exact synergy exact synergy optimal collaboration ...€¦ · with exact synergy you’re able to...

HOE BEREIKEN WE OPERATIONAL EXCELLENCE? MET DEZE 9 VETVERBRANDERS KUN JE AAN DE SLAG 1

www.exact.com/us

EXACT SYNERGY OPTIMAL COLLABORATION AND STRUCTURED PROCESSES

EXACT SYNERGYCOLLABORATION SOFTWARE SUITE

Project Management Document Management Workflow • CRM • HRM

EXACT SYNERGY COLLABORATION SOFTWARE SUITE 2

BRING YOUR TEAMS TOGETHER

Isolated islands of information and knowledge are

common in many organizations. Departments lack

coordination, systems are fragmented, there’s poor

communication, and too little collaboration.

With Exact Synergy you’re able to achieve optimal

collaboration between all departments within your

company. The result: transparency, shorter lines of

communication, faster reaction times, and increased

flexibility and genuine teamwork. By connecting

employees and ensuring that work can be carried out

easily, everyone is kept up to date on developments

concerning customers, vendors, and projects.

Exact Synergy is a scalable solution. Start by automating

one of many processes, and expand when you’re ready

to do so. Start small - we’ll grow with you.

GROW YOUR BUSINESS WITH SYNERGY

Project ManagementConnect people, work activities and documents. From invoice history to project status.

Document ManagementCentral management of documents as an integral component of your processes. From contact report to project file.

WorkflowsMaintain process steps and responsibilities in digital workflows. With direct insight into status and progress.

CRM360-degree insight into everything that occurs with customers and potential customers. From ongoing projects and open posts to the latest customer contact.

HRMAutomate your HR processes and make use of workflows, docu-ment management, social collaboration and a self-service app.

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Exact Synergy enables you to create andmanage projects. All project elements can beincorporated into a single location, includingdocuments, emails, task lists and activities.This way your project teams work efficiently,with access to all the information they need.For those working in professional services,real-time insight into the sales pipeline and inventory levels is essential, as is an optimalstaffing level. You also want to ensurehours are invoiced accurately and gain insightinto your project results. Synergy supportsthis entire process from sales to invoicing,providing you with the necessary insight, andgiving you the confidence to know you’removing in the right direction.

PROJECT MANAGEMENTCOORDINATE ACTIVITIES AND IMPROVE FOCUS

Your benefits:

• Collaborate efficiently• Retain control of projects and budgets• Schedule and record hours easily online• Send accurate invoices• Track project costs and timetables


Exact Synergy makes storing and locatingdocuments easy and efficient. Thedocument management functionality storespresentations, spreadsheets, emails andcorrespondence centrally. This allows staff,management and recognized partners toaccess this information at any time and fromany location.

Exact Synergy is fully integrated withMicrosoft Office. Save emails in Outlookand search for and create projects in ExactSynergy, without leaving Outlook. Thanks to aspecial toolbar in Word, Excel and PowerPointit’s easy to gain access to the basic functionsof Exact Synergy.

DOCUMENT MANAGEMENTCLARITY, STRUCTURE AND COLLABORATION IN ONE

Your benefits:

• Create alerts for documents related to projects or customers• Rapidly search for a document by using tagging• Manage rights for reading and editing• Monitor all developments closely


Workflows are at the core of Exact Synergy.They unite projects, functions, departments and employees around various types of requests that can be seen as calls to action.

Take customer emails or sales leads from themarketing department: by connectingrelevant documents, projects and assets tothese workflows you connect data and makeyour activities and responsibility traceable.

Depending on the type of request, pendingwork activities appear automatically in theworkflow overview of the relevant employee. Aworkflow is only completed when ‘signed off’by the relevant person.

WORKFLOWSINSIGHT INTO YOUR DAILY ACTIVITIES

Your benefits:

• Set alerts to prevent bottlenecks• View progress any time• Create clear responsibilities and reliable information• Lower IT costs


It’s becoming increasingly important toprocess all customer information andinteraction digitally, at a single centralizedlocation. This isn’t only relevant for existingcustomers, but also for potential customers.Exact CRM is fully integrated with the ERPwhere all business information can easily beused, connected and updated.

