Top Benefits of Optimised Reporting and Analytics in Case Management Software

Whether you’re a small law firm or a large local authority or governmental organisation, insight into the management of your operations should sit among the top priorities of your agenda. Case management system software is a collection of digital tools that allows organisations to handle case management. And in order to meet the goals efficiently, local governments and law firms need a case management reporting system to help them implement their strategies.

A good reporting system is the foundation for any successful strategy execution. And here we outline the top 5 benefits of optimised reporting and analytics in case management software.

1.     Improving Communication

In a post COVID-19 world, when remote working is common place, communication is more important than ever before. When geographically disparate employees are privy to the same information, communication is improved, and senior management can identify weaknesses in the operation and present solutions. The benefit of detailed, accurate statistics means local councils and law firms can methodically set goals and analyze progress via their dedicated suite of reports and management tools, which can also form the basis of peer performance reviews. Advanced reporting tools put everyone on the same page.

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2.    KPI Monitoring

Key Performance Indicator (KPI) monitoring functionality is another great benefit of optimised case management reporting and analytics. KPI’s can be used to reduce risk by regularly running and scrutinising data within the system. Leading KPI monitoring functionality includes a fee earner management report, which details any fees which have been delivered, and this can be broken down by fee earner, or grouped by department. In addition, local governments are able to share statistics and progress reports with council members and the wider community, thereby building trust and delivering transparency.

3.    Cost Efficiency

An often overlooked benefit of optimised reporting analytics is the cost and efficiency savings they provide. The ability to manage and manipulate large amounts of data is a competitive advantage in itself. Furthermore, budgeting, planning, and forecasting means organisations can track all aspects of their performance, and learn where they’re being inefficient. Strengths and weaknesses are uncovered, and  reports are generated in real time, using the most relevant data, so local authorities can act with quickly and with precision. Leading case management software can also provide seamless integration with Power BI.

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 4.     Citizen Focused and Improved Customer Service

Citizens and local authority stakeholders are always seeking clear communication, and advanced case management reporting tools can provide clear and detailed information about the needs of the local population. In turn, customer service is improved. In addition, by automating the reporting process, you can generate reports at the click of a button, and automitically send them to any relevant parties.

All of Lateral’s reports can be downloaded to comma separated values (CSV), meaning they can be interacted with, and edited, before being printed.

In today’s data-driven world, local authorities are facing information overload, and organisations who are interested in working efficiently are investing in ways to control and understand this information. The Lateral system has extensive reporting capabilities.  Our case management software is delivered with approximately one hundred pre-set reports, complimented by additional reporting dashboards for operators, managers and external clients and 3rd parties. Book a demo today to discover what Lateral’s powerful case management software tools can do for your organisation.