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  • SYNERGY | Training | Our Courses

    Courses Information Worker - 1 Day This 1-day class takes users who have never used SharePoint through introductory lessons on how to create and edit information in SharePoint. The course explains the purpose of SharePoint sites, how to navigate between sites and how to create and edit list items such as contacts and calendar events. The course also covers uploading and editing documents and the basic document management features of SharePoint. This course covers features that are accessible to users who are granted permissions through the standard site Members group. ​ Introduction – What Is SharePoint? Navigating and Searching Understanding Web Parts and Personalizing SharePoint Pages Understanding Document Libraries and Lists Using Workflows Document Management Capabilities Working With Content Offline Staying Informed with Alerts Content Recovery Options - Recycle Bin and Recovering Versions My Site and Social Networking Features Site Administrator - 2 Days This course provides users who will be SharePoint Site Administrators with the skills and knowledge to manage a SharePoint site and sub-sites. We provide a seasoned SharePoint trainer to show students how to create new sites and create new pages within sites as well as configuring navigation between pages within the site. The course explains how to customize the look and feel of a site using the administrative settings as well as how to manage security and information management policies for the site. This course covers features that are accessible to users who are granted permissions through the standard site Owners group. ​ Introduction - An Overview of Sites and Site Administration Role Creating, Customizing and Managing Sites and Web Pages Understanding Document Libraries and Lists An Introduction to Document Management An Introduction to Content Types Managing Metadata and Information Management Policies Configuring SharePoint Workflows Site and List Templates Managing Site Administration Settings Managing Security with Permissions Content Manager - 1 Day The purpose of this day long course is to provide the basic skill set for the management and display of information using the Web Content Management features in SharePoint. SharePoint provides a robust set of capabilities for controlling creating, formatting and publishing content. This control allows for the separation of content management and site management. A content manager can focus on ensuring accurate and timely display of information without the added responsibilities of managing sites. The Content Manager course puts in the hands of content managers the tools and capabilities to leverage the Web Content Management features of SharePoint and to align the flow and display of content with organizational requirements and business needs. ​ Introduction to Content Management Using Web Content Management Content Authoring (Publishing Pages) Content Publishing (Workflows) Working With Metadata Working with App Parts and Web Parts Managing Social, SEO and Analytics​ To Learn more contact us Business Integration - 2 Days The Business Integration course is a 2 day course that provides staff with the skills necessary to implement and manage Business Intelligence within the SharePoint Server Enterprise. Professionals will learn how to leverage the powerful reporting features within SharePoint to give managers and employees key information about their business, allowing them to make faster, better decisions based on real-time business intelligence. ​ Business Integration Overview Excel Services Business Data Catalog InfoPath Forms Services Workflows Development Introduction - 2 or 5 Days This course provides staff with an introduction to essential development topics for customizing and extending SharePoint. ​ The purpose of this course is to give students an introductory understanding of development technologies and approaches in SharePoint. This course is oriented towards experienced .NET developers who have experience with C#, XML, and web development. The course walks student through best practices for building SharePoint enhancements and introduces them to the tools and templates available from Microsoft and third party sources to help build solutions. Please contact us for details on course structure. ​ Overview of SharePoint Development Office SharePoint Server Architecture Building Web Parts Packaging and Deploying Solutions Server and Client Object Model Data Access Methods Creating Event Handlers Sandbox Solutions Developing Custom Workflows Business Connectivity Services Developing Business Intelligence To Learn more contact us Disaster Recovery - 1 Day This 1-day course provides staff with an overview and detailed procedures for using the SharePoint tools to back up and restore data in the farm. The focus is on both content recovery, where only a subset of data or documents has been lost and needs to be recovered, and on disaster recover where the entire farm must be restored. ​ Overview Content Recovery Disaster Recovery – Backing up and Restoring Site Collections Disaster Recovery – Backing up and Restoring the SharePoint Farm Disaster Recovery - Backing Up and Restoring SharePoint using SQL Server Disaster Recovery - Other items to back up Nintex Workflow Site Admin - 1 Day | Admin/Developer - 2 Days SYNERGY’s Nintex Workflow class is a comprehensive course giving the Site Administrator or workflow designer an in-depth look at workflows in SharePoint. The one day course starts with a view to understanding workflow capabilities and limitations with out-of-the-box and traditional workflow design tools and the underlying engine that drives workflow in SharePoint, but focuses on the workflow designer capabilities provided by the Nintex Workflow in creating custom workflows for your enterprise. ​ In addition to an overall understanding of workflows and Nintex Workflow capabilities, this course also provides skills in troubleshooting workflows, business process analysis using the built-in Nintex Workflow Web Parts, and a detailed look at the process of gathering requirements and creating custom workflows and the steps a workflow designer must take to successfully deploy workflows in their organization. It also covers governance options, installation and configuration of Nintex Workflow and associated features, and advanced capabilities targeted towards developers or more experienced workflow designers. Students will also learn how to troubleshoot and debug published workflows. ​ Skills Gained: Understand workflows and the components of a workflow Understand the out-of-the-box workflows and the limitations of OOB workflows Understand the business process of creating custom workflows in the enterprise Know the options and limitations for creating custom workflows Understanding the capabilities and limitations of the different Nintex Workflow Licenses Have a thorough understanding of the design interface of Nintex Workflow Understand the capabilities and unique aspects of Nintex Workflow and how to leverage them in custom workflows Understand how and where to troubleshoot workflows Leveraging the Nintex Workflow Web Parts for users and SharePoint Administrators Have an understanding of the uses of the actions provided by Nintex Workflow and how to customize and configure actions Create reusable workflow snippets and templates, and understand how to move workflows around the SharePoint environment Publishing Workflow Constants and User Defined Actions​ Nintex Forms SYNERGY’s Nintex Forms class is a comprehensive course giving the Site Administrator, SharePoint Administrator, or Developer an in-depth class in building simple, mobile, and advanced forms using Nintex Forms. Starting with a chapter to help attendees learn about the different platforms in SharePoint for forms delivery including SharePoint List forms, InfoPath Forms and InfoPath Forms Services, and Nintex Forms, this ensures that students understand the capabilities, limitations and considerations for each of these form design options and when to use each. We cover the installation, configuration, and deployment of Nintex Forms, including Nintex Live settings in Central Administration, followed by the deployment of the Nintex Form features on web applications and site collections. ​ The course moves into delivering design basics and best practices for developing successful form solutions in the enterprise, including branding, look-and-feel, and considerations for optimizing user experience. This includes requirements gathering, documentation, change control, and governance considerations. Students are introduced to the design canvas and settings provided by Nintex Forms, an in-depth review of Nintex Form Controls, deployment scenarios and configuration of Forms web parts, and finally students are provided skills and information for advanced design and functionality including CSS, inline and runtime functions, rules, connecting controls, building and integrating Nintex Workflow Start and Task forms, mobile forms, and additional advanced options using JavaScript. ​ Skills Gained: Understand the different form options including out-of-the-box forms, InfoPath Forms, and Nintex Forms in SharePoint and when to use each Understand the components and capabilities of Nintex Forms Understand the Nintex Forms design tool Know how to customize and publish custom SharePoint List Forms Understand and be able to design Nintex Workflow Start and Task Forms The capability to design, customize and publish mobile accessible forms Have techniques and skills to perform validation, lookups, and advanced functions​

