Synergis Software
Synergis Software develops the Adept engineering document management platform — both on-premise and cloud — for asset-intensive industries including manufacturing, utilities, oil & gas, chemicals, life sciences, and mining, serving 1,000+ organizations and 250,000+ professionals across 35 countries.
- Company typePrivate
- Founded1991
- HeadquartersQuakertown, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Synergis Software does
Synergis Technologies, LLC (operating as Synergis Software) is a privately held, US-based software company founded approximately 1991 and headquartered in Quakertown, Pennsylvania. The company develops the Adept engineering document management platform, which serves asset-intensive industries — manufacturing, utilities, oil & gas, chemicals, pharmaceuticals, and mining — by acting as the engineering system of record across the full asset lifecycle. Its installed base spans 1,000+ organizations across 35 countries, managing $300B+ in digital assets and serving more than 250,000 professionals, with named customers including Dow Chemical, Con Edison, Merck, NASA, Disney, General Mills, Amazon, Rio Tinto, Eversource, Thermo Fisher Scientific, Nucor, and Buzzi Unicem.
The product portfolio comprises two core platforms — Adept (on-premise, deployed on customer infrastructure) and Adept Cloud (a cloud-native SaaS platform on AWS launched May 2026) — both delivering centralized document control, CAD integrations with AutoCAD, Autodesk Inventor, SOLIDWORKS, and MicroStation, version control, multi-step approval workflows, transmittal automation, 2D/3D visualization, and enterprise-grade security (AES-256, TLS, SSO via Okta/Microsoft Entra ID/PingFederate). The platform is extended by four add-on modules: Adept AI (embedded knowledge retrieval and generative AI for engineering documents), Adept Catalyst (governed collaboration gateway between Adept and Microsoft SharePoint), Adept Integrator (100+ pre-built connectors to SAP, Oracle, Maximo, Salesforce, Esri, Dynamics, IBM, Sage), and Adept PublishWave (automated PDF/TIFF publishing from CAD and Office files).
Synergis monetizes through a mix of recurring subscriptions and professional services. Adept Cloud is offered at three publicly disclosed tiers — Essentials ($1,400/month), Professional ($3,300/month), and Enterprise ($5,500/month) — all billed annually with unlimited users. On-premise Adept is licensed per named user by role ($12–$82/user/month), with PublishWave ($355/location/month) and Integrator (starting $1,500/month) as recurring add-ons. Professional services include a fixed-price EasyStart implementation ($11,995) and personalized migration plans. Go-to-market is predominantly direct, combining enterprise field sales with inside sales, supported by an annual Adept Experience customer conference, gated eBooks co-developed with Frost & Sullivan, a self-serve website evaluation path (demo center, on-demand webinars), and a strong G2 review presence (192 verified reviews, 95% four-or-five-star, NPS of 77). Leadership comprises CEO and Managing Manager David B. Sharp III and President Kristen Tomasic (appointed 2018), and the company has not disclosed any external funding rounds.
Synergis Software firmographics
Firmographics- Name
- Synergis Software
- Legal name
- Synergis Technologies, LLC
- Website
- https://synergissoftware.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Synergis Software develops the Adept engineering document management platform — both on-premise and cloud — for asset-intensive industries including manufacturing, utilities, oil & gas, chemicals, life sciences, and mining, serving 1,000+ organizations and 250,000+ professionals across 35 countries.
- Ownership category
- akta.pro rank
Synergis Software industry classification
Industry- Product category
- Engineering Document Management Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- IT Workflow Automation & Orchestration Platforms (HDAEALAF)
- akta.pro secondary industries
- Managed Application Platforms (App PaaS & Runtime Services) (HDABAAAD), AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)
Keywords
Where Synergis Software is headquartered
LocationHeadquarters
- HQ city
- Quakertown
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Synergis Software business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Adept Cloud SaaS Subscriptions: Fully managed cloud-native SaaS engineering document management platform, licensed by organization (not per-seat) with unlimited users included in all plans. Offered at three tiers: Essentials ($1,400/month), Professional ($3,300/month), and Enterprise ($5,500/month), all billed annually. Revenue is recurring subscription-based with land-and-expand potential as organizations add more business units or users at no incremental cost.
