Custom Report Writing
We have developed expertise in custom report writing for Time Matters and Billing Matters. Our software of choice is SQL Server Reporting Services. A free download from Microsoft. This software allows for very flexible and address our clients needs very efficiently. Some of the highlights are:
- Address complex reporting needs with standard tools
- Simple access without a need to install custom software
- Integration with Time Matters through Launch Pad and Power View both standard features of Time Matters
- Drill Down capabilities
- Complex charting capabilities
- Schedule report delievery via e-mail
- Integration with SharePoint using web parts
- Integrated security with your Windows Server software
The Cloud has really opened the floodgates for innovation in a number of smaller businesses. This process hasn’t been easy. Initially cloud based solutions got a lot of bad press especially with regard to security. While we can attribute some of it to teething problems the fact is most of the issues were simply because organizations didn’t fully understand the opportunities and pitfalls when using the cloud. This is where we can help. By providing insight into how companies can leverage the cloud we are able to help streamline the business and subsequently improve ROI. Often external vendors are biased when it comes to adopting cloud solutions (AWS vs Azure) and in other cases if the client should migrate to the cloud or not (On Premise vs Cloud). Naturally this can result in a fair amount of confusion and clients might find themselves second guessing their choices.
Our Custom Reporting solutions offer a truly independent and unbiased assessment of your needs and then list out possible solutions. This gives our customers a bird’s eye view of the technology landscape and helps make decisions that are better aligned with the business. One of the key reasons why companies choose the cloud over on premise solutions is the affordability of it and the ease of use. This needs to be balanced with a focus on security and flexibility. Custom reporting solutions has an important role to play in each of these aspects. A company that requires 1000s of reports being accessed by 1000s of employees have different needs compared to say a small business that has a few employees and smaller subset of report. While the former requires scalability the later might focus on ease of use, making the cloud the ideal choice for the former and on premise for the latter.
Our Custom reporting Solutions start off with the simple step of identifying what questions the client wants answered. This allows us to evaluate all decisions based on how well it addresses the first question and clearly tying the business requirement with the technology being used. Some parameters we often find applicable in this process include:-
As a small business cost is a significant factor when making decisions and we present the options that provide the best ROI while meeting the original business requirement. In fact our goal is not just to save money but see how the reports we build can identify opportunities to make it as well.
Ease of Use
Our reports are aimed at answering the organizations questions in the best way possible. This is achieved by making our reports customized to the specific business allowing a shorter learning curve and a common understanding of company metrics.
Custom reporting once implemented is adopted rapidly within the organization given its benefits. This requires extended support and the ability to rework some of it as new areas are identified. Our reports come with the backing that we are always available when you need us.
Our passion for helping our clients to leverage technology, has pushed Pars Consulting Incorporated to the forefront of our field. We have helped our clients:
- Creating a practice management system for our clients that will serve their needs by implementing the following principles:
- Authority: Creating single point command for tasks delegated and appropriate reporting back to that point.
- Division of Work: Creating a system to effectively delegate and distribute the work.
- Forecast & Plan: Creating a strategy for future tasks and events.
- Organization: Creating an effective organizational model that is easy to understand, implement and use.
- Coordination: Creating established rules and conformity in actions.
Our clients choose and depend on us for our technical knowledge, deep industry experience. We design and implement our practice management hand in hand with input from our clients. Our goal is to minimize the disruption to the business of our clients by implementing evolutionary methods rather than creating a revolution within their business.
This class is designed for professionals that bill their own time and/or set up clients to be billed. Participants will learn how to designate a client for billing and apply billing rules, such as hourly, task-based, flat fee, contingency, etc. Instruction will include understanding the relationship between staff, task rate tables, billing preferences and other billing matter settings controlled through time-saving Billing Matters functionality. Our goal is to simplify tracking of time, expenses and invoices. By utilizing simple shortcuts, your business will reduce performing duplicative functions and increase organizational efficiency. This class is applicable to Billing Matters versions 10 to 16. Each participant will receive a 112 page Billing Matters Basic Training Manual.
BM 201 – Agenda (8 to 11 am Pacific Time)
- Lesson 1: Billing Matters Overview
The class will begin with an overview of the Billing Matters menu and navigation, and we will discuss how lists and forms interact.
