KPI

Discover how Pretium Solutions is saving time and boosting productivity with Karbon Practice Intelligence

  • 21 April 2023
  • 3 replies
  • 314 views

  • Anonymous
  • 0 replies

Hi all!

We just wrapped up a fantastic webinar with our Co-Founder, Stuart McLeod, and Paul Sweeney from Pretium Solutions.

The purpose of this session was for Paul to showcase how his firm deriving value from Karbon Practice Intelligence (KPI).

Here is a copy of the recording for anyone to learn:

  • How KPI uncovered inefficient processes at Paul’s firm
  • What data Pretium Solutions is capturing and how they're leveraging it
  • How KPI has helped uncover (and then bill for) out-of-scope work
  • How KPI has improved their client communication and team accountability

As always, I’d love to hear your thoughts about KPI. Feel free to add them to the comments section below.

 

 


3 replies

Hi, this was a very interesting session.  There was a question near the end about reporting on work completed by staff during the week and the comment was that Stuart was typing an answer.  How do we see that answer?

Userlevel 7
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Hi, this was a very interesting session.  There was a question near the end about reporting on work completed by staff during the week and the comment was that Stuart was typing an answer.  How do we see that answer?

+1 for this 👍🏾

Userlevel 2
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@Greg Rouland and @SamG 

This could be found in the Work Status report and filtering by person and completed work. If you would like to understand the budget of the completed work then possibly the Budget report as well. I hope that helps :)

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