| Custom EDR with Elite Extend
Event Driven Reporting Delivered Via E-mail
The quantity of information available to managers today makes it impractical to try to keep up with the deluge of data presented in traditional reports. To survive in this environment, it is important to use technology to control the information stream and help you focus on the trends and developments that really require your attention.
Event Driven Reporting with Elite's Extend module can automatically identify and document operationally significant events and notify the appropriate personnel. Using the Custom SQL event type in Extend, there are few limits to what can be analyzed or distributed. You simply tell us what you want to be told about, who we should tell, and how often we should tell them… and we handle the rest.
Notifications arrive in the familiar Inbox of your e-mail system. Since most mail systems support HTML formatted messages, Extend can deliver clear, well-formatted results.
After using our custom Extend events, many firms have asked us to replace some of their standard report distribution as well. Although this can be accomplished by distributing operational data via a web-based inquiry system, there are certain key reports that are intrinsic to firm operation that are best delivered as standard documents.
We work closely with our clients to design events that exactly meet their needs. Not only can we support highly specific definitions of key A/R and unbilled aging events, we can define virtually any event that the firm is interested in tracking. The content we deliver uses firm-specific calculations so that information is presented exactly the way your firm is accustomed to seeing it.
Use of Extend makes good management sense. The delivered content is timely, significant and highly targeted. Because Extend events are totally automated, they eliminate time and expense associated with manual analysis, generation, and distribution of printed reports. Because they are delivered via email they can be received and read anywhere.
Data Fusion can automate just about any event-based or informational report you can describe. There is no one better qualified to handle your reports.
Some examples of Custom Extend events we have written for our clients include:
| - New Timekeepers on Matter |
- Electronic Expense Reimbursement Notices |
| - Unfinalized Batch Reports |
- Duplicate Vendor Report |
| - Short Paid Invoice Reports |
- Unallocated Payments |
| - Duplicate Voucher Report |
- Engagement Letter Status |
| - Departing Timekeeper Client List |
- Conflict Waiver Follow-Up |
| - New Matter Billing UDFs Mismatches |
- Closed Matter Report |
| - WIP Writeoffs Report |
- Closed Matters with Unallocated Payments |
For more information on how to improve your information distribution system with the use of custom Extend events, please contact us.
|
