qliktalk: qlikview in legal
DESCRIPTION
Legal Presentation from BLP at Business Discovery UK event on 22nd November 2011TRANSCRIPT
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QlikTalk:
QlikView in Legal
Tom Pizzey
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• 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
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Berwin Leighton Paisner - Qlikview
22nd November 2011
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www.blplaw.com Page 4 © Berwin Leighton Paisner
About us
London | Abu Dhabi |
Berlin & Frankfurt | Brussels |
Hong Kong | Moscow | Paris |
Singapore
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www.blplaw.com Page 5 © Berwin Leighton Paisner
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
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www.blplaw.com Page 6 © Berwin Leighton Paisner
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
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www.blplaw.com Page 8 © Berwin Leighton Paisner
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
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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
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www.blplaw.com Page 10 © Berwin Leighton Paisner
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
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Reporting Software
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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”
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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
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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
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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
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Future Core Deployment (Non Finance)
Human Resource
Marketing
CRM
IT
• All modules target Fee Earners & Business Services
• Multiple dashboards similar to Finance
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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.