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Resources for Evaluating Microsoft Dynamics SL Project and Financial Accounting


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Overviews Demos Solutions Case Studies Evaluating Software Events
Videos Testimonials Training, Support, and Manuals Financing Glossary


INTRODUCTORY E-BOOKS


If you want an introduction to how to improve your project-driven company, start with our e-books. They  lay the foundation for solving problems with project management, project accounting, job costing, bidding, resource allocation, materials management, accountability, cash flow, reporting, compliance controls, decision making, and more.
  • 7 Secrets the Healthiest Project-driven Organizations Know That You May Not
  • STOP THE PAIN: 7 Smart Project Management and Accounting Procedures that Work


  • WHITEPAPERS


    The following white papers will help you evaluate your needs and set objectives for a new project-accounting, financial management, and/or distribution software system.
  • 10 Ways to Maximize AE Firm Profitability 
  • The 7 Habits of Highly Effective Projects 
  • Assessing the Effectiveness of Your Software 
  • Evaluating Financial Management Software 
  • Finding the Right ERP to Fit Your Business 
  • What DCAA Compliance Requires
  • Business Portals Unlock Door to Profitability  
  • How to Improve Efficiency and Increase Profits 
  • Why Cash is King  
  • 4 Methods to Accelerate ROI for Professional Services 
  • Secure Collaboration for Professional Services Firms 
  • Microsoft Dynamics and Microsoft Office Integration 
  • Effective Inventory Control 
  • Keeping Stock Balances Accurate 
  • Improving the Accuracy of Your Forecasts 
  • Effective Replenishment Parameters 
  • Maintaining Stock in Branch Locations
  • Effective Inventory Analysis 


  • OVERVIEW BROCHURES


    The following documents provide an overview of how Microsoft Dynamics SL can solve accounting issues and how Synergy Business Solutions is committed to be your best business partner to configure, implement, and support your solution.
  • Overview of Synergy
  • Overview of Dynamics SL
  • Dynamcis SL for Construction
  •  
  • Project Management and Accounting Overview
  • Spitfire Software for Construction
  • Project Management and Accounting for Architecture
  • Project Management and Accounting for Construction
  • Project Management and Accounting for Engineering  
  • Project Management and Accounting for Professional Services Firms


  • EVALUATING SOFTWARE


    If you are at the stage of evaluating software in general, read these documents to get tips on developing criteria, in-person demos, prototypes, and choosing an implementing partner.
  • How to Identify Strategic Value from Software
  • Software Selection Guide
  • 10 Reasons to Automate with Dynamics SL
  • 10 Reasons to Re-evaluate Accounting Software During a Recession
  • Finding a Partner Who Empowers
  • FAQ About a Synergy Implementation


  • DEMOS


    See specific examples of how Microsoft software is integrated to simplify all aspects of project management and accounting. The Overview presentation requires Windows Media Player. Other presentations require Flash. Microsoft Solomon is now Dynamics SL.
  • Overview of Dynamics SL
  • Project Management
  • Project Accounting
  • Portfolio Management
  • Resource Management
  • Project Initiation
  • Contracts & Budgeting
  • Communicate & Collaborate
  • Improved Profitability

  • Project Management for Specialty Contracting


  • SOFTWARE SOLUTIONS


    The following are solution fact sheets for various modules of Microsoft Dynamics SL and Business Portal as well as other integrated third party products.

