Corelytics development plans

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Overview

Corelytics is a continuously expanding product. As refinements and features get added, they will automatically appear on your Corelytics web site. Most additions will be driven by new market directions and insights and by existing users. Your input is welcome!

Planned near-term features:

  1. Addition of British Pound version.
  2. Analysis and recommended actions – a pattern recognition module that identifies defined strengths and weaknesses and recommends specific actions.
  3. Client portfolio analysis – this will occur in 2 phases: (1) billing data will be used to evaluate client billing patterns and will help identify areas of risk and highest return, (2) PSA data will be used to analyze your spectrum of fee arrangements and patterns of client contributions to profits.
  4. Staff utilization – again a 2 phase development: (1) a provision for loading staff billable hours directly into Corelytics from a spreadsheet (2) an automated feed from your PSA. This data will show much more precisely where profits are being made and lost.

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