BUSINESS SOLUTIONS

Aboriginal Trust Management System

Unique challenges faced by a unique sector

 

Many Indigenous trustee organisations are responsible for the investment and distribution of funds derived from native title claims and entitlements. This is an important and significant role.

There are unique challenges associated with the management and governance of these responsibilities, and historically the processes and procedures in place at these organisations to manage day-to-day activities have been ad hoc and time consuming.

 

Particular problems that are faced by the industry include:

  • Compliance and record keeping;
  • Complexity of approval processes and procedures;
  • High costs of administration (often because of duplication of workloads);
  • Difficulties experienced in budget tracking and other financial activities; and
  • Data security issues.

A solution for these industries, based on technology and cloud opportunities

 

Illuminance Solutions is experienced in working directly with Indigenous organisations to design and implement customer relationship management systems – including cloud-based platforms – to facilitate key processes and procedures, including record maintenance and management, claims management, procedural systems, and accounting and reporting functionalities.

We have developed a unique solution which addresses the problems faced by the industry. Our solution converts paper based Fund Applications and Community Program Applications to digital records using a system that is easy to use and easy to implement.

We are experienced in providing training to employees to ensure that the potential benefits of the new systems are properly realised.

These systems benefit more than merely the trustee organisations – they are able to make significant and lasting improvements to the lives of community members. Trustee organisations are better able to focus on strategic activities, with reduced resources required to manage ongoing, more administrative tasks.

Solution Functionalities

 

Our solution is multi-faceted, yet easy to understand and use. It provides simple, automated solutions and processes in the following areas:

Stakeholder management

Our product enables a range of business functions to be easily managed and supported, including:

  • Activities tracking;
  • Mobility solutions;
  • Outlook / exchange (email) integration; and
  • Office productivity integration

Communication management

Our product enables users to easily communicate with stakeholders and third parties using a range of different platforms. It supports:

  • Mass communication (such as email or letter mail merges);
  • SMS notifications; and
  • Marketing lists for targeted communications.

Funds management

For members, the collection and allocation of funding is one of the most important roles of an organisation. Yet the processes for effectively completing these tasks can be poor. Our solution addresses this issue by enabling:

  • Bulk and individual funding inputs;
  • Funding tracking;
  • Regular, automatic renewals (for example annually or quarterly); and
  • Automatic generation of detailed funding reports.

Application management

Our solution enables:

  • A customisable approval process;
  • Document storage solutions; and
  • SMS notifications.

Vendor integration

Our solution automates vendor processes to further streamline organisational activity, by enabling  organisations to:

  • Create purchase orders; and
  • Notify vendors automatically.

General ledger integration

Our product enables organisations to more effectively manage and maintain financial record keeping by:

  • Automatically syncronising account payable information to MYOB or Xero; and
  • Automatically creating contact cards in the general ledger system.

Microsoft Dynamics 365

ATMS is built on a modern and powerful Microsoft Dynamics 365 cloud-based platform, that combines components of Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP), along with productivity applications. The platform has been tailored to improve productivity, recording and communication, application and fund management, and accounting tools has been integrated for a complete trust management facility.

The system is currently in use by

How can we help?

If you have some questions or would like to request a demo, please get in touch!

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