Adept Onboarding Services

Where your success takes root.

Every Adept implementation draws on more than 1,000 onboarding engagements across organizations of every size, industry, and complexity. You’ll have a dedicated Customer Success Manager and a proven process behind you from day one — so you can get to value faster and with confidence.

TWO PATHS, ONE GOAL

An onboarding plan designed for your environment.

Every Adept customer is onboarded on a plan designed for their environment. Your Account Manager and Solution Architect will work with you during the evaluation process to determine which path is the right fit. Either way, a dedicated Customer Success Manager will own your implementation from kickoff through go-live.

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FASTER PATH

EasyStart

For smaller organizations with standard environments that need to get up and running quickly. Pre-defined services at a packaged price — with add-on services available if you need them.

What’s included:

Pre-defined scope at a fixed price
Up and running in one to two weeks
Installation and configuration
Administrator and end user training
Add-on services available

COMPLEX ENVIRONMENTS

Personalized

For organizations with more complex needs, higher document volumes, or application integration requirements. Scoped and quoted specifically to your goals, requirements, IT environment, and data.

What’s included:

Custom scope and fixed-fee quote
Implementation Planning & Design
Administrator training
Installation and configuration
Data migration
User training
Custom development and application integration (if required)

THE PERSONALIZED ONBOARDING PROCESS

A structured path from kickoff to go-live.

Personalized onboarding follows a proven five-phase process. Your Customer Success Manager manages the engagement end-to-end, keeping your project on schedule and your team fully informed at every step.

1. Implementation Planning & Design

Your Customer Success Manager works with your team to confirm scope, name an internal project lead, and build the detailed implementation plan.

2. Administrator Training

Your administrator is trained on Adept configuration, user management, and system maintenance — setting the foundation for everything that follows.

3. Installation & Configuration

Adept is installed and configured to your environment — data cards, workflows, FileGuide views, user groups, and security built to your spec.

4. Data Migration

Your legacy documents and metadata are migrated into Adept, preserving the structure and relationships your team depends on.

5. User Training

End users are trained and ready. At the close of your onboarding, your team is fully capable of running and maintaining your Adept environment independently.

YOUR ONBOARDING TEAM

Experience you can count on.

Your Customer Success Manager brings deep experience in engineering document management implementations across more than a dozen industries. They’re not just there to answer questions — they’ll push you toward best practices, help you rethink processes that aren’t working, and make sure you get more from Adept than you expected. The goal isn’t just a successful go-live. It’s you achieving your goals and helping your organization optimize operations, streamline projects, and reduce risks.

“Most of all, listen to your Customer Success Managers. Bounce ideas off them and put their experience to work for you. Lastly, be willing to change your processes. They are great at answering questions about best practices and you need to incorporate as many as possible!”
Micah Conner · Document Control Supervisor · Nooter Erikson

“Beyond just the technical capability of the tool, the Synergis company exuded a desire to help people; a desire to be empathetic with our needs. And they were very responsive to all of our calls. And even now that we’ve used Adept for five or six years we feel that the Synergis team is in partnership with what we’re doing.”
Randy Nettles · Senior System Engineer · Dow Chemical

Want to learn which path is right for you?

EasyStart is designed for smaller organizations with standard environments that need to get up and running quickly. There are pre-defined services included in the packaged price, and you can add on services if needed. Personalized onboarding is scoped specifically to your goals, requirements, IT environment, and data — and is the right fit for organizations with more complex needs, higher document volumes, or application integration requirements. Your Account Manager and Solution Architect will help you determine the best path forward for your needs and goals.
EasyStart is designed to get you live in one to two weeks. Personalized onboarding timelines vary based on scope — your Customer Success Manager will build a detailed project schedule with you during the Implementation Planning & Design phase.
Your Customer Success Manager will walk you through exactly what’s needed during the planning phase. Generally this includes access to an IT resource, a dedicated internal project lead with decision-making authority, and availability for your team during training phases.
Yes — that’s an explicit goal of every onboarding engagement. By the end of your onboarding, your administrators will be fully trained and capable of maintaining your Adept environment independently.
You’ll transition to Support, where your Silver Success Plan takes effect immediately. Gold and Platinum Plans are available for additional services and increased support hours. Your Customer Success Manager remains your primary technical point of contact at Synergis.