Business Intelligence Overview
Existing Systems
- Time and Billing
- Scheduling
- Engagement Budgeting
- Financials
- CRM
- Other Systems
Capabilities
- Dashboards
- Reports
- Alerts
This Turnkey Business Intelligence system is designed to improve firm profitability by focusing attention on the key metrics each person in the organization is responsible for. Key features include:
- Unique dashboards for the managing general partner, practice unit leaders, regional managers, engagement managers, relationship managers and down through the individual professional staff. Unique client dashboards are also available.
- Fully integrated data pulled daily from your bank as well as Accounting, Time & Billing, HR, Budgeting, Scheduling, Financial Planning and other systems.
- Turnkey solution developed specifically for professional services firms.
- Extremely powerful reporting capabilities for standardized and ad hoc reporting.
- Extensive security framework.
- Very intuitive with extensive drill down reports immediately available.