales that provide over 100 services. Industry Government Geography Australia Consulting Training Services technologies SharePoint Challenges/Goals Train over 600 users in SharePoint Solution/Approach Bankstown City Council tendered for a series of face-to-face end user training to facilitate the implementation of their new systems. Results Council staff participated in a comprehensive on-site training program which more than adequately prepared them for the rollout of the new systems Overview Bankstown is a vibrant city just 20km south-west of Sydney CBD and home to approximately 200,000 people from over 160 different countries. Bankstown City Council is one of the largest of the 177 councils in NSW that provide over 100 services. With the deployment of SharePoint 2013, the Council wanted to ensure they provided the best training methods to ensure their investment is utilised to its widest potential. Challenges/ Goals Bankstown City Council has recently deployed Microsoft SharePoint 2013 and Recordpoint as its new EDRMS (Electronic Document and Record Management System) and branded it iShare. The prime objective of iShare was to improve the technology options available to staff by replacing an existing application with SharePoint. The benefits to staff of this project were numerous and provided an up to date technology solution to council. As a result of this major change, Bankstown City Council chose to tender for a series of SharePoint 2013 face-to-face end user training. Bankstown chose Synergy as its preferred training partner to deliver this major training requirement over a period of 4 weeks in the lead up to its production release. The 600 staff received a range of training from initial end user through to advanced SharePoint champion levels. Council’s staff training audiences consisted of three groups: 1. End users – Information Workers (in excess of approx. 550) Objectives Required: Overview and Introduction Searching Document Management Workflows / Tasks Harmon.ie and emails 2. Champions – Site Administrators (approx. 20) Objectives Required: Content types Content management Workflow management 3. Specialists – Records Management and Information Technology (approx. 25) Objectives Required: Creating Sites Customising Sites Site Administration SharePoint Permissions List and Library management Content Types and Metadata Content Management and Workflow management Information Management Policies Solution/ Approach Synergy approached this engagement initially by holding a series of with the Bankstown Council Projects team to build the training solution. These discussions focussed on the exact training requirements and preferred delivery methodology for the training of their staff on the iShare platform. These training needs analysis findings were crucial in developing the customisations required to both deliver the custom iShare training courseware and the training itself. Custom Courseware Development and Testing After the training needs were analysed and identified, Synergy begun the task of creating custom courseware, labs, Instructor guides, Wiki’s, QRG’s and the training environment. These were delivered to council for review, tested, modified and approved to maximise the training solution offered to staff prior to training. Training Reviews & Refinement During the initial component of training delivery the Bankstown Council Project Team and Synergy engaged regularly after each training session to further review and refine the delivery of the content. This was extremely valuable for both parties so that together our shared paths of meeting council’s training objectives and Synergy’s custom training delivery were aligned. It also allowed the course to be continually improved as content was refined as per the feedback of participants. In addition to the custom courseware and e-learning materials, Synergy created a custom Training Survey on the iShare platform so that staff members could give real time feedback on the training delivered. Again this allowed the Bankstown Council Project Team to identify areas of improvement and further refinement of the courseware and our training delivery. It also allowed the Council Project Team to quickly identify and resolve any staff anxieties or fears held towards the new EDRMS. Post Training requests At the successful conclusion of the Synergy training program Bankstown City Council requested Synergy to provide assistance on the ‘Go Live’ date of the project. This provided a familiar face to raise any concerns or issues with the platform during the first few days of implementation and also freed up the Bankstown project staff to concentrate on the rollout. All issues were logged with the project team so additional assistance and technical escalations could occur as quickly as possible. Results The overall result for Bankstown City Council was a comprehensive program of training that introduced staff to the core features of SharePoint. This allowed staff to be prepared for the rollout of the new technology and minimise the amount of downtime in learning a new piece of technology. The training solution will also provide for the future by allowing current staff to re-sit the training via the courseware and training environment along with future training needs of any new staff that join council. Back to Case Studies

  • SYNERGY | Our Case Studies

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  • SYNERGY | HJ SIMS Case Study

