Information management is all important at municipal level

21. December 2020

Author: Elio Bohner, Senior Consultant


As usual in November and December, companies and municipalities in Switzerland have to set budgets for the following year. The budgeting process is both laborious and complex, especially for municipalities because they have to comply with specific requirements. The " Harmonized Accounting Model for the Cantons and Municipalities HAM2" (HAM2) system is designed on the basis of "a true and fair view", which is also applied in the private sector. This should make it possible for all municipalities, regardless of size, to have uniform and, above all, transparent accounting methods and everyone should be able to access the information they need for budgeting. In addition, budgeting is based on accounting methods, so that forecasts and results can be compared.

Having the data you need – this is where Inacta helps

Public institutions have to deal with a raft of documented decisions, ordinances, submissions and assessments. These are subject to different deadlines, archiving rules and strict legal requirements regarding their publication. As well as the accounting principles, this means a vast amount of information needs to be accessible at short notice as part of the budgeting process – during the preparation and inputting of budgets, as well as during decision-making and analysis.

This is where Inacta’s "inadox SUITE" product, which has been used successfully for years, can help. It provides digitisation modules that can be customised and integrated seamlessly into business applications. With add-ons to Microsoft Outlook® and standard interfaces to your ERP, CRM and archiving systems, "inadox SUITE" modules automate the flow of information and therefore improve its accessibility to whoever needs it. Documents needed for the budgeting process can be located using "inadox DOSSIER". Inadox DOSSIER displays documents and business records in virtual dossiers and, with user-friendly search and filter functions, it is possible to sort and find documents with just a few clicks.

More efficiency, lower cost

Digitisation in municipalities is often still in its infancy, not only in the budgeting process. An efficient way of providing information of broad public interest – not only about budgeting – is a core concern for every public office and its administration. Here digital files have massive advantages because of how they can be handled, resulting in municipalities providing taxpayers with the best possible service in return for the lowest possible cost, in terms of both fees and taxes.  In other words, digitisation is the means by which information can be provided in a targeted manner, and can be used efficiently and remotely by both municipalities and companies.


Contact person:


Jürg Porro

Head Business Consulting & Healthcare