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Visible Practice, BI, KPIs and PM for Law Firm Practice Management SoftwareIntroduction
Visible Practice is a Business Intelligence (BI) solution which incorporates the functionality of our OLAP Cube Viewer (iCube.NET) together with a multi-level Key Performance Indicator (KPI) dashboard to aid Performance Management (PM) in legal practices. The standard version of Visible Practice is designed to extend the LexisNexis Axxia Practice Management software. Also, because Visible Practice is built using Microsoft Intranet and SQL Server technology it can be configured to extend the reporting functionality of many other Practice Management Systems. Visible Practice is a comprehensive reporting system that is tailored to your specific reporting needs. Yet it can be installed, configured and ready to use live within 30 days1 of your order. To learn more about the features and benefits of Visible Practice, please use the tabs above. Notes1 Subject to our standard Axxia-integrated version being compatible with your previously identified requirements. Why Choose Visible Practice?We often find that our customers have one or more objectives when looking for a Management Information or Performance Management system. Typical Practice ObjectivesYour objectives may be to:
Questions You May Ask?Usually, in order to meet your objectives a change is often required to overcome the drawbacks of any existing system, yet we recognise that change at the MIS or PM level is often a large and costly step and not one that can be taken in one go. You may find yourself asking:
Can Visible Practice Provide the Answers?If these are the types of questions you are asking, then Visible Practice may be for you.
Please take a more in depth look at the features of Visible Practice. Standard FeaturesVisible Practice provides individuals' desktops with:
IntegrationsVisible Practice has been designed to work with the Axxia Law Practice Management System by LexisNexis and currently works with the Axxia Desktop Client (versions 3 through to 4) and also the Ariston and Artion Desktop Clients. TCS are currently extending Visible Practice to work with Axxia dna and recently TCS has developed Visible Practice to handle data from multiple Practice Management Systems. Visible Practice has also been adapted to be the Data Warehouse for Microsoft CRM 3.0 with Performance Management and Key Client Reporting being driven from the Visible Practice database and those reports being made available through CRM and Microsoft Reporting Services. Coming SoonVisible Practice developments under consideration and/or commenced in the coming year are:
ModulesThe following diagram provides an overview of the various Visible Practice modules and their relation to other Client and 3rd Party systems. All items are part of the Visible Practice system with the exception of items 1, 6, 13 and 14 which are ready owned and operated by the client.
1. Microsoft CRM Front-end
The CRM Reports that have been created are integrated into Microsoft CRM. The reports are available from "Client" entities and also from the "Generic" reports area. 2. Visible Practice Front-end
This is the main Key Performance Indicator (KPI) dashboard. This screen can be filtered to various levels of detail and drill down is also possible. 3. Admin Utility
An administration facility is provided for configuring Visible Practice. User and Group Security, Menu Permissions and Cube, View and KPI Access can also be set in the Admin Utility. 4. iCube.NET
Included with Visible Practice is our Microsoft Certified OLAP Cube Browser, iCube.NET. This browser application allows Dynamic, Flexible Reports to be created and saved as Views on a security controlled menu. 5. Excel Export
Visible Practice and iCube.NET provides one-click excel export to allow you to modify and manipulate data in greater detail. 6. Microsoft Reporting ServicesThe CRM Reports are generated by Microsoft SQL Server Reporting Services which have been designed to use data from both the Visible Practice relational database and the Microsoft CRM database. 7. Visible Practice SQL DatabaseThe Visible Practice SQL Server database is both the working repository and data warehouse for all the standard components of the Visible Practice system. 8. Visible Practice OLAP DatabaseThe Visible Practice OLAP database is held within Microsoft Analysis Services and provides data to iCube.NET. The OLAP database comprises of several Cubes each with a set of dimensions and measures tailored to the specific Practice Management Database, e.g. Axxia. 9. Visible Practice Virtual CubesThe Virtual Cubes within Visible Practice are tailored to the individual needs of the Law Practice and the structure of the Practice Management System. 10. CRM InterfaceThe CRM Interface comprises of many components that, together, synchronise Client and Fee Earner data between Axxia and Microsoft CRM. 11. Axxia ExtractThe Axxia Extract module also comprises of different components which provide a scheduled extract of the latest Axxia Client and Matter data together with over-night maintenance routines to ensure data integrity is enforced. 12. Budget and Ledger ExtractThis routine extracts both Budget and Nominal Ledger data from Axxia and stores the transactional information within the Visible Practice Data Warehouse. 13. Microsoft CRM DatabaseThe Microsoft CRM database is a standard component provided with the CRM System. This does not need to be modified in order for Visible Practice to be installed. 14. Axxia DatabaseThe Axxia Database is a standard component of the LexisNexis Practice Management System and does not need to be modified in order for Visible Practice to be installed. Standard ModulesThe greatest difference between Visible Practice and a standard 3rd Party software package is each client owns and controls their specific Visible Practice release with bespoke modules to meet their requirements while benefiting from competitive package licence prices. This is achieved by having elements of Visible Practice that are "standard modules" (e.g. the extract of transaction data from Axxia systems) combined with elements that are tailored to Client needs (e.g. the extract / maintenance of the Fee Earners Department). Consequently, a Client can have the same level of flexibility provided by a bespoke Management Information System (MIS), but, for a Licence Fee which is far less than the cost of developing a bespoke system. TCS provide a full cost effective support service and when "Standard Modules" are upgraded, our Clients receive these free of charge under the Visible Practice Technical Support Contract. BenefitsVisible Practice is built using standard Microsoft products and some components of the end user interface utilise standard Excel tools, which are often already familiar to advanced users. The server elements are based on standard Microsoft SQL and Analysis Services tools, usually known to our Clients' IT staff, and books, training courses and expertise for using these tools are readily available, making this system cost effective to operate and develop further as required. ...for Fee Earners and UsersUsers of the system find the following software features easy to use and it has provided them the following benefits.
