Inventory Deep Dive – Customer Transition FAQ


WM Synergy + Deep Dive Software

We’re excited to welcome Inventory Deep Dive customers to the WM Synergy family. Below you’ll find answers to common questions about the transition and how to get support, request enhancements, or access VISUAL ERP consulting services moving forward.

WM Synergy is now your primary support provider. You can submit support requests or report issues via our Customer Portal at: https://vbu.wm-synergy.com/portal/en/home

Yes. All active maintenance agreements are being honored by WM Synergy. If your renewal is coming due or you’re unsure of your current status, please contact our support team via the portal or email support@wm-synergy.com.

The core functionality remains the same. However, WM Synergy has plans to improve usability and expand integration with Power BI and other VISUAL ERP reporting tools. Enhancements may be rolled out over time based on customer feedback.

Yes. WM Synergy now owns and manages all future development of the Inventory Deep Dive tool. To request new features or improvements, please submit your ideas through our support portal or speak directly with your Customer Success Manager (CSM).

While WM Synergy now fully owns the software, BTB and Programming 901 will assist with knowledge transfer and limited training support as needed. All day-to-day program support, development, and licensing are now handled by WM Synergy.

WM Synergy offers full-service support for VISUAL ERP, including:

  • Month-end assistance
  • Data reconciliation
  • Report development
  • Upgrade planning
  • Power BI and analytics integration
  • Inventory optimization consulting

If your needs extend beyond the Inventory Deep Dive tool, please reach out to your CSM or open a general inquiry via the support portal.

Licensing and renewals are now managed through WM Synergy. If you’d like to add users or discuss renewal options, email us at customercare@wm-synergy.com or request assistance through your portal account.

Yes. WM Synergy plans to offer live training sessions, recorded webinars, and documentation. Some sessions will be delivered by our internal experts, while others may include collaboration with the original Deep Dive developers during the transition period.

WM Synergy is a leading provider of ERP consulting, application support, and business intelligence solutions for manufacturers using VISUAL ERP, CSI/SyteLine, and Acumatica. We serve over 1,800 active ERP customers and are known for our proactive, customer-obsessed approach to digital transformation.