
The Problem
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 Idea Maker 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 Idea Maker, 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. Idea Maker listened carefully and looked to future growth as well as current clientele capacity. The Idea Maker team 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.