Office staff will have an action list all their own to manage. As to-do items come in, whether it's workflow related or a notification, they can be auto-assigned using predefined rules or manually assigned to the right individual. You can even create a to-do item for someone by mentioning them in a note on someone's record.
Going out of town? Pause your action list and have things reassigned to someone who's covering you.
Office staff can rely on Inbound and Outbound Data Feeds to keep records in sync. For students, inbound feeds can initiate the process automatically, creating or updating records from your Student Information Systems (SIS). For scholars and employees, data is pulled from the HR system and used to audit and validate information, helping teams confirm accuracy and spot changes without manual comparison.
Outbound feeds then share updated information back to institutional systems, reducing duplicate entry and maintaining consistency. Together, these tools support automation where appropriate and human review where required, based on the population and use case.
The JBI Team has created best-practice workflow templates that you can use out-of-the-box or after you've edited them to work best for your institution. You can also create workflows completely from scratch - if you're an overachiever like that.
We've also created a set of self-service workflows for scholars and employees to use to help maintain their profiles with up-to-date information. Bottom line, our system won't limit you to a set way of doing things, and our team is there to help you get set up for success.
Sign DS-2019s, I-20s, and DS-7002s directly within Trilby Suite, either individually or in bulk. Once signed, documents are automatically saved to the record and made available to international clients through their online portal, eliminating the need for separate signing tools or manual distribution.
Bulk signing helps teams manage high-volume periods efficiently, while individual signing supports exceptions and last-minute updates. Together, these tools streamline document completion while maintaining clear records and access for both staff and clients.
Scholars and employees are not the only clients you need to worry about; your departmental users are just as important! Trilby Suite makes managing your hiring units a breeze by allowing you to build your hierarchy and be as hands-on or hands-off as you wish.
Once a hiring unit has a manager, they can maintain their unit through online services - add new contacts, remove old contacts, create default answers to questions on workflows they'll use regularly, and see reports made available to them.
Office staff interact with an intuitive interface that shows relevant information based on the profile type they are viewing. Each profile type has a layout tailored to the data and actions that matter for that role, reducing noise and keeping work focused.
Access and visibility are governed by configurable permissions, allowing offices to control what each profile type can see and do. The use of teams further supports collaboration, enabling staff who work together to share context, coordinate tasks, and manage cases within Trilby Suite without duplicating effort.
Make life easy for your international clients and hiring units by creating easy-to-use, custom online forms they can access anywhere.
Each campus can theme and create an online presence to match official branding so that everyone feels welcome.
A custom report writing tool that makes pulling data out of the system easy for anyone in the office. Office Users will have access to Dashboards that detail the incoming and current work of the whole office.
Our goal is for you to be able to see the big picture while also drilling down to specific populations.
Never miss a beat with automatic notifications that let you and your international client know when there is a compliance issue or a potential for there to be one. Or, perhaps, you simply want to know when someone's birthday is.
You'll have the freedom to make your own notifications in Trilby Suite above and beyond the ones we deliver!
Our team has designed a secure and compliant platform with a hosting model whereby institutions retain sole access to their data. JBI has shared this model with SEVP and they have not expressed any concerns to date based on the 2005 Batch Processing Rules for Schools.
Data security is top of mind for our team. Our cybersecurity program includes a compliant HECVAT and VPAT, plus successful SOC2 Type II audit results that were produced by an external CPA firm for our organizational cybersecurity controls. Ongoing SOC2 Type II audits are planned.
We are now members of GovRAMP, working toward core authorization recognized by the majority of states in the US.
We built the system in the Azure Government platform so that we manage the implementation, ongoing updates, and everything in between. The platform is authorized at the FedRAMP High Impact Level. Only US federal, state, local, tribal governments and their partners have access to this dedicated cloud instance, and JBI has been approved by Microsoft as such.
Aside from some help with integrating your login system and building your data feed, Trilby Suite is a hands-off solution for the IT department. Ongoing infrastructure support is handled by our team so that you'll always be up-to-date with the latest technologies, government updates, and version of Trilby Suite.
transform what’s possible for international offices and their clients
