What is Jedox?

Flexible performance management platform for planning, budgeting and forecasting, reporting, dashboarding, analysis and financial consolidation, designed for business users. Supplementary marketplace for predefined but flexibly adaptable solutions and accelerators.

Customer Satisfaction
6.3
6.3/10
User Experience
6.6
6.6/10
Functionality
6.0
6.0/10
Business Value
5.8
5.8/10

About Jedox

The information in this section has been provided by the vendor of Jedox.

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Jedox BARC Review & Rating

This section contains our independent analyst views on Jedox.

Provider and product description

Jedox is a provider of CPM software solutions and professional services. Founded in 2002, the company has grown to a team of more than 400 employees. The vendor serves more than 2,900 customers worldwide through its headquarters in Freiburg, Germany, its international offices, and a network of more than 200 partners and global alliances. Besides implementers, the vendor has a technology partner network that includes Microsoft (Azure, Office, Power BI, Teams, Dynamics, etc.), Salesforce/Tableau and Qlik. To accelerate customer growth and expand the company’s global footprint while enhancing its CPM platform, Jedox works with several global investment partners.

The company’s flagship product is Jedox, a flexible CPM platform with planning, budgeting, forecasting, reporting, dashboarding, analysis and financial consolidation capabilities. The solution offers both an Excel client and a web interface. The Excel add-in is a classic spreadsheet interface that combines familiar Excel functions with additional Jedox features. The web client has a browser-based spreadsheet interface – a kind of Excel on the web – with additional features. The software is available as SaaS in the public cloud (using Microsoft Azure) or can also be deployed in private environments, for example, using other cloud infrastructure providers (e.g., Amazon, Google or Microsoft), or on premises.

Jedox is aimed at business users who create custom CPM and analytics applications that require collaboration and data input from across the enterprise. Leveraging the product’s own in-memory database, users have a flexible multidimensional experience while staying in their familiar spreadsheet environment. Jedox Integrator, a web-based ETL tool, allows customers to integrate data into Jedox OLAP Server. It comes with many prebuilt connection types including an SAP connector. Additional connectors and integration solutions are available to access live Jedox data and reports from third-party systems via an OData interface (e.g., Salesforce CRM, Microsoft Power BI, Qlik). Trained business users can take on responsibility for administering and developing Jedox applications. These applications can be published to large groups of users via Jedox Web and Jedox Mobile. Both top-down and bottom-up planning scenarios can be implemented with Jedox. Furthermore, the platform is complemented by prebuilt solutions for various topics and industries, created by Jedox or partners (e.g., for financial planning and analysis, financial consolidation and close, sales performance management, S&OP, supply chain planning, workforce planning, ESG, etc.) as well as best practice accelerators (including prebuilt reports, database, rules, integration logic, framework of basic functions, etc.). This content is based on best practices and is available in Jedox’s own integrated marketplace.

In addition to comprehensive planning functionality, Jedox also provides reporting, analysis and dashboarding capabilities for business users. For reporting, Jedox includes a report designer in the web client, an Excel-like environment for creating reports that offers the flexibility to include any data and layout. With the introduction of Jedox Canvas, the platform has been enhanced with comprehensive features for responsive dashboards and management reports on any device. Business users can combine different report objects on a canvas to create custom dashboards by drag-and-drop without coding. In addition, Jedox’s powerful Excel add-in provides flexible options for navigating and analyzing data with classic OLAP functions such as drilling, slicing & dicing and pivoting. Both clients offer standard and advanced charts for visualizing information as well as IBCS-compliant charts. Being an open platform, Jedox also integrates with existing BI and analytics infrastructures and ecosystems and can extend them with its planning capabilities (e.g., Microsoft Power BI, Qlik and Tableau).

Leveraging AI and ML in finance and CPM is a strategic initiative for Jedox. The vendor is continuously enhancing the platform with capabilities for automated data preparation, predictive forecasting, outlier detection and intelligent insights. Jedox AIssisted™ Planning provides a wizard-based web service in Jedox that supports predictive use cases. In addition, JedoxAI provides an AI search capability that uses natural language processing to help users query data by simply asking questions.

Strengths and challenges of Jedox

BARC’s viewpoint on the product’s strengths and challenges.

