Reporting delivered
Partner and quarterly review dashboards were delivered for review. Calculation and display rules remained part of the review.
The dashboards were delivered for review. Metric definitions, source-data coverage and final sign-off still required attention.
Build around the management conversation
Following a practice-system change, the firm needed individual and leadership reporting. NewLaw’s reporting work included a partner dashboard and a quarterly review view.
The reports put the figures into a form the client could examine. The review then needed to settle how fees, work in progress and debtors should be calculated and displayed.
A dashboard needs agreed definitions
The quarterly dashboard was published for review, with questions about the calculations taken back to the client. Source-data access also formed part of the reporting work.
The practical lesson
Agree what a number means before using it to assess performance. A report is useful only when its readers understand what it includes.