Customised Reporting

A union organisation has different information and reporting needs to a professional association, in the same way that a not-for-profit may not require the same depth of detail when compared to an institute.

Good governance is essential when it comes to spending of organisational funds, particularly at times of increased scrutiny from members or government around finance, expenditure, and record-keeping.

So that we can help you understand what’s working, what needs to change, and to allow you to react quickly and appropriately, we offer customised reporting, tailored to your needs.

We’ll ensure you’re always be in the know in terms of how your work with us is performing, whether it be a member engagement campaign, inbound call handling, survey, or renewal campaign.

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Our customised reporting includes:

  • Financial analysis, including breakdown of expenditure, cost-per-interaction, and return on investment (ROI).
  • Reports delivered in whatever format you require (PowerPoint, MS Word / PDF, full data sets in CSV format, personal presentation).
  • As much or as little detail that you require – just let us know!

Benefits:

  • Complete expenditure transparency.
  • Good governance practice that will withhold scrutiny from members, regulators, and governing bodies.
  • Financial analysis is easily integrated with your existing financial reporting system and software.
  • Privacy Act and other relevant legislative requirements are fully met.

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