What APPLY Synergies does

APPLY Synergies, LLC is a privately held workflow learning consulting and technology firm founded in 2013 and headquartered in Alpine, Utah. The company is the official North American provider of the 5 Moments of Need (5 MoN) framework, co-created by founders Dr. Conrad Gottfredson (Chief Learning Strategist) and Bob Mosher (Chief Learning Evangelist), each with 40+ years of L&D industry experience. Its core offering is a methodology-driven approach to embedding performance support directly inside employee workflows, replacing traditional formal training with on-demand, contextual Digital Coach tools.

The company's technology stack includes three primary Digital Coach products: EnABLE (a methodology reference tool providing 2-click, 10-second access to the 5 MoN framework, sold as a SaaS subscription at $439/year), AskDelphi (an AI-powered platform delivering natural language, context-sensitive performance support), and MOMENTum (a mobile Digital Coach application launched in 2024). These are complemented by Targeted Training services focused on skills with high Critical Impact of Failure, and a Measurement practice built around KPI/ROI/OKR dashboards. The underlying EnABLE methodology is a 5-step instructional design process (Engage to Align, Analyze to Design, Build to Implement, Leverage to Sustain, Evaluate), and the proprietary Rapid Workflow Analysis (RWA) approach underpins solution design.

The business model combines high-touch professional services (strategic, design and digital coach consulting packages at $3,000–$4,000/month with 3-month minimums), a training academy (5 MoN Designer Certificate Program at $2,995 and workshops at $1,495–$1,997), self-serve SaaS (EnABLE), and a channelized international delivery network through Xprtise operating academies in the UK, Netherlands and Nordics, with an additional German Academy. Customers include UnitedHealthcare, Axalta, General Mills, Ascensus, Klick Health, and NAVAIR. The company markets through the Performance Matters Podcast, blog content, the annual 5 MoN Summit, webinars, and the Workflow Learning & Performance Alliance (WLPA) community, supported by an executive team led by CEO Einar Schow.

Name

APPLY Synergies

Legal name

APPLY Synergies, LLC

Website

https://applysynergies.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

APPLY Synergies is a privately held workflow learning consultancy and SaaS provider that helps enterprise L&D teams embed the 5 Moments of Need framework into employee workflows via Digital Coach tools, consulting packages, and an international academy network.

Ownership category

akta.pro rank

NAICS

Professional and Management Development Training (61143), Computer Training (611420), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742), Services-Prepackaged Software (7372)

akta.pro primary industry

Training Delivery Services (Onsite/Virtual Instruction, Workshops, Coaching) (BPAEANAN)

akta.pro secondary industries

Group Work, Breakout & Collaborative Document/Workspace Tools (EDAFAGAE), Social Learning & Community-Enabled LMS (EDAFAAAH), Onboarding Program Design, Enablement & Train-the-Trainer (EDABAOAL), Technical Bootcamps & Accelerated Reskilling (Full-time/Part-time) (BPAEANAE)

Keywords

• Workflow learning solutions
• Performance support software
• Instructional design consulting
• Digital coaching platforms
• Learning and development training

Headquarters

HQ city

Alpine

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Strategic Consulting Services: Monthly consulting engagements providing expert guidance on learning strategy, needs assessment, solution design, roadmap development, change management, and metrics monitoring. Minimum 3-month commitment at $4,000/month, with month-to-month continuation after initial period.
2. Design Consulting Services: Monthly instructional design consulting engagements at $3,000/month with 3-month minimum, providing design expertise, coaching, and QA support for 5 Moments of Need Digital Coach and targeted training development.
3. Digital Coach Consulting Package: Initial 3-month engagement at $3,000 providing ongoing coaching support and project management for organizations developing their initial 5 MoN Digital Coach and Targeted Training solution.
4. EnABLE Digital Coach Subscription: SaaS subscription for the EnABLE Digital Coach tool offering access to the complete 5 Moments of Need methodology, workflow maps, tools, and resources. Available in monthly and annual billing cycles at $439/year.
5. 5 Moments of Need Designer Certificate Program: Live online certificate program priced at $2,995 per participant. Runs approximately 3 months (5, 4-week cycles). Group discount available for 5+ participants from same company at $1,795/pp. Certificate extension available at $600/month.
6. AI Intensive for Workflow Learning Workshop: 3-day virtual workshop at $1,997 per participant teaching AI prompt writing, GPT/GEM creation, workflow automations, and multi-modal agents aligned to 5 MoN methodology. Group discount for 5+ at $1,495/pp.
7. ADAPT to Workflow Learning Workshop: Four 3-hour session workshop at $1,495 per participant, teaching ADAPT principles for extending traditional courses into the workflow. Delivered as private group course.
8. Performance Consulting Workshop: 2-week, 4-session workshop at $1,495 per participant. Group discount for 5+ at $1,295/pp. Focuses on performance consulting, 5 MoN framework application, and workflow learning integration.
9. Workflow Learning Transformation Roadmap (Audit): 5 Moments of Need Performance-First Audit conducted through 4-5 virtual calls (equivalent to 2-day onsite workshop), providing a tactical roadmap for organizational transformation. Pricing not publicly disclosed.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels9 records

Core offering

APPLY Synergies provides workflow learning and performance support solutions built on the proprietary 5 Moments of Need framework and EnABLE methodology. Its core offerings are SaaS Digital Coach platforms (EnABLE, AskDelphi, MOMENTum) that deliver real-time, contextual task guidance within employee workflows, combined with consulting engagements and Academy training/certification programs for enterprise L&D organizations.

