DC Bar: Setting the Bar High
Enhance access to justice. Improve the legal system. Empower lawyers to achieve. These three pillars have remained the foundation of the D.C. Bar’s mission since its creation by the District of Columbia Court of Appeals in 1972. Today the Bar stands as the second-largest uniﬁed bar in the United States, providing the oversight structure needed to maintain the profession’s ethical standards and Rules of Professional Conduct. Their membership is diverse with over 100,000 members in all 50 states and more than 80 countries.
Flexible Reporting and Planning
The DC Bar generates revenue from their member dues and various events, training and education programs. The Bar’s Finance team ran into the issue of having reporting software that wasn’t ﬂexible enough or easy to use. Speciﬁcally, accessing data at the right level of detail from the accounting system as well as not consolidating data into various groupings was not possible with the current reporting software which made it difficult to provide the robust reporting needed to analyze the Bar’s performance. As they continue to grow and use 4-dimensional cost-tracking reporting, their current software wasn’t making the cut.
That’s when the DC Bar reached out to Jedox to ﬁnd a better solution and solve their reporting challenges. Their ideal solution was software that could replicate all the structures within their organization and allow users to drill down to the right level of detail and drill through to the source system to see the transaction level data. The software also needed to be able to access data from both the GL and their Association Management software. They chose Jedox because it was ﬂexible, easy to implement and use.
Seeing the Results
After some basic in-house training, the DC Bar Finance team was able to implement a reporting and budgeting system within 3-6 months that is used by 45 users. Users are now able to budget and report over the web easily and efficiently. They are also able to analyze details of revenue and expenses as well as do ad hoc analysis and trend analysis. They can get the right ﬁnance information quickly, already sliced and diced according to deﬁned business models.
“Jedox is very versatile and ﬂexible. It has allowed us to make major improvements in our budgeting and reporting processes saving a lot of time and giving us a more accurate view of the Bar’s overall performance”, says Querry Raoblina, Reporting, Planning and Systems Manager, DC Bar.
Better Insight and Accuracy
Over the course of the next several months, the DC Bar will be expanding Jedox use from the budget and actuals to forecasts. They also expect to develop a dues collection dashboard for a snapshot analysis which will be made available through the Jedox mobile application.