News, Events, & Updates
IntelliStat Budgeting & Forecasting is Specifically Designed Around the Needs of Large Law Firms
Registrants who complete our brief survey will receive a free book
Tomorrowland: Scenarios for Law Firms Beyond the Horizon by Bruce MacEwen at Adam Smith Esq.
DFTech's IntelliStat Budgeting & Forecasting is the first budget tool built from "the Ground Up" to support how Professional Services Firms (Law Firms, Accounting Firms & Consulting firms) budget. Tightly integrated with today's most prevalent Financial Systems (Elite 3e/Enterprise as well as Aderant Expert), IntelliStat automates the budgeting process by leveraging your financial data and budget modeling techniques for Revenue (Cash or Accrual, Expense (Compensation, Benefits & Payroll Taxes) as well as CapEx (Fixed Assets and Depreciation).
IntelliStat Budgeting & Forecasting
- Completely automates the Budgeting, Forecasting and Financial Inquiry functions within your firm
- Intuitively analyze actuals-vs-budget variances with while providing you the ability to drill down into the underlying AP/GL transactional data
- Distribute browser-based budget entry screens throughout your firm with the integrity of a centralized SQL Server based database
- Convert data from legacy budgeting systems, ensuring a complete picture of historical budget data
- Turn budgeting into a business tool, not an administrative burden
We'll also use this time to provide an advanced look into our new user interface.
- New, modern "look and feel"
- Reduces training time and associated costs for new users
- Simplified navigation
- All the great features of previous versions are supported
IntelliStat Budgeting & Forecasting Software Webinar
Date: Tuesday - August 1, 2017
IntelliStat Budgeting & Forecasting Software Webinar
Date: Thursday - August 10, 2017
→ DFTech is proud to now be part of the Aderant Expert Users Community.
The Aderant Expert User Community (AEUC) is the principal forum for communication amongst the expert user’s community, sharing knowledge and experience about the core product and integrated applications and services. DFTech is proud to partner and support the growing community of Aderant, users many of who look to integrate world class Business Intelligence solutions onto this evolving platform.
→ DFTech is proud to welcome McCarter & English LLP as our newest Matter Planning & Pricing client. McCarter also uses DFTech’s Intellistat Analytics as well as Budgeting & Forecasting.
McCarter & English LLP selects DFTech’s Matter Planning & Pricing application to improve matter profitability. McCarter & English LLP, one of the nation’s leading firms, will be implementing DFTech’s latest offering to support the firm’s efforts to plan, price, and track critical client matters.
→ DFTech contributes to latest research on law firm profitability:
Click here for more on this research.
“The right way to measure profitability is one that is accepted in your firm. The art is to measure it in a way that keeps everybody happy". - Jeff Suhr, SVP Products, Data Fusion Technologies.”
Click here for more insights from Jeff regarding DFTech's approach for law firm profitability analysis.
→ DFTech recently completed an implementation project of Intellistat Analytics version 7.5 for new customer Richards, Kibbe & Orbe LLP, a prestigious New York firm with additional offices in Washington DC and London:
RK&O selected Data Fusion due in large part to its desire to leverage their current financial data in ways they could not with their existing reporting tools and Data Fusion’s long history of delivering solutions that provided detailed and customizable tools to make sense of this data.
Gennadiy Shumakh, RK&O’s Financial Systems Manager comments,
“The Data Fusion Team really impressed me with speed with which they took our requirements and delivered a solution that met all our needs. The process met with my tight schedule requirements and has given RK&O access to critical information in a quick and intuitive fashion not previously available to us. We really are happy that we chose Data Fusion to be our analytics provider.”
→ Crowe Horwath goes live on Intellistat version 7.5:
Longtime Data Fusion customer Crowe Horwath LLP has recently completed an upgrade to Intellistat version 7.5, the latest version of DFTech's Analytics solution. Crowe has been a loyal client since 2003 and has a long history of leveraging the Analytics data warehouse for critical financial and productivity reporting throughout the firm. The implementation was successful due in large part to the well managed coordination between Crowe’s finance and IT groups and DFTech's implementation team.
Jim Himschoot, Crowe’s Assistant Director and Senior SQL DBA comments,
“Like most complex software upgrades, this project required participation from many groups, both internal and external to the firm. What made this upgrade run smoothly was the quick response to issues by all participants and a focus from DFTech’s implementation team to deliver what they promised and work within our tight window to complete this upgrade before the end of our fiscal year. That effort, also, paid off as demonstrated by a very smooth and seamless "go-live" resulting in uninterrupted delivery of analytical financial information throughout the firm.”
“The Intellistat data warehouse and reporting interface provides near real time access to financial information previously only accessible via custom SQL queries out of Elite. Information is easily accessible to both attorneys and administrative staff with limited application training required. Data Fusion has been a strategic partner with our Finance group in delivering a highly effective business reporting solution to support our growing business.”
Tom E. Turnbull - Director, Financial Analysis & Planning
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.