Synergi Software Limited

Dox42

dox42 software combines document automation and data integration, empowering organisations to generate complex documents automatically.

Integrate data, images, tables, dynamic charts, QR codes, and text modules from data sources such as SharePoint, Microsoft Dynamics 365 (FO|AX, BC|NAV, CE|CRM), SAP, Web Services, or Excel.

Features

• Send high quality and intelligent documents to your customers
• Design document templates and data connections in MSWord, Excel, PowerPoint
• Low / No Code Solution
• Let business users create document templates by themselves
• Ability to create your own plug-ins
• Dynamics 365 integration

Benefits

• Reduces number of templates
• Eliminates copy and paste errors
• Automates document generation
• Connects into multiple data-sources

£890 a licence

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at info@teamsynergi.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

451204169898877

Contact

Team Synergi
01914770365
info@teamsynergi.co.uk

Service scope

• Software add-on or extension: Yes
• What software services is the service an extension to: Office 365; SharePoint; SAP ; SQL ; Dataverse; MS Dynamics; Docusign; Custom Data Sources
• Cloud deployment model:
  • Public cloud
  • Private cloud
  • Hybrid cloud
• Service constraints: No
• System requirements: Appropriate Dox42 license

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Response time is within one hour during normal business hours Monday - Friday.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.1 AA or EN 301 549
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: Typically, 09:00-17.00 UK hours, Monday to Friday, excluding public holidays. Flat rate service is provided along with a support contract, can be tailored to the needs of the customer, including development hours. All support contracts are flexible and priced to your needs. The support desk is manned by a technical support analyst, and supported by technical consultants and account managers.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Syngeri also offer Cloud consultancy and can assist with the role out and adoption of Dox42.
• Service documentation: Yes
• Documentation formats: PDF
• End-of-contract data extraction: Data can be easily migrated utilising common migration tools readily available in the market.
• End-of-contract process: The associated costs for end of life contract where appropriate will be determined between both parties depending on the level of technical expertise on the client side, these costs are not described in an initial deployment contract.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: No
• Designed for use on mobile devices: No
• Service interface: No
• User support accessibility: None or don’t know
• API: Yes
• What users can and can't do using the API: There is a SOAP interface and a REST interface that allows for the generation of documents, slides and spreadsheets which allows saving to a server location, a SharePoint folder including in an email returning to the caller or printing.
• API documentation: Yes
• API documentation formats: PDF
• API sandbox or test environment: No
• Customisation available: Yes
• Description of customisation: Users have the ability to create their own plug-ins.

Scaling

• Independence of resources: Dox42 scales from small companies to global enterprises, and on-premise install is also available for those who do not wish to have a cloud hosted service.

Analytics

• Service usage metrics: No

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Dox42

Staff security

• Staff security clearance: Staff screening not performed
• Government security clearance: Up to Developed Vetting (DV)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
  • Other locations
• User control over data storage and processing locations: Yes
• Datacentre security standards: Managed by a third party
• Penetration testing frequency: At least every 6 months
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest: Encryption of all physical media
• Data sanitisation process: Yes
• Data sanitisation type:
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: Data can be easily migrated or exported utilising common migration tools readily available in the market.
• Data export formats:
  • CSV
  • ODF
• Data import formats:
  • CSV
  • ODF

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Typically, 09:00-17.00 UK hours, Monday to Friday, excluding public holidays.Flat rate service is provided along with a support contract, can be tailored to the needs of the customer, including development hours.; All support contracts are flexible and priced to your needs.; ; The support desk is manned by a technical support analyst, and supported by technical consultants and account managers.
• Approach to resilience: Available on request.
• Outage reporting: Email and text alerts, with regular 30 minute updates until resolution.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password
• Access restrictions in management interfaces and support channels: Access restrictions can be delivered by Microsoft's conditional access, a feature within Microsoft 365
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users receive audit information on a regular basis
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: User-defined
• How long system logs are stored for: User-defined

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: Yes
• Other security certifications: No

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: No
• Security governance approach: Internal security policies.
• Information security policies and processes: As the solution is based on the Microsoft's Office 365 platform, please see https://www.microsoft.com/en-us/trustcenter for details.

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: We have a change management process that has a multi level approval process and a dedicated Change Manager. Components of the service are monitored and maintained proactively, with any risks to service noted on a risk register. Any changes to service can be viewed via a audit history in our internal PSA system.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: We have various monitoring systems in place that identify potential threats. We can deploy emergency patches in line with our Change Management process.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: We use industry leading monitoring tools to manage our systems. Should a potential threat be detected an incident would be auto created into our PSA system. The incident is then catergorised based on its priority and severity and resolved within our SLA guidelines.
• Incident management type: Supplier-defined controls
• Incident management approach: Incidents can be raised pro-actively via our monitoring systems, via email, via phone, via our RMM tool or via a client portal. We have a standardised incident management process that is in line with ITIL principles. Major incident reports will be provided by email where appropriate, monthly, quarterly and annual incident reports and analysis are also available.

Secure development

• Approach to secure software development best practice: Supplier-defined process

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  Synergi are committed to being an environmentally friendly company, in 2022 we have introduced an initiative to plant 1 tree for every consultancy day sold. All of our company vehicles are hybrid, we encourage remote first meetings and the use of public transport when remote is not possible, we have swapped all of our office lighting to be more energy efficient and will continue to be committed to further opportunities to improve where possible.

  Covid-19 recovery

  Synergi has employed a number of people who were made redundant due to the Covid-19 pandemic, we have run free webinars to encourage the use to Team and help train people who would otherwise have not used remote tools as part of their daily working life. We have ensured that our offices are Covid 19 secure by introducing social distancing and making some roles fully remote and some hybrid. We have also worked on a number of client projects that have focused around “return to office” activities.

  Tackling economic inequality

  Synergi run both a graduate and apprenticeship scheme, we are fully committed to investment in both areas. All employees benefit from a minimum of one Continuous Profession Development Day per month, many employees have gained notable professional qualifications off the back of this.

  Equal opportunity

  Synergi has a disability-friendly office, we employ a number of people from diverse economic, ethic and social backgrounds. We monitor our gender pay gap which is currently 1.3% which is below the national average of 15.5%.

  Wellbeing

  Synergi are committed to employee well-being, we have implemented unlimited holidays within the last 12 months, we have ran anonymous staff surveys to get feedback on working conditions and proactively asked for suggestions for improvements.

Pricing

• Price: £890 a licence
• Discount for educational organisations: No
• Free trial available: No

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at info@teamsynergi.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.