Case Study: Webb Yates Engineers gains better visibility, flexibility and scalability with Synergist

30-person consultancy reports shift in client demands

Webb Yates Engineers, an award-winning structural and civil design consultancy, faced challenges with changing client demands that required leaner operations and more efficient processes. Their previous system had severe limitations, including poor reporting, double data entry, and a lack of integration with accounting software. To address this, they sought a comprehensive, on-premises solution and chose the agency management system from Synergist.

Synergist provided a flexible and integrated system that worked in tandem with Webb Yates's workflow, consolidating all project, client, and financial data into one place. The solution improved visibility for strategic bidding and planning, streamlined invoicing, and offered useful features like custom fields and a mobile app for timesheets. The team reported significant time savings, better organization, and the ability to quickly access all project information, which helped them stay on top of their workload and drive the business forward.

Webb Yates Engineers

Andy Yates

Director