Power BI Developer: Data & Case Management Integration

Modern business leaders need real-time, actionable insights to support sound decision-making. If you or your business feel bogged down by too much data or are stuck using ageing reporting software and struggling to stay productive, our Power BI developer can help you.

At LPS, we have experience building Power BI, transmitting raw, scattered data into clear, interactive reports and dashboards to enable you and your employees to make smart, data-driven decisions.

Whether you’re a budding startup or a mature enterprise, our solutions can revolutionise how you see and comprehend your data. As companies continue to amass more digital data, it becomes ever more imperative to uncover significant patterns or pinpoint trouble spots. Power BI makes it all easier, keeping you focused on streamlining reporting, discovering insights, and eventually improving your business outcomes.

What Power BI Is and How Your Business Can Benefit from It

Power BI, a strong business intelligence (BI) application by Microsoft, lets organisations link, process, and visualise data from diverse data sources. By using Power BI’s extensive features, organisations can develop interactive data visualisations and reports which provide valuable insights into business operations. Depending on the amount of data assembled, reports can enable users to “drill down” within data and account for results that would otherwise be lost.

Our team of Power BI developers specialise in building customised report solutions that align with your specific business needs. Whether you require high-level executive dashboards or granular operational insights, we can deliver tailored Power BI reports that help you:
• Connect and integrate data from multiple sources, whether on-premises or in the cloud;
• Convert raw data into actionable insights using our sophisticated data transformations and data modelling methodologies;
• Optimise report performance, ensuring smooth access to insights even with large datasets, and for updated reports to be provided as and when you need them;
• Improve decision-making by offering easily accessible, visually understandable reports, enabling rapid action by your team, and facilitating rapid decisions to be made.

Use of a competent Power BI developer can also enhance the ability of your team to access data analysis, with personalised reports created for single users, and to display data more easily. Whether it’s the use of alternative colour schemes, the selection of particular information, or the reduction of the volume of data shown to a single user, we can help ensure you spend more time interpreting and concentrating on the correct data.

How We Develop Custom Power BI Solutions – Initial Steps

Our Power BI development process ensures you have a comprehensive, bespoke solution tailored to meet your firm’s specific objectives. Typically, our process covers the following:

  1. Understanding Your Business Needs and Data Sets
    First, we have to know what you want to accomplish in terms of data analytics. We start by determining the main data sources, the main performance KPIs, and the insights you require. We will also review any existing data or reports you generate, determine the advantages and disadvantages of your current approach, and identify areas for improvement. This can include reviewing any existing software you are using to generate data sets you can report against, and determining how any existing reporting format can be made better.

For instance, you will likely be curious to know which staff member bills the most in a month. Accounting software creates reports on individual bills and the individuals who have made them. Still, there isn’t any easily accessible reporting framework to aggregate data and compare billing by staff members or within time intervals; this is where Power BI comes in.

  1. Data Integration and Modelling

After clarifying your business and analytics objectives, our Power BI developers begin integrating your data sources. Our experience in handling databases, cloud storage, APIs, and third-party solutions makes data entry into Power BI smooth and effortless.

There tend to be challenges to be resolved, but in essence, what we have to accomplish is the reliable reporting of targeted data sets to a designated location, so we can direct Power BI to process the said data predictably. We therefore construct tailored data models to link unrelated datasets, so your reports show you genuine and interpretable business insights.

Data will often be messy and from a variety of sources, and this is where Power BI’s advantage can be realised, since it can aggregate and display the data in a single place to you and your staff, and is what’s commonly termed data transformation. Finally, our Power BI developers clean, shape, and prepare your data so it’s ready for thorough analysis and visualisation.

The Next Steps of Our Power BI Developer

  1. Customized Data Visualizations

After we have fully loaded and transformed the data, we work on developing the correct data visualisations (i.e. reports) to effectively communicate your insights. The data sets themselves, when initially created, tend to be lots of numbers or text, and the data is not of any use at all unless it can be easily comprehended.