Strengths
  • Comprehensive CPM platform for planning, budgeting, forecasting, reporting, dashboarding, analysis and financial consolidation designed for business users.
  • Uses native Excel interface and web client as user interfaces with good integration between Excel, web clients and mobile access to Jedox content. Additional connectors and integration solutions are available to access live Jedox data and reports from third-party systems via OData interface.
  • Flexible development environment for creating custom planning and analytics models, primarily through Excel formulas, with a complementary marketplace for predefined but flexibly customizable solutions and accelerators. Jedox’s future strategy is strongly focused on further solutionizing the flexible platform.
  • Feedback in The Planning Survey revealed a high level of customer satisfaction with the product itself, as well as its predefined data connectivity, forecasting functionality and flexibility.
Challenges
  • Jedox’s flexibility as a development environment can lead to complex handling when implementing/building intricate applications from scratch. With its prebuilt solutions and best practice accelerators, Jedox tries to address this challenge and guide customers through the implementation process.
  • Jedox has traditionally been used in departmental or small to medium-sized scenarios. However, in recent years, implementation projects have grown in terms of numbers of users and data volume. Large enterprise customers should evaluate similar references. According to customer feedback in The Planning Survey, some customers experience performance challenges, especially in larger environments.
  • Customer feedback included several critical user reviews expressing the view that support services have become less consistent in recent years due to the vendor’s rapid growth.
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Jedox User Reviews & Experiences

The information contained in this section is based on user feedback and actual experience with Jedox.

The information and figures are largely drawn from BARC’s The BI & Analytics Survey, The Planning Survey, The Financial Consolidation Survey and The Data Management Survey. You can find out more about these surveys by clicking on the relevant links.

Summary of user review highlights from Jedox

What users like about Jedox and where the product scores best in a user comparison.

Why users buy Jedox and what problems they have using it

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Individual user reviews for Jedox

Role
Head of business department
Number of employees
100 - 2.500
Industry
Immobilienbewirtschaftung
Source
Invited by the vendor, The Planning Survey 25, 01/2025
What do you like best?

Flexibilität und Performance.

What do you like least/what could be improved?

Möglichkeit für grafische Auswertungen/Dashboards und Workflow-Funktionen.

What key advice would you give to other companies looking to introduce/use the product?

Alle Strukturen und Funktionen vorher in Excel im Detail definieren. Ein erfahrener Berater ist wichtig.

How would you sum up your experience?

Ein System, mit dem man alles machen kann. Man muss aber wissen, was man machen möchte. Wir haben nicht mit vordefinierten Funktionen/Modellen gearbeitet, aber vielleicht können diese helfen. Die Begleitung durch einen erfahrenen Berater ist wichtig.

Role
Project manager for planning from business department
Number of employees
100 - 2.500
Industry
Education
Source
Invited by the vendor, The Planning Survey 25, 02/2025
What do you like best?

Dynamically expanding reports both in the web and in Excel, easy-to-develop reporting and enhancements with Canvas, out-of-the-box integration functionalities for major applications.

What do you like least/what could be improved?

Training, visualisations.

What key advice would you give to other companies looking to introduce/use the product?

Ensure that you get proper documentation at the end of the project for easy operationalisation.

How would you sum up your experience?

Very good application and definitely a leader in reporting tabular data, financial reporting and integrations with other applications.

Role
Project manager for planning from business department
Number of employees
100 - 2.500
Industry
Oil, gas and mining
Source
Invited by the vendor, The Planning Survey 25, 02/2025
What do you like best?

Intuitive and works very well with multi-currency consolidations and large organizational hierarchies.

What do you like least/what could be improved?

Like similar systems, there is quite a learning curve for the advanced features.

What key advice would you give to other companies looking to introduce/use the product?

Keep the planning data structures and the ERP (general ledger) data structures aligned.

How would you sum up your experience?

We have used it for a long time and find it to be a reliable solution.

Role
Head of business department
Number of employees
100 - 2.500
Industry
Retail
Source
BARC Panel, The Planning Survey 25, 01/2025
What do you like best?

