VOKA uses Microsoft Dynamics CRM for its membership management and Microsoft NAV for accounting and other activities. Next to that, VOKA has recently started using ClickDimensions to send mailings. “We wanted to integrate those different databases in a data warehouse at VOKA, so that they could be available to the management and all employees at all times. Thanks to those uniform data, everyone can now make well-structured and correct decisions”, says Erwin Nagels.
“Next to reporting possibilities, we can also use Power BI to check the quality of all data. In this way, we can quickly detect which fields are missing in our CRM system. Another example is that we now can use ClickDimensions to send more targeted emails by analysing all those data beforehand. We notice the advantages of Power BI at really all levels.”
Key users train their colleagues
“For this Power BI project we selected two delegates per entity to cooperate with the Kohera consultants”, says Erwin Nagels. Kohera trained them thoroughly, converted the existing reports to Power BI and helped in developing the first complex reports.” Those key users now draw up reports for their own entity, after which they stimulate other users to further use those reports for the benefit of their own field of work. “By doing so, each field (account management, information and advice, files, advocacy,…) already has a central Power BI report that can be widely used within VOKA itself. The number of licences keeps increasing, we still get requests from new users. The interesting licence policy makes sure this remains financially feasible.“