    Home Services Team Insight Company Contact HJ SIMS HJ Sims works with Synergy to transform their digital workplace Summary Data As one of America's pioneering financial services firms, HJ Sims is committed to helping individuals and organizations meet the financial challenges of today and tomorrow. Industry Financial Services Geography USA Consulting Training Services Workflow Automation SharePoint Intranet Consulting Powell 365 Design technologies SharePoint Nintex Powell 365 Overview After deciding that their legacy on-premises intranet solution was outdated and rarely used, HJ Sims set out to find a new intranet solution that would replace their old tool. To improve their company’s internal communication and support their clients with the best services possible, HJ Sims needed a functional, branded intranet solution that would boost internal collaboration. This is the story of how HJ Sims successfully realized their goal to transform their digital workplace and launch a new intranet. Challenges/ Goals Finding a solution that provided a user-friendly, centralized location to help employees facilitate and manage their strategic initiatives Implementing a company intranet that was natively responsive to Microsoft Office 365 Providing employees a digital workplace that could be accessed anywhere, anytime via desktop or mobile devices Improving employee experience with multi-way, peer-to-peer communication and a uniquely designed profile Solution/ Approach Low code/no code intranet design and implementation plan Aesthetic, branded digital workplace where employees would remain motivated and engaged Site template updates managed through Powell Manager To aid in the search for a new intranet tool, HJ Sims sought out the expertise of , an elite software consultant and implementation partner with a specialization in digital transformation. Having extensive experience with intranet projects and after working closely with HJ Sims to understand their project requirements and needs, Synergy recommended Powell Software’s intranet tool – Powell 365. Synergy “Powell 365 is a powerful solution that enables us to easily enhance and upgrade our clients’ portals. In a couple of clicks, we can easily update and redeploy a site or enhance existing capabilities with additional features to meet new needs. Delivery is simplified and as consultants, we can focus on works that bring more value to our customers like information architecture, governance, adoption plans and trainings.” - Jason Blair, Senior Architect at Synergy Results While still in the early stages of rolling out the tool and collecting feedback, the employee reception has been overall extremely positive. Now able to access a single, central repository for relevant content and information, the asset management department no longer must rely on continuous email threads as a part of their standard operating procedure. With everything available in just a few clicks, employee productivity, organization and effectiveness have already noticeably improved throughout the organization. Other improvements and positive benefits that have already been noted are: All employees are now utilizing the intranet portal Increase to IT knowledge base and training repository from 1-2 people visiting a month on avg to 260+ monthly visits Onboarding and training for new employees has become a more streamlined, effective process Success Story Upon deciding that their legacy on-premises intranet solution was outdated and rarely used, HJ Sims set out to find a new intranet solution that would replace their old tool. In order to improve company communication and culture, and to continue providing their clients with the best services possible, HJ Sims needed a functional, branded intranet solution that would boost internal collaboration. ​ After their initial research and prep work to determine the key success factors to developing and implementing a new intranet portal, HJ Sims began their search. The main objective, however, was finding a solution that provided a user-friendly, centralized location to help employees facilitate and manage their strategic initiatives. Likewise, a solution that was natively responsive to Office 365 while being accessible from any desktop or mobile device within the company was another key criterion that any prospective intranet needed to be seriously considered for selection. Once these criteria were identified, HJ Sims began their search for the solution that would transform their digital workplace. ​ To aid in the search for a new intranet tool, HJ Sims sought out the expertise of Synergy, an elite software consultant and implementation partner with a specialization in digital transformation. Having extensive experience with intranet projects and after working closely with HJ Sims to understand their project requirements and needs, Synergy recommended Powell Software’s intranet tool – Powell 365. The main reasons for selecting Powell 365 were because: ​ Synergy and HJ Sims liked that Powell 365 would allow for more control and to own/manage the intranet in-house once implemented Enabled Synergy to deliver the portal with OOB components/features that didn’t require custom development and additional costs Ability to standardize and govern the page layouts and branding Provided a visually aesthetic, and easy to use/navigate interface ​ Once the decision to implement a Powell 365 intranet was agreed, senior solutions consultants from the Synergy team worked closely with HJ Sims to meet all their project requirements. This close relationship that was formed led to the delivery of a quality solution in a few short months. One challenge that HJ Sims did face was having to quickly get themselves trained and up to speed with SharePoint Online. Learning and becoming familiar with SharePoint Online, its nuances and how Powell 365 interacts with SPO is something that HJ Sims will continue to do as they expand and add on to their new site. ​ HJ Sims is a valued client of both Synergy and Powell Software, and will continue to be supported fully as they build out their portal. With generations of people having relied on HJ Sims and their services, Powell Software is proud to partner with Synergy to deliver a digital workplace that will allow them to work at their best. Back to Case Studies View HJ Sims Project

