What We Do

Synergy between your people, processes and information are the foundation to your organization’s success.

Synergis Software develops document management and workflow solutions that enable you to effectively leverage

business and design content across the enterprise to drive growth, mitigate risk and gain competitive advantage.

We help you find, manage, share and control documents and related information throughout their lifecycle,

securing your critical information assets and automating your business processes.

As your partner, we take a hands-on approach, working directly with you from initial planning through

implementation, training and ongoing support. When you implement Adept to manage and secure your electronic

documents, the application becomes mission critical. There simply is no substitute for working directly with the

developer.

We engineer Adept document management and workflow solutions to be easy to implement, use and maintain.

With 17 years experience and nearly 1,000 successful implementations, we’ve refined our application, methods

and processes to help you get up and running quickly and realize immediate and lasting benefits. Typical multi-

department or multi-site Adept deployments are complete in 4 to 10 business days. Your time to value is

immediate, and when our staff leaves your site, users and administrators are operational and using Adept on day

one.

472 California Road | Quakertown, PA 18951 | 215.529.9900 | www.synergis-adept.com

Our Approach

Realizing the benefits of a superior document management solution that manages, shares, and
controls information across the enterprise is a key competitive advantage for organizations of all
sizes. A successful implementation is foundational to achieving strong productivity gains and
near term revenue benefits, and essential to realizing the fastest possible return on investment.

Synergis Software partners directly with you and is committed to your success from up front
planning through implementation, to training and ongoing support. Our experts have been making
clients successful since 1991. Based on nearly 1,000 successful deployments, we’ve created a
proven methodology designed to help you get up and running quickly while realizing immediate
and lasting benefits.

During the solution selection process, organizations invest tremendous time, resources and focus
on software features and capabilities. The selection process for evaluating the organization
responsible for making your implementation a successful business venture is equally important.
Which qualities in a solutions partner are most important to your company? Our clients tell us the
differences are expertise, focus, and a developer-direct relationship.

Expertise – With almost two decades experience creating, implementing and supporting
document management software, Synergis Software knows how too drive immediate and
measurable results from your document management investment.

Focus and Commitment - Clients choose Synergis Software because document management is
our entire focus. Our success depends completely on your success with Adept. Our commitment
could not be greater, and we won’t let you down.

Developer-Direct Relationship – With a mission critical application like document management,

there is no substitute for working directly with the developer of the software. We offer you
knowledge, resources and timely response unmatched by resellers of other products. Our track
record of successful multi-site, enterprise implementations is a tribute to our depth of expertise
and experience. And our centralized support organization works closely with our developers,
ensuring you get the answers you need and timely, relevant product updates.

472 California Road | Quakertown, PA 18951 | 215.529.9900 | www.synergis-adept.com

Manage CAD Files & Their Complex File Relationships

CAD users have unique document management requirements and require a specialized solution
designed to work with their CAD system. Adept has been integrated with AutoCAD-based
applications since 1991 and Autodesk Inventor since 2001. Adept has been a SolidWorks Gold
Certified PDM Partner since 2003 and is also tightly integrated with MicroStation. Adept is
designed to easily and effectively address the unique requirements of CAD users in the following
ways:

Find and Re-Use Existing Design Data – Adept’s full text and structured searching methods
allow CAD users to quickly find and re-use existing design data. Adept also provides the ability
to quickly and easily copy and rename complete designs including all related files. Attribute,
Property and Tag Linking – Attributes (AutoCAD), Properties (SolidWorks and Inventor) or Tags
(MicroStation) are automatically extracted into Adept, eliminating manual data entry and
ensuring this information can be utilized when searching for files and generating reports. Because
this link is bi-directional, authorized users can update one or many attributes, properties or tags
from within the Adept interface in single document or batch document mode, without opening the
drawing files in CAD.

File Relationship Management – Adept manages and tracks complex file relationships that exist
within AutoCAD, Inventor, SolidWorks and MicroStation files throughout each documents
lifecycle. As files are checked out, revised, routed through workflow, copied or moved, Adept
ensures all file relationships are intact. Adept displays these file relationships in an easy to
understand tree structure so you can see “where-used” and “composed of” information, and how
changes to one drawing or part may affect many others.

