Lean Management Operating Hub

Our Platform Makes it Easy, Effective, and Efficient​​ to attract, convert and retain target customers

 

Trutelic-OS functionalities available for Firms and their Staff:

  • LEAN Business Process Management (LBPM)
  • Project Management (PM)
  • Web and Enterprise Content Management System (CMS)
  • Contact Relationship Management (CRM)
  • Marketing Automation (MA)
  • Regulatory and Brand Compliance Management (RBCM)
  • Business Intelligence (BI)

Get a TrutelicOS Demo

Also, see below for a closer look at our innovative offering...

LEAN Business Process Management (LBPM)

  • Make It Easy For Everyone To Use
    • Proactive Dashboard Alerts for Notifications
    • Task and Content level Collaboration
    • Automated Multi-Level supervisory workflows
  • Effectively Manage Support and Teamwork
    • Advisor and Assistant Task Collaboration tools
    • Automated content support workflows
  • Efficiently manage Supervision and Compliance
    • Manage Supervision and Compliance Process
    • Dynamic Auditing and Regulatory Reporting 

Project Management (PM)

  • Develop Programs to fit strategic goals
    • Proactive Dashboard Alerts for Notifications
    • Task and Content level Collaboration
    • Automated Multi-Level supervisory workflows
  • Manage Resources and Task Execution
    • Advisor and Assistant Task Collaboration tools
    • Automated content support workflows
  • Set Standards or Coordinate Ad-Hoc Approaches
    • Manage Supervision and Compliance Process
    • Dynamic Auditing and Regulatory Reporting 

Web and Enterprise Content Managment System (CMS)

  • A Suite of Professional Mobile and Social Optimized Designs
    • Dynamic Home Pages to Engage Visitors
    • Focused Service Oriented Pages to Capture Leads
  • Engaging Visitor Content Types
    • Blogging and Press Releases
    • Video and Photo Galleries
    • Resource Centers
  • Focused Lead Capture Functionalities
    • Landing Pages for Advertising
    • Schedule Meetings or Event Attendance
    • Chat Now

Contact Relationship Management (CRM)

  • Designed to work by the Firm and All Advisors
    • Firm and Advisors can manage strategies
    • Extend to Advisors to support client interactions
  • Manage Strategic Contact Segments
    • Coordinate contacts by likes and interests
    • Create Lists to Streamline Communications
    • Plan, Execute, and Track all Interactions
  • Drive Thought Leadership and Awareness
    • Automated website to lead contact creation
    • Automated task assignment and reminders

Marketing Automation (MA)

  • Search-Oriented Content Publishing
    • Blogging
    • Video
    • Press Releases
  • Automated Social Media Integration
    • LinkedIn
    • Facebook Business
    • Twitter
  • Subscription Based Email Messaging
    • Newsletters
    • Strategic Announcements

Regulatory and Brand Compliance Management (RBCM)

  • Multi-Stage approval workflows
    • Proactive Dashboard Alerts for Notifications
    • Task and Content level Collaboration
    • Automated Multi-Level supervisory workflows
  • Submittal and Content controls to align with strategy
    • Advisor and Assistant Task Collaboration tools
    • Automated content support workflows
  • Archiving and reporting for internal or regulatory audits
    • Manage Supervision and Compliance Process
    • Dynamic Auditing and Regulatory Reporting 

Business Performance Intelligence (BPI)

  • Monitor Plan vs. Actual in Strategic Priorities
    • Proactive Dashboard Alerts for Notifications
    • Task and Content level Collaboration
    • Automated Multi-Level supervisory workflows
  • Track in real-time how team is doing
    • Advisor and Assistant Task Collaboration tools
    • Automated content support workflows
  • Leverage the interface to drive continuous improvement efforts
    • Manage Supervision and Compliance Process
    • Dynamic Auditing and Regulatory Reporting