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QlikTalk:
QlikView in Legal

Tom Pizzey
QlikTech in Legal

• 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?
Berwin Leighton Paisner - Qlikview

22nd November 2011
About us


                                                  London | Abu Dhabi |
                                                  Berlin & Frankfurt | Brussels |
                                                  Hong Kong | Moscow | Paris |
                                                  Singapore




www.blplaw.com Page 4 © 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




www.blplaw.com Page 5 © 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



“not only to the recession but also to anticipate
 It is the firm‟s ability to respond creatively -

     major changes in the legal market as a whole
     - that deserves credit.
     The Lawyer, June 2010
                                                  ”
www.blplaw.com Page 6 © Berwin Leighton Paisner
The „Financial‟ Reporting Challenge

                   Reporting Layer                       Purpose                     Audience / Consumers


                                                  Analysis of business              Finance, Partnership,
                       Analysis                   trends, e.g. profitability etc.   Business Managers


                                                  Provide view of business          Partnership management,
                   Management                     health – e.g. utilisation,        Partners, Finance,
                                                  fee-earner time, aged debt        Business managers

                                                  Support business                  Operational staff &
                       Process
                                                  processes – e.g. billing,         Management
                                                  debt collection, expenses


                         Audit                    Regulatory compliance,            Financial Controllers &
                                                  SAR, system balancing             their staff




www.blplaw.com Page 7 © 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


www.blplaw.com Page 8 © Berwin Leighton Paisner
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



www.blplaw.com Page 9 © 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




www.blplaw.com Page 10 © Berwin Leighton Paisner
Reporting Software




www.blplaw.com Page 11 © Berwin Leighton Paisner
The Vision


                           Reporting Layer             • Dedicated reporting
                                                         platform – workload
Qlikview
                                                         separated from transactional
                                Analysis
                                                         systems.

                             Management                • Performance gains because
                                                         warehouse is optimised
                                 Process
                                                       • Reporting platform
                                                         decoupled from vendor
                                   Audit                 specific products
Elite

                                                       • Allows adoption of “best of
                                                         breed”

    www.blplaw.com Page 12 © Berwin Leighton Paisner
Where we will be

                                                               • 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
                                      Interactive Dashboards

                                                               • High Performance


www.blplaw.com Page 13 © Berwin Leighton Paisner
Where we will be


                                                               • 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
                                      Interactive Dashboards   • One data model to understand
                                                               • Less complexity for developers
                                                                 = faster development cycles
www.blplaw.com Page 14 © Berwin Leighton Paisner
Planned Finance Deployment

                                            Home Dashboard (1200)
                                 Home / Time / WIP / Billings / Debt / Cash / Exposure




                        Pricing & Resourcing (600)                                             Profitability
                       Time & Materials / Fixed Price / Phasing                                       (50)


     Financial Accounting (100)                                           Partner Appraisal (200)
         GL / TB / P&L / Cash flow / AP                                      SEP / JEP / Promotions




                                      Management Summary (25)
                                                   Combination of above


www.blplaw.com Page 15 © Berwin Leighton Paisner
Future Core Deployment (Non Finance)

 • All modules target Fee Earners & Business Services

 • Multiple dashboards similar to Finance

                                                   Human Resource



                                                      Marketing



                                                        CRM



                                                         IT

www.blplaw.com Page 16 © Berwin Leighton Paisner
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.

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QlikTalk: QlikView in Legal

  • 2. QlikTech in Legal • 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?
  • 3. Berwin Leighton Paisner - Qlikview 22nd November 2011
  • 4. About us London | Abu Dhabi | Berlin & Frankfurt | Brussels | Hong Kong | Moscow | Paris | Singapore www.blplaw.com Page 4 © Berwin Leighton Paisner
  • 5. 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 www.blplaw.com Page 5 © Berwin Leighton Paisner
  • 6. Market view “The BLP brand captures the entrepreneurial spirit necessary to survive in today‟s tough global economy. ” Legal Business, January 2010 “not only to the recession but also to anticipate It is the firm‟s ability to respond creatively - major changes in the legal market as a whole - that deserves credit. The Lawyer, June 2010 ” www.blplaw.com Page 6 © Berwin Leighton Paisner
  • 7. The „Financial‟ Reporting Challenge Reporting Layer Purpose Audience / Consumers Analysis of business Finance, Partnership, Analysis trends, e.g. profitability etc. Business Managers Provide view of business Partnership management, Management health – e.g. utilisation, Partners, Finance, fee-earner time, aged debt Business managers Support business Operational staff & Process processes – e.g. billing, Management debt collection, expenses Audit Regulatory compliance, Financial Controllers & SAR, system balancing their staff www.blplaw.com Page 7 © Berwin Leighton Paisner
  • 8. 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 www.blplaw.com Page 8 © Berwin Leighton Paisner
  • 9. 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 www.blplaw.com Page 9 © Berwin Leighton Paisner
  • 10. 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 www.blplaw.com Page 10 © Berwin Leighton Paisner
  • 11. Reporting Software www.blplaw.com Page 11 © Berwin Leighton Paisner
  • 12. The Vision Reporting Layer • Dedicated reporting platform – workload Qlikview separated from transactional Analysis systems. Management • Performance gains because warehouse is optimised Process • Reporting platform decoupled from vendor Audit specific products Elite • Allows adoption of “best of breed” www.blplaw.com Page 12 © Berwin Leighton Paisner
  • 13. Where we will be • 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 Interactive Dashboards • High Performance www.blplaw.com Page 13 © Berwin Leighton Paisner
  • 14. Where we will be • 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 Interactive Dashboards • One data model to understand • Less complexity for developers = faster development cycles www.blplaw.com Page 14 © Berwin Leighton Paisner
  • 15. Planned Finance Deployment Home Dashboard (1200) Home / Time / WIP / Billings / Debt / Cash / Exposure Pricing & Resourcing (600) Profitability Time & Materials / Fixed Price / Phasing (50) Financial Accounting (100) Partner Appraisal (200) GL / TB / P&L / Cash flow / AP SEP / JEP / Promotions Management Summary (25) Combination of above www.blplaw.com Page 15 © Berwin Leighton Paisner
  • 16. Future Core Deployment (Non Finance) • All modules target Fee Earners & Business Services • Multiple dashboards similar to Finance Human Resource Marketing CRM IT www.blplaw.com Page 16 © Berwin Leighton Paisner
  • 17. 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.