Connecting Engineering Information Across the Enterprise with Adept Integrator

Learn how Adept Integrator connects engineering document management systems with enterprise platforms like ERP, project management, and collaboration tools to create a single, synchronized source of engineering information across the organization.

Engineering and operations teams rely on many enterprise systems to manage projects, assets, and documentation—but when those systems operate in silos, work slows down, errors increase, and visibility suffers. Led by Synergis solution architects, the session introduces Adept Integrator as a configurable integration platform that orchestrates data flows between systems such as SAP, SharePoint, Primavera P6, dashboards, and more. Rather than forcing users to re-enter information in multiple places, Integrator enables organizations to input data once at the source and automatically synchronize it across connected systems—improving accuracy, efficiency, and governance.

Who is this Webinar For?

This webinar is for engineering-centric organizations that rely on multiple enterprise systems and need them to work together—especially where documents, drawings, and asset data are mission-critical. This includes:

Engineers responsible for drawings, specifications, and technical records
Operators and maintenance that need fast, reliable access to current documents tied to assets and equipment
Project managers using systems like ERP or scheduling tools who need visibility into document status and progress
IT and digital transformation leaders tasked with integrating systems such as ERP, EAM, PLM, SharePoint, and EDMS without heavy custom code

It’s especially relevant for manufacturing, utilities, energy, life sciences, chemicals, and other asset-intensive industries where disconnected systems create risk, rework, and delays—and where a single source of truth for engineering information is critical.

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What Are the Key Takeaways in This Webinar?

The Synergis Adept experts explain how to:

Eliminate engineering data silos. Disconnected systems create rework, delays, and risk. Integrating engineering information ensures teams work from accurate, current data.
Connect enterprise systems without custom code. Adept Integrator links EDMS, ERP, project management, collaboration tools, and dashboards using configurable, code-free integrations.
Enter data once and keep it synchronized. Project, asset, and document data automatically stays in sync across systems, improving accuracy and efficiency.
Find the right documents faster with federated search. Users can search multiple systems from a single interface to quickly access drawings and records tied to assets or projects.
Improve visibility, control, and readiness. Integrated workflows and dashboards provide real-time insight into document status, approvals, and project progress—supporting better decisions.

Synergis Adept Capabilities

What is Synergis Adept?

Adept is an engineering document management system (EDMS) that provides a single source of truth for drawings, documents, and technical records across the organization. Developed by Synergis Software, Adept centralizes engineering information so teams can securely store, find, control, and collaborate on current, approved documents—supporting engineering, operations, maintenance, projects, and compliance with confidence that everyone is working from the same trusted data. It serves as the system of record that Adept Integrator connects to enterprise systems.

What is Adept Integrator?

Adept Integrator is Synergis Software’s integration engine that connects Adept’s engineering document management system with nearly any enterprise application. Using certified connectors, open protocols, and web services, Integrator eliminates data silos while preserving the security models of each system it connects to. Integrations are configured visually in a code-free environment, allowing teams to adapt quickly as business processes change.

The webinar walks through the Integrator Studio, showing how triggers, workflows, and data mappings are built using drag-and-drop tools instead of custom scripting. This approach reduces integration risk, accelerates deployment, and makes ongoing maintenance far easier than traditional hard-coded integrations.

Adept Integrator capabilities

Key Use Cases:

1. Federated Search Across Systems

One use case demonstrates a federated search portal that allows users to search engineering documents across multiple systems at once. By entering a drawing number, asset tag, or project ID into a single interface, users can retrieve results from Adept, SharePoint, and other repositories simultaneously. Each result links directly to its native system, ensuring users always see the authoritative version of the document. This capability is especially valuable for operations, maintenance, and engineering teams that need fast access to drawings and records without knowing where those files are stored.

2. Project Lifecycle Integration with SAP and P6

The webinar also showcases an end-to-end project integration scenario involving SAP, Adept, Primavera P6, and a dashboarding tool. When a project is created in SAP, Integrator automatically creates corresponding project structures in Adept and P6, synchronizing project numbers, schedules, and metadata across systems. As drawings are created and updated in Adept, their status and progress are reflected in dashboards for real-time project visibility. This integration supports consistent project execution, reduces manual coordination, and gives project managers a unified view of document readiness and percent completion—critical for capital projects and regulated environments.

3. Advanced and Parallel Workflows

Beyond system-to-system integration, Adept Integrator enhances internal workflows within Adept itself. The webinar demonstrates how Integrator can monitor workflow events and trigger parallel approval paths, advanced routing logic, and automated notifications. This allows organizations to support complex review processes involving multiple disciplines without slowing document release cycles.

Adept Integrator interface screenshots

Why it Matters

By connecting engineering documents with enterprise systems, Adept Integrator reduces rework, improves data accuracy, and strengthens compliance. Security is maintained through system-specific authentication and encryption, ensuring integrations do not compromise IT or regulatory requirements. For organizations pursuing digital transformation, Integrator acts as the backbone that enables smarter workflows, better decision-making, and scalable growth.

Watch the webinar to see how engineering teams integrate EDMS, ERP, and project systems to reduce rework, improve visibility, and maintain a single source of truth.

Adept Integrator connects to ERP systems like SAP, EDMS platforms such as Adept, collaboration tools like SharePoint, project scheduling systems including Primavera P6, databases, dashboards, and any system that supports APIs or web services.
No, Adept Integrator does not require custom coding. It uses a code-free, configuration-based approach where integrations are built by defining business processes, triggers, and data mappings in a visual interface. Certified connectors and standard APIs handle system communication without scripts.
With Adept Integrator, EDMS–ERP integration is done through configured business processes, not custom code. It acts as the orchestration layer that keeps ERP and EDMS aligned—ensuring data is entered once, stays synchronized, and remains governed.
Adept Integrator supports security and compliance by preserving each system’s native security model and enforcing controlled, auditable data exchanges without bypassing system permissions and keeping IT, regulatory, and compliance requirements intact.