G2

Verified User in Biotechnology

Small-Business (50 or fewer emp.)

9/1/2026

"Reliable Document Management with Native Microsoft 365 Integration"

4/5

What do you like best about SynergyOS?

I really like the deep native integration SynergyOS has with Microsoft 365, acting as our reliable single source of truth for all our pre‑clinical research and business development documents. This integration keeps all our study protocols, lab data spreadsheets, vendor contracts, and project planning files connected within the platform, so there's no need for our scientists, lab technicians, and business staff to jump between disjointed applications. A few months ago we were wrapping up study materials for our primary external CRO research partner. Our lead scientist was editing revised compound assay parameters inside an Excel file hosted in SynergyOS, while I was reviewing those same documents to double‑check compliance requirements. One of our junior business associates downloaded a local cached copy of an older protocol onto his laptop and was about to attach that outdated file to an email headed straight to the CRO project manager. Because everything lived inside this shared cloud environment, I spotted he was referencing the stale local copy right away and forced him to open the live cloud version instead. If that obsolete protocol had gone through, the CRO would have set up cell assays using wrong test conditions, burning expensive biomolecule reagents and eating into our contracted research budget. I also appreciate how straightforward it is to configure granular folder permissions. I can easily restrict access to confidential intellectual property folders, ensuring that only senior research staff have edit rights, while external contractors like our CRO analysts have view‑only access to project‑specific folders. That said, SynergyOS still has its flaws, but the Microsoft 365 tie‑in and flexible permission settings help our lean IT‑less team steer clear of expensive research miscommunications under tight pre‑clinical milestones. Review collected by and hosted on G2.com.

What do you dislike about SynergyOS?

One major frustration is inconsistent search performance when our repository holds large volumes of archived lab records. Running keyword searches becomes slow and unreliable. Not long ago, I needed to retrieve a specific archived biomolecule test protocol for an upcoming compliance review with our regulatory consultant. My keyword search returned dozens of unrelated old study files instead of the target document. I wound up manually digging through nearly thirty nested folders for almost half a workday just to locate the correct PDF, cutting into time I had allocated for finishing our audit submission package. Bulk export functions also have clear flaws. Some files corrupt or lose character formatting after export, which causes extra admin work when preparing documents, like re‑exporting files one‑by‑one to get clean copies. While assembling deliverables for that same regulatory consultant, I exported a batch of lab‑related spreadsheets out of SynergyOS. Multiple sheets lost special scientific notation and compound ID symbols upon export. Our consultant could not properly interpret key experimental data points, so I had to redo every single export individually. The initial setup was labor‑intensive, requiring manual rebuilding of our folder hierarchy, permissions, and workflows, due to no direct import tool from our old LogicalDOC system, which led to misconfigurations. Early during deployment I accidentally granted edit access to a junior lab associate inside our confidential IP folder; he moved unreleased research reports into a shared public folder and I spent hours restoring those sensitive files. Manual file migrations and training were also necessary, which consumed significant time in the absence of dedicated IT staff. Review collected by and hosted on G2.com.

What problems is SynergyOS solving and how is that benefiting you?

I’m a Business Development & Operations Manager at Veridian BioLabs, a 11‑50‑person early‑stage biotech firm with no internal IT team. Before we adopted SynergyOS, our lab protocols, assay data sheets and CRO‑facing materials bounced around email attachments and separate cloud locations. Team members would download documents locally, edit their own separate versions, and send renamed files back via email with no single trusted source of truth. We learned how costly this chaos could be working with our external CRO last year. Revised pre‑clinical testing parameters were saved in our old LogicalDOC instance, but our business associate sent an outdated email attachment to the vendor. The CRO ran cell culture experiments following obsolete specifications for over ten days. We wasted high‑value biological samples and used up large portions of our contracted service hours, forcing us to restart that study segment and push back one of our core research milestones by more than two weeks. SynergyOS solves that version‑control chaos by centralizing our document management, allowing our scientists and business staff to work on live cloud‑hosted files instead of conflicting local copies. It integrates with Microsoft 365, maintaining a reliable single source of truth, and allows role‑based permissions so we can lock down sensitive IP while giving external collaborators only the access they require. Although search and export functions have issues, it supports our research workflows and vendor collaborations. It will not erase all manual work for our lean team, but it has helped us avoid repeating those resource‑draining experimental missteps we suffered in our previous disjointed document workflow. Review collected by and hosted on G2.com.