Caritas Schweiz – Serwise AG

Caritas Schweiz

Caritas


Challenge:
Caritas Schweiz is responsible for large donation sums and other contributions by the government and other organisations. To ensure precise controlling and compliance with Good Governance Rules, the aid organization was looking for a flexible and scalable BI solution that would work well with their ERP-System Abacus and can be extended to include other applications within the organization.

Solution implemented by Serwise AG:
For concept and implementation, we first analysed the existing Excel based financial reports that were to be replaced by the new system. After making the data from Abacus available in a SQL-Server based Data Warehouse and in Cubeware/IBM Planning Analytics, these reports were produced with Cubeware. Users can now create reports on their own any time without external help.
The environment is designed so that other departments of Caritas Schweiz as well as the regional offices in Switzerland can easily be included in the Data Warehouse. In a next project, data from Sextant (a fundraising environment) was added in the same architecture, allowing the marketing department to have various analyses at their fingertips.

Products: Microsoft SQL Server, IBM Planning Analytics, Cubeware Cockpit
Source systems: Abacus, Sextant

Finanzreporting with Cubeware and Planning Analytics at Caritas (pdf)