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Meeting Management Software For All Kinds of Businesses

Meetings and Reviews

The Meeting and Review module in Total Lean Management software provides everything you need to meet the requirements of the various ISO requirements or FDA regulations that require a record of management meetings and other events where decisions are made related to the quality system. 

Management Review Requirements can come from:

ISO 13485 Section 5.6

ISO 9001    Section 9.3 

IS/TS 16949 Section 5.6 

FDA 21 CFR Section 820.20(c)

Manage All Your Meeting Types with links to:
  • Metrics. 
  • Corrective Actions. 
  • Inventory.
  • Projects.
  • Sales Orders.
  • Action Items.
  • Audits.
  • Meeting Minutes.
  • Attendee list.
  • Attachments.
  • Deviations.
  • Document Changes.
TLM Meetings and Reviews module leverages these records with the TLM Fusion Technology interlinking with related modules so that follow-ups to these decisions, or revisiting past decisions can be accessible from anywhere in the workflow.

Meetings and Reviews

The Foundation of Your Digital Landscape.

Total Lean Management (TLM) Software provides a dual technology, upstream/downstream digital landscape to both easily create and find needed records, AND connect records that are a result of work flows, such as your meetings and the TLM records that support the decisions and action items that were the outcome of the meeting.
  • Documenting and connecting management decisions accelerates implementation!
  • The Quality Policy is continuously displayed on the TLM main menu. 
  • The TLM Web App ensures Quality Policy review by all users every 30 days.
  • Record the review of established KPIs and Metrics, the troops will focus on what the boss is looking at.

In principle, many ISO and regulatory requirements boil down to a requirement to consider a potential risk, and make a record of that consideration and any actions that resulted.  Those decisions can then be compared to results, and if the results don’t make those decisions look terrible, the decisions to act or not act after a risk was considered is totally up to management to decide.

The Meetings and Reviews module capitalizes on this fact by providing you with customizable meeting agenda templates for maximum impact on compliance requirements. 

  • Customizable Meeting Agenda Templates.
  • Link agenda items to the TLM Risk & Opportunities module.
Fusion Technology is what happens when information integration creates a higher-level management system beyond individual workflows.  The Meetings and Reviews Module in TLM incorporates this technology by integrating with other TLM solutions to create a Total Lean Management Software approach that provides all stakeholders with a picture of inter-related QMS Software events across your entire organization.

It also serves to create the foundation of your company’s digital landscape which saves you as much as possible from purchasing disconnected stand alone software, and provides the technical support for integrating other information systems when necessary.

All TLM software modules are rolled up to a user specific dashboard and summaries of each user's dashboard can be automatically emailed to ensure QMS activities are scheduled and prioritized accordingly.

In addition, the TLM dashboard helps users navigate to where tasks are performed, making it easy for new users to adopt the software without having to pay for extra training before being able to put TLM software to work for your company.

  • The Meetings and Reviews module within your quality management system enables management to improve the time spent in Quadrant 2 Time Management from Stephen Covey’s classic “7 Habits of Highly Effective People.”
    • Proactive Work.
    • Important Goals.
    • Creative Thinking.
    • Planning and Prevention.
This is possible due to the configuration capability of TLM to adapt to the specific needs of your organization.  In this example, this configuration comes from being able to set up the available options on the Priority field for your actions plans, which are linked to your meeting minutes.

All QMS standards require both external audits by a registration body that determines if ISO certification will be awarded, as well as internal audits by the company.   The purpose of the external audits is to identify areas of the Quality Management System (QMS) that do not meet ISO requirements.  

While your internal audits have the same purpose, they are not limited to this purpose and should also be used to go beyond compliance and into excellence.

TLM Audit software is highly integrated with other modules such as your internal procedures and several action based modules such as corrective actions and action plans to ensure your audit findings can drive improvements towards excellence.

Of all the factors that drive human behavior, whether positive or negative, none are as universal as the need to evolve, whether we are conscious of it or not.

Your management team can create impressive organizational growth by harnessing this basic element of the human experience and the TLM audit module is one of the key tools for their success in this effort.

By organizing key aspects of how work is done, to include internal procedures and how employee job descriptions and responsibilities are defined, managers can use internal audits as the landscape for employees to demonstrate and get rewarded for their participation in finding opportunities for improvement.