- Adept On-Premise Licenses: On-premise engineering document management platform licensed per user by role (Explorer, Reviewer, Creator, Desktop) as either named or concurrent licenses. Named licenses: Explorer $12/user/month, Reviewer $25/user/month, Creator $68/user/month, Desktop $82/user/month, all billed annually. Offers upsell from entry-tier to full Desktop CAD integration licenses.
- Adept PublishWave Add-On: Automated PDF/TIFF publishing add-on for Adept. Priced at $355/month per company location (billed annually = $4,260/year). Requires an Adept on-premise license. Recurring subscription add-on that expands the platform's value.
- Adept Integrator Add-On: Enterprise integration bundle starting at $1,500/month ($18,000/year), including Adept Connector plus one other connector of choice, plus setup in production and sandbox environments. Additional connectors at $500/month, Integrator Studio at $450/month. Recurring subscription with upsell to additional connectors and studio capabilities.
- Professional Services & Onboarding: Personalized implementation and onboarding services delivered by experienced teams including solution architects, project managers, application consultants, data migration specialists, and custom development. Adept EasyStart fixed-price plan at $11,995; personalized plans priced based on scope. Services include assessment, data migration, administrator training, user training, and configuration.
- Adept Success Plans: Three tiers of ongoing support and success plans: Silver (free with subscription), Gold ($700/month billed annually), and Platinum ($1,000/month billed annually). Each tier includes expanded helpdesk hours, system upgrades, training, conference passes, and technical resources. Recurring subscription revenue with high retention value.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Adept Cloud Essentials — Foundational cloud document management for asset-intensive organizations |
| Subscription | Annual | Adept Cloud Professional — Comprehensive document management with greater scale and deeper configurability |
| Subscription | Annual | Adept Cloud Enterprise — Unlimited scale, maximum configurability, and highest-level support |
| Subscription | Annual | Adept On-Premise — Explorer License (read-only web access) |
| Subscription | Annual | Adept On-Premise — Reviewer License (workflow participation and metadata editing) |
| Subscription | Annual | Adept On-Premise — Creator License (document creation and modification) |
| Subscription | Annual | Adept On-Premise — Desktop License (full CAD integrations and administration) |
| Subscription | Annual | Adept PublishWave — Automated PDF/TIFF publishing |
| Subscription | Annual | Adept Integrator — Enterprise integration bundle |
| Other | Multi-year contract | Adept EasyStart — Fixed-price onboarding implementation |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels11 records
Synergis Software product offering
Product offeringCore offering
Synergis Software develops and sells the Adept engineering document management platform, delivered as Adept Cloud (cloud-native SaaS on AWS) and Adept (on-premise EDMS). The platform provides centralized document control, CAD integrations with AutoCAD, Inventor, SOLIDWORKS, and MicroStation, version control, workflow automation, transmittal automation, 2D/3D visualization and markup, and enterprise system integrations for asset-intensive industries. The offering is extended by optional add-on modules: Adept AI, Adept Catalyst, Adept Integrator, and Adept PublishWave.
Product overview
Synergis Software offers the Adept suite of engineering document management solutions, which consists of two core platform products — Adept Cloud (cloud-native SaaS) and Adept (on-premise) — that deliver the same core capabilities including CAD integrations, version control, workflow automation, and visualization. The portfolio is extended by add-on modules: Adept AI (embedded AI intelligence layer within Adept Cloud for surfacing and extracting value from engineering data), Adept Catalyst (governed SharePoint collaboration gateway), Adept Integrator (enterprise application integration with 100+ pre-built connectors), and Adept PublishWave (automated PDF publishing). Both Adept Cloud and Adept serve asset-intensive industries (manufacturing, utilities, oil & gas, chemicals, pharmaceuticals, mining) across the full asset lifecycle.
Differentiator
Problem solved
Functional benefit
Brands
- Adept: Award-winning engineering document management platform for asset-intensive industries including manufacturing, utilities, oil and gas, chemicals, pharmaceuticals, and mining. Delivers centralized document control, version management, CAD integration, workflow automation, and enterprise-grade security.
- Adept Cloud
- Adept AI
- Adept Catalyst
- Adept PublishWave
- Adept Integrator
Products and services
- Adept Cloud A cloud-native, browser-based SaaS engineering document management platform designed for asset-intensive industries (manufacturing, utilities, oil & gas, chemicals, pharmaceuticals, mining). Provides centralized document control, version management, CAD integration, workflow automation, visualization, and enterprise-grade security as a fully managed SaaS hosted on AWS, with unlimited users and no per-seat costs across Essentials ($1,400/month), Professional ($3,300/month), and Enterprise ($5,500/month) tiers, all billed annually with a 99.5% uptime SLA.