  • SYNERGY | Digital Transformation

    Home Services Team Insight Company Contact DIGITAL TRANSFORMATION SERVICES Digital Transformation is not just a one and done deal, but instead an ongoing process that your business needs to take to pave the way to modernization and efficiency. It is the process of utilizing an array of technologies including (but not limited to) Office 365 or SharePoint to help you improve efficiencies relating to your business model. Whether you need training on tools in the Microsoft, Google, and Amazon technology stack or you’re looking for SharePoint, process automation consulting on collaboration best practices, or want to refresh or build your current intranet to reflect your brand, Synergy is the business that can take your ideas and make them a business reality. Professional Services Whether you are just starting your Digital Transformation journey, or you need assistance on different aspects of your current initiatives, Synergy’s Solutions Consulting team will work with your team, managers, and key stakeholders to understand your business’s goals and challenges. SharePoint Consulting See More A unified look-and-feel of your company’s brand within the tools it utilizes can be essential when it comes to promoting trust and unity amongst team members. Explore how Synergy will work with you to create a customized look-and-feel to the tools you utilize every day. Branding & Design See More Changes, such as Digital Transformation, can be pivotal to success for your business. But without all of your employees up to speed with the newest tools, business processes, and technology, that success may be hard to achieve. That’s why, at Synergy, we believe success goes hand-in-hand with proper training. We offer employee and user training for SharePoint and Office 365 solutions, so your employee’s skillset is enhanced along with the technology you are implementing. Training See More Process Automation Process Automation In the technology driven world of today, manual processes can be time consuming, riddled with human error and even inefficient. Streamlining your processes is not just about saving time, it’s about using resources effectively. The old adage is true – work smarter, not harder. See More Nintex As a Nintex Premier Partner, Synergy uses time proven methodologies and a deep knowledge of Nintex technologies to deliver workflow solutions that help you capitalize on your organization’s time and ROI. Learn more about how our Solutions Consultants can work with you, whether you’re developing your first Nintex solution or working on a complex workflow. See More Sharepoint Custom Apps & Development Having an internal resource for communication is a great way to solve problems, confer about different topics, promote collaboration and teamwork. Synergy offers consulting and implementation of Enterprise Social Networks within your organization by using various tools in the Microsoft stack, as well as other popular social platforms for business. See More

