// CASE · PROFESSIONAL SERVICES
Legal & advisory practice (name withheld)
A leadership dashboard that gave a professional services firm one business picture
single source of truth
Business reporting
proactive
Decision-making
one shared picture
Leadership visibility
Professional Services
Business Intelligence, Technology
Context
A legal and advisory practice whose partners lead client delivery across finance, projects, pipelines and consultant utilisation, drawing on data spread across multiple systems.
Challenge
Partners had access to large amounts of information but lacked meaningful business insights. Financial reports, project updates, client pipelines and utilisation data existed across multiple systems, making strategic decision-making slow and reactive.
Approach
Adviserve designed a Business Intelligence framework that transformed operational data into executive insights.
The engagement covered KPI discovery workshops, leadership dashboard design, business performance scorecards, client profitability reporting, consultant utilisation dashboards, a revenue forecasting framework, and an executive review cadence.
Outcomes
- Business reporting: scattered systems → single source of truth
- Decision-making: slow & reactive → proactive
- Leadership visibility: fragmented → one shared picture
"For the first time, every partner was looking at the same business picture instead of different spreadsheets."
— Legal & advisory practice (name withheld)
Business Intelligence · Technology
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