Connect your environment
Build around Microsoft 365, Teams, SharePoint, and your business systems, with integrations scoped to your needs.
SYNERGY
Better processes.
Stronger business.
Built together.
Turn disconnected tasks into connected business processes. We bring the business understanding, delivery expertise, and ongoing support. WEBCON brings the platform to make it happen.
From your first workflow to your next opportunity.
ONE PLATFORM. A SHARED DIRECTION.
Your people, processes, and systems.
Working better, together.
01 Start with a business need
02 Build on a shared platform
03 Keep improving together
THE PLATFORM + THE PARTNER
The technology is powerful.
How you apply it matters.
WEBCON is a low-code platform for building and managing business applications. Forms, workflows, documents, data, and reporting come together to help work move across departments.
SYNERGY turns that capability into solutions designed around your organization. We connect the technology to the way your people work, then help you adapt it as your needs change.
Why we work with WEBCONKeep work visible
Give people a clear view of responsibilities, progress, decisions, and the history behind each process.
Make room for change
Use WEBCON’s InstantChange™ technology to evolve applications as requirements develop, with changes reviewed and tested.
END-TO-END AUTOMATION
One process today.
A connected business tomorrow.
A focused first application can become the foundation for a much broader change. WEBCON brings people, data, documents, and systems into one managed process, then lets you build on that foundation.
Put a working idea in front of people.
A collaborative workshop turns a business problem into a prototype. Test the steps with process owners, surface exceptions early, and shape a useful first release around what you learn.
Keep improving as work changes.
WEBCON’s InstantChange™ technology can apply process changes to running instances, including work already underway. SYNERGY helps you assess the impact, test the change, and manage its release.
Build on a shared foundation.
New applications use the same platform for data, permissions, audit history, and process management. Connect purchasing to supplier onboarding, or employee onboarding to equipment requests.
Grow around your business priorities.
Use real feedback, cycle times, and bottlenecks to decide what comes next. Department by department, build a connected set of applications with shared standards and clear ownership.
The whole process, including the exceptions.
Automation needs to handle the decisions, handoffs, and waiting periods that happen in real work.
- Human input: forms, judgment, approvals, and exception handling.
- Process orchestration: coordinate people, systems, and data through workflows that can run from days to years.
- AI in the flow: add document understanding and assistance at the steps where they help.
- System integration: plan connections to Microsoft 365, SAP, Salesforce, and other business systems.
- Visibility and control: use process reporting, process mining, and audit history to understand and improve performance.
How SYNERGY helps
We identify a worthwhile starting point, deliver it with your team, and use the results to guide an achievable roadmap. Your people gain knowledge and confidence as the platform grows.
WHAT WE CAN BUILD TOGETHER
Less chasing.
More progress.
Start where the friction is. We design the forms, routing, business rules, integrations, and reporting that turn a recurring headache into a repeatable process.
01 / FINANCEInvoice & purchase approvals
Connect purchase requisitions, invoice and budget approvals, expense claims, and supporting documents. Route by value, department, or exception, and connect with finance systems where needed.
THE OPPORTUNITYClearer ownership. Fewer approval bottlenecks.
02 / PEOPLEEmployee onboarding & changes
Coordinate HR, managers, IT, and facilities from hiring to departure. Extend the approach to time-off and travel requests, performance reviews, training, and equipment records.
THE OPPORTUNITYA consistent experience across every handoff.
03 / COMMERCIALContracts & document lifecycles
Manage contract intake, reviews, approvals, and renewals alongside NDAs, policies, and other legal workflows. Connect document generation and electronic signatures where required, with a traceable decision history.
THE OPPORTUNITYVisibility from the first request to renewal.
04 / OPERATIONSRequests & cross-team work
Coordinate internal requests, document control, service desks, risk registers, and fleet-related tasks. Give everyday work structured intake, assigned owners, deadlines, and escalation paths.
THE OPPORTUNITYPeople know what happens next, and who owns it.
05 / GOVERNANCECompliance & audit tracking
Coordinate policy reviews, evidence collection, exceptions, and corrective actions. Capture the records your reviewers need, with access aligned to responsibilities.
THE OPPORTUNITYMore consistent processes and easier review.
06 / CUSTOMERSCustomer & supplier onboarding
Connect information gathering, internal checks, approvals, and handoffs to delivery teams. Bring the right data into your CRM, ERP, or other systems through planned integrations.
