QlikTalk: QlikView in Legal

QlikTalk:

QlikView in Legal

Tom Pizzey

• 300% Growth in the past 12 months

• 3300 + users in the UK

• 360 degree view of your information

Connect to multiple data sources (10 PMS systems and counting)

• Dynamic Analysis:

– Aged debt, WIP, Utilisation - by Matter, Client, Partner, Fee Earner

– How profitable is the Matter / Client to the firm?

– Would Fixed or Capped fees would be more appropriate for a client?

– How do you know if you are on track with target estimates?

– Where did the work come from?

QlikTech in Legal

Berwin Leighton Paisner - Qlikview

22nd November 2011


About us

Named “Law Firm of the Year 2010” (Legal Week and The Lawyer), BLP had the largest percentage growth in 2009-10 of the UK top 30 law firms.

Ranked 13th in UK


Market view

The BLP brand captures the entrepreneurial spirit necessary to survive in today‟s tough global economy. Legal Business, January 2010

It is the firm‟s ability to respond creatively - not only to the recession but also to anticipate major changes in the legal market as a whole - that deserves credit. The Lawyer, June 2010

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The „Financial‟ Reporting Challenge

Audit

Analysis

Management

Process

Purpose Audience / Consumers

Regulatory compliance,

SAR, system balancing

Provide view of business

health – e.g. utilisation,

fee-earner time, aged debt

Support business

processes – e.g. billing,

debt collection, expenses

Analysis of business

trends, e.g. profitability etc. Finance, Partnership,

Business Managers

Partnership management,

Partners, Finance,

Business managers

Operational staff &

Management

Financial Controllers &

their staff

Reporting Layer


Where we were

• Manual Excel reporting

• Tactical data repositories (Excel & Custom SQL)

- Lots of data flows/extracts populating

• System reports – Elite/Webview/ARCS

• Custom reports – Reporting Services/IQ Reports/FRX

• Spreadsheets - Excel

• System feeds

• Custom SQL database is very complex and again dependant on manual maintenance


Challenges created

• Data anomalies

• Inconsistent reporting formats and layouts

• Time consuming production, reoccurring manipulation of data

• Multiple departments reproducing same information

• High risk processes

• Data being fixed within reports as opposed to source


Our Objectives

• Automate and streamline

• Stable and efficient data store

• Remove manual processes

• Intuitive presentation

• Eliminate Excel

• Integration with multiple databases

• Historical and real-time data


Reporting Software

http://www.google.co.uk/imgres?imgurl=http://www.msstech.com/images/cognos_logo1.jpg&imgrefurl=http://adyquadra.spaces.live.com/Blog/cns!4CD88E391DC5096D!172.entry&usg=__FJZNouvQhxl1xz5qPq40Rz1C63g=&h=158&w=373&sz=24&hl=en&start=3&zoom=1&um=1&itbs=1&tbnid=beCAnN2_dJ9FXM:&tbnh=52&tbnw=122&prev=/images?q=Cognos+logo&um=1&hl=en&sa=N&rls=com.microsoft:*:IE-SearchBox&rlz=1I7EGLC&tbs=isch:1

http://www.slaintehq.com:8080/default.aspx

http://www.elite.com/

http://www.elite.com/


The Vision

Reporting Layer

Elite

Qlikview

Audit

Analysis

Management

Process

• Dedicated reporting platform – workload separated from transactional systems.

• Performance gains because warehouse is optimised

• Reporting platform decoupled from vendor specific products

• Allows adoption of “best of breed”


Where we will be

Interactive Dashboards

• One version of the truth

• Integrated data model

• Flexibility to incorporate and transform data from numerous sources

• Not tied to the data model of one particular application or product

• Historical data

• High Performance


Where we will be

Interactive Dashboards

• Reduced time and costs for report development

• Opportunity to provide a common set of powerful reporting tools, to enable:

• Advanced analysis

• User driven ad-hoc query tools

• Self service reporting

• One data model to understand

• Less complexity for developers = faster development cycles


Planned Finance Deployment

Home Dashboard (1200)

Home / Time / WIP / Billings / Debt / Cash / Exposure

Pricing & Resourcing (600)

Time & Materials / Fixed Price / Phasing

Profitability

(50)

Financial Accounting (100)

GL / TB / P&L / Cash flow / AP

Management Summary (25)

Combination of above

Partner Appraisal (200)

SEP / JEP / Promotions


Future Core Deployment (Non Finance)

Human Resource

Marketing

CRM

IT

• All modules target Fee Earners & Business Services

• Multiple dashboards similar to Finance

This document provides a general summary only and is not intended to be comprehensive. Specific legal advice should always be sought in relation to the particular facts of a given situation.

QlikTalk: QlikView in Legal

Technology

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