Our developers, therefore, make sure that your Power BI reports are informative, concise and show you the correct data you need to make significant decisions. These comprise:

  • Interactive Dashboards: Regular daily dashboards are a frequent requirement, and we develop interactive dashboards by which you or members of your staff can ‘drill down’ into the data in ‘real time’ (depending on what software you have, data is as live as the last report run, e.g., daily, hourly or minute by minute depending on what you can process per minute based on server capacity), to drill down into particular metrics, filter data by crucial variables, and to see trends graphically.
  • Custom Reports: We can produce comprehensive reports tailored to individual team members, which show the particular KPIs and metrics you value the most as an individual. For example, Directors might be interested in general financial performance and how it is distributed by team or work streams. In contrast, a Team Manager might be interested in which particular individuals have performed best and why, and if any particular team members are struggling to hit deadlines. Whether you require financial reports, operational metrics or customer information, we tailor each report to suit you.
  • Real-Time Data: We can enable real-time data monitoring so you can make decisions quickly, based on the most current data available. This is, however, dependent upon the capacity of your systems and how often it can produce data, and any “live” data is ultimately down to the frequency with which data sets can be created.
  1. Advanced Analytics with DAX

If you need to conduct more advanced data analysis, we can implement DAX (Data Analysis Expressions) within your Power BI reports. Custom Power BI developers can write special DAX formulas to allow you to conduct more advanced calculations and aggregations, which enables your staff to derive more insights from the data.

In short, that lets you not only see pre-existing data sets, but cross-reference against previous data sets, by which you can potentially compare weeks, months or year-over-year performance to see what trends exist and what loss or gain of performance within specific portions of the business.

Ongoing Collaboration

  1. Optimising Performance

We understand that speed matters when it comes to data analytics. That’s why we ensure your Power BI Developer will optimise reports for performance. By applying best practices in data modelling and optimising queries and DAX expressions, we make sure that your reports load quickly, even when working with large datasets. Generally, the best approach is to start with any daily dashboard or reports to run overnight out of hours to avoid any congestion of your systems. Still, depending upon server capacity, you may be able to run reports more frequently and throughout the working day.

Performance optimisation also entails making sure that Power BI reports remain mobile-friendly and responsive, so that team members can gain access to insights from any location.

  1. Deployment and Maintenance

Once your Power BI solution has been created, our Power BI developer will collaborate closely with your staff to implement the solution within the Power BI Service. Your organisation will now have the ability to share and work on reports within teams. We also have data refresh schedules in place, ensuring that your reports have the latest available data at all times.

Our service doesn’t end with deployment. We offer ongoing maintenance and support, making sure your Power BI solution evolves with your business needs. Whether you need new reports, feature updates, or help troubleshooting issues, we’re here to support you and your business.

Why Select LPS as a Power BI Developer?

At LPS we have experience working with firms from all business sectors in many aspects of software development. As qualified Power BI Developers, using data to generate analytical results and informative dashboards for business organisations is a common challenge nationwide, and is an issue we are dedicated to resolving.

Whether you have a volume of data you’d like to be analysed and represented within a simple daily dashboard, or you’re interested in the possibility of having data combined within a centralised SharePoint hub, get in touch with one of our Power BI developers today at enquiries@legalpracticesupport.co.uk or call to discuss with one of our specialists on 01204 930234.

 

Reviews

Satisfied client stories

"Since we first began utilising the services of Legal Practice Support, we have seen a dramatic improvement in the capabilities of our Proclaim system. The system has seen substantial enhancements with regards to automation; tasks that previously could take staff hours, can now be completed within minutes."

Mark Brierley

Director, Beacon Law

"Prior to their (Legal Practice Support) involvement, we had little to no reporting; and what we did have was generally manually accumulated data on spreadsheets. Since Legal Practice Support began enhancing our system, they have enabled us to receive key management information as and when required, which allows us to evaluate key areas of the business, as well as provide overviews of fee earners' case progression and their performance amongst other things."

Mr L Ali

Director, Hunter Price Khan

" We have had the out of the box Proclaim system for many years, and whilst we were content with its performance, it wasn't until we utilised the services of Legal Practice Support to help streamline and automate our workflows that we really saw its potential to save time and money by maximising the efficiency of our workflows."

 

Yasar Ali

Clarity Solicitors

We're here to support your practice

Contact us today to find out how our proclaim development services can help your business grow.

4 Bark Street East, Bolton, BL1 2BQ

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