Activity Reports (Tätigkeitsberichte, TB)

Activity reports are an economic development organization's instrument of transparency towards its supervisory bodies, shareholders and the public – they document the work delivered, the impact achieved and the use of public funds. • Annual reporting: Comprehensive annual report on all services, projects and results • Quarterly reports: Regular in-year reports for supervisory bodies and municipal owners • Project reports: Detailed reports on individual projects and programs with evidence of impact • Public relations: Preparing activity reports for public communication and the press • Digital reporting: Online reports and infographics for accessible, engaging communication of results • Funding reports: Earmarked reporting to funding bodies on project results and use of funds

Stember periodic table

Classification of the activity according to Stember's periodic table of economic development

80

TB

Provision of information via annual or activity reports.

An activity report documents the work of the economic development organization. Activity reports include annual reports among others. Publishing these reports provides insight into what the organization does.

Digitalization and AI agents

Various implementation stages, from analog realization to complete automation through AI agents.

Activity reports produced manually each year in Word and PowerPoint, data laboriously gathered from various Excel lists and emails, considerable time spent by staff and management.

CRM supplies initial base data for activity reports, standardized report templates reduce the effort, regular reporting to supervisory bodies delivered digitally by email.

Online annual report on the website, automated consolidation of data from CRM, newsletter and event tools, interactive visualizations and infographics for engaging digital reporting.

The community platform automatically supplies engagement data, membership growth and network statistics for the activity report, and businesses contribute to documenting impact through testimonials and ratings.

AI agents automate the production and distribution of activity reports: • Data aggregation agent: Automatically collects all relevant performance data from every EDO system and structures it for the report • Report generation agent: Automatically produces activity reports from defined templates – from raw data to finished document with no manual writing • Distribution agent: Automatically sends finished reports to all defined recipients (supervisory bodies, shareholders, press) at the right time • Press preparation agent: Automatically distills press-ready summaries and press releases from activity reports for public relations • Funding report agent: Produces proof-of-use documents and project reports for funding bodies from platform data, on time

Implementation with LoftOS

Description of how LoftOS supports the implementation of the activity

With LoftOS, activity reports practically write themselves – every activity is captured digitally, analytics supply all the figures, and reports are generated and sent automatically. • Automatic data foundation: All EDO activities – advisory sessions, events, matchmaking, network growth – are documented automatically on the platform and are available as a reporting basis at any time. (Analytics + Pipelines) • Interactive online annual report: Results are presented attractively and interactively on a public platform page – more modern than a PDF, more accessible for policymakers and citizens. (Pages + Widgets) • Automated report distribution: Quarterly and annual reports are sent automatically to all defined recipients – no more assembling and mailing by hand. (User Mailing) • Evidence of impact from the community: Testimonials, ratings and success stories from businesses on the platform provide authentic qualitative evidence for the activity report. (Feed + Organizations) • Granular funding documentation: Projects and measures are documented in pipelines with all relevant data – funding reports are produced in a few clicks. (Pipelines + Forms) • AI Agent Builder (FELSER 5.0): AI agents aggregate data, generate report text, send reports on time and produce press releases – activity reports come into being automatically without tying up staff.

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