Application Integration – Many Adept features and capabilities are accessible from within your
AutoCAD, Inventor and SolidWorks application, helping design professionals be more efficient
while ensuring effective document management.

Visualization – Each license of Adept includes an integrated seat of Oracle’s AutoVue enterprise
visualization software, the premier solution for viewing, markup, compare and collaboration.
Adept provides native support for viewing of 2D and 3D AutoCAD, Inventor, SolidWorks, and
MicroStation files as well as office documents, raster documents, PDF, DWF and more.

472 California Road | Quakertown, PA 18951 | 215.529.9900 | www.synergis-adept.com

Bill of Material Automation – Manufacturing based CAD Users can automate the creation of an
Excel-based Bill of Material from within Adept. Users have several configuration options, can
output in either indented or flat formats, and can save settings for future use. SolidWorks and
Inventor users benefit from Adept's ability to track quantities of parts and assemblies. In
calculating quantities, Adept considers the Bill of Material status assigned within the CAD
application (e.g.: suppressed, excluded from BOM, BOM structure of Reference, etc.).
SolidWorks users can also choose to output configuration specific information.

Advanced Version Control - Version control is of critical importance, preventing CAD users
from working on an incorrect version, and preventing the wrong version from making it to the
shop floor, purchasing, or a building contractor. Adept’s version control capabilities go deeper for
CAD users when file relationships are used. When files with “parent/ child” relationships are
revised, Adept ensures related files are linked to the correct version of the revised file. You can
configure Adept so that a parent file will always reference the latest version of a child, or so that
it will remain fixed on the original version when appropriate.

In some CAD environments, it is important to track not only “major” versions, but also “minor”
versions. Minor versions are a series of edits that may occur by multiple users prior to the file’s
final approval. By tracking minor versions, you have the flexibility of prototyping multiple
versions of a design prior to checking one in to replace the original file.

Automate Workflow & Engineering Change Process

Our clients tell us their manual process of passing paper throughout the organization is time
consuming and prone to error. And they tell us it’s nearly impossible to facilitate, monitor and
measure any kind of process without an automated system to act as a traffic cop, routing
documents appropriately as required.

Adept’s seamlessly integrated workflow capabilities help companies automate simple or complex
business processes to improve organizational productivity and accuracy across the enterprise. The
intuitive interface allows you to quickly create, manage and re-use workflows that enhance
efficiency, improve quality, mitigate risk, and assist in regulatory compliance.

472 California Road | Quakertown, PA 18951 | 215.529.9900 | www.synergis-adept.com

SolidWorks Integration

Adept is a proven SolidWorks Certified Gold PDM solution designed for manufacturers of all
sizes that want an affordable system to streamline engineering design and change processes,
increase productivity, and reduce time to market. Adept delivers tight integration with
SolidWorks and AutoCAD-based design products for companies using a multi-CAD
environment. Adept is designed to easily and effectively address the unique requirements of
SolidWorks users in the following ways:

Find and Re-Use Existing Design Data – Adept’s full text and structured searching methods
allow CAD users to quickly find and re-use existing design data. Adept also provides the ability
to quickly and easily copy and rename complete designs including all related files.

Property Linking – Summary, custom, and configuration specific properties are automatically
extracted into Adept, eliminating manual data entry and ensuring this information can be
leveraged when searching for files or generating reports. Because this link is bi-directional,
authorized users can update one or many SolidWorks properties from within Adept in single
document or batch document mode, without opening the files or having SolidWorks installed on
their workstation.

File Relationship Management – Adept manages and tracks

complex relationships between SolidWorks assemblies,
assembly configurations, parts, part configurations, derived or split parts, common parts
(Toolbox), in-context parts and drawings. As SolidWorks files are checked out, revised, routed,
copied, moved, or renamed, Adept ensures all relationships remain intact. Adept displays these
file relationships in an easily-understandable tree structure so users can see “where-used” and
“composed of” information and understand the impact of a change.

