As a successful law firm, our client struggled to find a good set of data integration tools to keep their case management and analysis tools within a reasonable budget and easy to use for staff. When businesses thrive and grow, there is always the risk of growing faster than their technology can adapt. That’s exactly what happened with our client when they turned to IdeaMaker for solutions.
They were pouring far too much time and attention into the transfer of information from one system to the other, and while they didn’t know exactly what they were looking for, they knew that what they had wasn’t working.
Technology Problems and Data Integration Tools
The programs they were using to log and analyze the data for their client’s cases worked, but the integration from one program to the other is where things weren’t as efficient as they could be.
Before discussing their needs with IdeaMaker, this company used Filevine for case management and Power BI from Microsoft. The issues stemmed from the transfer of data from one to the other. They needed quick and efficient access to accurate and detailed data between programs to provide the best service to their growing client base.
Further, these programs facilitated the firm and their clients to digitally process and sign documents crucial to the cases they were dealing with. Changing programs wasn’t an option. IdeaMaker listened carefully and looked to future growth as well as current clientele capacity.
IdeaMaker suggested pursuing a middleware program to coordinate the two active programs and simplify the data transfer process. Deigning a middleware program customized to the purpose gave them more options for growing with the company’s success and ease of use.
Considering the costs that the client company was spending on data entry specialists and the strain the inaccuracies were causing for the company, IdeaMaker outlined a solution that would help them eliminate costs while improving efficiency.
The Orange County software development company got to work, jumping into the project with their specialized teams of designers and developers to create a program that solved the current problems and prevented future problems with forward-thinking.
The IdeaMaker Promise
When we work with you as a design client, we will solve any technical issues you may be having with your current software processes and create a solution that will benefit you and your company on multiple fronts. We listen to business goals and strive to create a partnership path to meet and exceed those goals. Contact us today to discuss your business needs and help you find a perfect solution to your software problems.
Outgrowing your tools is a great problem to have, but it can lead to significant expenses. One of the goals in working together with IdeaMaker was to consider the cost efficiency for continued growth and design a program that would be easy to adapt as the law firm grew without providing specialized training for new lawyers in the firm. They needed to be self-sufficient to the best of their ability after IdeaMaker finished the project.
Together, between the client firm and IdeakMaker, the decision was made to pursue this middleware software because it solved more than one problem with a single solution:
- It would continue to work as their workload scaled higher with growth.
- A cohesive integration system would significantly reduce operating costs over a more extended period.
- The development of this middleware software didn’t exceed budget and met all of their needs and wants.
What We Did
Our team of professional developers delved into understanding the coding and processes of the API systems that were already in place. Our developers created an integrated approach based on the software in use by the client. We began a seamless integration process between Filevine to other programs such as Power BI.
Now, the client’s programming monitors requests and submits the information to the right resources. The new program can also help users compile and analyze the data in ways previously unobtainable. The latest data for analysis is more accurate and up to date with the newly designed integration systems.
Custom Client Dashboard
One of the features the client was looking for was a program that would be easy to jump into without specialized training and time spent learning the ins and outs. Creating a clean and user-friendly solution was essential to the IdeaMaker team and the clients, and we worked closely to design an option that worked beautifully.
We created a custom dashboard for our client’s staff to use for their new data integration system that was simple and provided easy-to-access analysis tools. Any mistakes in the data could be easily identified and handled by any staff member without special knowledge of the technical side of the dashboard. This added simplicity gave extra value and room for growth to the client company.