  • YourRole

    We also "Speak IT" At SYNERGY we speak the language of business. We exist to make sure that you can carry out your work as efficiently as possible. We are not here to sell you technology. We are here to make your business better. We are a business focused technology company. Owner When do you take time to focus on optimizing your technology needs or digital strategies? Read More Business Executive At SYNERGY we speak the language of business. We also Speak "IT"... Read More IT Executive We are not looking to replace you or your team. Our goal is to act as your trusted advisor... Read More Human Resources HR function is vital to the health of any organization but all too often the tools available to you are lacking... Read More Corporate Communications Communication with your internal audience is key. Don't rely on a game of 'telephone'... Read More Customer Service Servicing customer needs can be cumbersome due to a lack of efficiency within your organization... Read More Marketing Your goal is to bring together your products and services with potential customers. Don't go it alone... Read More

  • SYNERGY | Preview | Monthly Report Previews

    Monthly Report Previews Synergy uses Revelation helpdesk to track usage of support for a Synergy Network Assurance Program or a pre-purchased block of time against a project. This web-based time tracking system is available for client access, and allows for real-time tracking when time is used. Furthermore, monthly reports will be sent detailing work completed and time used. Self Service Dashboard Classic Report Delivery Download a Copy

  • Bob Slaymaker

    Bob Slaymaker SharePoint Consultant Bob has a diverse range of IT skills. He started his career, over a decade ago, as a laptop repair technician and has held the roles of help desk clerk, developer, DBA, Webmaster, Postmaster, Network Engineer, Trainer and finally Consultant since that time. Bob has spent the last few years as a SharePoint Consultant working with Synergy clients to identify how SharePoint, and various third party tools, can best serve client needs to streamline processes and increase the ROI of SharePoint. Along with Consulting, Bob works with Synergy clients in all aspects of implementation. His diverse background and range of skills allows him to have a full understanding of all the pieces that need to fit together. This understanding gives him the ability to work in conjunction with the IT staff of our clients to insure successful implementations. Bob’s infrastructure background, development experience, and deep understanding of solution design give him great insight into the problems companies deal with day to day, as well as, the hurdles that must be navigated when designing, developing, and creating solutions. United States United Kingdom Australia Singapore South Africa

  • Jason Blair

    Jason Blair Senior Solutions Consultant Jason is an IT professional with over 25 years of industry experience in a wide range of technologies. Initially serving as a support and customer service specialist supporting small and mid-sized businesses, his experience includes team and project management, infrastructure design, intranet and SharePoint design and implementation, process automation, cybersecurity advisory services, and training. He is a Cloud and SharePoint technology specialist with experience in designing, customizing and implementing business solutions for our enterprise customers in a wide range of industries. Jason holds a number of Microsoft certifications on Windows, SQL and SharePoint, and Office 365. In addition to Cloud and SharePoint solutions work, his passion for designing and implementing automated processes in Nintex technologies with a focus on optimizing customer ROI have earned him the recognition by Nintex as a vTE, or Virtual Technology Evangelist. Jason has leveraged his love of working with people and his passion for technology to become partner with Synergy, whose passion matches his own. He thoroughly enjoys delivering top shelf solutions with a consistent focus on best practices and an excellent user experience to help clients get the most out their technology. United States United Kingdom Australia Singapore South Africa

