Explore the stock of role-based Power BI templates developed for Elite, Aderant and other data sources.

In this session, we’ll review role-based Power BI templates developed for Elite, Aderant, and other data sources. We will discuss some of the best practices for report design for personalization and distribution. Areas of focus:

  • Import data versus direct query
  • Drill down, drill up, and drill through
  • Role and row-level security
  • What-if examples
  • Pro versus premium license

Speaker Bios:

Greg Murphy is Wilson Allen’s VP of products with responsibility for development, implementation, and support for Wilson Allen analytics products. He leverages extensive experience with law firms, technology, and practice management software. He uses his skills to help law firm management access critical decision-making information through the development of dashboards, exception reporting, and interactive visualizations.

Jose Hernandez is director of business intelligence product management. In this role, Jose translates Wilson Allen’s high-level business intelligence (BI) product vision and goals as well as customer needs into actionable tasks. He is responsible for setting product strategy, prioritizing features, building consensus, and coordinating product schedules in collaboration with the Wilson Ideate and LawDrill teams.

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