BKK ProVita

Three Questions for Andreas Neuber

What was your starting point?

We chose the Corporate Planning software so that we could get a quick overview of our latest accounting figures for the months ended – without long delays for the analyses.

What are your highlights?

A major advantage is being able to proceed from the general overview to the individual accounts with just a few mouse clicks. We also keep a record in Corporate Planner of the number of persons insured with us, which is updated by an import from the database as well. For a quick overview or for ad-hoc reports, we use the "table report" function, where we can export the report directly to Excel at the touch of a button.

What lessons have you learned?

One of our main points was our monthly financial report. With the Corporate Planning software, we can now reliably model the forecast/report that we created and saved in Excel. This saved report is thus updated with the latest figures every month. Through this procedure in the report, we have access to our imported forecast data as well as to the available actual figures.