Collaboration in planning

Valuable collaboration instead of an inbox full of spreadsheets

As a finance expert, you know your way around Excel and its pros and cons. What if you didn’t have to wait for spreadsheets to be returned constantly? With Jedox, collaborative, unified planning is possible with a seamless data foundation that allows simultaneous collaboration, workflows, and comments.

Better accuracy, better clarity, better planning

Many finance experts still face countless spreadsheets in their daily work. A request from colleagues at another branch? A spreadsheet. Collecting actuals for budgeting? A whole flood of spreadsheets. There is a better way. Stop the endless stream of copy and paste and wondering which version is current and correct.

The first step to better collaboration is a common data foundation (a single source of truth). Automated workflows bring order and clarity to processes. Data can be collected, edited, approved, and commented on effortlessly, even directly in the familiar Excel environment. Improve collaboration with fewer loops and better data quality. But how do you get there?

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Our users find that working with Jedox is really logical, and – unlike with complex spreadsheets – you can’t make mistakes.

Maria Westerberg – Systems Expert Information Management Services

Improve collaboration with workflows and user roles

A common data basis for all relevant operational and financial data is key to improve collaboration. This is the foundation of Jedox. The multidimensional database always works in the background, while in the foreground, power and business users alike benefit from an intuitive interface. Instead of hundreds of spreadsheets in their email inbox, users enter their data directly into Jedox. Get convenient access via the Excel add-in in a familiar environment, via Jedox Web, or Jedox mobile app. Triggered by automated workflows, you can collect the data you need for collaborative, unified planning.

Easily define a threshold value at which new data points must include an explanatory comment. Users from the specialist departments can be notified automatically via workflow in the event of queries, in order to add or supplement data if necessary. This ensures that everything is in order and that you always have an up-to-date overview.

Give yourself and your inbox a breather

Workflows and annotations in Jedox provide more transparency and clarity in performance management: