Synergy is a web-based receivables management platform tailored for commercial collections. It supports workflow management, case management, task management, and reporting across various billing channels. Synergy seamlessly blends automated and manual work to reduce costs and maximize collector coverage through its modular design and key pillars of queue building, case management, task management, and over 130 standard reports.

1. Synergy Workstation

2. • ERP Systems can require millions in initial investment, and
millions more in customization to come close to the
functional requirements necessary to establish best-in-class
processes
• Basic collection-specific functionality doesn’t exist in even
some of the more complete ERP platforms
• Key processes within the order-to-cash cycles are often in
competition for limited available capital investment
• Technology enables us to do more with less, due to the
efficiencies that are often available across departments

3. • Workflow Management
• Case Management
• Task Management
• Reporting
• Synergy is a web-based receivable management platform,
tailored to support collection activity specifically within the
commercial collections environment
• The system can be applied to a variety of billing channels
including:
• Transportation
• Distribution and Retail
• Progress and Installment Billing
• Leasing and Contractual
Billing
• Products and Services
• Synergy seamlessly blends automated and manual work
efforts to reduce collection costs and maximize collector
coverage
• Modular in design, Synergy is built upon four key pillars:

4. • Contains dozens of unique data elements upon which to
build customized, customer-specific collector work queues
and reports
• Takes a “multi-dimensional” approach to collections,
supporting workflow at the parent, account, invoice and/or
“case” level
• Facilitates workflow segmentation across multiple criteria
• Supports customizable Root Cause indicators and robust
Family Tree linkage
• Unparalleled reporting and querying capability
• Integrates with predictive dialing systems and automated
lettering programs

5. Workflow Management - a data-driven approach to
collections
• Through Synergy’s Queue Builder, create and implement
multiple collection strategies simultaneously targeting
areas
such as:
• Seasonal or fiscal cycles
• Quarterly or year-end clean up
• High value or newly-acquired
customers
• Segment portfolios based on risk, balance, geography, cred
exposure or criteria unique to your business
• Build portfolios at the account, invoice or dispute level addin
both depth and breadth to the collection effort
• Integrate audit tools to ensure accountability across the
collection function

6. Case Management - All line items are not alike!
• Dispute management is a critical, and often overlooked,
component of the collection process
• Using Synergy’s Case Management functionality, invoice-lev
disputes can be segregated and investigated separately, wh
collection of uncontested invoices continues unabated
• With Case-level reporting, track and monitor every Case dow
to the department and/or individual responsible for its
resolution (e.g., Tax Department, Sales, Customer Care, etc
• Synergy’s Root Cause Analysis categorizes and presents
common issues and reasons for non-payment, giving you
insight into upstream processes that may be affecting your
customers’ ability to pay

7. Task Management - Administrative tasks should
be an integral part of your workflow!
• Fulfilling a customer’s invoice or other documentation
request is often all that is standing between you and receipt
of payment
• With Synergy’s Task Management module, create work
queues specifically tailored to meet the demands of the bac
office
• With Task-level reporting, track and monitor administrative
tasks from assignment through to completion

8. Reporting - Business intelligence at your fingertips!
• Get real-time access to over 130 standard reports including:
• Synergy report data can be exported to Excel for additional
analysis and graphical display
• Aging
• Credits and Offsets
• Case-Level Disputes
• Root Cause Analysis
• Days Dispute Outstanding
• Queue-Level Aging
• Agent Activity

9. “My Over 60 continues to grow, but
I don’t know why!”
“My workflow consists entirely of
Excel worksheets, making
workflow planning a nightmare!”
“Preparing an Aging Report can be
a nightmare!”
“I struggle to get the data I need to
comply with my state’s
escheatment requirements
Root Cause reporting can pinpoint
where your Over 60 resides
Synergy’s Queue Builder can build,
manage and monitor work queues
customized to your agent’s skill sets
With Synergy, preparing an Aging
Report is as simple as “Point and
Click”
Build Escheatment strategies easily
using Queue Builder and Synergy’s
Credits and Offset reports