Wir können mit dem Tool zusammen mit unserem Dienstleister ATVISIO sehr schnell neue Ideen testen und umsetzen. Wir sind in der Lage, uns bei Problemen selbst zu helfen. Ständige Weiterentwicklung des Tools. Gute Ansätze. Man merkt einfach, dass hier 30 Jahre und mehr BI-Kompetenz im Produkt enthalten sind.

What do you like least/what could be improved?

Die Knowledge Base ist verbesserungswürdig, aber ich sehe große Fortschritte mit dem neuen AI-Hilfssystem.

What key advice would you give to other companies looking to introduce/use the product?

Eigenes Know-how aufbauen, um das System selbständig betreiben und weiterentwickeln bzw. Anpassungen vornehmen zu können. Wer komplett vom Dienstleister abhängig ist, verschwendet die Möglichkeiten, die Jedox bietet.

How would you sum up your experience?

Wer glaubt, auf ein BI-Modellierungstool verzichten zu können, liegt meiner Meinung nach komplett falsch. Wir reporten alles in Power BI, aber planen und modellieren sehr viel in Jedox – P+L, Profitcenterrechnung, unterjährige Bilanz wird in Jedox gerechnet (per Rules) und dann fixiert sowie relational ins Azure DWH übertragen. Das funktioniert bestens und ist für uns das optimale System. Diese Woche haben wir auf die neue Version 2024.2 migriert - ein Tag für das Testsystem mit anschließenden Tests, dann ein weiterer für das Prod-System. Alles läuft einwandfrei in der Cloud nach der Migration weiter.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Services
Source
BARC Panel, The Planning Survey 25, 01/2025
What do you like best?

Flexibility, ease of use.

What do you like least/what could be improved?

Workflow & Audit Logs.

What key advice would you give to other companies looking to introduce/use the product?

Be hands-on in the implementation. The more you can do and learn during this phase, the better equipped you will be down the road.

How would you sum up your experience?

Good robust product. Good company to work with.

Role
Head of business department
Number of employees
100 - 2.500
Industry
Manufacturing
Source
BARC Panel, The Planning Survey 25, 01/2025
What do you like best?

Hohe Flexibilität. Nähe zu Excel.

What do you like least/what could be improved?

-

What key advice would you give to other companies looking to introduce/use the product?

Gute Planung beim Aufbau der Dimensionen. Setzen von Standards für die Benennung von Elementen, Dimensionen und Würfeln.

How would you sum up your experience?

Sehr positiv. Wir waren in der Lage viele unserer Anforderungen selbständig umzusetzen. In Jedox lassen sich sehr schnell Lösungen für verschiedenste Reporting- und Planungsanforderungen entwickeln.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Insurance
Source
BARC Panel, The Planning Survey 25, 01/2025
What do you like best?

Der Individualisierungsgrad von Jedox sowie die Konnektivität mit der Qlik-Umgebung sind ausgesprochen gut.

What do you like least/what could be improved?

Bis jetzt keine erwähnenswerte Punkte.

What key advice would you give to other companies looking to introduce/use the product?

Sich genügend Zeit nehmen, die Bedürfnisse an zukünftige Applikationen zu formulieren, denn die Möglichkeiten sind sehr groß.

How would you sum up your experience?

Sehr positiv und effizientitätssteigernd in den alltäglichen Arbeiten.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Utilities
Source
Invited by the vendor, The Planning Survey 25, 01/2025
What do you like best?

Flexibilität der Logik und des Aufbaus.

What do you like least/what could be improved?

Teilweise Performance-Probleme beim Berichtsaufbau - mit Canvas haben sie jedoch einen guten Schritt nach vorne gemacht.

What key advice would you give to other companies looking to introduce/use the product?

Aufbau der Rechtevergabe (Logik) und des ETL-Prozesses (keine zu großen Würfel mit zu vielen Dimensionen – genau überlegen, was ein Attribut und was eine Dimension sein sollte).

How would you sum up your experience?

Ich kannte das Tool vorher nicht und war äußerst positiv überrascht.

Role
Consultant
Number of employees
100 - 2.500
Industry
Utilities
Source
BARC Panel, The Planning Survey 25, 01/2025
What do you like best?

Flexibility and speed to implement/time to value.