THE OPPORTUNITYA smoother start to every new relationship.
Extend the same approach into your industry.
Manufacturing
Production order routing, quality checks, corrective and preventive actions, supplier audits, maintenance, and product changes.
Construction
Project workflows, subcontractor management, site documents, tenders, permits, approvals, and defect tracking.
Financial services
Application intake, customer onboarding and KYC checks, review and approval workflows, complaints, and regulatory reporting preparation.
These are starting points. Your processes, rules, and priorities shape the solution.
WHERE DATA AND PROCESSES MEET AI
Make AI part of
the way work gets done.
Useful AI starts with a business process and the information behind it. WEBCON brings those together so assistance can reach the people doing the work.
- A stronger data foundation. Processes collect, validate, and update information, helping keep it complete, consistent, accurate, and current.
- Controlled access to assistance. Give employees approved AI tools within their applications, with defined permissions and responsibilities.
- Connected automation. Combine workflow rules, AI capabilities, and human review to move an entire process forward.
SYNERGY connects the use case to the controls.
We work through data quality, access, model selection, service configuration, cost, and review points with your team. Available capabilities depend on the WEBCON version, configuration, and AI services selected.
FOUR PRINCIPLES FOR PRACTICAL AI
Useful. In context. Governed. Measurable.
Inside the workflow
Embed assistance in the applications people already use to register invoices, review documents, and resolve cases. One configured automation can support everyone using that process.
Grounded in your data
Use structured process information, relevant documents, and case history to give AI the context for the task. The quality of that information shapes the usefulness of the result.
Governed by design
Agree which models are used, what data they can access, where processing happens, and who reviews outputs. Manage usage scope and token costs while reducing reliance on unapproved tools.
Measured against outcomes
Track handling time, manual effort, accuracy, and exceptions alongside AI consumption. Use evidence to decide which automations to expand, refine, or retire.
Support the people who build, use, and manage the platform.
Process owners and analysts
Use AI-assisted prototyping in Designer Desk to turn ideas into working examples that business and IT can refine together.
Everyday users
Personal AI assistance can help people find information, understand documents, and complete tasks within their business applications.
Power users and IT teams
Configure AI agents and assisted automation under shared access, usage, and cost controls. SYNERGY helps your team build the skills to manage them.
AI IN ACTION
Practical help across your organization.
Apply document understanding, content creation and validation, form assistance, data analysis, and case recommendations to specific business needs.
Register invoices and expenses
Extract invoice headers and line items, prefill forms from receipts or images, suggest cost allocations, and flag unusual amounts or possible duplicates for review. Apply the same approach to travel expenses.
Understand and compare contracts
Summarize terms, compare documents with templates, and highlight deviations or preliminary risk indicators. Ask questions in plain language and transcribe review notes to help reviewers prepare their decisions.
Route incoming correspondence
Classify and index documents, identify senders and urgency, recognize the language, and route work to the right team. Translate or validate content when the process calls for it.
Spot issues and guide investigation
Compare measurements against tolerances, surface batch trends and anomalies, and support review of photographic evidence. Suggest possible root causes and corrective actions using available history.
Help people resolve cases
Suggest solutions from a knowledge base, draft and refine responses, and summarize a case’s progress. Sentiment analysis can help teams prioritize complaints that need attention.
Simplify intake and follow-up
Assist with self-service order entry, support initial business-partner research, and prepare status updates from process data. Route findings and exceptions to the people responsible for review.
ONE CONNECTED PROCESS
A complaint, from first contact to resolution.
WEBCON’s complaint-management example brings several AI capabilities into one workflow. SYNERGY can adapt this pattern around your customer commitments and approval rules.
Register and categorize
Capture the request and supporting documents. AI can summarize, classify, and assess sentiment to help route the complaint.
Analyze and investigate
AI can surface relevant history and suggest corrective actions. The case owner checks the evidence and decides what action is appropriate.
Prepare the response
AI can draft a response using the case context. A responsible team member reviews and approves it before it is sent.
Plan preventive action
Use the findings to propose improvements, assign owners, and secure approval for measures intended to prevent the problem recurring.
Close and learn
Record the resolution and decision history. Review outcomes and recurring issues to improve the process over time.
People remain accountable.
We define where AI may assist, when a person must approve, and how exceptions are escalated. The workflow keeps those responsibilities and decisions visible.
Start with a measurable opportunity.
