Leaders asked Elliott Davis: “Can you help us improve visibility into business development and advertising spend to support decision-making?”

Context

  • Personal injury and accident law firm
  • Goal is to be the number one firm in the state of South Carolina
  • Leverage two disparate systems for customer relationship management (CRM) and enterprise resource planning (ERP)
  • Data required transformation in order to be used in visualizations
  • Management wanted a dashboard to showcase where leads were generated and converted
  • Required deeper insights into where advertising spend resulted in customer acquisition

Our Approach

  • Assessed current CRM and ERP system
  • Created relational data model, automated business logic and key performance indicator (KPI) calculations
  • Completed data validation to confirm accuracy, cleanliness, and completeness
  • Developed Power BI design and layout of dashboards/heatmaps, including functionality of filters/slicers, level of detail and user accessibility
  • Completed user acceptance testing of dashboards with client

Client Impact

  • Improved insight into business development and ability to forecast
  • Leveraging return-on-investment of advertising, specifically customer intake analysis to determine future spend
  • Analyzed historical data by case type, geography and attorney to meet the client requirements

We Can Help

For more information on how Elliott Davis can assist you and your business, contact a member of our team.

The information provided in this communication is of a general nature and should not be considered professional advice. You should not act upon the information provided without obtaining specific professional advice. The information above is subject to change.