Integrate planning for accelerated processes, better analysis, and sound insights

A software solution for Integrated Business Planning (IBP) with a unified data foundation promotes collaboration and accelerates planning processes. With Jedox, many tasks can be automated. Plans, budgets, and forecasts can be created collaboratively, consistently, and more accurately across the organization.

Proactively managing business performance

Planning is the linchpin of future business success. Actuals are used to create plan and forecast data to achieve strategic goals. The questions are: What is good planning and how can it be achieved? How can organizations develop a value-oriented approach that’s also justifiable in terms of time and resources spent? With Jedox’s unified planning solution, you automate and integrate your processes with a central, consistent, and up-to-date data foundation. This way, you ensure collaborative and faster processes in planning, budgeting and forecasting, and proactively manage business performance.


How Integrated Planning Plays a Key Role in Digital Transformation

Advance your Digital Transformation journey with the right strategy and integrated business planning.


Timely insights for better decision support

To achieve strategic goals, annual planning is not enough. Finance must be able to plan and forecast continuously to actively manage business outcomes. Time-intensive planning processes based on spreadsheets alone are unsuitable because they do not allow for quick reactions to budget deviations. Jedox supports enterprise management with automated forecasts and functions to adjust plans and pivot quickly to increase resilience.


Data-driven reports instead of an impenetrable wall of numbers

A common place for all actuals, planned, and forecast data is the basis for up-to-date, automated reports according to standards such as IBCS. Information can be prepared quickly, easily and comprehensibly for all stakeholders. Automating reporting saves a huge amount of time, both in data integration and validation. Finance can start analyzing data more quickly in order to identify deviations and address them. With Jedox, they can work directly in Excel, Power BI, on the Web, or update data directly in PowerPoint presentations.


Valuable collaboration instead of an inbox full of spreadsheets

Encouraging collaboration in planning and analysis optimizes value creation. Instead of seemingly endless email trails of spreadsheets, experts enter their actuals directly into Jedox, including comments. This ensures real-time access to the most current data and their effect on the overall performance. Plus, data can be enriched in the database for a more holistic view. Workflows for inputs and approvals as well as user roles with different authorizations provide additional improvements to collaboration.


The elusive ‘single source of truth’

Integrate internal financial and operational data as well as external data from a wide variety of sources into a single source of truth. Jedox lets you automatically merge data from web services, REST APIs, and many pre-built connectors, e.g., for SAP, Qlik, and Salesforce. This allows you to break down internal data silos. Data integration and preparation is automated, and finance experts have more time for value-added analysis to derive timely insights and make data-driven recommendations. At the same time, new data can also be written back, displayed, and customized directly in the business users’ familiar environment.


Smart data preparation and automatic pattern recognition using AI

The volumes of data available for planning and analysis are growing rapidly in the wake of digitalization. As a result, it is becoming increasingly difficult to manually prepare, analyze and use it for planning. Jedox AIssisted Planning helps with data preparation, automates forecasting and supports scenario analyses. Missing data is supplemented using historical values and outliers are eliminated. This enables timely analyses and data-driven decisions to react quickly to new developments instead of losing valuable time.

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Financial Planning & Analysis is the intersection between finance and corporate management. It comprises all management measures for coordination within the finance division, and the intersection between finance and the service division. One of the most important objectives of FP&A is to safeguard liquidity, i.e. the company’s ability to meet its payment obligations at all times. Financial planning, budgeting and forecasting are the primary instruments used to ensure liquidity. FP&A also includes financial consolidation. It enables precise group reports, fast financial statements and comprehensive financial control. In addition to maintaining liquidity, maximizing profits or increasing shareholder value is another goal. Consequently, FP&A coordinates the company’s financial resources in such a way that investments in performance will lead to an increase in value.