Business Intelligence

Introduction video to business intelligence in ShareDo

View the playlist on YouTube: Platform Deep Dive - ShareDoShow.

ShareDo presents actionable insights in a number of places and through a variety of methods:

Via contextual ‘radars’ within ShareDo user screens. ShareDo screen can have a small set of KPIs embedded within it to show key information to the user of that screen at that point in time.
Via specific dashboards accessed through ShareDo's framework.
Via embedded Microsoft Power BI reports.

Underpinning this is the ShareDo data warehouse.

Sharedo Data Warehouse

All actions and data that are performed via ShareDo are stored in a central operational database. This database is then “projected” in near real-time into the ShareDo data warehouse. The ShareDo data warehouse has been designed to pull over insightful information but keep all sensitive information secure in your operational database. The data warehouse is optimised for analytical reporting and is based on a snowflake schema design. This warehouse is then available for client-specific reporting via any SQL-compliant tool, although ShareDo provides some richer features for Power BI and Power BI embedded.

Sharedo And Power BI

How is the data sent to Power BI from the data warehouse?

Power BI uses various methods to send data to the online Power BI Service. We recommend using Enterprise Gateway or ExpressRoute for most scenarios; however, for clients where data security policies do not permit the hosting of their warehouse data outside of their environments, we can also use Direct Connection with Analysis Services Gateway. Data within Power BI is held in line with Microsoft Online Services Terms. Currently, data is held in Microsoft’s Dublin data centre with a backup node in the Netherlands; however, this is shortly due to change to a UK-based data centre (https://azure.microsoft.com/en-us/regions/).

The following link gives an overview of Power BI Security and contains a detailed whitepaper on all aspects of Power BI security implications and architecture.

Power BI Architecture .

Power BI Reports

ShareDo provides a wide range of out-of-the-box reports authored in Microsoft Power BI.

Some example out-of-the-box reports are as follows:

Report	DESCRIPTION
Instruction Summary	Provides an overview of new work instructions, including: Instructions overview Summary of instructions by type, phase, timeline received and conversion Instruction Sources Summary of instruction sources by work type, phase, jurisdiction, client and client instructor Instruction Lifecycle Summary of instruction lifecycle by phase, lifecycles, and phase transitions Instruction Listing Instruction listing extract
Matter Summary	Provides an overview of the case portfolio at matter level, including: Matter Volumes Matter volumes by work type, active by phase, intake and settlements Matter Lifecycle Lifecycle by phase, average days to complete, phase transitions Matter Ageing Age banding by matter type and inactive matter banding Matter Listing Matter listing extract
Matter Financials	Provides an overview of matter financials, including: Finance Overview Overview by type (e.g., invoice, payment, receipt, reserve), all and closed. Finance Work Type Summary Summary by work type, including financial type and status Financials Overtime Summary of financial position overtime including finance type
Invoice Summary	Provides an overview of invoices, including: Invoice Summary Summary by status, due by age, work type and payor Invoice Analysis Decomposition tree of invoices Invoice Listing Listing of invoices for extract, including status and age
Payment Summary	Provides an overview of payments, including: Payment Summary Payment summary by status, top requestors, work type and suppliers Payment Analysis Decomposition tree of payments Payment Listing Listing of payments for extract, including status and suppliers
Time Recording	Provides an overview of time capture, including: Time Summary Summary by work type, phase, activity and period Time Summary by Person By person, phase, and activity Time Summary by Role By organisational role, phase, activity and period
Settlement Summary	Provides an overview of case/matter settlement, including: Settlement Outcome Summary By work type, incident type, and settlement values Settlement Analysis Decomposition tree for settlements Settlement Outcomes Overtime Volumes by month and by amount
Task Analysis	Provides an overview of tasks, including: Task Overview By type, priority, proximity, ageing and burn Tasks - People Listing by people Task - Teams Listing by Team Task – Work Type Listing by Work Type Task – Listing Extract
Incident Analysis	Provides an overview of incidents, including: Overview By type location, value banding, incidents over time summary Incidents – Personal Injury By Cause, bodily injury type, settlement cycle, and value banding Incidents – Matter Focus By matter type, location, incident type, timeline and value banding Incident Listing - Extract
Client Portal Insights	Provides an overview of the portfolio at client level: Instructions By matter type, person (instructor), jurisdiction Matter Lifecycle By matter type, phase, new matters and average life cycle Matter Listing Extract listing