Product Consulting services are designed to help you understand the latest features and functionality available to you while empowering you to get more out of the Synergy processes you may already be using. Our experienced product experts will work with you to analyze your current system, understand your current usage as well as future needs, and provide recommendations for improvement.


New Feature Review

See the latest Synergy features and enhancements and discover how they can address your district’s current needs and objectives. This review is designed for established client districts wishing to stay current with new product developments in order to maximize their use of Synergy.

Training in Underutilized Processes

Often, it’s the more technical processes within Synergy, and the ones that offer the greatest advantages to your district, that are not used to their full potential. Learn to harness the full power of Synergy to optimize system functionality and business processes while improving student outcomes. Learn how to use:

  • Custom Screens - Learn to add user-defined fields and tabs to existing system screens or create entirely new screens based upon your specific needs.
  • Workflows - Formalize processes you’re already following in your district and guide staff step-by-step through procedures that need to be followed correctly, such as documenting discipline issues and mass scheduling students.
  • Dashboards - Become comfortable with using Dashboard Widgets to present high-level, mission-critical data to users on their Synergy home page.
  • Rules Engine - Discover how to use the Rules Engine to develop effective data validation procedures that ensure that your district data is accurate and consistent.
  • Queries & Reports - Learn how to build queries in order to analyze data and report on your district’s progress toward goals. Become comfortable with advanced reporting features including Mail Merge, embedded SIREN reports, interactive Admin reports, and powerful SSRS reports with drill-down and charting capability. Learn to schedule predefined or custom reports to provide deeper real-time insights without the need to create reports from scratch.
  • Special Education Translation (for Synergy SE) - Learn to use Synergy SE’s built-in translation engine and say goodbye to using spreadsheets or word processing documents to manage your translations. After this training, you will be able to automatically translate documents such as IEPs, Evaluation Reports, Meeting Notices, Prior Written Notices, Parent Permissions, and Behavior Intervention Plans into dozens of supported languages.
  • Gradebook Setup Review - If it’s been a while since your Gradebook was configured, Gradebook Setup Review can help you validate the original setup (pre-defined assignments, category weighting settings, etc.) and ensure that your setup is optimized to meet the needs of your teachers today in the future.

LMS Optimization Consulting

  • Gradebook Setup Review - Gradebook Setup Review helps you validate the original setup (pre-defined assignments, category weighting settings, etc.) and ensure that it’s optimized to meet your teachers’ needs. Our process includes recommendations for optimization and expansion and any related training, testing, and deployment.
  • Curriculum & Assessment Setup Review - Curriculum & Assessment Setup Review ensures optimum use of your Synergy LMS and Synergy Assessment modules. Our process includes a configuration and application setup review, recommendations for optimization and expansion, and any related training, testing, and deployments.