Practice Operations Dashboard
Deadlines, work-in-progress, review queues, billing and collections in one live view - refreshed without anyone building a report.
Why it matters
The business challenge
Deadlines, WIP, review queues, billing and collections live in different places, so the honest answer to “where are we?” takes a day to assemble. Allocation, chasing and re-prioritising route through a partner - growth adds load to the people with the least spare capacity.
You might recognise this
- Deadline tracking lives in a spreadsheet - if anywhere.
- Work-in-progress and unbilled work are discovered at year-end, not managed monthly.
- Review queues and their ageing are invisible until something is late.
- Utilisation and allocation decisions are made from memory.
- Every management question triggers a day of report-building.
- Collections slip because nobody watches the ageing until it hurts.
The solution
How PASDACS helps
PASDACS consolidates the numbers from your practice, accounting and tax systems into one validated layer and puts a live dashboard on top: deadlines with owners and status, WIP and billing, review queues and ageing, collections and - for multi-office firms - the same view by office. Partners see the firm; managers see their queues; nobody rebuilds a report.
Services included
- Data pipelines from practice, accounting and tax systems
- Partner dashboard - deadlines, WIP, review ageing, billing, collections
- Manager queues and allocation views
- Utilisation and service-line profitability views
- One agreed definition per metric
- Refresh schedules, access control and quality checks
How we deliver
Delivery approach
Define the decisions
The questions the dashboard must answer, and one definition per metric. Milestone: a metric dictionary your partners have approved before any build.
Connect & validate
Pipelines from the systems you already run. Milestone: every number on the dashboard reconciled to its source system.
Build the views
Partner, manager and, where relevant, per-office views, tested with the people who will use them. Milestone: user acceptance on real engagements.
Launch the rhythm
The weekly partner review runs on the dashboard, not on assembled reports. Milestone: a full month of allocation and billing decisions made from it.
Measure the benefit
Report-building hours removed and question-to-answer time compared with the baseline. Benefit: management time back, WIP and collections managed monthly.
Extend & enable
New views only once the first are lived in, and your team enabled to read, question and extend the platform themselves.
Tooling
Technology ecosystem
- Business intelligence and visualisation tools
- Data pipelines and validation tooling
- Practice-management, Tally, Zoho and tax-portal data sources
Outcomes
What you can expect
- One live answer to “where are we?” - for the firm, the office and the engagement
- Deadlines with owners and status instead of a spreadsheet
- WIP, billing and collections managed monthly, not discovered at year-end
- Allocation decisions made from data, not memory
- Management reporting that refreshes itself
Related
Explore further
Related capabilities
Data & Analytics
Pipelines that consolidate and validate the numbers, feeding partner, manager, client and audit dashboards.
Explore capabilitySystems
Select, implement and integrate the practice-management, accounting, document and client-portal systems the firm runs on.
Explore capabilityConsulting Services
Technology roadmap, architecture, security, data and AI governance, vendor selection, and fractional technology leadership for the firm.
Explore capabilityInsights
The firm that outgrew its partners: one operating process, not more supervision
Past a certain size, the constraint is no longer effort - it is that GST, audit and accounting each run their own way, and every decision routes through a partner. The fix is an operating model, not overtime.
Read insightRecognise this in your practice?
Talk to us about where you are today - a pilot on this workflow has a defined scope, a measured baseline and success criteria you agree to before we start.