Streamlining Operations with Flex Payments: A Case Study

When businesses integrate new technology into their operations, the impact can be immediate. For one of our clients, Jason Weldon, the CEO of Synergetic, adopting Flex Payments was a game-changer, improving efficiency and simplifying processes. Here’s their story in their own words.

Saving Time Right Out of the Gate

Jason shared that the biggest immediate impact of Flex Payments was its ability to consolidate and automate multiple steps into one seamless process. Previously, handling payments involved:

• Visiting a separate payment site.
• Copying the link and sending it to the customer.
• Manually checking the bank’s site for payment confirmation.
• Inputting the payment details back into Flex.

Now, all those steps are eliminated. “With one click, it does it all. A big time saver,” he noted. Payments are handled directly within the Flex interface, making the process faster and more efficient.

A “Night and Day” Difference

Before integrating Flex Payments, the payment workflow was fragmented. The difference between using separate systems and the integrated solution was described as “night and day.”

“There were too many steps to get paid and then still having to input everything into Flex,” he explained. “Now, with one click, we can see everything in Flex.” This streamlined approach has allowed the team to focus on higher-value tasks instead of repetitive data entry.

Immediate Benefits in Real-World Scenarios

The value of Flex Payments became apparent from the very first transaction. Previously, the team had to rely on their accounting department to confirm ACH payments. Now, payment status updates are instant and automatic. “It just pops up in Flex that it was paid and is already entered in the customer payments.”

He also praised the clean and user-friendly interface for their customers, making payments quick and hassle-free.

A Surprising User Experience

What stood out most during the initial experience? “The steps you thought about and how clean the user experience was for a customer making a payment,” he said. The intuitive design and thoughtful automation exceeded expectations.

Seamless Onboarding and Support

Getting started with Flex Payments was straightforward. “It was very easy and quick,” he reported. The onboarding process was supported by the Pay Engine team, who were responsive and helpful. “They get back to you quickly, which is important in this business. We didn’t have to wait days for a response.”

Why It’s a “No-Brainer”

When asked what he’d say to a peer considering Flex Payments, he didn’t hesitate: “It was no additional charge, it eliminated so many steps, they matched our current fees—it was a no-brainer. Not sure why everyone isn’t doing it.”