  • SYNERGY | Our Team

    Home Services Team Insight Company Contact Our people ​ How We Work Synergy isn’t just our name, it’s a part of our value set. We work everyday collaboratively within our own internal groups and as an extension of our customers project teams. Meet (some of) The Team Meet Tara Meet Ryan Meet Josh Meet Kyla Meet Linner Meet Calvin Leadership James Beck Originally from the UK, James brings his infectious enthusiasm for technology and passion for customer satisfaction to every venture. ​ Leveraging his two+ decades of consulting experience with businesses large and small, James’ boundless energy and can-do attitude helps our customers around the globe consistently achieve and exceed their business goals time and again. ​ His commitment to excellence in project management, customer service, and his extensive industry experience forms the foundation of Synergy's lasting customer relationships. ​ Day to day, James works within our Digital Transformation group, while ensuring customer service and excellence company-wide, which has become the signature of doing business with Synergy. Milan Gross Milan runs Synergy’s Asia Pacific area operations. He is a consultant, trainer, and strategist with over 20 years of active industry experience as an architect and developer of Microsoft technologies. ​ Merging his career as a Microsoft Certified Trainer, and working with SharePoint technologies since its inception, Milan admits to a voracious curiosity for technology and an equally great interest in sharing what he knows with others. Milan is a published author, a graduate of University of Pennsylvania, and holds MCSE, MCSD and MCDBA certifications. ​ Milan's published works include - Microsoft Office SharePoint Server 2007 Administrator's Companion. (Contributing author), Microsoft Office SharePoint Server 2007 Pocket Consultant (Contributing author), and ​SharePoint 2010 Administration Instant Reference (Co-Author) Steven Unsworth As Synergy’s Chief Technology Officer, Steve combines over 35 years of technical and engineering experience to provide mentorship and guidance both to our internal and to our customers. ​ Originally from Manchester, England, Steve’s tireless pursuit of new and developing technologies and his standards for excellence in project management, customer service, and process analysis have helped to drive Synergy’s Support and Project Services side of the business since our inception in 1995. ​ Steve ensures that you get the most out of your technology investments. His results-driven approach to project planning and network management help businesses grow and thrive with the technology at their disposal. His philosophy of reducing downtime and maximizing productivity through pro-active management and monitoring has served our customers effectively for years. jason Blair Jason is an IT professional with over 25 years of industry experience in a wide range of technologies. Initially serving as a support and customer service specialist supporting small and mid-sized businesses, his experience includes team and project management, infrastructure design, intranet and SharePoint design and implementation, process automation, cybersecurity advisory services, and training. He is a Cloud and SharePoint technology specialist with experience in designing, customizing and implementing business solutions for our enterprise customers in a wide range of industries. Jason holds a number of Microsoft certifications on Windows, SQL and SharePoint, and Office 365. In addition to Cloud and SharePoint solutions work, his passion for designing and implementing automated processes in Nintex technologies with a focus on optimizing customer ROI have earned him the recognition by Nintex as a vTE, or Virtual Technology Evangelist. Jason has leveraged his love of working with people and his passion for technology to become partner with Synergy, whose passion matches his own. He thoroughly enjoys delivering top shelf solutions with a consistent focus on best practices and an excellent user experience to help clients get the most out their technology. Mopsey Mopsey is our Chief Happiness Officer (CHO). She focuses on the welcoming of visitors and on the raising of office morale. She specializes in door watching, fetching, and of course, snuggles. When she is not greeting, she likes to take naps somewhere around the office where she most feels like she may be needed.

  • Customer Service

    Human Resources It’s time to be appreciated Your employees see you as an enforcer of policy while the business sees you as a necessary evil in terms of cost and overhead. Let SYNERGY help you change the discussion. The HR function is vital to the health of any organization but all too often the tools available to you are lacking both in terms of efficiency for you and usability for your employees. ​ If you have an HRIS system, chances are it’s not fulfilling its promise (it might even have further complicated matters). If you don’t have an HRIS system, then you are likely trapped in spreadsheet and email purgatory. SYNERGY provides multiple solutions to help you escape the status quo and travel to a place, where amongst other things, you can: Enhance your connectivity with your employees Help you publish and manage your employee handbook and policies Enhance onboarding and off-boarding Help streamline the benefit administration process Improve outbound communications using tools to cut down on email Help manage the exit process Help you automate today's manual processes

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