CUSTOMER SUCCESS

Adept 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.

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

A structured, professionally managed implementation — every new Adept customer is assigned a Customer Success Manager and Project Manager from kickoff through go-live.

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ONGOING SUCCESS

Success Plans

Silver, Gold, and Platinum plans provide the support, upgrade services, training, and expert resources you need to maximize the value of Adept — at every stage of your journey.

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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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BUILD YOUR SKILLS

Training

Role-based training for Adept users, administrators, and CAD teams — available as instructor-led sessions tailored to your environment and your team’s goals.

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Not sure where to start?

Talk to your Customer Success Manager or contact us — we’ll point you in the right direction.

Every active Adept subscription includes the Silver Success Plan at no additional charge. That means 24/7 support coverage for critical issues and 6am–7pm ET support for general support issues. You also get access to all upgrades and updates, a dedicated Customer Success Manager, an annual Health Check, quarterly Lunch & Learns, and Single Sign-On configuration.
Success Plans define your support coverage, upgrade services, and access to Synergis expertise over time. Optional Services like Ongoing Technical Consulting and Remote Administration are project-based or retainer-based engagements for specific needs beyond what your Success Plan includes.
Ongoing Technical Consulting is for customers who want expert help on specific projects — process improvements, configuration changes, data cleanup projects, new feature setup and rollout. Remote Administration is for customers who want Synergis to handle the day-to-day administration of their Adept environment on an ongoing basis.
Reach out to your Customer Success Manager — they’re your primary point of contact at Synergis. You can also contact us directly at +1 800-836-5440 or +1 215 302 3000.