Wilson Ideate

Access, analyze, and share the data that drives smarter decisions.

Transform raw data into insightful KPIs

In today’s increasingly competitive market, firms must be able to nimbly consume data across a broad array of applications. Decision makers need timely access to key data to query and analyze its content. Access should be wherever you are – on the road, at a client site, anywhere. Data from practice management systems is no longer sufficient; management requires the insight available from key firm data wherever it resides.

That’s where Wilson Ideate software can help

Wilson Ideate software gives decision makers the information they need when they need it to improve firm performance. It enables dashboard-based visualization of operating metrics and ad hoc reporting and analysis at all levels within the firm. The power of this software enables your firm to:

Realize the full potential of business intelligence
Monitor key performance indicators on an as-needed basis
Generate more meaningful reports and analytics
See graphical data representations

Make information actionable through links to related workflows
Mine key data to improve profitability
Gain valuable insights into financial and managerial data
Access on-demand slicing and drill down to transactional data

Direct Mobile Access

Whether on the road, at a client site, or in the office, obtain the information when and where you need it.

Custom Dashboards

Gain 360° view of your firm with configurable mobile and desktop dashboards.

Visualized Data

Transform raw data into insightful key performance indicators.

Improved Profitability

Through more meaningful reports and analytics, gain better insight into firm operations.

Ideate for Analysts

Manage operations, profitability, people, and business development with self-service BI tools.

With cubed-powered Ideate Analytics, you can access key metrics and performance drivers in the industry’s leading analytic framework, built from raw data using standard Microsoft products such as Excel, Power Pivot, Power View, and Power BI. Query and analyze professional service-specific metrics in the office or from mobile devices to get valuable insight wherever you are. Review both leading and lagging indicators of performance from multiple lenses such as billings and collections, profitability, productivity, and more. The software runs on an in-memory database and features built-in KPIs.

Ideate Analytics features include:

Data warehousing, reports, and analysis
State-of-the-art query and build times
Multiple data sources supported

Pre-aggregated metrics and dimensions
Mobile ready on all major platforms
Configurable security model
Multi-currency support

Full range of analytic content
Time and billing
Profitability
Inventory
Client segmentation
Productivity
G/L
Point-in-time reporting

Ideate for Professionals

Gain daily insight into operational, transactional, and managerial metrics.

Access dashboard-based visualizations of KPIs with Ideate Performance Framework. Use data surfaced through Wilson Ideate software to track performance and support strategic and operational initiatives. Then deliver this information directly to the desktops, laptops, or mobile devices of partners and other key decision makers within the firm in an actionable form with or without live application links. You can also print and export to Excel.

Features include:

Dashboard-based visualizations
Configurable KPIs
Integration with analytic and reporting tools
Role-based security

Responsive design
Support for multiple data sources
Mobile-ready on all major platforms

Content Framework

Measure performance throughout the full engagement lifecycle

With the advancement of software capabilities, the true value of BI – the content – is often overlooked. The professional services industry is in major transition and the traditional approach to performance management – focusing on utilization, realization, and even margin or contribution – is not enough. Firms need to pay attention to the full engagement lifecycle including business development, acceptance, delivery, and debriefing.

Today’s business leaders need BI taxonomies that measure performance throughout the entire lifecycle and feed it back in an effective loop that enables action. It is just as important, if not more so, that firms gain a thorough understanding of what your billable professionals are doing and how they are working. This insight is critical for firms seeking to improve processes and client success, ensure proper human capital development, and determine succession plans.

Download the information sheet

Learn how our BI software can help you access, analyze, and share the data that drives smarter decisions.

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OUR CLIENTS

“We’ve had a long history with many of Wilson’s people, some of whom we knew from their prior employers. We appreciate the team’s ability to share their knowledge.”

Mary McSorley

IT Support Manager, Margolis Edelstein

News & Blog Posts about Wilson Ideate

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It’s pure fantasy to think that to make more money, you just have to have more billable hours to offer clients. Here’s how to succeed in today’s environment.

Five Ways to Prepare for 3E Templates

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Is your firm moving its billing processes to 3E? Read tips from our 3E and Design Gallery specialists to help you save time and get a better end result.

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Wilson Legal Solutions and Star Americas Partner to Enhance Accounting Practice Management

Nov 30 2018

Wilson and Star Americas Software Solutions today announced a strategic business partnership. Wilson joins Star in offering professional, technical, and advisory services for its practice management software and Wilson will make available advanced analytics solutions to enhance the software.

Five Ways Your Firm Should be Protecting Client Data

Nov 26 2018

Law firms are the hubs of a staggering array of confidential data. Protecting client data requires a holistic and layered approach. Here are five practical ways you can strengthen your firm’s efforts.

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A rising number of firms are opting for a move into the ERP world. Why? Here are three reasons firms are considering the road less traveled.

Two Key Roles Essential to System Conversion Success

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Gould & Ratner Agrees to Be A Beta Client for Wilson Ideate Software

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Gould & Ratner LLP has agreed to be a beta client to integrate Wilson Ideate software with Rippe & Kingston Legal Management System. This will be the first integration of Rippe with Wilson Ideate, a business intelligence (BI) solution that enables firms to access, analyze, and share data to drive smarter decisions.

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Wilson Legal Solutions Introduces Wilson Proforma Tracker

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Wilson Legal Solutions today announced the availability of the Wilson Proforma Tracker application. This software enables firms to manage the entire proforma and invoice distribution process with a firmwide-compliant and effective workflow. It allows for advanced front-office editing capabilities and provides valuable insight into the billing process.

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Wilson Legal Solutions Establishes Dedicated Product Support for Wilson Ideate Software

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Wilson Legal Solutions today announced the availability of enhanced support for Wilson Ideate software with the addition of continued analytics support services, service contracts, and the appointment of Briana Carbone as customer support manager.

How Total Performance Management Can Help You Achieve a Stronger Bottom Line

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New BI Software? How to Overcome Obstacles and Improve Outcomes

Apr 4 2017

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Wilson Legal Solutions Announces Webinar on Improving Firm Performance with Wilson Ideate Software

Mar 30 2017

Bo Yancey, Wilson’s director of business of law consulting, to explain how Wilson Ideate software can help firms analyze performance through multiple lenses and at varying levels of detail.

Four Action Items to Streamline Project Lifecycles

Feb 22 2017

As you consider implementing new software at your firm, adding the following four key action items to your to-do list can help you complete these core stages successfully.

Five Tips To Trim Software Implementation Costs

Jan 17 2017

The writing is on the wall. It’s time to change practice management systems. How can you trim cost from your software implementation and still get the greatest value? Here are some tips on getting your budget just right.

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