The purpose of Business Intelligence is to provide users with visual displays of current information based on defined queries within the Juris database. Users can utilize this information in various ways to help promote increased efficiency and performance. Business Intelligence allows customization of the displays and data mined from the Juris database.
Common Uses
Some of the common uses include:
- Hourly Contingency Summary - Hours and fees worked month to date for contingency cases and non-contingency cases with comparison to budget for total hours and fees. Top 5 open contingency cases based on amount worked. Top 10 clients with unbilled balances carried forward from the prior billing period (unbilled time not in the current period).
- Billing Timekeeper Receivable Summary - Summary of Aged Accounts Receivable and Aged Work in Process by Billing Timekeeper with detail reports of Accounts Receivable and Work in Process by Client.
- Operations Statistics - Summary of Month to Date and Year to Date billable hours with comparison budget, fees billed, fees received, fees marked-up/down, fees written off with billing and collection realization. Drill down to billable hours by personnel type and by working timekeeper. Summarized A/R for the firm with drill down to client detail and summarized Work in Process for the firm with drill down to Billing Agreement detail and drill down to Client detail.
- Financial Summary - Summarized Profit and Loss for the current month and year to date with comparison to budgets. Drill down to detail balances on G/L Accounts for revenue and expenses. Column graph show revenue and expenses for each month of the year.
- Working Timekeepers - Hours and fees worked month to date for contingency cases and non-contingency cases with comparison to budget for total hours and fees. Top 5 open contingency cases based on amount worked. Top 10 clients with unbilled balances carried forward from the prior billing period (unbilled time not in the current period).
There are numerous ways to used Business Intelligence. Dashboards are the published visualizations for Business Intelligence. They can be created and published on your web server. This provides the ability to have access to alerts and dashboards both internally and remotely. Accessing the Business Intelligence web site will require you to log in. Your systems administrator should have all of that information.