What do you like least/what could be improved?

Mid-market ERP-specific connectors (e.g., Oracle NetSuite, Sage Intacct).

What key advice would you give to other companies looking to introduce/use the product?

Mindset of one platform supporting both Controllers/Financial Reporting AND FP&A (i.e., shared data platform). Identify power users early to help with agile development in sprints/phases.

How would you sum up your experience?

Excellent technical platform.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Manufacturing
Source
BARC Marketing, The Planning Survey 25, 01/2025
What do you like best?

Die Flexibilität der Software.

What do you like least/what could be improved?

Das AI-Modul ist sehr schlecht und es gibt auch kein vertragliches Entgegenkommen.

What key advice would you give to other companies looking to introduce/use the product?

Sich einen guten Berater suchen, der zeigt, was mit Jedox möglich ist, und die Mitarbeiter ausreichend schult. Zudem muss ausreichend Zeit für die Mitarbeiter im Fachbereich zur Verfügung stehen, um sich mit Jedox beschäftigen und einarbeiten zu können.

How would you sum up your experience?

Die Erfahrung mit Jedox und vor allem mit den Advanced Applications ist sehr gut.

Role
Project manager for planning from business department
Number of employees
100 - 2.500
Industry
Transportation and logistics
Source
Invited by the vendor, The Planning Survey 25, 01/2025
What do you like best?

Flexibilität.

What do you like least/what could be improved?

Z.T. umständlich in der Bedienung (z. B. Einrichtung neuer User...).

What key advice would you give to other companies looking to introduce/use the product?

Die richtigen Personen für die Implementierung zusammenbringen: Jedox ist kein IT-Projekt, sondern betrifft Finanzen und operative Einheiten.

How would you sum up your experience?

Dank Consilix konnten wir Jedox in sehr kurzer Zeit erfolgreich einführen.

Role
Project manager for planning from business department
Number of employees
100 - 2.500
Industry
Manufacturing
Source
BARC Panel, The Planning Survey 25, 01/2025
What do you like best?

Schreiben auf Datenbank durch Anwender möglich und einfach.

What do you like least/what could be improved?

Vereinfachung der ETL-Funktionen und Verbesserung der Listenperformance.

What key advice would you give to other companies looking to introduce/use the product?

Man sollte einen Datenbankexperten im Team haben.

How would you sum up your experience?

Möglichkeit zur Erstellung individueller Lösungen.

Role
Line of business employee
Number of employees
More than 2.500
Industry
Manufacturing
Source
BARC Marketing, The Planning Survey 25, 12/2024
What do you like best?

Hohe Flexibilität des Tools, sodass die Software sehr gut auf die Unternehmensbedarfe abgestimmt werden kann. Die Berater sind sehr nah am Kunden und verstehen die Bedürfnisse, da sie oft schon im gleichen Bereich gearbeitet haben.

What do you like least/what could be improved?

-

What key advice would you give to other companies looking to introduce/use the product?

Mit dem Start der Software Schulungen durchführen, um die Software wirklich zu verstehen und direkt richtig nutzen zu können. Wichtig ist, den Beratern ganz genau sämtliche Wünsche mitzuteilen - auch ob es sich um ein erstes Teilprojekt handelt und wie die Entwicklung fortgesetzt werden soll, damit das System korrekt aufgesetzt werden kann.

How would you sum up your experience?

Sehr positiv - wir sind in der Holding mit Jedox gestartet, mittlerweile haben fast alle Geschäftsbereiche ebenfalls die Software im Einsatz, genau auf ihre Wünsche und Erfordernisse zugeschnitten, ohne dass es eine Anweisung gegeben hat. Auch die Implementierung zusätzlicher Masken und weiterer Anwendungen hat Jedox nicht an seine Grenzen gebracht; das Tool funktioniert sehr gut trotz hoher Komplexität.

Role
Consultant
Number of employees
Less than 100
Industry
Manufacturing
Source
BARC Panel, The Planning Survey 25, 12/2024
What do you like best?

Die flexible Gestaltung und die Tatsache, dass es immer mehrere Wege gibt, um die Funktionen umzusetzen.

What do you like least/what could be improved?

