Whitepaper & eBooks

A Finance leader’s guide to integrated business planning

An executive guide for Finance leaders ready to move beyond spreadsheets and siloed planning toward connected, AI-supported decision-making.

In this eBook, you’ll:

  • Learn how to connect financial and operational drivers in one unified planning environment
  • Discover how explainable AI improves forecasting, scenario analysis, and decision-making
  • Understand how to build a digital representation of your business that reflects how it actually operates
  • Get a practical roadmap to modernize planning and enable faster, more confident decisions

Connected planning for confident decisions

Planning and performance management have become more complex, data-driven, and critical to business success. Yet many organizations still rely on disconnected systems, siloed processes, and manual work to bring everything together.

This eBook explains why traditional planning approaches are no longer sufficient in today’s business environment. It explores the most common challenges Finance teams face, including fragmented data, slow forecasting cycles, limited visibility into operational drivers, and difficulty aligning decisions across departments.

You’ll see what modern integrated business planning (IBP) looks like in practice and how connected planning enables faster scenario modeling, greater confidence in forecasts, and better collaboration across Finance and the wider business.

Created by Jedox, this guide shows how organizations can move from reactive reporting to proactive, data-driven decision-making—while maintaining transparency, control, and trust in their numbers.

Table of contents
  • Why planning and performance management need to change
  • Traditional planning vs. integrated business planning (and why it matters)
  • What modern integrated business planning looks like
  • The journey from disconnected data to connected planning
  • The role of AI in modern planning and performance management
  • A day in the life: how a planner uses AI
  • Integrated planning in practice
  • What to look for in a modern planning platform
  • Spotlight: Companies driving value through modern business planning
  • Get started with modern planning in 4 steps
  • The future of connected planning