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 below.
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.
“Elliott Davis" is the brand name under which Elliott Davis, LLC (doing business in North Carolina and D.C. as Elliott Davis, PLLC) and Elliott Davis Advisory, LLC and its subsidiary entities provide professional services. Elliott Davis, LLC and Elliott Davis Advisory, LLC and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Elliott Davis, LLC is a licensed independent CPA firm that provides attest services to its customers. Elliott Davis Advisory, LLC and its subsidiary entities provide tax and business consulting services to their customers. Elliott Davis Advisory, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the Elliott Davis brand are each individual firms that are separate legal and independently owned entities and are not responsible or liable for the services and/or products provided by any other entity providing services and/or products under the Elliott Davis brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Elliott Davis, LLC and Elliott Davis Advisory, LLC.
