Trellis provides a cloud‑native platform that links employee roles to processes, tasks, and SOPs, giving small‑to‑mid‑size businesses real‑time workflow visibility and knowledge retention. The system includes a drag‑and‑drop workflow builder, automated deviation alerts, a KPI dashboard, and RESTful API integrations with common SaaS tools. Role‑based permissions and a mobile‑optimized web app support secure, on‑the‑go operations.
Funding
Funding not disclosed
Founders
Product
Problem
Small businesses often manage operations with disparate tools, resulting in fragmented processes, undocumented knowledge, and reactive decision‑making. This lack of a unified system makes it difficult to maintain role clarity, track workflow status, and preserve institutional expertise when staff turnover occurs.
Solution
Trellis delivers a cloud‑native operational management platform that binds roles, processes, and workflows into a single, living system. The platform maps each responsibility to its associated tasks and procedures, providing real‑time visibility into execution status. Built‑in knowledge capture stores SOPs, checklists, and decision logs, ensuring continuity despite personnel changes. Automated alerts surface deviations and bottlenecks, enabling teams to act proactively rather than reactively. A configurable analytics dashboard aggregates performance metrics, helping leaders identify trends and allocate resources efficiently. The solution integrates via RESTful APIs with common SaaS tools (CRM, accounting, HR) to keep data synchronized across the tech stack. All components are delivered through a role‑based permission model and a responsive web interface accessible on desktop and mobile devices.
Target Audience
The primary customers are small‑to‑mid‑size businesses (typically 5‑50 employees) across sectors such as professional services, retail, and health‑care that need a cohesive operational backbone to align teams and safeguard institutional knowledge.
Features
- Role‑centric configuration that ties each employee’s responsibilities to specific processes and tasks
- Visual workflow builder with drag‑and‑drop mapping and conditional logic for process automation
- Centralized knowledge repository for SOPs, checklists, and change logs with version control
- Real‑time status tracking and automated deviation alerts powered by rule‑based monitoring
- KPI dashboard with customizable widgets, trend analysis, and exportable reports
- RESTful API and native connectors for CRM, accounting, and HR platforms to ensure data consistency
- Granular role‑based access controls and audit trails to meet compliance requirements
- Mobile‑optimized web app for on‑the‑go updates and approvals