Brisbane (August 02, 2010) – myDIALS, the leader in SaaS performance management today announced that Plan B, one of Australia’s largest integrative wealth management advisory firms, has implemented the myDIALS performance management platform to measure and standardise operational performance and reporting within the company’s Corporate Solutions division.
myDIALS’ software as a service (SaaS) interactive dashboards will deliver a snapshot of Plan B’s strategic performance indicators, enabling the organisation to track the status of client meetings, the results of networking events, and the impact of company presentations and seminars to deliver new customer revenue. It will enable Plan B managers and staff to make more informed decisions, more rapidly about how the organisation is performing at any point in time.
Plan B employs over 150 staff in its Perth offices with the company having grown both organically as well as through the acquisition of complementary financial services networks. Its Corporate Solutions division provides business owners and professional partners with strategic planning advice as well as a range of services to assist with trustees, corporate estate planning and Native Title as well as business superannuation and insurance.
“We required greater timeliness in our organisational reporting to provide better coordination of business critical information, including key performance indicator analysis on forecast business performance. User friendliness and faster compilation of accurate reports were key requirements,” says Darryl Morphett, Account Director, Plan B Corporate.
After initially investigating options, Plan B selected myDIALS due to its ease of use, end-user accessibility, and robust reporting abilities. The ability to initially integrate with the company-wide existing reporting system and eventually supersede it was a critical factor.
Perth-based myDIALS partner, OpX Solutions, provided the pre-sales expertise and then promptly delivered the myDIALS solution within eight weeks of contract signature while also providing onsite introductory training.
Michael Lomman, Managing Director, OpX Solutions, said, “The great benefit that myDIALS brings to business improvement is the ability to rapidly transform existing business information to immediately enhance decision making, while simultaneously providing a platform for ongoing, evidence based, improvement.”
Prior to full deployment across the business, Plan B completed a pilot of the application in its business-to-business division. This served the purpose of bringing the performance metrics to life for this division and also gave the broader business a chance to “touch and feel” the capability before it was rolled out. With the pilot finalised, there are plans to proceed with the roll-out across the business, ensuring data transparency for the company’s entire prospect and lead development.
“Our intention was to bring, current, relevant, accurate information to the end user to assist with key decision making and added discipline in business forecasting,” said Morphett.
Plan B delivers wealth management solutions to clients throughout Australia and New Zealand and is distinctive in the wealth management industry as it has its own funds management company, Plan B Trustees Limited.
About myDIALS
myDIALS is the leading SaaS performance management platform for the visualisation and analysis of right-time performance metrics. The only SaaS operational BI http://www.mydials.com/solutions/index.php solution that incorporates advanced, easy to use analytics, myDIALS enables all users to view, filter and interact with data to make more informed decisions, more quickly. myDIALS connects to any data source for immediate data update and availability, and delivers unparalleled interactivity, knowledge sharing and predictive analytics to support cost-effective continuous improvement. Thousands of users across multiple industries – including manufacturing, financial services and government – rely on myDIALS to improve operational performance and business results through better decision making. myDIALS is based in Louisville, Colo. Visit www.mydials.com http://www.mydials.com/ for more information.
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