TLM Audit Software ensures these efforts are well organized, linked to all other aspects of the QMS that might be related, and assigned to ensure employees who rise to the occasion can be recognized accordingly.

Historically the decision to implement ISO was driven by the consequences of NOT being ISO certified when competitors were using ISO certification to win new business from customers who needed confidence in their supplier’s ability to consistently meet requirements.

This resulted in a lot of paper based systems set up by various “consultants” that advocated vague procedures that could technically meet the requirements of the ISO standard, but in reality did very little to improve quality or any other aspect of the business.

Times have changed, and the introduction of QMS software allowed organizations to take a different approach to their quality system and instead of wasting tons of time and money for little benefit, they are using their QMS to improve all aspects of the business.

At least the companies who could afford the high cost of most QMS software.

The whole point of ISO based quality standards is to address the minimum risks across every aspect of the business that could have consequences to customer satisfaction.  Unfortunately, by calling them “quality” standards, a misperception developed over the years that caused managers to think of quality as something the “quality department” was responsible for.

Total Lean Management (TLM) Software corrects this misperception by acting as an integrated management tool not only for compliance, but as the framework for how a company evolves.  Audit management software can be a vital component of this evolution, provided it is integrated with all the other aspects of the business to make auditing easier, faster, and more insightful.

There is Only One Type of Quality Management System


Over the last 20 years TLM has discovered a very basic truth when it comes to information management systems such as your eQMS, no two companies have the exact same needs.

In fact, the two biggest risks in the software selection process is either selecting software that is not flexible enough to manage information that is unique, and important to your workflow, thus forcing work arounds, or other concessions that effectively add waste to your business.

The other mistake is getting stuck with comprehensive, but inflexible systems due to their web based cloud hosting design, which forces a one size fits all approach to meeting customer needs.

And while one size might fit some, it might not fit all your needs when in the long run your understanding of those needs evolves and improves.

Total Lean Management Software, by definition, recognizes this fact, and addresses it through a dual technology, upstream / downstream user landscape approach to meeting the needs of both your upstream and downstream user types.  This is combined with our tiered approach to addressing newly discovered customer needs, making sure the software works in alignment with your business systems the day after your purchase, and for all the years ahead.

These measures include:

Custom fields

Allows you to adapt the software to your company’s terminology.

System Settings

Allows you to choose which features are applied to your process.

Rapid update cycles

Incorporating employee feedback into the continuous improvement cycle creates a synergistic effect on moral, engagement, and productivity.

Development Projects

This capability provides insurance that your system will never leave you stuck after discovering unknown needs after implementation.

High levels of interlinking

By implementing and combining modules in way that might be unique to your business or work flows.

World class customer support

Evolution is a team effort, and the whole team behind TLM enjoys helping companies comply with regulations, manage risk, continuously improve, and maintain a steady growth rate.

Help Files can be Linked to your Controlled Work Instructions

This unique TLM feature allows you to link individual screens in TLM to your own controlled procedures or work instructions for that area of the software (if needed).

Why TLM is your Best QMS Software Choice

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If you have any questions or want more detailed information, do not hesitate to call us.

If you have any questions or want more detailed information, do not hesitate to call us (866) 209-6896.

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TLM Customers are always our top priority -David Smithstein, CEO

“In the 10 years that we have relied on TLM to manage our quality documents, it has grown to become the core of our QMS. Our QMS has been audited by BSI, TUV, SAI, FDA, Canada Health and CDPH . We survived all of those audits and emerged a better company. Thanks, David!”

Jim Klett

★ ★ ★ ★ ★
“EXCELLENT customer service! Without fail, David has responded to every question, email and phone call within a few hours. He is great to work with and always willing to help… TLM is a one-stop shop for all of our QMS needs … The training videos on the website are helpful- keep them coming!”

Allison Getz

★ ★ ★ ★ ★
“Very helpful in fine-tuning the software/reports to meet our specific needs for audits, even ones requested the day before the audit. The software is straight forward for use, we have 8 personnel in two different locations using it seamlessly … The best customer support I have ever used.”

Stewart Denham

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