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Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.
AI and fraud risk management in financial processes: Rethinking internal controls
Learn how stronger internal controls, AI governance, continuous monitoring, and fraud risk management help organizations prevent, detect, and respond to emerging threats.
Inside the Psychology of the Presidents Cup
In this week's Growth Spurt, Dr. Drew Brannon takes us inside the Presidents Cup, breaking down the unique formats, traditions, and team dynamics that make the event so compelling.
Driving enterprise value in construction: A practical framework for owners
Learn the five drivers of construction enterprise value and how owners can increase valuation, reduce risk, and prepare for succession or sale.
The Cost of the Wrong Hire
A bad executive hire costs far more than a salary; it can erode culture, stall momentum, disrupt strategy, and create a ripple effect throughout an organization.
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.