10. Synergy Workstation

11. • ERP Systems can require millions in initial investment, and
millions more in customization to come close to the
functional requirements necessary to establish best-in-class
processes
• Basic collection-specific functionality doesn’t exist in even
some of the more complete ERP platforms
• Key processes within the order-to-cash cycles are often in
competition for limited available capital investment
• Technology enables us to do more with less, due to the
efficiencies that are often available across departments

12. • Workflow Management
• Case Management
• Task Management
• Reporting
• Synergy is a web-based receivable management platform,
tailored to support collection activity specifically within the
commercial collections environment
• The system can be applied to a variety of billing channels
including:
• Transportation
• Distribution and Retail
• Progress and Installment Billing
• Leasing and Contractual
Billing
• Products and Services
• Synergy seamlessly blends automated and manual work
efforts to reduce collection costs and maximize collector
coverage
• Modular in design, Synergy is built upon four key pillars:

13. • Contains dozens of unique data elements upon which to
build customized, customer-specific collector work queues
and reports
• Takes a “multi-dimensional” approach to collections,
supporting workflow at the parent, account, invoice and/or
“case” level
• Facilitates workflow segmentation across multiple criteria
• Supports customizable Root Cause indicators and robust
Family Tree linkage
• Unparalleled reporting and querying capability
• Integrates with predictive dialing systems and automated
lettering programs

14. Workflow Management - a data-driven approach to
collections
• Through Synergy’s Queue Builder, create and implement
multiple collection strategies simultaneously targeting
areas
such as:
• Seasonal or fiscal cycles
• Quarterly or year-end clean up
• High value or newly-acquired
customers
• Segment portfolios based on risk, balance, geography, cred
exposure or criteria unique to your business
• Build portfolios at the account, invoice or dispute level addin
both depth and breadth to the collection effort
• Integrate audit tools to ensure accountability across the
collection function

15. Case Management - All line items are not alike!
• Dispute management is a critical, and often overlooked,
component of the collection process
• Using Synergy’s Case Management functionality, invoice-lev
disputes can be segregated and investigated separately, wh
collection of uncontested invoices continues unabated
• With Case-level reporting, track and monitor every Case dow
to the department and/or individual responsible for its
resolution (e.g., Tax Department, Sales, Customer Care, etc
• Synergy’s Root Cause Analysis categorizes and presents
common issues and reasons for non-payment, giving you
insight into upstream processes that may be affecting your
customers’ ability to pay

16. Task Management - Administrative tasks should
be an integral part of your workflow!
• Fulfilling a customer’s invoice or other documentation
request is often all that is standing between you and receipt
of payment
• With Synergy’s Task Management module, create work
queues specifically tailored to meet the demands of the bac
office
• With Task-level reporting, track and monitor administrative
tasks from assignment through to completion

17. Reporting - Business intelligence at your fingertips!
• Get real-time access to over 130 standard reports including:
• Synergy report data can be exported to Excel for additional
analysis and graphical display
• Aging
• Credits and Offsets
• Case-Level Disputes
• Root Cause Analysis
• Days Dispute Outstanding
• Queue-Level Aging
• Agent Activity

18. “My Over 60 continues to grow, but
I don’t know why!”
“My workflow consists entirely of
Excel worksheets, making
workflow planning a nightmare!”
“Preparing an Aging Report can be
a nightmare!”
“I struggle to get the data I need to
comply with my state’s
escheatment requirements”
Root Cause reporting can pinpoint
where your Over 60 resides
Synergy’s Queue Builder can build,
manage and monitor work queues
customized to your agent’s skill sets
With Synergy, preparing an Aging
Report is as simple as “Point and
Click”
Build Escheatment strategies easily
using Queue Builder and Synergy’s
Credits and Offset reports