ADEPT & ADEPT CLOUD CUSTOMER SUCCESS

Ongoing Technical Consulting

Your Adept expert. In your corner. Every month.

Work one-on-one with a dedicated Synergis technical consultant on a regular basis to improve your Adept environment, streamline processes, remove roadblocks, and increase the value of Adept to your organization. Your consultant will get up to speed on your environment, how it’s configured, and how your teams use it — then provide strategic and technical guidance on nearly any project to help you meet your goals.

WHAT TO EXPECT

A dedicated expert who knows your environment — working with you every month.

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A one-to-one relationship

You work with the same consultant every month — someone who knows your environment, your team, and your goals.

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Strategic and technical guidance

From upgrade planning to workflow design to integration projects — your consultant brings both the strategy and the hands-on expertise to get it done.

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Aligned to your teams

Whether your stakeholders are in IT, Document Control, Operations, Engineering, or Projects — your consultant speaks their language and works at their level.

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An expert to remove roadblocks

When something isn’t working the way it should, your consultant helps you diagnose it, design solutions, and move forward.

COMMON PROJECTS

Nearly any project. Here are the most common ones.

If you’re not sure whether your project is a good fit, ask. If it involves Adept, there’s a good chance your consultant can help.

Metadata cleanup and normalization
Integrating new teams or groups into Adept
New feature setup and rollout
Workflow design and optimization
Process improvement
User adoption strategies

Upgrade planning and execution
Application integrations
Advanced software configuration
Training new administrators or end users
Data cleanup and migration projects
Performance optimization and database health

SERVICE OFFERINGS

Ongoing consulting service offerings.

Standard

Access to your technical consultant for up to 4 hours per month.

$720 per month, billed quarterly

Premium

Access to your technical consultant for up to 8 hours per month.

$1,280 per month, billed quarterly

Already on Platinum? Your Platinum Success Plan includes up to 4 hours per month of technical consulting at no extra charge. The Standard tier here is available for Silver and Gold customers, and Premium is available to any customer who needs more than 4 hours per month.

Ready to get more from your Adept investment?

You get regular, one-on-one access to a dedicated Synergis technical consultant who knows your environment. They provide strategic and technical guidance on nearly any Adept or Adept Cloud project — from metadata cleanup and workflow design to upgrade planning, application integrations, and user adoption. The Standard tier includes up to 4 hours per month; Premium includes up to 8.
Standard Ongoing Technical Consulting is $720 per month, billed quarterly, and includes up to 4 hours of consultant access per month. Premium is $1,280 per month, billed quarterly, and includes up to 8 hours per month.
The difference is access hours. Standard gives you up to 4 hours per month with your consultant; Premium gives you up to 8. The scope of what your consultant can help with is the same across both tiers — Premium is simply the right choice for organizations with more active or complex ongoing needs.
Yes — Platinum Success Plan customers receive up to 4 hours per month of ongoing technical consulting at no additional charge.
Ongoing Consulting has a monthly fee billed quarterly, so the minimum commitment is 3 months. 6-month and 1-year terms are most common.
Nearly anything that involves your Adept or Adept Cloud environment. Common projects include metadata cleanup, workflow design and optimization, new feature setup and rollout, upgrade planning and execution, application integrations, user adoption strategies, performance optimization, and training new administrators or end users. If you’re not sure whether your project is a fit, reach out — your consultant will tell you.