Einige Weiterentwicklungen fehlen: Das UI ist etwas altbacken, und viele Planungsfunktionen lassen sich nicht leicht umsetzen (z. B. gestrichelte Linien, Übergang von Actual zu Budget in einem Liniendiagramm). Es gibt keinen richtigen Produktivsetzungsprozess und keine Anbindung an GIT. Dokumentationen oder die Herkunft von Datenpunkten sind nicht immer nachvollziehbar.

What key advice would you give to other companies looking to introduce/use the product?

Modulweise zu starten und damit nach und nach die Excel-basierten Lösungen und Inselplanungen zusammenzuführen. Dadurch ergeben sich organisiertere Planungen, und man entdeckt Einsparungspotential.

How would you sum up your experience?

Es lässt sich mehr als nur Finanzplanung durchführen.

Role
Line of business employee
Number of employees
More than 2.500
Industry
Restauration Collective
Source
BARC Marketing, The Planning Survey 25, 11/2024
What do you like best?

Interface facile avec toutes les bases de données. Avec une connaissance avancée, il est possible d'être en grande partie autonome sur l'utilisation globale de Jedox. Approche très Excel, que ce soit depuis l'outil ou via l'add-in Excel (ou PowerPoint).

What do you like least/what could be improved?

À ce jour, nous utilisons une ancienne version en attendant une évolution vers le Cloud. L'interface reporting doit être améliorée, notamment les graphiques et les bridges (waterfall). Il est important de bien définir son organisation et son arborescence de dimensions, car il est complexe et très impactant d'ajouter des informations sur des modules existants.

What key advice would you give to other companies looking to introduce/use the product?

Bien comprendre le fonctionnement de Jedox et bien définir les éléments (dimensions) dans l'arborescence de données.

How would you sum up your experience?

Bon produit, prenant en compte à la fois les avantages techniques (ETL) et les besoins des power users / soft users.

Role
Project manager for planning from business department
Number of employees
More than 2.500
Industry
Healthcare
Source
Invited by the vendor, The Planning Survey 25, 12/2024
What do you like best?

Flexibilität; die Möglichkeit, als Fachabteilung aktiv zu entwickeln und Themen aus der klassischen IT in den Fachbereich zu verlagern.

What do you like least/what could be improved?

Wir sind grundsätzlich sehr zufrieden mit dem Produkt.

What key advice would you give to other companies looking to introduce/use the product?

Fokus auf den Aufbau eigener Kompetenzen versus Implementierung über Implementierungspartner.

How would you sum up your experience?

Sehr gute Implementierung für verschiedenste Use Cases.

Role
Line of business employee
Number of employees
More than 2.500
Industry
Process industry
Source
Invited by the vendor, The Planning Survey 25, 12/2024
What do you like best?

Die individuelle Gestaltung von Planungsmasken und Dashboards.

What do you like least/what could be improved?

Perfomance/Ladezeiten.

What key advice would you give to other companies looking to introduce/use the product?

Je nachdem, wie groß das Unternehmen ist, würde ich empfehlen, einen eigenen Jedox-Berater einzustellen, der sich um die komplette Administration und die Bedürfnisse des Unternehmens kümmert.

How would you sum up your experience?

Ich selbst habe gute Erfahrungen mit Jedox gemacht und finde es ein gutes und lösungsorientiertes Planungs- und Analysetool.

Role
Project manager for planning from business department
Number of employees
100 - 2.500
Industry
Media/Publishing
Source
Invited by the vendor, The Planning Survey 25, 12/2024
What do you like best?

Intuitiv in der Bedienung.

What do you like least/what could be improved?

Es werden zwar viele Modelle angeboten, die Integration ist jedoch eher aufwändig.

What key advice would you give to other companies looking to introduce/use the product?

Man sollte prüfen, ob die Implementierung von einem Partner infrage kommt, z. B. aufgrund von branchenspezifischem Know-how oder besserer Ressourcenverfügbarkeit.

How would you sum up your experience?

Tolles Produkt, für das wir uns wieder entscheiden würden. Die Implementierung verlief jedoch nicht optimal.