- Lesson 2: Entering Time and Expense Billing Items
The participants will learn how Time or Expenses can be charged by examining billing items, staff time sheets and creating work in progress.
- Lesson 3: Program Setup-Billing
The class will learn the various types of billing methodologies and how rate and aging options play a key role in receipt and invoice management.
- Lesson 4: Rates and Rate Tables
The class will review various rate and billing options to suit a wide range of billing practices.
- Lesson 5: Bill Profiles
Participants will gain knowledge about billing profiles, itemization options, types of total and summary table selections, and billing messages (e.g., aging messages).
- Lesson 6: Adding a New Client
The class will understand the steps required to apply how Billing Preferences affect rate, fee, expense and accounting management.
Please register 5 business days prior to class to receive a copy of your Billing Matters Basic Training Manual (112 pages) in time.
This class is designed for experienced Billing Matters professionals and/or office managers that want to leverage advanced features, such as customizing billing and accounting. Participants will increase their knowledge and expertise about advanced Billing Matters functionality and the tools necessary to streamline business processes, align closer with business goals, reduce administrative costs, and increase revenue. This class is applicable to Billing Matters versions 10 to 16. Each participant will receive a 137 page Billing Matters Intermediate Training Manual prior to the class.
BM 301 – Agenda (8 to 11 am Pacific Time)
- Lesson 1: Prepare for Billing
The class will begin with an overview of pre-billing tools and make corrections to work in progress and unbilled expenses.
- Lesson 2: Customizing Billing Preferences
The participants will learn how customize Billing Preferences by taking into account billing cycles, fee arrangements, your firm’s rate plans, discounts, trust account funds, and payment terms/conditions.
- Lesson 3: Billing Process
The class will gain knowledge about th5e billing life cycle, which includes bill generation, posting invoices and dissemination of invoices via email.
- Lesson 4: Accounts Receivable (AR) Transactions
The participants will understand how accounts receivable transactions function: payments, multiple matter payments, reverse payments, credits, refunds, and write-offs.
- Lesson 5: Funds Transactions
The class will learn how the four types of fund transactions differ and when to use the appropriate type of transaction.
- Lesson 6: Generating Reports
The participants will increase their knowledge about how reports and analytics may assist decision makers when it comes to productivity, profitability, tax consideration, and vendor management.
- Lesson 7: Advanced Billing Preferences
The class will learn about early payment discount options, billing allocation options, billing phases, and how to consolidate, split billing and adjust billing preferences.
Please register 5 business days prior to class to receive a copy of your Billing Matters Intermediate Training Manual (137 pages) in time.
This all day seminar will give experienced and advanced Time Matters user a comprehensive understanding of this software and will take them to a new level. The material covered in this class is much of the widely used programming techniques by Time Matters Consultants.
For over twenty years, Time Matters has helped law firms, legal departments and other organizations streamline operations and increase profitability by providing a comprehensive, yet easy-to-use collection of information management tools.
Like most software on the market today, Time Matters is greatly underutilized. We have put together a comprehensive training to benefit both new and experienced users. As an experienced user you will learn advanced tips and tricks that will take you to the next level. The agenda for this class was designed for Time Matters version 10 to 16.
TM 301 – Agenda (8 am to 4 pm Pacific Time)
- Lesson 1: Program Level Settings
Program Level Quick Tabs
- Lesson 2: Setting Up Staff, User Logins and Groups
Creating Staff and Resources
Creating User Logins and Setting Security
- Lesson 3: Classification Codes
Creating Classification Codes
- Lesson 4: Advanced Scheduling Features
Schedule Repeating Events
- Lesson 5: AutoEntry Forms
Creating An AutoEntry Form
Using an AutoEntry Form
Associating an AutoEntry Form with a Classification Code
Using an AutoEntry Form with the Classification code association
- Lesson 6: Custom Fields
Customizing a User Field
- Lesson 7 Form Styles
Creating a Form Style
Assigning a Form Style to Multiple Classification Codes
- Lesson 8: Document Search & Indexing
Performing a Search
Save a Document Search
Saving a Tagged List
- Lesson 9: Archiving Records
Archiving a Single Record
Viewing Archived Records
Restoring an Archive Record to the active record list
Recommended Procedure for archiving closed cases and associated records
Please register 5 business days prior to class to receive a copy of your Time Matters Training Manual (156 pages) in time.
