2010 Practice Management Annual Conference Providing a Dynamic Executive Synopsis using Dashboards Presented by: Celeste Bradford Juris ®

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Presentation transcript:

2010 Practice Management Annual Conference Providing a Dynamic Executive Synopsis using Dashboards Presented by: Celeste Bradford Juris ®

2010 Practice Management Annual Conference Education: –BS in Finance Experience: –10 years experience supporting law firms using Juris ® solutions as Support Specialist, Report Engineer, Trainer, and Consultant –1 year experience as a Billing Coordinator Contact me:

2010 Practice Management Annual Conference Objectives See how to create, edit, and access a dashboard in Juris Suite Business Intelligence Establishing appropriate permissions for timekeepers to assure proper access to information on a dashboard

2010 Practice Management Annual Conference Dashboards Import robust dashboards from Marketplace Design new dashboards in Business Intelligence Visualizers are the objects that can be added Information can be restricted to an individual by publishing the dashboard to a Team containing only approved timekeepers. Members of a Team can only see information for themselves if the Visualizers have timekeeper parameters to restrict to only that timekeeper

2010 Practice Management Annual Conference Additional Training Opportunities For additional training opportunities, visit LexisNexis® University, where you may learn more about eLearning, eConsulting, Classroom, Anytime, and Just in Time Training class offerings. The Juris® Client Services Team offers on-site training, workflow analysis, and consulting to optimize your Juris software systems. Contact your local Juris representative for more information.

2010 Practice Management Annual Conference Who is your representative?