November 03, 2009 08:02 ET

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

LAFAYETTE, CO--(Marketwire - November 3, 2009) - myDIALS (, 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 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 for more information.

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