Role
Projektleiter Wartung und Weiterentwicklung des Plannungstool
Number of employees
More than 2.500
Industry
Technology
Source
Invited by the vendor, The Planning Survey 25, 12/2024
What do you like best?

Flexibilität, jeden denkbaren Use-Case zu implementieren.

What do you like least/what could be improved?

Der Aufbau des UI könnte stärker auf Programmierung basieren, sodass z. B. das Sortieren und Aus-/Einblenden vereinfacht wird.

What key advice would you give to other companies looking to introduce/use the product?

Ein internes Team haben, das die Entwicklung und Wartung übernehmen kann.

How would you sum up your experience?

Sehr gut.

Role
Head of business department
Number of employees
More than 2.500
Industry
Manufacturing
Source
BARC Panel, The Planning Survey 25, 11/2024
What do you like best?

Flexibilität.

What do you like least/what could be improved?

Usability in der Entwicklungsumgebung.

What key advice would you give to other companies looking to introduce/use the product?

Intensive Prüfung der umzusezenden Use Cases im PoC.

How would you sum up your experience?

Hohe Flexibilität bringt auch hohe Komplexität mit sich.

Role
Project manager for consolidation from business department
Number of employees
100 - 2.500
Industry
Transportation and logistics
Source
Invited by the vendor, Financial Consolidation and Group Accounting Survey 25, 11/2024
What do you like best?

The ability to consolidate by connecting to our system's API.

What do you like least/what could be improved?

To customize without involving the IT department.

What key advice would you give to other companies looking to introduce/use the product?

Prepare a good working base before implementing Jedox.

How would you sum up your experience?

Happy with the software.

Role
Project manager for consolidation from business department
Number of employees
100 - 2.500
Industry
Insurance
Source
BARC Panel, Financial Consolidation and Group Accounting Survey 25, 10/2024
What do you like best?

Einfache Nutzung.

What do you like least/what could be improved?

Vermischung von Datenhaltung und Datentransformation. OLAP-Cubes als Datenstruktur veraltet.

What key advice would you give to other companies looking to introduce/use the product?

Klare Trennung zwischen Datenhaltung und Datennutzung. Daten lieber in einem Data Lake vorhalten und mit einem BI-Tool auswerten.

How would you sum up your experience?

Sobald Strukturen implementiert sind, können die Fachbereiche in diesen arbeiten. Allerdings sind die Fachbereiche nicht in der Lage, selbstständig Strukturen aufzubauen. Dadurch entstehen hohe Abhängigkeiten von externen Beratern und wenig Flexibilität.

Role
Consultant
Number of employees
Less than 100
Industry
Manufacturing
Source
BARC Panel, The Planning Survey 24, 04/2024
What do you like best?

Flexibilität in der Lösung, Datenintegration und -organisation einfach und sicher.

What do you like least/what could be improved?

Dokumentation fehlt für komplexe und neue Funktionen, die Entwicklung scheint schneller zu sein als die Dokumentation. Teilweise sind die allgemeinen Beschreibungen nicht hilfreich in Bezug auf die Konfiguration. Keine Versionierung oder Branching (keine Anbindung an GitHub) erschwert Entwicklung in Teams. Visualisierung stark an Excel angelehnt und statisch, nicht alle Excel-Funktionen stehen aber zur Verfügung.

What key advice would you give to other companies looking to introduce/use the product?

Mit einem Modul starten und im Coaching-Ansatz daraus Knowhow im eigenen Haus entwickeln und eine ordentliche Architektur organisieren, um die Module nebeneinander aufbauen und miteinander vernetzen zu können.

How would you sum up your experience?

Sehr flexible Lösung mit niedriger Einstiegshürde, aber teilweise tiefgehenden Transformationsmöglichkeiten.

Role
Consultant
Number of employees
Less than 100
Industry
IT
Source
BARC Panel, The Planning Survey 24, 04/2024
What do you like best?

Because it is very flexible, it can be customized for customers in different sectors.

What do you like least/what could be improved?

Errors in using the design that comes with new versions.

What key advice would you give to other companies looking to introduce/use the product?

A product that can be really useful and has the potential to increase the performance of the company in a short time thanks to professional employees and support.

How would you sum up your experience?