- Adept (On-Premise) An on-premise engineering document management system (EDMS) for industrial organizations in manufacturing, utilities, oil & gas, chemicals, pharmaceuticals, and mining. Deployed on the customer's own servers, providing full CAD integrations (AutoCAD, Autodesk Inventor, SOLIDWORKS, MicroStation), version control, workflow automation, visualization, transmittals, mobile and offline field access, and enterprise-grade security with full IT control over configuration, administration, and data residency. Licensed per named or concurrent user by role (Explorer, Reviewer, Creator, Desktop).
- Adept Catalyst A governed collaboration gateway enabling controlled document exchange between Adept and Microsoft SharePoint. Allows contractors to collaborate in SharePoint without VPN or Adept access while Adept maintains version control, approval workflows, and complete audit trails for all outbound and inbound documents.
- Adept Integrator An out-of-the-box integration platform connecting enterprise applications through over 100 pre-built connectors (SAP, Oracle, IBM Maximo, Microsoft Dynamics 365, Salesforce, Esri, SharePoint, Sage, Infor, Oracle Primavera, and more) using code-free, drag-and-drop configuration with a visual data mapper. Supports cloud, on-premise, and hybrid deployments on an enterprise-grade In-Memory Data Grid architecture.
- Adept PublishWave An automated PDF/TIFF publishing add-on for Adept that generates high-fidelity outputs from CAD and Office files (AutoCAD, MicroStation, SOLIDWORKS, Autodesk Inventor, Word, Excel) triggered on check-in, final approval, or on demand. Runs on a separate server to avoid tying up user workstations, supports watermarks and PDF password protection, and publishes to Adept, network folders, or FTP. Priced at $355 per company location per month, billed annually. Requires Adept on-premise license.
- Adept EasyStart Onboarding A fixed-price remote onboarding implementation service for Adept, delivered by solution architects, project managers, application consultants, data migration specialists, and custom development resources. Includes assessment, data migration, administrator and user training, and configuration. Fixed price of $11,995, with personalized plans priced based on scope.
- Adept Success Plans Three tiers of ongoing support and customer success services: Silver (included with subscription), Gold ($700/month billed annually), and Platinum ($1,000/month billed annually). Each tier includes progressively expanded helpdesk hours, system upgrades, training, conference passes, and technical resources.
Quantifiable outcome
- 95% of verified G2 reviews rate Synergis Adept four or five stars (192 verified reviews)
- +6 more outcomes
Companies that use Synergis Software
Customer profileNamed customers20 records
Segments11 records
Ideal customer profiles6 records
Synergis Software technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration20 records
AI capability3 records
Feature10 records
Synergis Software partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered core and minor.
- SAPcoreSAP is a core integration partner of Synergis Adept. The Adept Integrator product includes a certified SAP connector as part of its standard connector library, enabling bidirectional data flows between SAP ERP systems and the Adept engineering document management platform. Organizations can automate data synchronization and business processes spanning both engineering and enterprise business systems.
- OraclecoreOracle is a core integration partner. Adept Integrator includes a certified Oracle connector enabling organizations to connect Oracle ERP and business systems with engineering document management workflows. Supports bidirectional data flows and automated business processes.
- MicrosoftcoreMicrosoft integrations include Microsoft Dynamics 365, Microsoft SharePoint (via Adept Catalyst), and Microsoft Entra ID (for SSO authentication in Adept Cloud). Adept Catalyst is a governed collaboration gateway enabling contractors to work in SharePoint while Adept maintains version control and audit trails. Microsoft Entra ID, Okta, and PingFederate support SSO for enterprise identity management.
- IBMcoreIBM is a listed integration partner with Adept Integrator offering a certified IBM connector. Organizations can integrate IBM Maximo (enterprise asset management) and other IBM systems with Adept for synchronized engineering and maintenance workflows.
- AutodeskcoreAutodesk is a critical technology partnership. Adept provides deep integrations with AutoCAD (native integration running inside AutoCAD), Autodesk Inventor (full PDM capabilities inside Inventor), AutoCAD Electrical, and MicroStation. Adept manages files, relationships, and metadata alongside these applications. Synergis Engineering Design Solutions (an affiliated company) holds Autodesk Platinum Partner status — the highest level of Autodesk certification.