...for Partners and StakeholdersPractice Partners and other Stakeholders in the Law Firm need to be assured that Visible Practice can provide a Return on Investment by helping to improve the monitoring and measurement of performance.
...for Managers and AdministratorsManagers of Fee Earners responsible for reporting on performance and System Administrators have experienced the following benefits when using Visible Practice.
iCube.NETVisible Practice makes it easy for users to create their own views through iCube.NET. The total number of different views that can be created is huge (each "base view" at matter level could be analysed by over 40 different Dimensions, and "base views" can be constructed by selecting from 43 different Measures). Our Clients can access thousands of potential reports from a single practice-wide licence. When Visible Practice is installed, a number of standard cube 'Views' are created as part of the installation procedure. These 'Views' are accessible via the iCube.NET component of Visible Practice and can be added to or modified as required. Supplied Cubes and ViewsAlthough the supplied iCube.NET views may be for the whole firm or may be analysed by a dimension (e.g. Department), they can of course be changed to analyse by a different dimension (e.g. Client) and saved as a new view using iCube.NET.
Who uses Visible Practice?TCS have Axxia Arista, Artion and dna clients and to date we have installed, configured and reconciled each of our clients' specified release of Visible Practice within 1 month of receiving their order. Q: What do our Clients say about Visible Practice?
Installation and Future Support Partnership with TCS
Although Visible Practice can be installed by its flexible and automatic installation program within minutes, the real power comes from the OLAP Cube building services of TCS Computer Services. With a rolling annual maintenance and support contract for Visible Practice you will be investing in the security of a BI reporting solution that can adapt and grow with your business. Q: How can we deliver this to you?We can offer a flexible approach to managing your Visible Practice installation and will tailor our support style to suit your requirements. If you have a serious drive to establish a BI reporting infrastructure in your organisation we will treat your installation as a 'live' project with appropriate change control procedures in place to ensure accuracy and consistency of the information delivered. If you want to use Visible Practice to explore what BI reporting can offer your organisation and enable user buy-in, we can treat your initial installation as a 'proof of concept' which offers a higher degree of flexibility and lower overheads to creating and modifying the underlying OLAP cubes and data sources. Whatever your requirements, TCS can work in partnership with you to achieve your BI goals with Visible Practice and iCube.NET. Online DemonstrationsThe following demonstrations of Visible Practice illustrate the facilities provided to two categories of user: Cube Viewer and Administrator. The title and run time of each demonstration is given below. Registration will be required before viewing the files.
PricingOur pricing structure is tailored to the approach you take with your Visible Practice installation and licence prices can therefore vary according to the level of support you will require to establish the underlying OLAP data sources. Please use the following as a guide to calculating the cost of Visible Practice for your organisation and please call us if you have any queries. It doesn't cost anything to ask us a question.
Notes1 Installation excludes the cost of Windows Server and SQL Server Licences and Hardware. 2 Setup includes any activities to reconcile VP KPI and Cube data over two 'month-end' periods. What to do next?Register here for an online demonstration of Visible Practice or contact TCS for a personal demonstration of the software either in your office or via the Web. Make Key DecisionsSome of the key decisions to be made regarding the installation and set up of Visible Practice are:
Determine Implementation TimescalesHaving had many successful installations of Visible Practice, we have derived a methodology of implementation that will help you plan, resource and budget your own Visible Practice installation. Month 1
Month 2
Month 3
Month 4
Month 5
Month 6
Other Key ConsiderationsWhen implementing a Management Information System like Visible Practice, it may be an ideal opportunity to consider 'spring cleaning' data sources to ensure that data integrity is in place and maintained throughout the installation and reconciliation period. Some other activities that may need to be undertaken are:
TCS is able to offer a proactive and interactive two-way process to help resolve any issues arising from the above investigations and suing our experience in supporting and maintaining many varied data environments, we will be able to offer guidance on best practices for maintaining accessibility and integrity of your valuable business data. DownloadUnfortunately, due to the bespoke nature of Visible Practice, it is not possible to offer a download, however, we can offer 5 days free consultancy1 to load your data ready for a free onsite demonstration if you contact us to discuss your needs. Notes1 5 days free consultancy is a discretionary offer subject to our assessment of an initial meeting to discuss your requirements. |
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