It has the power to dominate the market in a few years compared to its competitors, but developments and management are very important at this stage. Creating and designing scenarios as desired and having a flexible structure are the most important factors in this. Of course, even if it is about the same price compared to its competitors, you can get many features under a single license without paying any extra money.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Media/Publishing
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Flexibilité. Fiabilité. On-line.

What do you like least/what could be improved?

Dashboard. Canvas. BI.

What key advice would you give to other companies looking to introduce/use the product?

Avoir une vision claire avant de commencer le projet. Jedox est très flexible, donc il faut le construire à l'image de ce que l'on veut en faire des le début.

How would you sum up your experience?

J'adore.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Medien/Verlagswesen
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Flexibilität. Einfache Anwendung.

What do you like least/what could be improved?

Lizenzen schränken Nutzung stark ein.

What key advice would you give to other companies looking to introduce/use the product?

Anzahl der Lizenzen und Arbeitsweise/Einsatz gut durchdenken.

How would you sum up your experience?

Viele Anwendungsmöglichkeiten, einfache Handhabung, flexible Lösungen.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Retail
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Flexibilité de l'outil.

What do you like least/what could be improved?

What key advice would you give to other companies looking to introduce/use the product?

Ne pas sous-évaluer les ressources nécessaires pour lancer le projet (recettes etc.).

How would you sum up your experience?

Solution intuitive et flexible.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Real estate
Source
BARC Panel, The Planning Survey 24, 04/2024
What do you like best?

Hohe Flexibilität.

What do you like least/what could be improved?

Visualisierungsmöglichkeiten (IBCS Standard).

What key advice would you give to other companies looking to introduce/use the product?

BICC-Rollen im Unternehmen klar verteilen, Implementierungskompetenz selbst im Unternehmen aufbauen. (gilt für jede BI-Lösung). Excel-Anbindung nur geschultem Personal zur Verfügung stellen.

How would you sum up your experience?

Grundsätzlich verlässlicher Partner, Innovationsfähigkeit hat mit dem starken Wachstum deutlich nachgelassen. ETL-Modul ist sicherlich marktführend. Cloudumstieg und somit Preisanpassungsstrategie war ohne echten Mehrwert für uns Altkunden nur schwer nachzuvollziehen.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Manufacturing
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Flexibilität.

What do you like least/what could be improved?

Expertenwissen zu Datenbanken, Schnittstellen muss vorhanden sein. Finanzplaner der kaufmännischen Abteilungen werden dadurch eher ausgeschlossen.

What key advice would you give to other companies looking to introduce/use the product?

Es sollte vorab mit der kostenlosen Testversion geübt werden.

How would you sum up your experience?

Jedox ist ein kraftvolles Werkzeug für Planung und Reporting. Datenbankspezifisches Wissen ist unbedingt notwendig.

Role
Project manager for planning from business department
Number of employees
100 - 2.500
Industry
Medien/Verlagswesen
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Sa flexibilité, le fait que tout le même puisse avoir à la même information au même moment. La multitude des rapports qu'il est possible de créer ; L'adaptabilité.

What do you like least/what could be improved?

La visualisation des données de bases pas assez optimisée.

What key advice would you give to other companies looking to introduce/use the product?

Jedox est un merveilleux outil de planification et de reporting. C'est un vecteur de changements positifs dans les entreprises et qui permet de vulgariser la fonction finance auprès des opérationnels et de l'exécutive.

How would you sum up your experience?

Un avis positif, je recommande ce produit.

Role
Head of business department
Number of employees
100 - 2.500
Industry
Retail
Source
BARC Panel, The Planning Survey 24, 04/2024
What do you like best?

Rules erlauben vielfältigste Lösungen. SaaS Angebot.

What do you like least/what could be improved?

What key advice would you give to other companies looking to introduce/use the product?

Kompetentes Beratungsunternehmen ist wichtig. Wir arbeiten mit ATVISIO zusammen und sind äußerst zufrieden.

How would you sum up your experience?

Jederzeit wieder. Nutzen Jedox für Planung, Simulation und Berechnungslogiken für P+L, Bilanz und Profitcenterrechnung. Und reporten dann per PowerBI.

