Adept Cloud Onboarding

Get started with ease.

From the moment you sign, a dedicated Customer Success Manager and Project Manager are in your corner. We handle the configuration, train your team, and make sure everything is set up the way you need it — so you can focus on your work, not your software. By go-live, your documents are where they belong, your team knows what they’re doing, and the chaos is behind you.

ENGAGEMENT PROCESS

Your path from purchase to go-live.

A structured, professionally managed engagement — every step handled by your Synergis team.

1. Purchase & Schedule

Your purchase triggers resource scheduling. Synergis assigns your Customer Success Manager and Project Manager on a first-come, first-served basis.

2. Kickoff Meeting

Your Project Manager holds a kickoff to confirm scope, confirm your internal project lead, and build the detailed project schedule.

3. Configuration Worksheet

Your Customer Success Manager works with your team to complete the configuration worksheet — the foundation for all configuration work.

4. Configuration & Training

Your CSM configures Adept Cloud and delivers admin training in parallel. End user and CAD training follow.

5. Go-Live & Handoff

A formal project closure confirms acceptance. Your team is live, trained, and fully capable of running your Adept Cloud environment.

ONBOARDING PLANS

Your onboarding plan matches your Adept Cloud Plan.

Each Adept Cloud Onboarding Plan has a pre-defined scope aligned to your Adept Cloud Plan. Additional services may be required or requested, and will be quoted separately.

	Essentials $10,000 fixed fee starting price For smaller teams with standard environments. Get configured and go-live quickly with the core features of Adept Cloud.	Professional $20,000 fixed fee starting price For growing teams needing richer configuration, file cleanup and upload support, and formal configuration documentation.	Enterprise $35,000 fixed fee starting price Full-scope onboarding for complex environments — large user bases, high file volumes, advanced workflows, and deep CAD integration.
PRE-CONFIGURATION
Cloud Environment Setup	4 hrs	4 hrs	4 hrs
Goal Setting with CSM	✓	✓	✓
Configuration Worksheet	2 hrs	8 hrs	8 hrs — deep discovery
File Cleanup Support	Add-On	8 hrs	24 hrs — deep cleanup & de-dup
File Upload Support	Add-On	8 hrs	8 hrs
CONFIGURATION
Custom Fields	Up to 30	Up to 40	Up to 60
Data Cards	1	Up to 6	Up to 8
Workflows	1	Up to 3	Up to 5
FileGuide Views	2	Up to 4	Up to 6
Users & Groups	10 users / 5 groups	20 users / 10 groups	40 users / 15 groups
Documents Vaulted	Up to 25,000	Up to 50,000	Up to 200,000
Mapped Fields w/ Doc Extraction	Up to 10	Up to 30	Up to 50
Configuration Documentation	Add-On	6 hrs	Full doc + detailed record (10 hrs)
TRAINING
Admin Training	12 hrs	12 hrs	12 hrs
End User Training	4 hrs	6.5 hrs	9 hrs
CAD Integration Training	4 hrs	6 hrs with discovery	8 hrs — custom discovery
Prices shown are starting prices. Final fees are confirmed in a Statement of Work based on your specific environment. Additional services may be required or requested and will be quoted separately.

ADD-ON SERVICES

Need more than your plan includes?

If your environment requires services beyond your included package, your Account Manager will scope and price an Add-On proposal before any additional work begins. All add-ons are quoted and approved in writing before work begins.

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Additional Related Fields Configuration

(Up to 3)

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Additional Custom Data Fields

(Up to 50 total)

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Additional FileGuide Views

(Up to 5 additional)

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Additional Workflows

(Up to 3 additional)

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Additional Documents Vaulted

(per 50,000)

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Additional Administrator Training Sessions

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Additional End User Training Sessions

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File Cleanup Support

(Essentials Plan)

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File Upload Support

(Essentials Plan)

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Configuration Documentation

(Essentials Plan)

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Custom Data Migration from Another DMS or Database

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Extended File Cleanup Beyond Included Hours

Questions about your onboarding package?

Yes — onboarding is required with every Adept Cloud subscription. It is purchased alongside your subscription, with a pre-defined level of service that aligns with your Adept Cloud Plan. It’s how we make sure your environment is configured correctly and your team is ready to get value from the start.
Onboarding is priced as a fixed fee corresponding to your Adept Cloud Plan: Essentials onboarding is $10,000, Professional is $20,000, and Enterprise is $35,000. Additional services may be required or requested, and these will be quoted separately.
Every onboarding package includes cloud environment setup, SSO configuration, a configuration worksheet, custom field and data card configuration, workflow setup, user and group configuration, document vaulting, and administrator, end user, and CAD integration training. The scope of each element scales with your Adept Cloud Plan — Essentials, Professional, or Enterprise.
Timelines vary based on your Adept Cloud Plan and environment. Your Project Manager will build a detailed project schedule following the kickoff meeting. Resource scheduling begins upon receipt of a valid purchase order, on a first-come, first-served basis.
Your Customer Success Manager will walk you through exactly what’s needed. Generally this includes a dedicated internal project lead with decision-making authority, access to an IT resource, and availability for your team during training phases.
Your team is live and fully trained. You transition to Support, where your plan’s support coverage takes effect immediately. Your Customer Success Manager remains your primary point of contact at Synergis for technical guidance and ongoing success.