Product overview

APPLY Synergies offers a comprehensive learning and performance support ecosystem built around the 5 Moments of Need (5 MoN) framework. The core portfolio includes two main product categories: Digital Coach solutions (EnABLE, AskDelphi, and MOMENTum) providing real-time, contextual performance support embedded in workflows, and Targeted Training focusing on critical skills with high impact of failure. These are supported by consulting services (5 MoN Audit, Strategic/Digital Coach/Design Consulting Packages) and an academy of training programs (5 MoN Designer Certificate, AI Intensive Workshop, ADAPT Workshop, Performance Consulting Workshop). The company also provides content resources including the 5 MoN eBook and EnABLE White Paper. The methodology follows the 5-step EnABLE process: Engage to Align, Analyze to Design, Build to Implement, Leverage to Sustain, and Evaluate.

Differentiator

Problem solved

Functional benefit

Brands

• 5 Moments of Need: A performance-first learning framework and methodology pioneered by the company, focusing on five moments: New, More, Apply, Solve, and Change.
• EnABLE
• AskDelphi
• 5 MoN Academy
• Digital Coach
• Targeted Training
• MOMENTum
• Workflow Learning & Performance Alliance (WLPA)
• Performance Matters Podcast

Quantifiable outcome

• Formal Training Reduced by 50% (based on APPLY client experiences)
• +2 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles3 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability8 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core and supporting.

• tts (Performance Suite)coreTechnology or Integrationtts is a top-tier digital adoption platform provider whose tts performance suite offers full context-sensitive performance support and learning capabilities across desktop and web-based applications. tts is positioned as a technology partner that enables the delivery of 5 Moments of Need solutions through its software platform, providing just-in-time guidance to workforce members exactly when and where they need it.
• InfoCaptioncoreTechnology or IntegrationInfoCaption provides a knowledge sharing platform that meets organizational learning needs both internally for employees and externally for customers. The platform makes it easy to create guides and trainings in various formats that are easily shared in a searchable platform, in a system, or on web pages. Integrates with the 5 Moments of Need approach for delivering performance support content.
• ROI InstitutesupportingStrategic or Co-development PartnerFounded in 1992, ROI Institute helps organizations evaluate the success of projects and programs, including measuring financial return on investment (ROI) by implementing the ROI Methodology. APPLY Synergies partners with ROI Institute to provide measurement and evaluation capabilities for learning solutions, helping clients demonstrate business impact beyond traditional learning metrics.
• DrillstersupportingTechnology or IntegrationDrillster is a smart, adaptive learning platform that combines personalized microlearning, spaced repetition, assessment-based practice, and instant feedback. Its intelligent algorithm adapts to each learner's forgetting curve, prompting review at the optimal time to keep competencies top-of-mind. Supports the retention and sustained learning aspects of the 5 Moments of Need approach.
• Xprtise (International Academy Partner)coreChannel Partner/ Reseller/ DistributorXprtise serves as the operator of the 5 Moments of Need UK Academy, Netherlands Academy (taught in Dutch), and Nordics Academy (taught in English). They use the same curriculum and resources as the North American Academy and have certified instructors. Xprtise is APPLY Synergies' key channel partner for delivering 5 MoN training programs internationally across Europe.
• MoNa PublicationssupportingOthersMoNa Publications appears in the site footer as an interactive integration, suggesting a publishing partnership related to 5 Moments of Need content distribution.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• GP Strategies: Large enterprise L&D and performance improvement consulting firm delivering custom training, managed learning services, and workforce development — directly comparable in serving enterprise L&D buyers with consulting-led delivery.
• Allen Interactions: Performance support and custom learning solutions provider built around the 'Engage, Practice, Perform' methodology. Comparable as a methodology-driven, performance-support-focused L&D firm serving enterprise customers.
• SweetRush: Boutique L&D consulting and content design firm that provides custom learning solutions, performance support, and immersive training for enterprise clients — directly comparable to APPLY Synergies' consulting-led, methodology-driven business model.
• tts (Performance Suite): Digital adoption and performance support platform (and a current APPLY Synergies technology partner) that delivers context-sensitive in-workflow guidance — directly overlaps with the Digital Coach and AskDelphi product proposition.
• Panviva: Real-time performance support platform providing just-in-time, in-workflow knowledge delivery for contact centers and enterprise workforces — directly comparable to APPLY Synergies' Digital Coach and workflow learning platform.
• Intrepid by VitalSource: Enterprise L&D solutions provider offering workforce learning programs, content, and performance support — comparable in serving enterprise L&D buyers with blended consulting, content, and platform offerings.

Broad incumbents

• EdCast: Enterprise knowledge and learning platform offering content aggregation, skills management, and AI-driven personalization — broader LXP/skill platform that competes for adjacent enterprise L&D spend.
• Degreed: Established learning experience platform (LXP) that aggregates, curates, and delivers learning content and skills development for enterprises — adjacent category that competes for enterprise L&D budget.
• Whatfix: Larger digital adoption platform (DAP) that delivers in-app guidance, onboarding, and performance support across enterprise software. Broader in scope and scale than APPLY Synergies, but overlaps in the in-workflow support category.
• WalkMe: Public enterprise DAP providing in-app guidance, workflow learning, and digital adoption at scale across thousands of enterprise applications. Broader and more general-purpose than APPLY Synergies' specialist workflow learning focus.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCHOW2w-1U9nm-zE6SJK2zQQ
• LinkedInlinkedin.com/company/5-moments-of-need

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about APPLY Synergies