  • SYNERGY | Intranet Branding & Design

    Home Services Team Insight Company Contact Branding & Design At Synergy, we believe making the tools you utilize every day look and feel cohesive to the current branding and culture of your business is just as important as the utilization and adoption of those tools. That’s why we focus on providing impactful and visually compelling designs that meet the needs of our clients and their brand culture, but also deliver the best user experience. Ensuring your company’s brand is reflective across the tools that you use every day can make adoption of new tools easier amongst employees and will create a sense of unity and trust within the organization. We work with a number of partners who will help us achieve the desired solution that you are looking for. OUr Approach It is beyond dispute that the most successful and innovative intranets and SharePoint solutions are culturally branded. Given the importance of branding and embracing your organization's unique company culture in your intranet, we place a lot of importance on our process for branding and getting to know your company culture as part of our engagements with customers. 01 Discovery 02 Internal Collaboration 03 Design During our discovery process, our design and user experience experts will be looking to understand the structure of your organization and how people think about content, identify the tools people use, and the specific challenges your project team are looking to address as part of your project. We work closely with your marketing and corporate communications team to understand how you present your organization internally and to customers or vendors. Using these factors and our extensive experience in optimizing technology to deliver excellent user experience and intuitive design, will offer several designs and methods of content presentation for your team to consider. We’ll work with you to refine and reshape those designs until the finished designs are a marriage of the best of modern intranet design and your brand and culture. "out of the box" solutions Let us show you how to take SharePoint beyond "out of the box" to a portal you are proud to share with your workforce. Whether you want to leverage SharePoint modern pages and design, or you are looking for the innovation and value a branding and design partner can bring to your organization, Synergy’s expert design and branding team can transform your intranet from a boring, stale platform to a dynamic and engaging home page for collaboration and news. Our Work Case Studies

  • SYNERGY | Training

    Home Services Team Insight Company Contact Training Platforms such as SharePoint, Nintex, and Facebook Workplace can be key to productive collaboration, communication, and cutting-edge management within your business. At Synergy, we believe that getting the most out of tools like SharePoint requires user training strategy with real-life experts who know the best practices and use them in their day to day work. Synergy offers training to all levels of users, and strives to cater all training not only to the tech at hand, but also how the tech can be used in your organization in a way that adheres to your business processes and governance guidelines. Training Offerings Include Who will be teaching? Synergy offers a real-world training team for all classes. This means that the trainer will not be a person who spends all of their time just reading about the topics at hand, just to regurgitate that information later. All of our trainers are not trainers by trade, but developers and solutions consultants who work with the products you are learning about every day. Because of this, we include best practices, common mistakes, and even tips & tricks in all of our classes. 'Real-World' Training Team All of our SharePoint training courses are written and taught by experienced consultants who have real-world SharePoint project experience. Each holds one or more industry-recognized certifications besides being a working professional in the subject they teach. Premium Courseware Materials Each SharePoint training class Synergy offers includes a comprehensive courseware book which is a distillation of our lecture content—all the presented slides and copies of our hands-on lab exercises. You’ll find it so useful you’ll want to keep it as a handy resource after the course is complete. Training The way You Want It We offer Private and Custom-crafted classes. Our Private classes have been designed to cover key SharePoint topics in as little as a single day. Both utilize our premium courseware materials. Our custom-crafted option includes branded materials and class content specific to your business needs. Let us know what kind of training your business requires and we’ll provide it. Usable Skills Day One You’ll come away from your training class with skills ready to put to work, right away. This is why much of our course content is comprised of hands-on exercises that take you, click-by-click, through just the sorts of situations where you will be using SharePoint on a daily basis. See Our Courses