- EsricoreEsri is a core integration partner through Adept Integrator's certified GIS connector. Enables integration between Adept engineering document management and Esri GIS systems, supporting geographic information workflows in asset-intensive industries such as utilities, mining, and oil & gas.
- SalesforcecoreSalesforce is a core integration partner through Adept Integrator's certified Salesforce connector. Enables organizations to connect customer relationship management and sales processes with engineering document management workflows.
- Amazon Web Services (AWS)coreAdept Cloud is deployed on Amazon AWS as the cloud infrastructure provider. AWS provides the hosting, compute, storage, and network infrastructure for the fully managed SaaS platform. Automated vulnerability scanning and AWS-native security features are part of Adept Cloud's security posture.
- SOLIDWORKS (Dassault Systèmes)coreAdept manages SOLIDWORKS files, relationships, and metadata alongside the SOLIDWORKS application, providing full version control, file relationship tracking, and attribute extraction. A next-generation SOLIDWORKS integration was announced at Adept Experience 2026 (May 2026), representing an upgraded and enhanced integration capability.
- Frost & SullivanminorFrost & Sullivan recognized Synergis Software with the 2018 Global Customer Service Leadership Award in Engineering Information Management. Frost & Sullivan has also co-authored content with Synergis, including the eBook 'Bringing Order to the Chaos of Capital Projects' which positions Synergis Adept as a reference EIM platform in Frost & Sullivan's market analysis.
- IPS (Integrated Project Services)minorIPS is a life sciences engineering and project management firm that co-presents webinars with Synergis on engineering document management for simplified compliance and validation in life sciences. The collaboration positions Adept within IPS's regulated industry project delivery methodology.
- G2minorG2 is a business software review platform where Synergis Adept maintains 192 verified customer reviews with a 95% four- and five-star rating, ranking No. 37 among CAD & PLM products and top in the Engineering Document Management category. G2 awards serve as a primary marketing and social proof mechanism.
- Autodesk Partner Alliance CouncilminorSynergis leadership (Kristen Tomasic, President) served on the Autodesk Partner Alliance Council — a select group of Autodesk Partner principals who meet regularly with Autodesk business stakeholders to share insights and thought leadership. This council membership provided strategic influence over Autodesk's partner ecosystem direction.
Scale indicators14 records
Recent moves6 records
Expansion highlights6 records
Synergis Software competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights7 records
Customer concentration
Synergis Software social profiles
Digital presenceSynergis Software financial estimates
Financial estimateRevenue estimate
Valuation estimate
Synergis Software leadership team
Management profileNumber of profiles
Profiles4 records
Synergis Software funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Synergis Software M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Synergis Software
What does Synergis Software do?
Synergis Software develops and sells the Adept engineering document management platform, delivered as Adept Cloud (cloud-native SaaS on AWS) and Adept (on-premise EDMS). The platform provides centralized document control, CAD integrations with AutoCAD, Inventor, SOLIDWORKS, and MicroStation, version control, workflow automation, transmittal automation, 2D/3D visualization and markup, and enterprise system integrations for asset-intensive industries. The offering is extended by optional add-on modules: Adept AI, Adept Catalyst, Adept Integrator, and Adept PublishWave.
Is Synergis Software a public or private company?
Synergis Software is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Synergis Software founded?
Synergis Software was founded in 1991. It employs 101 to 250 people.
Where is Synergis Software based?
Synergis Software is headquartered in Quakertown, United States, in the North America region.
How does Synergis Software make money?
Six revenue lines are on record. Adept Cloud SaaS Subscriptions are the primary driver. The others are adept On-Premise Licenses, adept PublishWave Add-On, adept Integrator Add-On, professional Services & Onboarding and adept Success Plans.
Does Synergis Software have an API?
No public API is recorded for Synergis Software.
What industry is Synergis Software in?
Synergis Software's product category is Engineering Document Management Software. Its primary akta.pro industry code is HDAEALAF, IT Workflow Automation & Orchestration Platforms, with a secondary code of HDABAAAD, Managed Application Platforms (App PaaS & Runtime Services). Its NAICS code is 513210 and its SIC code is 7372.