Faster planning, better visibility, & a scalable foundation for growth for Identity Digital

As Identity Digital has grown and matured as a company with a globally distributed workforce, multiple business units, transactions in multiple currencies, and an evolving company structure, reliance on manual, Excel-based processes for monthly reporting, analysis, and budgeting resulted in reduced transparency and challenges with standardization and scalability. These manual processes also limited the FP&A group’s capacity to expand into monthly rolling forecasts, provide deeper company performance insights, improve turnaround time on strategic analysis, and offer more analytical support across the organization.

Working with implementation partner AlignIQ, Identity Digital deployed a tailored Jedox solution focused on a three-statement integrated forecasting and reporting model. The project was delivered in three months, replacing manual spreadsheets with a centralized platform that seamlessly integrates planning, reporting, and analysis.

Jedox now enables Identity Digital to model workforce and cost structures across multiple legal entities, with the ability to forecast in local currencies and automatically convert to USD for consolidated reporting. Finance, business partners, and other department leads can collaborate in real-time, using shared templates and workflows built directly into the system.

With Jedox in place, Identity Digital has significantly improved the speed, accuracy, and transparency of its forecasting and reporting processes. What once required dozens of disconnected spreadsheets and manual coordination is now managed in a unified platform—accessible anytime, anywhere. Finance and business partners can now collaborate in real-time, using consistent data and shared planning templates, which reduces back-and-forth, rework, and version confusion. Jedox’s intuitive interface and automated workflows make it easier for non-technical users to contribute to planning, while giving leadership a clear, up-to-date view of both entity-level and consolidated performance.

 

“Jedox and AlignIQ gave us exactly what we needed: a single platform where Finance, business partners and other department leads can work together, plan confidently, and adapt quickly. The increased efficiency and enhanced visibility across our organization is transforming how we operate.”

Brian O’Keefe, VP FP&A, Identity Digital

By maintaining a single source of truth, Jedox empowers Identity Digital to make faster, more informed decisions and adapt quickly as the business evolves—ultimately giving teams more time to focus on strategic priorities, not spreadsheet maintenance