Synergy Online Workshops

Synergy Online Workshops


“Excellence in Online Learning”

Synergy Resources was listening when our customers asked for an advanced, cost-effective and efficient way to support their employee training and development needs. Our new Workshop programs are expertly-developed and designed to provide quality through every facet of online education.

Our company is committed to modeling best practices in online learning in all our Workshops.  Learning-by-doing is a proven concept by which knowledge retention is achieved through hands-on training.

Synergy Workshops are instructor-led interactive sessions that embrace this concept and enable our customers to collaborate with peers and experts via web delivered sessions. To that end, our Workshops utilize numerous proven teaching strategies and learning activities that will streamline learning and spark creative ideas to bring back to your teams.

“Empowering Customers Everywhere with Exceptional Online Programs”

Learn more below about our Educational Online Workshops. Attendance is limited, so don’t wait!

MRP Essentials
Session One
MRP Essentials
Session Two
MRP & APS Essentials
Session One
MRP & APS Essentials
Session Two
Physical Inventory &  Cycle Count
Outside Services Processing
Interbranch transfer
Part trace
Engineering Change Notice (ECN)
Return Material Authorization
Synoptix, Reporting
Synoptix – Quick Start Financial
Cost standards
Managing Cost Standards
Database check up
VISUAL DB Financial Health Check-Up

VISUAL Dashboard
View Panels & Dashboards in VISUAL
Centura report builder, QRP
Centura (QRP) Report Modifications
Receiving inspection
SmartViews Basic, Reporting
SmartViews User Grid View Basic
Smartviews Advanced, Reporting
SmartViews User Advanced
Smartviews, Reporting
SmartViews Dashboard Creation
Basic Overview: Purchasing Cycle
Session One
Basic Overview: Purchasing Cycle
Session Two
Basic Overview: Purchasing Cycle
Session Three
VISUAL Sales Cycle
Basic Overview:
Sales Cycle
Session One
VISUAL Sales Cycle
Basic Overview:
Sales Cycle
Session Two
IQM, Nonconformance, Corrective Action
IQM, Incoming Inspection
IQM Incoming

IQm Device Calibration
IQM Device

Macros in VISUAL ERP
How to Build Simple
Macros in VISUAL
Purchasing Management Window
Materials Auto-Issue &
Labor Backflush

  • Payment Policy
    Please note that payment in USD is required at the time of registration. 
  • Cancellation Policy
    No refunds will be given once a registration is confirmed.
  • Full Workshop Sessions
    Our Workshops sessions have limited attendance. If a session is full, please contact our Customer Care Department by email at or by phone at 631.665.2050 to inquire about additional dates or to schedule a private Workshop session.
  • Workshop Registration Close Date
    Please note that registration for each Workshop will close 7 days prior to the Workshop start date. Please register early to ensure your seat in the Workshop.
  • Workshops are delivered in English language only.

Here’s what our customers are saying about our Workshops…

“As a Company new to ERP, and taking on our first Standard Costing Update project, it quickly became apparent that we would need guidance.  The Visual User Manuals gave us definitions for the independent areas of the system, but how to perform the right tasks, at the right time, in the right order, and in a way that fit our business, were all legitimate concerns we had in wanting to establish the precedence for our current and future updates.

We contacted Synergy and set up a personalized Workshop with Pat Bumbaca.  Pat taught us how to identify inaccuracies in our database, correct the fundamental system settings that impact costing, and use the system tools to automate the updating of thousands of Part Masters and Engineering Masters.  Pat’s systematic approach helped us realize our goals, and as our fears diminished, we moved forward with the project.  We now have a much more accurate costing model, yet equally as important, we have intimate knowledge of how that costing got there”.

Bret Slocum, Feed Lease CorporationMechanical Engineer, Research and Development Manager, Information Technology Manager

“I had the honor of attending your training this morning. I found the information presented to be very enlightening. I think we here at STC feel much more confident in our ability to run a physical inventory now”.

Greg Rupp, Superior Technical CeramicsEngineer

“Instructor was great and very knowledgeable and helpful”!

Zachary Doray, Taylor Valve Technology, Inc.IT Manager

“Very useful, hands-on, interactive explanation of the ECN function. We still have a way to go before fully implementing and the session was a big step in the right direction.”

Mike Glavin, Conval Inc.VP Engineering

“The webinar was great.  It was the first time I had done the physical inventory here at Knox Machine and wanted to make sure I did it correctly.

There were only 3 other attendees ,  so we all received great attention. The pace of the webinar was good.  We were able to use our test data bank to follow along and test run the  process.

The presenter was very knowledgeable and able to answer all questions without having to research and get back later.

After the presentation I was able to do our year- end inventory.  Management has thrilled that employees did not have to come in on a weekend.  Moving forward we will use the cycle count.”

Cathy Lawrence, Knox Machine CompanyOffice Manager