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CLUB ACCOUNTING WITH THE BUSINESS INTELLIGENCE TOOL?

Besides my main job at CoPlanner I am treasurer of a small protestant free church. The bookkeeping is clearly arranged - there are only about 2,000 items to be booked each year. In the first year, when I took over the task, there were considerably less, and what do you use then - of course: Excel. Also works, the cash audits and tax returns were never a problem. For the analysis of the data, Excel pivot tables were used, which work on the basis of the "booking journal". Over time, the volume has increased significantly and in the current year, however, the requirement to be able to evaluate the various work areas was added - what does event X cost us, what do we invest in event Y...

It would now have been possible, and not at all difficult, to integrate the new requirements into the Excel work that has been functioning for many years. But after a short consideration I thought - just build it up with CoPlanner :-).

SAID, DONE

Within one afternoon the data model was set up and the existing bookings were loaded. By means of a clever automatic assignment of the bookings to be loaded to the work areas, the evaluation is now possible. Was it worthwhile? If it had only been about this year: no. But since this can now be continued in the coming years: definitely.

The whole thing has become much more stable and faster, data entry easier and the creation of incorrect entries more difficult. Evaluations are a snap (analogous to pivot tables), and online access to the accounts for the other stakeholders from the municipal administration is possible via a fancy web interface.

TODO

The CSV files of the account statements that we can load from the bank are automatically imported. This will then be a topic for AI in use, because the posting texts already indicate what it is about... But not in a form that can be automated. An AI process could certainly provide good assistance.

Why do I write: a) the satisfaction of having built a nice solution and b) my standard statement "with CoPlanner you can build (almost) everything very quickly, you just have to know what the application should do" has been confirmed once again.

And maybe we will make a (low-cost) offer for other non-profit organisations - as long as the internal costs are covered. :-)

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AUTHOR

Since his graduation as Dipl. Wi.-Ing at the Technical University of Karlsruhe in 1994, Heinrich Nordsieck has been active in the field of Business Intelligence and knows many CPM tools from his own practice. In 2000, he founded Axus AG in Munich together with partners. Axus AG recognized the potential of the CoPlanner tool early on and was active as its partner in Germany. In 2007 Axus AG was taken over by pmOne and he held a management position as VP CPM. The CPM connoisseur has been active in CoPlanner GmbH as a shareholder and managing director since the beginning of 2016. His hobbyhorse is the transformation of customer requirements into functioning solutions, and he is proud that these solutions have been used successfully for many years or even decades.

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