This makes it clear to all individuals withinyour organization what agreements havebeen made. A central CRM system forms anessential link in the effective conversion ofsales opportunities into sustainable customerrelationships. CRM enables consistentcommunication across all channels, digitaland offline, which is becoming increasinglyimportant and increasingly difficult.Collaborate with employees from variousdepartments, at the office and via mobileusing the Exact CRM app.

CRMACQUIRE AND RETAIN CUSTOMERS

Your benefits:

• Effectively convert sales opportunities into deals/ turnover• Automatically receive notifications of important developments with customers.• Create increased accessibility to relevant sales information thanks to the use of workspaces and timelines.• Enjoy 24/7 online access to your business information via employee, customer and partner portals.


Without the right people you’ll never be ableto achieve the desired results. In a marketwhere companies are fighting for talent, youwant to have complete insight into informationabout your staff to retain the skills in yourteam. What’s more, you’ve also got to makesure the ‘normal’ administrative HR work isin order too. Exact for HRM allows you as HRmanager to have insight into your workforceand ensure that your HR processes are totallyunder control. This means you can act as agenuine business partner to the organization.With all the facts and full insight, you canmeet the needs of the modern employee: 24/7access and insight with the standard EmployeeSelf-Service App.

HRMHR AS BUSINESS PARTNER OF THE ORGANISATION

Your benefits:

• Constant and comprehensive insight in the personnel files of your employees.• Provide managers insight into important departmental action points with the integrated workflow functionality.• Gain clear insight and overview via the integrated dashboards and reports.• Assure consistent and complete records by compiling digital forms and including these in personnel files.• The Employee Self-Service app is available for iOS, Android and Windows 10


Exact builds business software for SMEs. Our innovative technology is aimed at specific business needs, providing an overview of today and insights into the opportunities of tomorrow.

Exact inspires businesses to grow. Our 1,600 employees love, share andsupport our customers’ ambition. Like them, we aim high. Like them, we aspireto lead the way. That’s how we know it’s a bumpy road to success. And that’swhy we build software to help smooth it out, enabling our customers from allover the world to grow.

www.exact.com/us

Exact USA

629 North High Street, 4th FloorColumbusOH 43215

© Exact Group B.V., 2018. All rights reserved. All trademarks mentioned herein belong to theirrespective owners.MCL1470101US004

www.LeahyConsulting.com

E For more information, contact Terry Lanham at 513-723-8091 or [email protected]

Leahy Consulting • 441 Vine Street Suite 4100 • Cincinnati OH 45202 USA

Leahy Consulting has been providing ERP and software consulting services and software development for Manufacturers and Distributors for over 25 years.

EXACT Software Specialists • MACOLA Value-Added Reseller • Custom Software Developer • Serving Clients Worldwide

R E A L T I M E D A T A M A N A G E M E N T S U I T E B A N K L O C K B O X S Y S T E M I N T E G R A T I O N

A U T O M A T E D W E B S I T E O R D E R I M P O R T Q U I C K , E A S Y S O L U T I O N S F O R M A C O L A

Imports bank lockbox filesEliminates tedious keying of cash receiptsAutomatic match to unpaid customer invoicesDetects partial & duplicate payments. Exceptions are highlightedIncreased accuracyBalance on the screen before postingWorks with both Progression & ESAlso reads Excel and web-based EDI payment files

Automatically import lockbox receiptsinto Macola with new PULSE Lockbox

Totally eliminates manual keying of cash receipts

New PULSE LOCKBOX imports your bank’s lockbox file and matches to unpaid customer invoices. Detects partial or duplicate payments as well as incorrect invoice numbers. If no match is made, convenient drop-down menus allow you to select the correct customer and invoice number. Balance all entries on the dashboard before posting.

Import customer cash receipts from your bank’s

lockbox and automatically match with unpaid customer invoices.

Make any corrections on the dashboard screen.

Eliminates manual keying.

Automatically match lockbox files to unpaid A/R invoices

PULSE LOCKBOX works with both Macola Progression & ES. Revolutionary software eliminates manual keying of cash receipts to increase accuracy and streamline your processing. We customize the software to meet your unique needs. Unlimited training and phone support is included – we are always available to help you.