SYNERGY helps select a suitable process, validate the data and AI outputs, enable your team, and review results after launch. As connected processes accumulate useful data, we can assess where further AI assistance makes sense.
YOUR JOURNEY WITH SYNERGY
Start focused.
Build for what’s next.
You bring the business knowledge. We bring the experience to turn it into a working solution. Together, we create a clear path from the first conversation to continuous improvement.
FIRST, UNDERSTAND THE WORK
Find the right place to start.
We work with process owners and your IT team to understand the current workflow, where it stalls, and what a better outcome would look like.
Choose a focused first process with a clear owner and a meaningful business benefit.
What we work through together
- Current steps, handoffs, pain points, and exceptions
- Business priorities and practical measures of success
- Your systems, data, and environment requirements
- An initial scope and prioritized opportunity list
YOU LEAVE WITHA shared direction and a sensible first step.
SHAPE THE SOLUTION
Make the process work for your people.
We map the future workflow, agree how decisions are made, and shape an experience that business users can understand and use.
Architecture, access, integrations, and deployment choices are considered alongside the business process.
What we work through together
- Forms, roles, routing, and business rules
- Exception handling and approval responsibilities
- Cloud or on-premises setup, security, and integration design
- Agreed acceptance criteria and delivery priorities
YOU LEAVE WITHAn agreed design and a practical delivery plan.
BRING IT TO LIFE
See progress. Give feedback. Refine.
We configure the WEBCON application and build the agreed connections to your systems. Regular reviews keep the solution aligned with what your teams need.
We test real scenarios, including the exceptions, so the whole process holds together.
What we work through together
- Working forms, workflows, and reports
- Data mapping and agreed system integrations
- Business-user reviews and iterative refinement
- End-to-end testing and issue resolution
YOU LEAVE WITHA working solution ready for business validation.
MAKE THE CHANGE STICK
Launch with your team behind it.
We guide user acceptance, prepare the rollout, and help people understand their new way of working.
Training, documentation, and an agreed transition to support help the application become part of everyday operations.
What we work through together
- User acceptance testing and sign-off
- Role-based training and administrator handover
- Production deployment and early-life support
- A clear route for questions and issue reporting
YOU LEAVE WITHA live process, prepared users, and a support plan.
KEEP MOVING FORWARD
Turn the first success into lasting value.
We stay involved as your processes, people, and priorities change. Resolve issues, refine what is live, and decide what to tackle next.
The next workflow builds on what we have learned together, with shared standards that help keep growth manageable.
What we work through together
- Application support and agreed maintenance
- Feedback, adoption, and process-performance reviews
- A prioritized backlog of enhancements
- New workflows, integrations, and team enablement
YOU LEAVE WITHA supported platform and an evolving roadmap.
One shared roadmap. Regular conversations. Clear decisions at each stage.
More about implementationA PARTNER BEYOND THE PROJECT
Go-live is a milestone.
The partnership continues.
Your business keeps changing. Your applications should keep up. SYNERGY can support what is live while helping you build what comes next.
Talk about ongoing supportKeep the platform working
Application troubleshooting, issue resolution, and agreed platform maintenance, including coordination with WEBCON when needed.
Improve the everyday experience
Refine forms, approvals, reports, and integrations using feedback from the people who rely on them.
Expand with a plan
Prioritize the next processes and departments, using shared patterns and governance to keep applications connected.
Build your team’s capability
Develop administrator and process-owner confidence through knowledge transfer, coaching, and collaborative delivery.
A working relationship that fits your team.
We can lead delivery or work alongside your internal resources. Support coverage, maintenance responsibilities, and enhancement work are agreed around your environment and priorities.
IDEAS FOR YOUR NEXT STEP
A little perspective.
A clearer path forward.
PLATFORM STRATEGY
How to Choose the Right Workflow Platform
Think about the value of the platform after the first workflow goes live.
Read the article IMPLEMENTATIONWhat to Expect During a WEBCON Implementation
A closer look at planning, integration, adoption, and the road ahead.
Read the article CONTINUOUS IMPROVEMENTThe Cost of Workflow Sprawl
Why individual automations need a shared process management strategy.
Read the articleKeep the original WEBCON guides for reference.
Download the source guides for the automation approach, AI principles, and examples explored above.
LET’S FIND YOUR STARTING POINT
What’s the one process
you’d like to work better?
Bring us the bottleneck, the spreadsheet, or the approval chain.
We’ll help you explore what comes next.