Data & AI

How data becomes knowledge – and knowledge becomes action.

Our Data & AI world connects information wherever this makes sense functionally and in terms of data protection law, identifies connections and lays the foundation for better decisions and automated actions.

Data sources

Valuable information – spread across many systems

Today, NPOs and associations hold large amounts of valuable information – in OM, in easydoo cases, on websites, in forms, with payment providers, in communication channels, finance systems and other specialist solutions.

Our Data & AI world connects this information and makes it usable.

Solid foundation

Here too, we don’t start from scratch

OM already has structured data, data quality mechanisms, duplicate checks, selections, analytics, automations and journeys. This existing foundation can be extended with additional data sources, data enrichment, analytics, AI models and external services.

Many questions can already be answered with reports: standard statistics and proven analyses are available directly in the platform – on donations, campaigns, payments or members. For management dashboards, we provide prepared data sources for Power BI, Qlik or Tableau. AI builds on this: it shows not only what happened, but also what makes sense next.

Can be extended with

+ Dashboards (Power BI, Qlik, Tableau)+ Additional data sources+ Data enrichment+ AI models+ External services

Already available in OM

Structured data Data quality Duplicate checks Selections Standard statistics Analytics Automations Journeys

The goal is not to collect as much data as possible. What matters is deriving insights and concrete actions from the right data.

In fundraising

Answering very concrete questions

In fundraising, for example, this makes it possible to answer very concrete questions:

  1. 1 Who should be approached?
  2. 2 Which offer is relevant?
  3. 3 When is the right moment?
  4. 4 Which channel should be used to communicate?
  5. 5 What is the next best action?

AI selection for donation mailings

Our prediction model selects the right recipients

To select the right recipients for a donation mailing, we have our own prediction model, which we train on your organisation and your data.

The AI model then takes over the selection: for a specific mailing at a specific time, it identifies the contacts with the highest donation potential.

+5 – 15 %
more net revenueAt least 5% – increases of 15% are not unusual.
Autumn mailing · ForecastPotential
  1. H. Meier94 selected
  2. R. Brunner89 selected
  3. S. Keller83 selected
  4. M. Frei77 selected
  5. A. Huber52
  6. T. Graf38
  7. L. Moser21
Illustration
  1. 1Train the model on your organisation
  2. 2Define mailing and timing
  3. 3AI determines donation potential
  4. 4Select contacts with the highest potential

Example

Detect lapsing donors early

When a regular donation fails to arrive or is delayed, the right moment to respond often passes quickly. AI can recognise patterns in past giving behaviour and make such deviations visible early on – so that suitable communication or personal contact can be triggered in good time.

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Missing
Expected donation Trigger action
Illustration

From insight into the process

An analysis doesn’t end with a dashboard

Data and AI only deliver their value when an insight turns into action. That is why they are directly connected to OM and easydoo – no exports, no media breaks.

An insight can immediately trigger a journey or communication in OM – or, where personal handling is required, create a case or task in easydoo.

From practice

For us, AI is not an end in itself. What matters is that data turns into concrete insights – such as which donors to approach next – and that these flow straight back into the processes in OM and easydoo. We take care to link data only where it makes sense both professionally and in terms of data protection.
Andreas SchwengelerAI & Data

What insights are hidden in your data?

In a personal online presentation, we show you how data and AI can be integrated into your fundraising and membership processes.

In 60 seconds

Creativ at a glance

The whole website in six sentences.

  1. Who

    Creativ Software AG, based in Widnau, has been developing software for NPOs and associations since 1989 – a member of Swiss Made Software.

    More: Who
  2. What

    The Creativ Platform: OM for CRM, fundraising, membership management, campaigns and marketing automation, easydoo for work organisation and case management, plus Data & AI and open APIs.

    More: What
  3. For whom

    Charities, foundations, associations and trade unions – from small organisations to large ones with federal structures.

    More: For whom
  4. Your benefits

    Proven industry processes instead of an empty platform, room for what makes you different and many services already connected. Developed and operated in Switzerland.

    More: Your benefits
  5. Cost

    Solutions from CHF 20,000 with flexible licensing. Scope and price are guaranteed by a fixed-price project contract – data migration and training are part of the project.

    More: Cost
  6. Next step

    You tell us about your organisation. In a personal online presentation, we show you your tailored solution – with live examples.

    More: Next step
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