How Spencer West Transformed Revenue Management with Power Platform

The Spencer West Revenue Portal is a model-driven app solution designed to enhance the firm’s revenue management processes. This case study explores the development, implementation, and impact of the Revenue Portal, highlighting its technical and business benefits.

Project Type: Power Platform Sector: Legal

43% Reduction

in Manual Effort

Enhanced

Financial Visibility

Improved

Revenue Accuracy

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Spencer West’s challenges

Before the implementation of the Revenue Portal, Spencer West faced several significant challenges in managing revenue:

Complex Revenue Sharing: Multiple parties including, Local firms and Spencer West both took a percentage of the revenue for a legal case, requiring precise tracking to ensure accurate distribution of fees.

Internal Invoicing System: Lawyers received a percentage of earnings from onboarding other lawyers, necessitating an internal invoicing system to manage these transactions.

Fee Recording: Spencer West needed a reliable way for lawyers to record their fees accurately and have their bespoke agreements automatically calculated.

System Transition: Spencer West was transitioning from a case management system called Inside Legal to a new product called Action Step, adding complexity to data integration.

Complex Revenue Management

Time-Consuming Financial Processes

Disconnected Systems

Our customer

Spencer West, a dynamic and forward-thinking global law firm that offers innovative legal solutions operating as a franchise, bringing in lawyers and their firms globally, each with their own financial and revenue agreements.

They sought to improve its revenue management by leveraging modern technology. The firm partnered with Valto to develop a Power Platform solution that would streamline revenue tracking, reporting, and analysis.

The Solution

Onboarding lawyers: Spencer west administrative team can onboard a new law firm via a Model Driven app to create bespoke financial agreements. It also includes an embedded Canvas Power App that allowed for a customised user interface.

Fee submission: Once a new law firm or lawyer was onboarded, they would be eligible to submit their client transactions via a third-party application known as Actionstep. This was the triggering action that would start the business process in motion.

Data transformation: Using an Azure solution that automatically took the required data from Actionstep SQL Server not collected but transformed the data submitted into Actionstep ready to be transferred into Microsoft Dataverse via a data flow.

Invoice processing: Now the data is safely secured in Dataverse, our solution would then cross reference the bespoke financial agreements entered the model driven app and stored within Dataverse during the onboarding stage of the process. This allows our solution to accurately calculate the relevant fees and subsequent invoices to the relevant parties to be transacted by the finance team.

Fees reporting: The onboarded law firms can access a Canvas App via the Spencer West intranet Valto built within SharePoint Online to generate financial reports that can easily be exported or printed.

Transaction analysis: Valto also developed a series of Power Bi reports for this solution, allowing Spencer West to drill into the financial analysis to determine the performance of the newly onboarded law firm all via the Model Driven app.

Key features

Data Integration: The Revenue Portal integrates with various data sources, ensuring real-time access to revenue data. Data is pulled from SQL using data flows into Dataverse.

User-Friendly Interface: The app features an intuitive interface, making it easy for users to navigate and perform tasks efficiently.

Customisable Dashboards: Users can create and customize dashboards to visualize revenue data and track key performance indicators.

Automated Reporting: The app automates the generation of revenue reports, reducing manual effort and minimizing errors.

Canvas App Integration: A Canvas app embedded within the model-driven app allows Spencer West admins to make custom amendments to business rules and calculate agreements.

Power BI Integration: Power BI surfaces providing Spencer West with insights into their earnings, client charges, and general performance.

The Results

The Revenue Portal has significantly improved Spencer West’s revenue management processes.

Key benefits include:

Enhanced Efficiency: The app has streamlined data entry and reporting, reducing the time and effort required for revenue management by 43%.

Improved Accuracy: Automated data integration and reporting have minimized errors, ensuring accurate and reliable revenue data.

Better Decision-Making: Customisable dashboards and real-time data access have empowered stakeholders to make informed decisions based on up-to-date revenue information.

Empowering Lawyers: Individual lawyers can track their earnings based on agreements, improving their financial management. This enhancement boosts employee experience and reinforces Spencer West’s reputation as a leading law firm.

43%

Reduction in manual effort

Increased accuracy

Through automation

Staff empowerment

Via tracked earnings

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How Spencer West Transformed Revenue Management with Power Platform

in Manual Effort

Financial Visibility

Revenue Accuracy

Spencer West’s challenges

Complex Revenue Management

Time-Consuming Financial Processes

Disconnected Systems

Our customer

The Solution

Key features

The Results

Reduction in manual effort

Through automation

Via tracked earnings

Ready to Achieve Similar Results?

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Azure

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Managed Services