Application Integration – Many Adept features and capabilities

are accessible from within SolidWorks, helping SolidWorks users
be more efficient while ensuring effective document management.
In addition to the Adept menu and toolbar inside SolidWorks,
Adept interacts seamlessly with SolidWorks commands such as
Edit Part, Open Part, Insert Component and Replace Component to
ensure proper version control and to enable secure, collaborative
design.

472 California Road | Quakertown, PA 18951 | 215.529.9900 | www.synergis-adept.com

A summary of Adept’s Integration with SolidWorks

• Easy, automated part, assembly, drawing version control

• Built-in relationship management for parts, assemblies, drawings, and configurations as
they are revised, copied, moved or renamed
• Bi-directional property linking of summary, custom and configuration specific properties
with Adept to ensure accurate information and eliminate manual data entry
• Seamless integration inside SolidWorks to help designers be more efficient while
ensuring proper version control and enabling secure, collaborative design
• Ability to automate the creation of bills of material
• Built-in enterprise visualization software enables view, print and markup of native
SolidWorks 2D and 3D files along with up to 450 additional formats Advanced, multi-user
markup capabilities
• 3D Explode - Drag a slide-bar to explode/implode an entire assembly or selected
parts/subassemblies
• Section models with user defined section planes for advanced visualization, and export
the section edges as a separate file
• Interference Checking: Users can verify spatial interference between any two or more
parts
• Provides precise measurements on all dimensions, including angles, arcs, circles, surface
area, and distance
• Measures the minimum distance between any two points on a model or part
• Calculates mass properties for the whole or part of the model, including center of gravity,
moments of inertia, inertia tensor and many more

472 California Road | Quakertown, PA 18951 | 215.529.9900 | www.synergis-adept.com

Enterprise Business System Integration

Adept’s open and flexible architecture and use of industry standard databases including Microsoft
SQL, Oracle and MySQL make it easy to integrate with enterprise business systems including
ERP, MRP and other enterprise document management systems. These business critical
integrations are accomplished in a variety of ways using different technologies, and the
appropriate method is determined based on each client’s specific requirements. Our staff has
integrated Adept using a variety of different strategies with dozens of different business systems.

Adept includes an Auto Data Exporter, which facilitates data sharing with other business systems.
The Auto Data Exporter is a configurable, event-based application, which exports Adept metadata
to a network location so it can be imported or consumed by other business systems. This tool
provides one of the easiest and commonly used methods to export data from Adept into other
systems.

Adept includes a full featured API that can be used to integrate Adept directly with other business
systems or applications.

Interoperability ensures data accuracy across business systems and eliminates redundant data
entry

Adept easily supports simple import/export of metadata across business systems

• Adepts API ensures Adept can be accessed from within other applications and can
make other applications accessible from within Adept as requirements demand
• Tailor Adept beyond out of the box capabilities to your specific requirements
• Customizable by our team or your programmers
• Customization Annual Maintenance available for projects developed by Synergis
Software
• Programmable in VB or C# . NET

Proven Integration Results

• ASCIM
• Avante (Epicore)
• Axapta
• Maximo
• MAPICS/Infor

472 California Road | Quakertown, PA 18951 | 215.529.9900 | www.synergis-adept.com

Document Vaulting

Adept provides single or multi-site companies with secure, controlled access to documents from
any connected location. Whether you require a centralized document vault or distributed vaults at
each location, Adept ensures your documents are secure and provides built in version control and
an audit trail for each document throughout its lifecycle.

Adept’s vaulting methodology is unique in that it provides the security and control you need
without encrypting or scrambling your folder structure or filenames, and without importing your
documents into the database itself. Our clients appreciate the fact that their proprietary, mission
critical corporate documents are accessible should they ever need to access them outside of Adept
or should they ever choose to move their information to another repository. Adept never holds
your data hostage. Our fundamental approach also streamlines performance, ease of
administration and backups when compared with systems that import documents into a database.

