The document summarizes QlikView use at the law firm Berwin Leighton Paisner (BLP). It discusses how BLP implemented QlikView to streamline reporting across finance, HR, marketing, CRM and IT departments. Key benefits included automating manual Excel reports, integrating data from multiple sources, and providing intuitive interactive dashboards for analysis and self-service reporting. This reduced time and costs while improving flexibility, performance and understanding of data.

1. QlikTalk:
QlikView in Legal
Tom Pizzey

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.