    Solutions that are marked* are third-party products that integrate with Dynamics SL.
    Project Management and Accounting
  • Project Master
  • Rate Processor
  • Time & Expense Entry
  • Flexible Billing
  • Project Analyzer
  • Contract Management
  • Alerts
  • Project Budgeting
  • Employee Utilization
  • Integrate PM/Acc'ting
  • Project Estmt'g/Plannng
  • Timecard to AP Invoice
  • MS Office Project Server
  •      
    Financial Management
  • General Ledger
  • Accounts Receivable
  • Accounts Payable
  • Payroll/Direct Deposit
  • Union Payroll
  • Cash Manager
  • Currency Manager
  • Financial Stmt Conversion
  • Multi-Company
  • AR Electronic Funds Transfer*
  • Credit Card Processing*
  • Fixed Assets*
  • Human Resources*
  • Payroll Tax Filing*
  • AP/PR Laser Checks*
  • AP/PR Postive Pay*
  • Sarbanes Oxley Audit*
  • Secure Posting*
  • Update Data*
  • Time & Expense to AP*
  •      
    Reporting & Analytics      
  • Analyst Reporting*
  • Crystal Reports
  • Financial Reports (FRx)
  •  
  • SQL Server Reporting Services
  • Jet Reports in Excel*
  •  
    Web Portals
  • Business Portal
  • Key Performance Indicators
  • Process Server
  •  Document Management
       
  • Document Management*
  • Document Imaging*
  • Paperless Solution*
  •  
    Material Management      
  • Requisitions
  • Purchasing
  • Inventory
  • Order Management
  • Barcode Gateway*
  •      
    Field Service      
  • Equipment Maintenance
  • Service Contracts
  • Service Dispatch
  •  

    CASE STUDIES


    Read or watch the following case studies and discover how Synergy and Microsoft Dynamics SL have empowered other project-driven organizations. Microsoft Solomon is now Dynamics SL.
  • APCO Worldwide (Marketing)
  • Aspen Marketing
  • Atlantic Construction
  • ATS (Specialty Contractor)
  • Avidex (Engineering - video)
  • Carney (Consulting)
  • Clearpath (IT)
  • Royal Professional Builders
  • SafeBoats (Engineer-to-Order Manufacturing. - video)
  • Telution (Software)
  • Gillespie Prudhon (Engineers)
  • Alpha Development (Construction)
  • Committee for Children (Non Profit)  


    VIDEOS


    Several videos are available to watch including two case studies on project-driven companies, an overview of Synergy Business Solutions, and an important message from Microsoft about their long-term commitment to Dynamics SL:
  • Avidex Case Study
  • SafeBoats Case Study
  • About Synergy
  • Microsoft's Commitment to Dynamics SL
  • NEW! Client Testimonials


  • EVENTS


    Microsoft and Synergy host executive events such as lunches on a regular basis with presentations on how project accounting software can help your business thrive. We also occaisionally attend conferences or trade shows. Click on links below to see the most current event.
  • Workshops
  • Webinars
  • Conferences or Trade Shows
    (when applicable)


  • REFERENCES AND TESTIMONIALS


    Our happy clients testify to our commitment to superior client service and support. Below is a list of clients and some testimonials. With prior arrangements, any of these Microsoft Dynamics SL implementations on the list may be contacted as a reference.
  • Partial Client List
  • Client Testimonials


  • TRAINING, SUPPORT, AND MANUALS


    Synergy equips clients with all the training, tools, and resources they need to successfully run Dynamics SL software. We provide regular classes on modules and have dedicated, full time support staff to assist clients with technical issues.
  • Class Schedule
  • Client Support
  • Reference & User Manuals
  • Class Descriptions


  • FINANCING


    With Microsoft Financing, you can reduce the up-front cost of purchasing the software your business needs to be more efficient and effective. Focus on getting what you need, instead of how to pay for it. Learn the benefits and fundamentals of financing:
  • Financing Fundamentals
  • Benefits of Financing
  • Evaluating Financing Whitepaper
  • FAQs on Microsoft Financing
  • The SmartPay Option
  •  

  • Before you leave:

    EVALUATE

    evaluate project accounting software

    READ EBOOK
    STOP the PAIN: 7 Smart Project Management and Accounting Procedures that Work

    WATCH VIDEOS
    Testimonials
    Microsoft's Commitment to Dynamics SL
    Case Study

    evaluate project accounting software

    VISIT BLOG
    Project Accounting Best Practices

    Online Meetings