Setting the Bar High: America‘s 2nd Largest Bar Uses Jedox to Simplify Planning and Improve Reporting

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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.

READ WHOLE CUSTOMER SUCCESS STORY | DC BAR

By | 2017-09-28T16:26:40+00:00 September 12th, 2017|Customer Success|
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About the Author:

As PR & Communications Manager at Jedox, Diana keeps her finger on the pulse of the company as well as current trends on Enterprise Planning and BI.