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Leading Wealth Management Firm Selects myDIALS for Performance Management Clarity
myDIALS' SaaS-Based Solution to Help Janiczek & Company, Ltd. Improve Client Service and Drive Business Growth
| Source: myDIALS
LAFAYETTE, CO--(Marketwire - November 3, 2009) - myDIALS
(http://bit.ly/21VQh2), a leader in operational performance management,
today announced that Janiczek & Company, Ltd., a leading wealth management
firm, selected myDIALS' software as a service (SaaS)-based dashboards to
monitor and manage key performance metrics. With myDIALS, Janiczek &
Company will track portfolio management, relationship management, service
management, sales management, and business management results utilizing
their proprietary methodology that is key to its continued success in
"wowing" clients and stakeholders.
"You get what you inspect, not what you expect," said Joseph Janiczek,
Founder and Chairman, Janiczek & Company. "myDIALS' breadth of offering at
a reasonable price point allowed us to implement a high-end, enterprise
quality solution within our budget requirements. In particular, I value the
ability to see visuals that depict how we are doing compared to targets and
then drill down to details that pinpoint the key item behind a particular
success or failure. myDIALS accelerates our learning, which is the ultimate
advantage in any business."
At Janiczek, company success is defined by unwavering excellence in key
areas of the business: first and foremost, excellence in portfolio and
wealth management; then, client relationships and service management; and
finally, a host of internal business management metrics that have
consistently enabled Janiczek to achieve superior profitability.
Previously, Janiczek & Company manually tracked and self-assessed the
company's performance in these various areas. With myDIALS, Janiczek &
Company will now be able to track and correlate internal operational
metrics, such as the number of meetings held with new clients; number of
days in advance that the team was prepared for the meeting; and
self-evaluation scores.
"Whether you're talking about the financial services industry,
manufacturing, or healthcare, many companies simply cannot afford the cost
or resource drain of a traditional BI solution," said Wayne Morris, CEO of
myDIALS. "myDIALS' SaaS-based solution is inherently low-cost and
low-risk, offering Janiczek & Company the power of advanced analytics and
the ease of use of intuitive dashboards across the entire company. myDIALS
offers the perfect combination for companies that need a comprehensive BI
solution without breaking the bank."
myDIALS is the first operational performance optimization solution that
delivers "every person analytics" to all employees, across all business
roles, processes and value streams. A complement to any existing business
intelligence (BI) initiative or a standalone operational performance
management solution, myDIALS enables users to constantly monitor
performance, identify and characterize performance problems, make rapid
decisions and take corrective action to fix issues. myDIALS combines
operations and business data from any existing data source, including ERP,
CRM, supply chain management, manufacturing execution systems (MES),
databases, spreadsheets, flat files, or through simple data entry when data
volume and complexity is low.
About Janiczek & Company, Ltd.
Accepting clients throughout the U.S., Janiczek & Company, Ltd., offers
comprehensive wealth management services to individuals and families with
investable assets of $1 million to $100 million. The company's proprietary
Wealth with Ease® System, brings all the key elements of successful
investment portfolio management and financial, retirement and estate
planning into a simple yet comprehensive wealth management service aimed at
transforming the lives and results of each client, and, if desired,
multi-generations of each client's family. The company has been recognized
multiple times as one of the top, best or most exclusive wealth advisors in
the nation. Visit http://www.janiczek.com/ or call 303-721-7000 or
877-526-4293 (toll-free) for more information.
About myDIALS
myDIALS is pioneering a new industry standard
in Operational Performance Optimization with a Software as a Service
(SaaS)-based solution that offers unparalleled usability and delivers
timely, actionable metrics, contextual information, guided diagnosis and
"every person analytics" directly to all employees. myDIALS extracts
right-time metrics and calculates Key Performance Indicators (KPIs) and
associated Key Performance Drivers (KPDs) across all business roles,
processes and value streams. With myDIALS, customers in the manufacturing,
oil and gas, utilities, healthcare, financial services, government and
mining industries are maximizing the value of their existing environment to
quickly resolve issues and optimize operational performance on an ongoing
basis. myDIALS is based in Lafayette, Colo. Visit www.mydials.com for more
information.