TruNova for your industry
Professional and financial services
TruNova helps professional and financial services firms connect client relationships, approvals, delivery, and billing. We improve business applications around the work your staff do every day, with clear ownership of client records and decisions. Your expertise is the service. Chasing the latest attachment is not.
Keep client work moving. Keep the details with it.
A closer look at the work between teams, systems, and decisions.
- Client onboarding
- Delivery and approvals
- Billing and reporting
Onboarding with fewer handoffs
Map the information a new client provides, the reviews it needs, and the point where work becomes billable. Sales, Customer Service, and Power Automate may connect those steps when the source data and approval responsibilities are clear.
Approvals and work queues
Make outstanding requests visible without creating another inbox to monitor. We can assess a workflow using Power Apps or Power Automate, with attention to permissions, exception paths, and the people who must act when a case changes.
A useful view of revenue
Bring pipeline, delivery progress, time, expenses, and billing into reports that leaders and client teams read the same way. We start by agreeing on the measures and the systems each number comes from.
Which tools fit the work?
Start with the process. These are some of the Microsoft applications TruNova can help you evaluate, implement, and connect.
Dynamics 365 Sales
Customer relationships, opportunities, and the handoff from sales to delivery.
Dynamics 365 Customer Service
Cases, service history, and a shared view of customer requests.
Dynamics 365 Contact Center
Voice and digital channels for teams handling customer conversations.
Dynamics 365 Business Central
Finance, purchasing, inventory, and the records behind operational decisions.
Power BI
Reporting that brings agreed measures and connected data sources into view.
Power Automate
Approvals, notifications, and repeatable steps between supported systems.
Discovery should include practice management, portfolio, banking, billing, document, identity, and records systems that already carry specialist client work.
Before you start
Questions worth asking
Can we connect our CRM and finance work without changing every client process?
Usually the first step is a focused connection between the records and handoffs that create the most rework. Discovery confirms the current CRM, finance, document, and practice systems, then identifies supported integrations and the smallest useful change.
Do we need to choose a Dynamics 365 product before talking to TruNova?
No. Bring the client or internal process that feels slow, unclear, or difficult to report on. We can map the work first and then assess whether Sales, Customer Service, Business Central, Power Platform, or an existing system is the best home for each step.
Can you improve an existing system without rebuilding it?
Often. An optimization review separates process, data, configuration, integration, and adoption issues. We can then sequence targeted changes and identify any part of the current system that should remain because it supports a specialist need.
Work with TruNova
Where are you starting?
TruNova helps with business applications, automation, and AI, from defining the work to implementation, training, and ongoing support.
Start
Outgrown your current tools? Let us plan the next system with the people who will use it.
Optimize
Already up and running? Show us the extra steps your team would love to get rid of.
Rescue
Implementation going sideways? Let us look at what is stuck and what it will take to move forward.
Success Plans and Support for the system and the team using it.
Customer story
FCCS migrated off an end of life Dynamics SL environment to Business Central, with full team adoption inside two years.
FCCS moves off a legacy platform before end-of-life forces the issue
Plan the budget
What could your project cost?
Tell us a little about your team and your systems for an initial planning range. Bring your questions when we talk through the details.
Scope and pricing are confirmed during discovery.