Providing business data to drive supporting actions

Imagine being able to get the following information at the push of a button –

• What is the current total of WIP, and what are the line details?
• What is the client's invoice history, & what is outstanding?
• What is the profitability of the matter/client, & how does this compare with others?
• How am I  doing against my individual targets and previous years
• Which are the matters in my practice group/sector/firm with the most WIP/debt? 
• How is my practice group performing against agreed business plans?
• What is the profit margin for our top US clients in the last quarter and is it going down?

The above constitute just a small fraction of the business questions we were able to satisfy in the last solution we provided.

• It also included self-service reporting and notifications against metrics and limits.

Result –

• the ability to have informative client contact, advising the client of real-time WIP, chasing debt, and being able to calculate, during the discussion, how any concessions would affect the profitability of the work
• clients that don’t dispute bills because they are informed
• developing deeper client relationships
• easy profitability management across matters, clients and groups (practice group, sectors & regions/offices)
• lawyers feel they have autonomy but they know their parameters and believe in them
• lawyers believe in the figures as they can drill down to understand the detail beneath
• early internal warnings of expensive matters

Based on your business requirements and your KPIs, we can design a solution that is;

- a one stop shop for client, matter and performance management informatiuon

- role based for responsibilities and desired actions

- security conscious (takes account of ethical walls and client sensitivities)

- 'real-time' simple graphs and grids that provide drill downs into the detailed data 

- progress against generic measures/performance indicators 

- a self-service reporting suite, both stand-alone & embedded within dashboard pages.

Strategic Business Intelligence Technical Layer

Creation of a strategic BI Layer that;

- includes the correct business data in the correct structured format 

- provides a timely consistent view of data aligned to all source systems

- contains an architectural model (business, technology and data) flexible enough to cater for the requirements of different presentation solutions 

- is easily scalable to allow for added data domains.