Products
 

Profitability Analysis

Smart Queue Task Scheduler

Data Warehouse

Financial Income Reporter for Excel


Profitability Analysis

From this one easy-to-read management report, you can improve business planning and recognize opportunities for greater profits. You can review critical performance data by client/matter, department, type of law and practice group or any other matter or time-keeper related field.  The report is also a repository of vital statistics relating to your firm's business, including hours and billing detail by classification, indirect costs, direct cost and expense detail.  With the Profitability Analysis Report, you will realize greater efficiency and profitability.

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Data Warehouse

Data Warehouse extends and enhances your ability to analyze and report historical company performance data. Specifically, Advanced Data Storage enables you to:

  • Provide accurate accounts receivable and financial comparisons for specific time periods

  • Review matters in a multi-timekeeper environment

  • Support multi-attorney allocations

  • Track data automatically

  • Retrieve necessary data quickly, without impact to production tables (since data is stored in separate tables)

  • Run various utility programs monthly to extract "snapshots" of financial, timekeeper and matter-related data

Advanced Data Storage supplements the existing Elite database and provides full support for the popular IQ Objects report generation tool.

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Smart Queue – Automated Task Scheduler

Smart Queue is a "smart" control program used for the execution and monitoring of reports and other process in batches or queues. By setting up various queues, it will execute those processes in the order specified, monitor their progress and send status notifications via e-mail.  Smart Queue was designed to execute standard Elite "stored" reports, custom stored reports, scripts, cost interfaces and system backups.  See Wilson Technology Introduces Software Program to Streamline Execution of Reports for details and The Smarter Way to Processing Month-end for an example of Wilson@Work.

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Financial Income Reporter for Excel

Many law firms use Microsoft® Office Excel to help them analyze the financial performance of their firm and to forecast future business potential. Much of the data a firm requires is captured in the Elite system and/or in a data warehouse. However, the process of getting the exact data loaded from Elite and into Excel is often a manual, time-consuming and therefore costly process. Wilson Technology has automated this process with the Financial Income Reporter (FIR) for Excel. FIR automatically extracts data needed from the Elite server, formats the data according to specified search criteria, then generates a custom report based on the type of analysis to be performed. FIR reduces the creation of reports from two to three weeks to several minutes saving firms substantial time and money.  See Making Better Use of Excel for Reporting and Data Analysis for an example of Wilson@Work.

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