NYC User Group Presentation
Friday, October 21, breakfast at 8:30 AM EST, presentation from 9-10 AM
Presented by Jeff Suhr

Using Business Intelligence to Measure Individual Performance
Today’s law firm has become increasing more complex in its organizational structure. Gone are the days where a firm was broken up into 2 components, Lawyers and Non-Lawyers. As a firm’s organizational chart expands, each role inside a firm is increasingly being tasked with scientifically measuring their performance. However, each functional role within a law firm (Lawyer, Billing Lawyer, Practice Group Leader, CFO, CMO, COO, etc.) measures their performance on different sets of statistical metrics. Business Intelligence Systems (such as Data Fusion’s IntelliStat) can be an effective tool in managing the statistical performance of all components in your organization. This session will focus in on the most popular and unique metrics in use today while demonstrating how these metrics can be distributed across your firm so that this performance can be managed on a daily basis.

Hosted at:
Offices of Kraft, Kennedy and Lesser (consultants)
360 Lexington Avenue
10th Floor
New York, NY 10017
Tel: (212) 986-4700
Fax: (212) 986-4730

Thomson Elite Peer Group Webinar:
Increase your effectiveness in billing and conflict reporting
Monday, September 26th at 11:00 AM PDT / 2:00 PM EST
Webex presented by Allan Rousselle, Programmer and Instructor, Data Fusion

This presentation will explore ways to increase your effectiveness in billing and conflict reporting using Elite modules and Whitehill templates.

Join us to see how you can use a powerful new feature in Elite to smooth the transition from Visbill templates to Whitehill. One Whitehill template can be used to replace dozens of Visbill templates; our first segment will show you how you can transition your staff to using the new templates with a minimum of re-training and preserve the ability to use template overrides to switch formats. This technique is particularly useful if your users are prohibited from editing UDF’s or commonly use group billing features (billing a large number of matters or joint groups all at the same time with a template override.)

We will also cover how to use multiple versions of the same Whitehill variable within a template to automatically select the correct display options for complex choices such as VAT information for any country, office, currency or jurisdiction. By using this technique, you can often reduce the number of Whitehill templates needed, sometimes down to just one!

FREE Customer Webinar : IntelliStat 4.0 Private Showing
Friday, September 16
10:00 am Pacific / 1:00 pm Eastern
Presented by Jeffrey Suhr

Previously released as DataMagic, the IntelliStat suite of business intelligence applications has become an essential element of distributed reporting and inquiry systems at many of the world's largest law firms. The latest version includes a streamlined navigation system that improves ease of use, as well as numerous enhancements to the basic module feature set.

Geared toward existing IntelliStat clients. Register now for an opportunity to view our new look and some of these exciting new features.

Customer Webinar : Publishing Business Intelligence Information Throughout Your Organization
FREE Webinar Event
Wednesday, September 7
10:00 am pacific / 1:00 pm eastern
Presented by Jeffrey Suhr

In today's business climate, access to "Business Intelligence" information should no longer be restricted to back office personnel. To maximize ROI and realize a system's maximum benefits, it is necessary to push this type of data throughout your organization. Learn how different Key Performance Metrics and Reports can be distributed to individuals based on their roles and responsibilities. The personalization of data ensures that key metrics needed by Administrators are accessible for them at the same time that individual timekeepers have access to the more specific financial metrics that they maintain responsibility for. This concept facilitates and promotes "Goal Alignment" within your organization. Data Fusion gives you the tools to make it happen.

Anyone is welcome to attend this session since Business Intelligence is most effective when it is widely distributed across functional roles.