The Time Matters Intermediate class is designed for professionals who want to leverage advanced features and tools into an organization’s workflow and improve organizational efficiency, reduce administrative costs and increase revenue. Intermediate course descriptions include: streamlining communications, document retrieval via search and sort methodologies, as well as leveraging the use of templates and database management. The agenda for this class was designed for Time Matters version 10 to 16. Each participant will receive a 110 page Time Matters Intermediate Training Manual prior to the class.
TM 201 – Agenda (8 to 11 am Pacific Time)
- Lesson 1: Notes, Phone Calls, Mail and Outlines
The class will begin with an overview and introduction to how Note records store critial information and the four types of records that can be linked, including Contacts, Cases/Matter/Projects, Events and ToDo’s.
- Lesson 2: Documents
The participants will learn about how to link new and existing documents to Time Matters and how to attach word processing files to Time Matters records without leaving the word processing application.
- Lesson 3: Linking Outlook Email and Attachments
The class will gain knowledge about improving document workflow by linking email with and without attachments.
- Lesson 4: Searching for Document Files
The participants will learn time-saving searching techniques to locate relevant documents.
- Lesson 5: Sorting Lists, Column Layout and Quick Tabs
The class will gain an understanding about to customize and sort lists and tips & tricks to improve the layout of lists.
- Lesson 6: Printing Reports
The participants will increase their knowledge about customizing, formatting and filitering reports, as well as customizing reports for printing.
- Lesson 7: Formattable Clipboard
The class will gain an understanding about “Formattable” Clipboard Templates, creating documents using “Formattable” Clipboard Templates, and pulling data into word processing application using Time Matters Insider.
- Lesson 8: Merge Templates
The class will acquire knowledge about creating and utilizing Merge templates for use with a word processing application.
Please register 5 business days prior to class to receive a copy of your Time Matters Intermediate Training Manual (110 pages) in time.
This foundation class is designed for professionals who want to leverage Time Matters and integrate the features into an organization’s workflow, such as: navigation tips tricks, managing Contact and Matter records, documenting events and ToDo records, incorporating calendars, reminders and other pertinent functions. For over twenty years, Time Matters has assisted law firms, legal departments and other organizations to streamline operations, increase organizational productivity, decrease administrative costs and increase profitability by providing a comprehensive and easy-to-use collection of information management tools. The agenda for this class was designed for Time Matters version 10 to 16. Each participant will receive a 159 page Time Matters Basic Training Manual.
TM 101 – Agenda (8 to 11 am Pacific Time)
- Lesson 1: Overview & Navigation
The class will begin with an overview and introduction to Time Matters terminology and functionality, including navigation tools, screen layout and hot keys.
- Lesson 2: Contact Records
The participants will learn about distinguishing between contact lists, forms and copying a contact records.
- Lesson 3: Matter Records
The class will gain knowledge about how to utilize Matter lists and forms.
- Lesson 4: Events and ToDo’s
The participants will understand the advance functionality of event lists, event forms, ToDo lists and ToDo forms.
- Lesson 5: Calendar & Quick Alarms
The class will gain an understanding about customizing calendars (daily, weekly, and monthly), setting an alarm, and setting a record-related reminder.
- Lesson 6: Alerts, Reminders & Watches Screen and Journal
The participants will increase their knowledge about alerts, reminders and Watches Screen, as well as marking records as complete, and viewing and editing different journal styles.
- Lesson 7: Related Records and Timeline Information
The class will learn about importance of related records and why Automatic and Specified Relations are important to workflow management.
- Lesson 8: Searching for Data
The class will acquire knowledge about the five types of search options (quick field, text field, combined, advanced, and global search).
- Lesson 9: Printing Reports
The class will learn about formatting and filtering mechanisms and printing single records, lists and various types of calendar options.
Please register 5 business days prior to class to receive a copy of your Time Matters Basic Training Manual (159 pages) in time.