  • Westport Dental Associates

    Website Design & Development Synergy Digital About The Project Westport Dental Associates, P.C. was founded by Dr. Stanley P. Freeman in 1963. Dr. Freeman’s vision was to create a practice where patients are truly part of our extended family and receive exceptional care in a state of the art facility. Dr. Brian S. Duchan joined the practice in 1977, Dr. Adam J. Freeman, Stanley’s son, joined the practice in 1992, Dr. Hannah Ahn joined the practice in 2012, and our newest edition, Dr. Kimberly Farrell, in the beginning of 2018. Together their mission is "To offer our community exceptional dentistry through our passion, integrity, and dedication to the art and science of dentistry. Through education, technology, techniques and continued training, we challenge ourselves to make a difference." Westport Dental Associates is one of the oldest continuing practices in Fairfield County, continuing the tradition of excellence. See Live Site Back To Portfolio

  • Oakley Engineroom

    Intranet Design & Development About The Project Oakley, Inc., based in Lake Forest, California, and a subsidiary of Italian corporate giant Luxottica based in Milan, designs, develops and manufactures sports performance equipment and lifestyle pieces including sunglasses, sports visors, ski/snowboard goggles, watches, apparel, backpacks, shoes, optical frames, and other accessories. Building on the success of prior projects Synergy worked with Oakley’s corporate communications team to build a socially immersive portal that connected teams, both professionally and also based on their personal interests. Think Intranet done with Oakley’s design sensabilities. Oakley Engineroom Gallery Back To Portfolio Read Oakley Case Study

  • Norvic

    Intranet Design & Development About The Project Norvic Shipping International, LTD is a world-leading operator of dry bulk shipping vessels whose global footprint spans from North America, Asia, the Middle East, and Europe. Norvic executive leaders were in need of an intranet to share and disseminate news and information to their workforce. Realizing the value of the templates and features Powell Software to provide governance and ease-of-use for content authors, Norvic contacted Synergy to provide the deep expertise in SharePoint Online and Powell 365 to deliver a modern, dynamic intranet which serves as a communication bridge for all of their globally diverse staff and business units, gradually evolving the initial launch to satisfy a growing list of needs and features. ​ Back To Portfolio Read Oakley Case Study

  • Moet Hennessy

    Intranet Design & Development About The Project Developed to meet the high design standards of one of the worlds leading luxury brands, this portal provides a visually compelling entry point for staff to quickly access information. The site is designed around internal case studies and best practices and serves as a source of learning and knowledge dissemination as well as a set of links to common tools. ​ Back To Portfolio Read Oakley Case Study

  • Oakley Five

    Branding Communications About The Project Oakley, Inc., based in Lake Forest, California, and a subsidiary of Italian corporate giant Luxottica based in Milan, designs, develops and manufactures sports performance equipment and lifestyle pieces including sunglasses, sports visors, ski/snowboard goggles, watches, apparel, backpacks, shoes, optical frames, and other accessories. Synergy worked with Oakley to promote their internal brand communications to their global team that “Oakley is an Idea” based on five core principals knows as the Oakley Five. The resulting exercise included a hard cover book for each team member, a series of printed custom coin keepsakes and an immersive web experience which included interviews, case studies, and materials for each of the ‘five’. Oakley Five Gallery Back To Portfolio Read Oakley Case Study

  • Oakley Five

    Branding Communications About The Project Oakley, Inc., based in Lake Forest, California, and a subsidiary of Italian corporate giant Luxottica based in Milan, designs, develops and manufactures sports performance equipment and lifestyle pieces including sunglasses, sports visors, ski/snowboard goggles, watches, apparel, backpacks, shoes, optical frames, and other accessories. Synergy worked with Oakley to promote their internal brand communications to their global team that “Oakley is an Idea” based on five core principals knows as the Oakley Five. The resulting exercise included a hard cover book for each team member, a series of printed custom coin keepsakes and an immersive web experience which included interviews, case studies, and materials for each of the ‘five’. Back To Portfolio

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