Integrated Business Planning

Unify Planning Across the Organization

Breaking Down the Silos

Organizations face growing volumes of data, most of which is stored in multiple operational systems and disconnected departmental silos. Various planning functions across the organization not only utilize disparate systems. They also plan and report their data using different standards, periods, levels of detail, assumptions, and intervals.

From Spreadsheets to Integrated Business Planning

Building strong links between strategic and operational planning – or operational and financial planning – is no simple task. Most CFOs have gone beyond spreadsheets with Business Intelligence (BI) and data discovery to analyze historic data. Yet the humble spreadsheet remains the enterprise standard for planning. A professional planning solution that integrates financial and operational plans produces more accurate results. This enhances the ability of the CFO as well as the executive team to align operational and strategic objectives. (Read the whitepaper on “Integrated Planning” to learn more about aligning strategic and operational planning.)

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Leverage the Data Hiding in Departmental Silos

Jedox is a collaborative platform for enterprise planning, data analytics, and reporting. This helps align all departments and divisions to your corporate strategy and objectives. With Jedox, you can link financial targets to operational drivers and other day-to-day activities in each department. Business users can compare actual performance to plan data and drill down to the details to see ‘why’ it is happening. By combining performance monitoring with integrated business planning, your company stays agile and ready for action.

Integrated Planning With Jedox Delivers:

Improved collaboration across the teams and entities in your organization
More accurate forecasts and what-if analytics
Faster insights to all stakeholders to align operational planning with strategic goals
Better, data-driven decisions based on high-level and detailed plan and actuals
Simpler planning that saves time and eliminates manual reconciliation
Greater process visibility and transparency that strengthens risk management
Single version of the truth backed by transparent methodologies and processes
Predictive analytics and planning (e.g. predictive revenue analysis), including integration of “R” language for statistical computing

Jedox: Best-in-Class Integrated Enterprise Planning Solutions

Unify Actuals and Budget

Jedox combines reporting and planning, so you can immediately compare your targets to actual performance. You can confidently analyze and report data at any level, right down to underlying business drivers and transactions. This means you dramatically decrease the time-to-close for reporting. You can combine budgets with historical data, with instant variance analysis to build a financial narrative.

Pre-Built Business Content

Jedox offers a fast and easy start for planning with pre-built application models that can be configured by users to meet their needs. Jedox Models deliver best-practice building blocks to kick-start the development of planning applications and provide a solid foundation for growth. Jedox Models can be combined to develop an integrated planning model because they are built on common modeling principles and come with pre-defined linkages.

Real-Time Modelling

Planning processes are volatile. Therefore, Jedox utilizes advanced in-memory modelling to instantly calculate and consolidate data. You can create driver-based models and immediately run what- if scenarios with sophisticated trend analysis in Jedox. This helps Finance move from descriptive analytics (describing the past) to predictive and prescriptive analytics.

Access From Any Device

Mobility is enabling new business collaboration. With Jedox, you can collect and validate plan data from web and mobile devices while using dashboards to visualize forecasts in real-time. This means there is no need to distribute, collect, and process individual spreadsheets. Status monitors and workflow templates increase transparency.

Automatic Data Integration

Jedox has inbuilt integration. Pre-defined connectors easily ingest data from your CRM, ERP, marketing, and other operational systems – whether on premises or in the cloud. This automated data extraction increases both speed and accuracy.

Single Source of Truth

Jedox supports data discovery to corporate planning in one unified solution. Leverage consistent, common hierarchies, business rules, and data across all reporting, planning, and analytic activities. Any changes to your organizational structure are instantly available on any live Jedox report, dashboard, or planning template – whether in PowerPoint, Word, Excel, the web, or mobile devices.

“Before we implemented Jedox across the enterprise, planning was done in a single department, so it was new for end users as we rolled it out. Thanks to Jedox’s ease of use, they quickly adapted and now we plan faster and more transparently. Each department is now engaged in the planning process.”

Michael Bailey, Senior Manager Controlling, Sanofi

“Jedox is a powerful, flexible tool that provides an optimal connection to our SAP system. Through our integrated planning application, we save a tremendous amount of time and see fast results.”

Gilles Studer, Head of Management Accounting, IBAarau

“The integration of Jedox and Qlik allowed us to implement our ideal reporting environment for self-service data visualization, analysis, reporting, and planning – and this solution is flexible enough to accommodate change and growth in requirements.”

Michael Städtler, Business Intelligence Manager, Gruner

Deploy professional, integrated business processes for planning, analytics, and reporting with Jedox Models:

Jedox Models use tried-and-tested modeling techniques to ensure fast results. You can add and integrate further modules as needed to flexibly extend your planning application.

Jedox Models