Modern businesses run on Objectives and Key Results (OKRs). As firms evolve to better compete in this new environment, measuring performance using OKRs and other metrics will be key to every department and practice area in the firm. Clients expect efficiency and demand predictability of costs and outcomes. Firms need accurate reporting that helps expand their financial capabilities and make better informed decisions.
Rather than using only financial data to report on the status quo, Umbria enables firms to incorporate data from Experience, Pricing, Profit & Compensation, and other firm databases to gain a richer and more accurate understanding of performance. This more holistic view empowers key stakeholders across the firm to make better decisions based on actionable intelligence.
Easily configured, firm-driven dashboards with 100+ widgets out-of-the-box
Drag and drop report creation via interconnected filtering of widgets
Widgets can leverage SQL, DAX, and MDX
Robust role-based notification, configuration, and user-specific reporting via email alerts and exports
Expandable querying to match firm-specific needs
30 different types of visualizations
Supports external data sources including iframes
Graphical page designer
Natural language inquiries via Umbria Answers
Answers questions like: What is my WIP? Who is the Chicago-based expert on environmental law? What's the cost of matter X?
Configurable to match a firm's regular needs
Receive simple answers or reporting to fit the question
First-class warehouse and tabular cube stores data at the required granularity
Flexible reporting tools for analysts and non-technical users to build firm-specific reports within the configured limits of security
Enables new metrics and accommodates metadata from source systems
Build ad-hoc reporting for daily analysis or firm-level performance
Import data from key systems with the ability to record, modify, and transform it to meet the modern legal landscape
Incorporates data from other Umbria modules
Manage and improve promptness of time entry, billing, and collections
Improve marketing with better data for more effective cross-selling and pitching
Empower practice leaders to better manage their departments
Improved expertise grows leaders’ ability to predict outcomes
Improved decision-making based on real-time analytics
Understand service delivery with robust cost allocation
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