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 Tags: Truelytics

After almost 9 months of planning, designing, and engineering it is finally here! Truelytics 2.0 is the complete overhaul of our application user experience and information architecture. 

To memorialize this event, we thought we would allow you to compare just how much we have enhanced each page by comparing it to our legacy experience. 

Welcome Wizard - For a Streamlined User Experience

For new users, we redesigned the welcome wizard experience to be more directive on what steps you need to take within our application and why. 
 

v2.0

Screen Shot 2018-06-28 at 11.34.46 AM

- vs.-

v1.0

Screen Shot 2018-06-28 at 11.34.39 AM 

User Survey - Easier than Ever

We have made better use of available real-estate and have introduced new user cards, toggles, and sliders to make data entry easier and more intuitive. Additionally, we renamed and reorganized some tabs to better group and label specific sections of questions.
 

v2.0

Screen Shot 2018-06-28 at 11.35.38 AM

- vs.-

v1.0

Screen Shot 2018-06-28 at 11.35.42 AM
 

Home Dashboard - Detailed Business Assessment & Valuation

The home dashboard does a much better job highlighting the firm's eValuation, Truelytics Score, Business, Client, and Market Stability Grades. We also introduced the "Practice Management Center" which highlights the firm's weekly thought leadership on succession planning, continuity planning, M&A, valuation, marketing, technology, etc.
 

v2.0

Screen Shot 2018-06-28 at 11.35.15 AM

- vs.- 

v1.0

Screen Shot 2018-06-28 at 11.35.10 AM
 

Report Summary - Increase Your Long Term Enterprise Value

We completely redesigned each chart to be more readable, introduced new graphs to visualize data, and introduced a method to better highlight KPIs that require attention on your business and client stability scorecards.
 

v2.0

Screen Shot 2018-06-28 at 11.39.22 AM
 
- vs.- 

v1.0

Screen Shot 2018-06-28 at 11.39.18 AM
 

Scorecards - Actively Manage and Improve Your Business

v2.0

Screen Shot 2018-06-28 at 11.39.41 AM
 
- vs.- 

v1.0

Screen Shot 2018-06-28 at 11.39.38 AM
 

Pro-Forma - Supporting Budget and Cash Flow Decisions

v2.0

Screen Shot 2018-06-28 at 11.40.03 AM
 
- vs.- 

v1.0

Screen Shot 2018-06-28 at 11.40.08 AM
 

Valuation Models - Leveraging Standardization and Transparency

v2.0

Screen Shot 2018-06-28 at 11.40.22 AM
 
- vs.- 

v1.0

Screen Shot 2018-06-28 at 11.40.18 AM
 
As you see, we poured ourselves into this update. We hope you enjoy the improvements and we would love your feedback. Please click on the following link to take our brief 2 minute survey.
 
WE WELCOME YOUR FEEDBACK
 
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Disclaimer

The above article is meant for information purposes only and is not intended in any way to provide legal or other advice for any specific situation.  Readers always should consult their own tax, accounting and legal advisors before taking any action related to the above article or subject matter.

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