CUSTOMER SUCCESS

Adept Cloud Customer Success

The Customer Service Leader in the Global Engineering Document Management Market.

Frost & Sullivan awarded Synergis this distinction after an extensive independent study — and our customers know why. With 35 years of engineering document management expertise and a culture built on treating clients like family, we bring a team completely committed to your success from your first day through your most ambitious goals. With Adept Cloud, Synergis manages the infrastructure so you can focus on your work. Our Customer Success team is here to make sure you get the most out of every feature — and the documents and data that drive your business.

35+

Years in Engineering Document Management

#1

Customer Service Leader, Global EDM Market — Frost & Sullivan

#1

G2 Best Support & Best Relationship

250K

Adept Users Worldwide

HOW WE HELP

Everything you need to get more from Adept Cloud.

From your first day to your most ambitious goals — we’re with you at every step.

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Onboarding

Every Adept Cloud subscription includes onboarding. A Customer Success Manager and Project Manager guide you from kickoff through go-live — so you get to value fast.

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EXPERT HELP

Ongoing Technical Consulting

Work one-on-one with a Synergis expert every month on nearly any Adept Cloud project — configuration, workflows, new features, process improvements, and more.

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MANAGED SUPPORT

Remote Administration

Let Synergis handle the ongoing administration of your Adept Cloud environment — user management, configuration updates, workflows, metadata, and more.

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Not sure where to start?

Yes — onboarding is required for every Adept Cloud subscription. It’s how we help you ensure success and accelerate time to value. The scope of your onboarding corresponds to your software tier — Essentials, Professional, or Enterprise. You’ll be assigned a Customer Success Manager and Project Manager who guide your team from kickoff through go-live and ongoing optimization.
It depends on your Adept Cloud Plan. All plans include 24/7 support coverage for critical issues. Adept Cloud Essentials includes 6am to 7pm ET support for non-critical issues. Adept Cloud Professional includes 24x5 support coverage for non-critical issues. Adept Cloud Enterprise includes 24x7 support coverage for all issues. Support is delivered via Zoom, telephone, and email.
Adept Cloud customers have access to Ongoing Technical Consulting — one-on-one monthly access to a Synergis expert for nearly any project — and Remote Administration, where a dedicated Synergis administrator handles the day-to-day management of your Adept Cloud environment.
Ongoing Technical Consulting is project-based — your consultant works with you on specific initiatives, improvements, or challenges on a monthly retainer. Remote Administration is an ongoing managed service — your administrator handles the day-to-day running of your Adept Cloud environment on a regular basis. Many organizations use both: consulting for strategic projects, administration for day-to-day operations.
Your Customer Success Manager is your primary point of contact at Synergis. You can also reach our support team directly via Zoom, telephone, or email. Contact us at +1 800-836-5440 or +1 215 302 3000.