Redwood Dashboard -Results and Matter Planning

Time
Start: Thursday, November 19, 2009 (9:00am)
End: Thursday, November 19, 2009 (5:00pm)

Price
$900

Promotion
Bring a guest and receive a 50% discount on second registration

Location
Lexis Nexis
Four Penn Center
1600 John F. Kennedy Blvd
Suite 1655
Philadelphia, PA  19103

Registration
Register Online

Course Overview
The only way to keep your eyes on the road is to have instruments that give you the information you need quickly, without distracting you from the task at hand. Redwood’s Dashboard is a Web-based application designed to deliver key performance indicators on demand. Firm managers, practice group leaders, billing attorneys and others can glance at matter pricing, matter planning and other information in totality, or drill down to the level of specificity they need. The components of the Redwood Dashboard contain the business information most critical to firm management and attorneys, across multiple roles and time horizons. By delivering selected information, a firm can focus its professionals on how their performance measures up to the firm’s goals. This course, designed to show participants how to make effective use of the Redwood Dashboard, is delivered by an instructor in a “group-live” environment. 

Course Objectives 

  • Understand the Firms goals and how the KPIs measures up to the goals by timekeeper, client and/or matter
  • View billing realization, inventory, direct margin percentages, WIP and AR aging by client by matter
  • Retrieve timely reports
  • Use the Firm’s profitability framework to staff and price new matters as well as re-staff and re-price existing matters
  • Use management tools to evaluate the entire Firm, an individual practice group, office, department and/or section


Course Level
This course covers intermediate and advance levels in content

Prerequisites
None

Advance Preparation
None

CPE credit
8

Course Outline


Lesson 1: Overview

  • Navigate through the home menu bar
  • Understand what each tab represents and their business uses


Lesson 2:  Results Area

  • Understand the use of the Attorney Tab
  • Utilize graphical or detailed display of key data
  • Drill into Client detail information
  • Analyze Firm KPIs to Firm goals
  • Understand the use of the Management Tab


Lesson 3: Plan Tab

  • Create multiple scenarios for a new matter
  • Open an existing matter and adjust staffing
  • Create a template for matter planning


Lesson 4:  Report Tab

  • How to access reports


Lesson 5:  Administration Tab

  • Create users
  • Set privileges for users based on their role
  • Upload Client logo


Lesson 6: Configure

  • Configure Firm KPIs and goals
  • Review all the configurable areas on each tab


Appendix

  • Available KPI
  • Glossary of Terms
  • Hours Hygiene Metrics

 

Course Registration
Registration can be done by clicking here, or contacting christopher.katchuk@lexisnexis.com

For questions, or to schedule an on-site, send an email request to christopher.katchuk@lexisnexis.com we will contact you to schedule.