• Adept provides the document security you need without encrypting or scrambling your
files and folders, or placing them into a database
• Enable document access and ensure built-in version control, an automated approval
cycle, and an audit trail for each document throughout its lifecycle
• A single Adept installation provides centralized access to multiple document vaults
across your global network
• Eliminate the need for special or additional backup software or utilities since documents
remain vaulted in a network accessible location
• Save time and IT resources by minimizing database size (no bloat) and backup times
since managed documents are not placed in a database

472 California Road | Quakertown, PA 18951 | 215.529.9900 | www.synergis-adept.com

Granular Access Rights Control

Adept administrators have significantly greater control over user/group access

rights to documents than is offered by Windows. Users are placed into one or
more Groups and Groups are assigned access rights to collections of documents.
You have complete control over who can view, print, markup, copy, check
in/out, assign, edit protected metadata fields, create/edit file relationships,
approve, delete, move, rename and others.

With Adept, a Group may be given significant access rights to one collection of documents,
minimal rights to another, while having absolutely no access rights to another. Groups can be set
up according to your needs, and can be created based on department, discipline, project teams, or
criteria specific to your organization.

Adept offers flexibility in determining who administers and controls user access rights. Because
Adept provides user access to documents, and because Adept’s interface for controlling rights is
easy to use, IT staff is not required to manage these rights. Many clients have a document control
specialist, project manager or CAD Manager as the administrator for these tasks, as they may be
more appropriate to assign resources based on project workload and priority.

• IT support is not needed to manage and control document access in Adept

• Powerful and granular access rights provide additional capabilities beyond Windows’
access rights
• Enjoy flexible rights assignment across the enterprise

472 California Road | Quakertown, PA 18951 | 215.529.9900 | www.synergis-adept.com

Integration with Active Directory

Adept users can maintain a single login for both Adept and Windows, and administrators can
import and update Windows Active Directory user names and group information from within
Adept. Once user names and groups are imported, an Adept administrator can easily assign user
and group permissions to Adept Libraries.

There are three login authentication modes in Adept. Login modes are system-wide and are
managed in a tab of the Admin Options.

• Mode One: Adept Username and Password –Adept Usernames and Passwords are
independent from the Windows domain. A user types a Username and Password and they
are checked against the Adept database.
• Mode Two: Username and Password Authentication through Windows - A user types a
Username and Password and the server authenticates the Username and Password against
the Windows domain. Adept does not save users’ Windows Password and requires a user
to type them in for each log in session.
• Mode Three: Authenticated Login with Username Only - If a user has selected Auto
Login, Adept will try to authenticate the password during start up as long as the
workstation has already been logged on to the domain, and the user has entered a valid
Adept Username. If the Adept login matches the Windows login, Adept will not require a
password (similar to the way Outlook works).

472 California Road | Quakertown, PA 18951 | 215.529.9900 | www.synergis-adept.com

Why Adept

• Easy to implement and configure to your needs

• Easy to use Desktop and Explorer client
• Administration and maintenance requires minimal IT support
• Central database, distributed vaulting
• Unique vaulting provides security without encrypting your files/folders
• 3 Database choices – Microsoft SQL, MySQL and Oracle
• Integrates easily with other business systems
• Powerful, efficient legacy data import capabilities
• Solidworks Gold Certified PDM Partner since 2003 also integrated with AutoDesk,
MicroStation and Office products
• Unmatched visualization, markup, measure and compare support for 2D and 3D
CAD, plus support for hundreds of other formats
• Powerful, flexible workflow out of the box
• Robust API to customize Adept to your unique requirements
• Flexible data views

Reliability

Adept is a mission critical solution that serves as the gateway to your corporate documents and
drawings. It has been developed and fine-tuned over many years and is an extremely mature,
stable product. The architecture of the solution is designed to minimize any potential disruption
and ensure users always have access to the information they need, regardless of where they are in
the world.

Many clients have been using Adept since the early 1990’s and continue to rave about its
reliability and the value it provides their organization. The unlimited support included for all
clients with a Maintenance Agreement is easily accessible via telephone, email or the Web, and
the quality of support you receive from our Helpdesk staff will likely be the best you’ve ever
experienced.

472 California Road | Quakertown, PA 18951 | 215.529.9900 | www.synergis-adept.com