Data Lab Workshop
Firms are data-rich but insight-poor. Decisions about growth are still driven by instinct, hierarchy, or anecdote rather than evidence.
A session that helps firms turn raw data into meaningful insights for business development and marketing decisions.
Why this is important
Firms sit on a wealth of untapped data: from clients, matters, events and relationships, but often lack structure or clarity on how to use it. A focused data strategy helps teams measure what matters, demonstrate value and make smarter decisions.
We start with the business question, not the dataset. Together with firm stakeholders, we define what decisions need to be made and design the data structure, ownership, and systems needed to support those decisions.
What the Session Includes
- Audit of existing data sources and systems.
- Identification of key metrics, KPIs and dashboards.
- Guidance on building data governance and quality frameworks.
- Real examples of how firms use data to drive growth.
- Creation of a tailored “data priorities” roadmap for your firm.
Selected case studies
We worked with a global firm to design a BD insights dashboard, tracking client engagement and referral activity across offices. For another client, we simplified reporting by linking CRM and finance data, providing partners with quarterly performance insights.
Your BBH Specialists
Barbara Koenen-Geerdink
Partner – GTM strategy and BDM transformation
barbara@beyondbillablehours.io