Data Fusion Technologies, Inc. to re-launch BI Suite under IntelliStat banner
IntelliStat 4.0 features enhanced navigation with improved drill-down and reporting features... More

ILTA ’05: An Empowering Experience
August 22, 2005 – August 25, 2005
J.W. Marriott Desert Ridge Resort & Spa
Phoenix, AZ

Customer Webinar : Publishing Business Intelligence Information Throughout Your Organization
FREE Webinar Event
Tuesday, July 19
10:00 am pacific / 1:00 pm eastern
Presented by Jeffrey Suhr

In today's business climate, access to "Business Intelligence" information should no longer be restricted to back office personnel. To maximize ROI and realize a system's maximum benefits, it is necessary to push this type of data throughout your organization. Learn how different Key Performance Metrics and Reports can be distributed to individuals based on their roles and responsibilities. The personalization of data ensures that key metrics needed by Administrators are accessible for them at the same time that individual timekeepers have access to the more specific financial metrics that they maintain responsibility for. This concept facilitates and promotes "Goal Alignment" within your organization. Data Fusion gives you the tools to make it happen.

Anyone is welcome to attend this session since Business Intelligence is most effective when it is widely distributed across functional roles.

Elite ’05: Rising Expectations
June 14, 2005 - June 16, 2005
The Manchester Grand Hyatt
San Diego, CA
See SLIDESHOW

At The Conference:

Simplifying Client Profitability
Wednesday, June 15, 2005 from 4:15-5:15 pm
Presented by Larry Laing & Tim Sheedy of Reed Smith LLP

Is this client profitable? If you can’t answer this question then you are probably on the short end of a rate negotiation. Learn how one firm has simplified the costing process and is reaping the benefits of knowing who is making them money, who is not making them money, and why.

Using Business Intelligence to Effectively Negotiate Rates
Thursday, June 16, 2005 from 11:30-12:30 pm
Presented by Alan Corcoran

Managing client rates and discounts is a growing challenge for firm partners and administrators. The information in your Elite system can be combined with BI tools to set rate approval guidelines, provide partners with historical rate data, and perform profitability analyses specific to clients, areas of law, offices, etc.

Learn ways to avoid unprofitable rate concessions, be aware of existing discounts, and take advantage of volume, leverage and payment history. Use the information you already have to establish guidelines and control. Use sound economic data rather than personal pressure to negotiate client arrangements.

Data Fusion Aficionado Contest Winners!

	2nd Place Mary Moroney of Sidley Austin Brown and Wood [Click on photo to enlarge]
	Runner Up Sylvia Bradford of Broad and Cassel [Click on photo to enlarge]

Thomson Elite Peer Group Webinar: Rate Negotiator: Using Business Intelligence To Effectively Negotiate Rates
Monday, March 21 at 2:00 PM EST
Webex presented by Larry Laing, President of Data Fusion

Managing client rates and discounts is a growing challenge for firm partners and administrators. Our Rate Negotiator allows a firm to set rate approval guidelines, provides partners with historical rate data, and performs profitability analyses specific to the client, the area of law, firm offices, etc.

Instead of blindly agreeing to potentially unprofitable rate concessions, a partner can knowledgeably counter with competitive but fair rates that recognize the value of the services offered. For example, a client may already be receiving a 15% discount and can be reminded of this. Or, the partner can offer savings tied to volume, increased leverage, or speed of payment.

With the Rate Negotiator, partners have a clear picture of acceptable price ranges, and know when to defer to senior management should client demands exceed their authority to discount rates. This provides more control to both firm management, and the partner negotiating the fee arrangement. As a result, the partner can take the negotiation out of the realm of the personal and shift it back to business economics.

Live Presentation on DataMagic
Date: Wednesday, March 16, 2005
Time: 10:15am - 12:00pm
Instructor: Larry Laing

Location:
Offices of Locke Reynolds
201 N. Illinois Street, Capital Center South Tower, 10th floor
Indianapolis, IN

DFTECHEXPO2005
Training for the Next Level
February 14-16, 2005
The Westin South Coast Plaza
Costa Mesa, CA
See SLIDESHOW

About DFTECHEXPO2005:
Learn from the most sought-out independent authorities on the Elite system including Larry Laing, Debbie Willcox, Gary Reichard, Dennis Gerrity, Andy Relis, and others. More than 20 sessions will be offered during this 2 1/2 day educational event.