Webinar Event
ILTA Thomson Elite User Group Webinar - Part 2 of 2
WRITING SQL STATEMENTS IN ELITE: A LOOK AT
SOME OF THE MORE INTRIGUING TABLE RELATIONS
December 4, 2006 at 11:00 a.m. Pacific / 2:00 p.m. Eastern
Presented by Gary Reichard

Gathering data from your Elite system is sometimes not as intuitive as you would like it to be. This session will take a look at some of the table relations where folks stumble when writing custom SQL statements against Elite tables.

Webinar Event:
ILTA Thomson Elite User Group Webinar - Part 1 of 2
Writing a SQL Table Report in Elite, Getting Custom Reports
through the Enterprise Software
November 20 at 11:00 a.m. Pacific / 2:00 p.m. Eastern
Presented by Gary Reichard

Do you need a custom report or listing but your IS department keeps you away from the database? You can design your own custom queries to be run against your Elite system through the Tables Reports section. This course will look at creating, testing and saving those queries as a SQL Table report.

As signs of autumn fill the air, there are a number of things that you can generally count on  ...

The leaves will start to change colors and fall. 
The attention of baseball fans start to turn to football, basketball or hockey. 
The neighborhood children will begin to knock on your door dressed as ghouls, witches, and goblins.

AND

If you have an integral role in preparing your law firm's annual operating budget, you probably do not have much free time to enjoy all that the season has to offer.

The preparation of a law firm's operating plan is generally very strategic for the overall success for the firm. This process helps define the financial goals (and constraints) for the following year while also helping to establish the firm's strategic initiatives. However, the main reason why this process is so time consuming does not lie in the importance of the tasks themselves, it lies in the fact that the process is often not automated. The lack of integration between HRIS, Payroll and Elite data generally cause key budget drivers to be collected and calculated using manual methods. These methods are time consuming and error prone.

This session will help illustrate how IntelliStat Financial Planning can be deployed at your firm in order to streamline the budgeting process through automation. Find out how to use powerful planning tools for effective business planning of employees, revenue, and expenditures (including both operating and capital). Learn how to tap into all of your disparate planning information to form one consolidated and cohesive budget that can be distributed successfully (and securely) throughout your firm.

Webinar Event:
Introduction to IntelliStat
September 12 at 11:00 a.m. Pacific / 2:00 p.m. Eastern
September 20 at 11:00 a.m. Pacific / 2:00 p.m. Eastern
Presented by Jeff Suhr

In today's fast paced environment, it is no secret that the demand for financial performance information within most law firms is on the rise.

Internally, attorneys are clamoring for information to help them manage their existing business while trying to leverage the information to attract new business. Executive management is continuously looking to analyze performance of the firms' practice groups, client industries, offices, etc. Human Resources demand real time access to attorney performance metrics to assist them in the performance review process.

Externally, clients want immediate answers to questions about their financial history with your firm. Third Party firms are demanding periodic metrics regarding your firm's financial performance to include in "surveys".

Join Data Fusion to see a brief demonstration on how firms all around the world are leveraging IntelliStat to help satisfy this need for information. We will discuss the different methods that may be used to disseminate information throughout your firm. We will also review the opportunities to measure performance "your way" while still supporting some of the industry standard performance metrics often used in surveys.

ILTA '06: Evolving Together
August 21-24, 2006
Grande Lakes Resort
Orlando, FL

ENCORE - Webinar Event:
Automating the Attorney Performance Evaluation Process
Wednesday, August 9 at 12:00 p.m. Pacific / 3:00 p.m. Eastern
Co-Presented by Bill Marquino and Jeff Suhr

As attorney compensation systems become more complex, so do the demands for timely and accurate financial performance statistics during the evaluation process. Learn how law firms across the country are leveraging IntelliStat's Performance Evaluation module to automate the performance evaluation process in conjunction with their overall "Business Performance Management (BPM)" strategy.

Webinar Event:
Automating the Attorney Performance Evaluation Process
Tuesday, July 25 at 10:00 a.m. Pacific / 1:00 p.m. Eastern
Co-Presented by Bill Marquino and Jeff Suhr

Elite ’06: Transform Your Business: Ideas into Action
June 13, 2006 - June 15, 2006
The Sheraton Chicago Hotel & Towers
Chicago, IL
See SLIDESHOW

At The Conference:

Automating the Budgeting Process
Wednesday, June 14, 2006 from 10:15 - 11:15 am
Presented by Jeffrey Suhr

Having trouble with the financial planning and forecasting functions within your firm? Learn how to streamline the budgeting process through automation. Find out how to use powerful planning tools for effective business planning of employees, revenue, expenses and capital expenditures and how they can be used to control this information successfully and securely within your firm. Learn how to tap into all of your disparate planning information to form one consolidated and cohesive budget.

Automating the Attorney Performance Evaluation Process
Wednesday, June 14, 2006 from 3:00 - 4:00 pm
Co-Presented by Jeffrey Suhr and Bill Marquino

As attorney compensation systems become more complex, so do the demands for timely and accurate financial performance statistics during the evaluation process. Learn how law firms across the country are leveraging IntelliStat's Performance Evaluation module to automate the performance evaluation process in conjunction with their overall "Business Performance Management (BPM)" strategy.

About the Presenters:
Jeff is a Senior Product Specialist for Data Fusion's IntelliStat Business Intelligence Suite. In this capacity, Jeff plays an instrumental role in determining the future direction of the IntelliStat offering. Prior to joining Data Fusion in 2005, Jeff spent the previous 10 years at ADERANT (Formerly Solution 6, Keystone Solutions and Barrister Information Systems) in numerous roles supporting that company's Business Intelligence and Practice Management offerings. Jeff has been recognized as an authority on using Business Intelligence systems to facilitate Financial Budgeting and Forecasting functions as well as Profitability analysis. Jeff maintains in-depth knowledge on a number of Legal Practice Management Applications (Elite, CMS and Javelan) as well as HRIS and Payroll applications (ADP, Ultipro, Ceridian).

Bill Marquino is a Senior Consultant at Data Fusion. Bill has nearly 25 years experience in the computer hardware and software industry, with the last seven years focused exclusively on the Elite Professional Billing System. Bill's skills in Web development have been focused on creation of many custom applications such as G/L Inquiry and firm-specific Attorney Evaluation modules, all using the standard Web browser to access information in the Elite database.

DFTECHEXPO2006
March 13-15, 2006
The Westin South Coast Plaza
Costa Mesa, CA
See SLIDESHOW

Reserve your seat today to attend DFTECHEXPO2006 Beyond the Basics, Data Fusion's annual training symposium. We're bringing together the top independent industry experts to lead sessions on everything from templates to tuning. A special track for our IntelliStat users will feature topics such as: Integrating IntelliStat with SharePoint, IntelliStat Report Generation, and a Sneak Preview of the Budgeting & Forecasting module. We are also soliciting suggestions for additional material via e-mail at dftechexpo@dftech.com.

Early-bird registration is $995, after December 19th, registration will be $1,295. To provide the greatest educational benefits to all attendees, space will be limited. Register early to secure your attendance. Price includes access to all sessions, materials, breakfast & lunch daily, a gala dinner, and peer group events.

IntelliStat Sales Sales Surge Spurs Specialized Leadership Strategy
Founder Larry Laing to Focus on Product Development. Vice President Alan Corcoran Elevated to CEO... More

Milwaukee User Group
Friday, January 20, 2006
12PM Lunch and Presentation/Demo
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:
Godfrey & Kahn
780 North Water Street
Milwaukee, WI 53202-3590
Contact Person: Kelly Newman
414-273-3500