Connected planning for an industry in transition
Energy suppliers, particularly public utilities companies, face a dual challenge: they must actively shape the energy transition while remaining financially stable. Rising regulatory requirements, volatile energy prices, dynamic tariff obligations, and the pressure to decarbonize make planning more complex than ever.
At the same time, competition is intensifying with lower barriers to entry, higher churn rates, and sustained price pressure squeezing margins and customer loyalty.
With Jedox, energy companies replace static budgets and isolated planning silos with integrated, scenario-based planning. By connecting operational energy drivers directly to financial planning, Finance can:
Jedox for the energy sector: Transparency, integration, and confidence
For energy suppliers, planning in Excel and working with fragmented data often leads to error-prone forecasts, limited transparency, and slower decision-making. Jedox brings all planning and analytics processes together in one unified environment, giving Finance a clear, reliable foundation for faster, more confident decisions.
With Jedox, you connect operational and financial data in a single source of truth. Your team benefits from:
Energy planning in Jedox
Anticipate customer churn and manage your Sales channels based on data. Plan and monitor new customer acquisition and existing customer development at tariff, channel, and partner level. Churn probabilities are calculated systematically, customer segments are prioritized by value, and preventive measures are tracked—and it’s all mapped on the Jedox Platform.
- Detailed churn analyses with identification of cancellation drivers
- New customer acquisition planning within the product structure
- Multi-level contribution margin accounting down to individual customer level
- Automated connectivity to SAP IS-U, Schleupen, Wilken, Navision, and others
Integrated financial and business planning
Connect energy-specific operational planning with classical corporate management. Consolidate the sub-plans of a single entity, such as Sales, HR and investment, into an integrated P&L, balance sheet, and cash flow plan on the Jedox Platform. Enjoy a comprehensive picture suited equally to the annual business plan, management reporting, and group consolidation.
- Strategic and operational planning, including OPEX and CAPEX
- Integrated financial planning (e.g., P&L, balance sheet, cash flow)
- Group consolidation, including cash flow statement and subsidiary level
- Monthly reporting, including commentary and action management
Decarbonization and ESG reporting
Decarbonization is no longer just a sustainability topic; it’s a strategic transformation process with direct implications for planning, management, and reporting. Jedox provides its own ESG Solution as a ready-to-use foundation that can be tailored to the specific requirements of energy suppliers.
- ESG reporting in line with CSRD/ESRS and other standards
- Pre-built data model and KPI calculation in the Jedox ESG Solution
- Scenario planning for different decarbonization pathways
- Monitoring of climate targets in management reporting
Energy markets are volatile. Price spikes, regulatory interventions, and demand shifts all require rapid response. The AI capabilities of the Jedox Platform enable continuous, scenario-based planning across financial and operational drivers.
- Predictive analytics for sales volumes, load profiles, and customer behavior
- Scenario simulations: price trends, regulatory changes, and customer growth
- AI-powered forecasts directly in the planning platform (e.g., JedoxAI)
- Integration of market data (e.g., EPEX Spot, ENTSO-E)
Reporting that reflects the complexity of the energy sector
Energy companies deal with data from Sales, Operations, and Finance on a daily basis. And this data often comes from different systems, which rarely creates a single coherent picture.
With Jedox, a unified reporting layer emerges that delivers exactly that. From multi-level contribution margin analysis to group reporting for senior management, every role gets the figures it needs: current, reliable, and without manual effort.
Proven success with energy suppliers
Planning for energy companies: Reimagined with JedoxAI
Jedox combines flexible modeling with automation and AI-powered capabilities to accelerate planning processes in the energy sector.
Modeling
Design planning models that fully reflect the organizational reality of energy supply companies, from tariff structures and sales channels to regulatory entities. The Jedox Platform allows unlimited custom dimensions, hierarchies, and KPIs. Energy-specific solutions, leverage exactly this flexibility to map industry-specific metrics—from load profiles to churn rates—with precision.
Data integration
Jedox connects seamlessly with all relevant source systems used in the energy sector, including SAP IS-U, Schleupen, Wilken, Navision, SOPTIM, and Robotron, as well as CRM and billing systems. Through pre-built connectors and the Jedox Integrator, teams access consistent data without IT bottlenecks. External market data (e.g., EPEX Spot, ENTSO-E) can also be integrated.
Automated workflows
Recurring manual tasks are a thing of the past. Take advantage of daily actuals imports from SAP IS-U, automated roll-ups, forecast updates, and report distribution. From overnight data loads to end-to-end data pipelines, Jedox automation ensures your decision-making processes stay current and precise at all times.
bdg ONE | Energy: Accelerator solution
For a fast project start, Jedox Diamond Partner bdg offers “bdg ONE | Energy”, a modular accelerator solution built on the Jedox Platform. Pre-built integration logic, energy-specific functional modules, and best practices are drawn from over 20 years of project experience. All modules can be implemented individually and extended at any time, which significantly reduces implementation time and delivers a fast ROI.
