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Putting The Horse Before The Cart: How To Successfully Update New Business Intake

New Business Intake is critical to firm business performance because it directly impacts profitability. It’s the moment when firms identify and resolve possible conflicts of interest, decide which clients best match business objectives, and initiate other risk-related processes.

A unique nexus, the process engages almost all departments across the firm: lawyers and their assistants input data that is eventually repurposed by marketing, finance, operations, risk leaders and conflicts analysts. The information collected during NBI is vital to informing the firm’s business strategy and to managing the entire matter lifecycle.

This article sets out strategies for enhancing NBI to increase operational efficiency, improve data management and drive firm business performance.

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Marcia Cook

Sr. Data and Analytics Consultant

Marcia Cook comes to InOutsource with 17 years of IT experience with the last 7 years heavily focused on Business Intelligence and Data Warehouse Development, as well as Data and Analytics solutions. Prior to completing her bachelor’s degree, Marcia also worked as an Executive Assistant for various employers including Micron Technology, American Express, University of Utah, and the United States Army Kwajalein Atoll (USAKA).

Marcia has extensive experience with various Analytics tools including Qlik, Tableau, Sisense, OBIEE, and Domo. She has studied both Kimball and Inmon data warehouse methodologies, Software Development Life Cycle (SDLC), and various programming languages including SQL, C++, Java, .NET, and python.

Marcia obtained her Bachelor of Science in Mathematical Science with a minor in Computer Science from University of Alabama in Huntsville.

In addition to work, Marcia has been a college Math tutor for all ages, specializing in general mathematics, algebra, and calculus.