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
  • Make information actionable through links to related workflows
  • Monitor key performance indicators on an as-needed basis
  • Mine key data to improve profitability
  • Generate more meaningful reports and analytics
  • Gain valuable insights into financial and managerial data
  • See graphical data representations
  • 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
  • Responsive design
  • Configurable KPIs
  • Support for multiple data sources
  • Integration with analytic and reporting tools
  • Mobile-ready on all major platforms
  • Role-based security

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.

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Our Clients

“The professionals at Wilson Legal Solutions are very knowledgeable and pleasant to work with. I am confident that projects with them will be executed correctly.”

George Thompson , Controller

News & Blog Posts about Wilson Ideate

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

2018 Apr 27 2018

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.

Choosing the Right Methodology for Your Software Implementation

Services Mar 9 2018

Law firms are facing the prospect of implementing new software more frequently. What is the best approach? Review some of the most common frameworks, methodologies, and tools.

Challenging Analytics Complacency: 4 Key Areas Law Firms Should Be Targeting

Services Feb 28 2018

Too often BI is viewed in isolation. The real BI value is in a modern analytic framework that aligns with your firm’s performance management needs.

Better Strategic Planning: The Most Important Questions to Ask Before You Begin

Services Feb 20 2018

Firms are successful in strategic planning when preconceived notions are set aside and instead, data and intelligence inform the process – beginning with a solid internal review.

Wilson Legal Solutions Introduces Wilson Proforma Tracker

Press Releases Dec 6 2017

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.

Succession Planning: The Problem with Procrastination

Services Sep 5 2017

The baby boomer generation is rapidly retiring – leaving a large void in the leadership of law firms that did not plan ahead for this eventuality. Given the potential business impact of losing clients when an attorney retires, it would serve law firms well to avoid procrastinating and begin succession planning now.

Six Ways to Engage Attorneys in the Use of New Technology

Services Jul 6 2017

Law firms realize the greatest value from new technology when users actually use it – and use it well. How can you accelerate the adoption of new technology? Here are six methods that can help you achieve a positive outcome.

Wilson Legal Solutions Establishes Dedicated Product Support for Wilson Ideate Software

Press Releases Jun 13 2017

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.

Wilson Legal Solutions Joins Thomson Reuters Elite’s BI Marketplace

Press Releases Jun 1 2017

Wilson Legal Solutions today announced that it has joined a select group of partners with offerings in Thomson Reuters Elite’s BI Marketplace, an ecosystem of business intelligence (BI) solutions for law firms. Wilson Ideate software, the company’s flagship performance management solution, is now among the featured products in BI Marketplace with verified integration with Elite Enterprise and 3E software.

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

Software May 2 2017

By bringing together data, insight, and action, firms can take a total performance management approach to operations to achieve a stronger bottom line. See how you can make the most of new tools that enable improvement.

New BI Software? How to Overcome Obstacles and Improve Outcomes

Services Apr 4 2017

Many law firms are taking a hard look at the software they’re using to surface information that supports strategic decisions. To improve a business intelligence (BI) software roll out, we suggest concentrating on these four key areas of focus.

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

Press Releases 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

Services 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

Services 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.

Time for New Practice Management Software? Stop Panicking and Start Planning for Improvement

Software May 3 2016

In the next few years, almost every law firm will be in line for either an upgrade or conversion of their practice management system.

Still Relying on Gut Instincts? Why Now Is Really the Time for Data-Driven Business Decisions

Services Mar 16 2016

When it comes to the practice of law, attorneys are taught to leave no stone unturned within a case.

Legal IT: Why Project Management Delivers the Greatest ROI

Software Mar 8 2016

When planning a software upgrade or implementation, the industry rule of thumb is that you should allocate approximately 20% of the budget to project management.

Top 5 Traits to Seek in a Law Firm Business Analytics Solution

Software Feb 23 2016

More than ever, law firms are focused on identifying ways to run and grow more profitably.

Legal IT: Five Essential Steps for a Successful Software Upgrade

Software Feb 22 2016

The rate of technology change is increasing at an ever-accelerating rate.

How Important Are People? What Your Website Can Tell You

Services Jan 29 2016

The key to being an effective leader is hiring the right people.

How Are Top Performing Law Firms Out Pacing Their Peers? See the Survey.

Services Jan 14 2016

2016 Survey provides great insight into the trends that are reshaping the legal industry.

Keeping Pace With Market Trends. Is Your Firm Falling Behind?

Services Dec 14 2015

Law firms must adapt if they want to keep pace with client demand and their own internal growth expectations.

Big Sale, This Weekend Only! Avoiding the Trap of Discounts

Services Nov 5 2015

There are literally million dollar homes that are discounted by a dollar. Apparently to many that makes a difference.

Associate Bonuses and Hourly Thresholds: Why Now is the Time to Consider a New Reward System

Services Oct 15 2015

To be productive members of the firm, it’s important that associates drive revenue.

Building a Better Business Development Strategy : Finding Your Sweet Spot through Business Analytics

Sep 30 2015

The ability of your law firm to thrive is predicated on one key pillar of growth – you must develop both new and existing business.

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