PULSE LOCKBOX: Automatically transfer lockbox receipts into Macola

B A N K L O C K B O X S Y S T E M I N T E G R A T I O N Q U I C K , E A S Y S O L U T I O N S F O R M A C O L A

PULSE UTILITIES: Quick, easy ways to save time and money

May we help you?At Leahy Consulting, we are Macola experts. We sell, install and service Exact Macola products, and develop revolutionary add-on software that can make Macola work even better for your business. We’ve helped clients around the world streamline their business systems, increase productivity, eliminate errors, and increase profitability. We can also develop special software for the special needs of your business. Contact us today to start the conversation.

Founded in 1981, Leahy Consulting helps manufacturers and distributors significantly improve their accounting information systems and workflow. Our software is 100% designed and developed in America. Leahy Consulting is a member of Esta Group, a certified Macola business partner. ©2011 Leahy Consulting Inc. Pulse Dashboard, Pulse Lockbox, Pulse eCommerce, and Pulse Utilities are trademarks of Leahy Consulting Inc. Macola Progression and Macola ES are trademarks of Exact Software.

ACCOUNTING UTILITIES

General Ledger Journal Entry Import Create all of your monthly journal entries in Excel and export them to your Macola General Ledger software. (For Macola Progression only)

Create/Maintain General Ledger Budget using Excel Import your budget from Excel using multiple cost centers and cost units. (For Macola ES only)

Positive Pay Check Fraud Prevention Extract check data from Accounts Payable and transmit it to your bank’s Positive Pay department. (ES/Progression)

CUSTOMER SERVICE UTILITIES

Create/Maintain Customer Price Code File using Excel Maintain any of the eight Macola price code records using Excel. It also allows you to purge expired price code records. (ES/Progression)

GENERAL PURPOSE UTILITIES

All-in-One Import/Export UtilityMake mass changes to any of the major Macola files. (ES/Progression)

441 Vine Street, Suite 4100Cincinnati OH 45202 USA

Call [email protected]

www.LeahyConsulting.comwww.PulseDashboard.com

However you use Macola in your business, PULSE Utilities can help. Use these programs to increase productivity, eliminate keying of

data, eliminate errors and increase profits. Our utilities work directly with your Macola software and do not require Macola Flexibility.

INVENTORY/PRODUCTION UTILITIES

Make mass changes to Inventory Master files using Excel Eliminate hours of tedious keying and proofreading by using Excel to make mass changes to these files. (ES/Progression)

Create/Maintain Bills of Material using Excel Eliminate hours of tedious keying and proofreading by using Excel to make mass changes to your product structure file. (ES/Progression)

Change due dates of released production orders Change the due date of any released, printed or partially reported POP production order. (ES/Progression)

Create POP production orders using Excel Eliminate hours of tedious keying by using Excel to create POP production orders. (ES/Progression)

Sales Forecast Import into MRP or Master SchedulingEliminate manual keying of your sales forecast. Create your forecast in Excel and export it to MRP or Master Scheduling. It also exports your sales forecast into Macola from ForecastPro. (ES/Progression)

Revolutionary Productivity Tools for Macola

Exact USA

629 North High Street, 4th FloorColumbusOH 43215

Tel US: 888.703.9100Tel Mexico: +523331344334

E-mail: [email protected]: www.exact.com/us

Exact builds business software for SMEs and their accountants. Our innovativetechnology is aimed at specific business needs, providing an overview of todayand insights into the opportunities of tomorrow.

Exact inspires businesses to grow. Our 1,600 employees love, share and support our customers’ ambition. Like them, we aim high. Like them, we aspire to lead the way. That’s how we know it’s a bumpy road to success. And that’s why we build software to help smooth it out, enabling our customers from all over the world to grow.

Exact. Cloud business software.www.exact.com/us

© Exact Group B.V., 2018. All rights reserved. All trademarks mentioned herein belong to theirrespective owners.MCL1470101US004

exact synergy exact synergy optimal collaboration ...€¦ · with exact synergy you’re able to...

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