Role
Project manager for planning from business department
Number of employees
100 - 2.500
Industry
Services
Source
BARC Panel, The Planning Survey 24, 04/2024
What do you like best?

Flexibility and functionality.

What do you like least/what could be improved?

Documentation and training resources could be better. Unable to find user community groups like other tools have. Customer engagement is getting better but still lags behind others such as Prophix. Workflow needs improvement.

What key advice would you give to other companies looking to introduce/use the product?

Match your needs to the tool. Some have very good out of the box feature that could solve your problems. Others provide higher flexibility but require more dev.

How would you sum up your experience?

Very good system. Very happy with it so far.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Manufacturing
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Flexibilität. Implementierungsgeschwindigkeit. Zeitersparnis.

What do you like least/what could be improved?

Analysemöglichkeiten (schnelles Erstellen von Reports per Drag & Drop). Performance.

What key advice would you give to other companies looking to introduce/use the product?

How would you sum up your experience?

Top zufrieden, Tool bietet enorme Flexibilität und die Implementierung ist schnell möglich.

Role
Project manager for planning from business department
Number of employees
100 - 2.500
Industry
Media/Publishing
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Flexibility, data collection, data consolidation from multiple users.

What do you like least/what could be improved?

Complex implementation process, very specific requirements required for the implementation team, poor Excel Add-in. Performance.

What key advice would you give to other companies looking to introduce/use the product?

Better Excel integration, the tool is very time-consuming to use for ad-hoc analysis.

How would you sum up your experience?

The tool is very nice to use. Flexibility is the biggest advance, but it also causes many issues.

Role
Project manager for planning from business department
Number of employees
100 - 2.500
Industry
Process industry
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Sa modularité.

What do you like least/what could be improved?

Pouvoir réaliser des dashboards sans passer par un intégrateur => simplification.

What key advice would you give to other companies looking to introduce/use the product?

La démarche projet est aussi importante que la qualification des données. Un module est construit de A à Z donc il faut avoir une compréhension et une connaissance complète du process et des data.

How would you sum up your experience?

Il répond à notre besoin, les BPA vont surement nous permettre d'avancer plus vite.

Role
Head of business department
Number of employees
100 - 2.500
Industry
Manufacturing
Source
BARC Panel, The Planning Survey 24, 04/2024
What do you like best?

Hohe Flexibilität des Datenmodells. Integration in Excel.

What do you like least/what could be improved?

Gestaltung von Dashboards nicht ideal.

What key advice would you give to other companies looking to introduce/use the product?

Frühzeitig Standards für die Benennung von Dimensionen und Dimensionselementen festlegen (English / Deutsch / Einzahl / Mehrzahl: Customer oder Customers).

How would you sum up your experience?

Sehr positiv. Wir konnten eigenständig Modelle und Berichte für verschiedene Aufgabenstellungen erstellen.

Role
Line of business employee
Number of employees
100 - 2.500
Industry
Insurance
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Anpassungsfähigkeit von Jedox auf die Benutzerbedürfnisse bzw. Unternehmensbedürfnisse. Schnittstellenkompatibilität mit BI-Tools.

What do you like least/what could be improved?

What key advice would you give to other companies looking to introduce/use the product?

Zeit und Mut haben in der Organisation die Bedürfnisse aufzunehmen und in Jedox eine auf diese Bedürfnisse abgestimmte Lösung zu erarbeiten.

How would you sum up your experience?

Sehr gut.

Role
IT employee
Number of employees
100 - 2.500
Industry
Media/Publishing
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Flexibility in providing customized solutions.

What do you like least/what could be improved?

I feel like unless you have a very high degree of knowledge about Jedox, you will still need external help even for the smallest changes.

What key advice would you give to other companies looking to introduce/use the product?

Build a strong knowledge of the product or you will need external help even for the small changes.

How would you sum up your experience?

It's a good tool with high potential but learning how to use it and how the solution has been built is not easy.

Role
Head of business department
Number of employees
More than 2.500
Industry
Consulting
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Idéal pour fonctions FP&A. Add-In Excel. Rapidité de déploiement.

What do you like least/what could be improved?

Reporting / Graphique web.

What key advice would you give to other companies looking to introduce/use the product?

Mesurer le ROI pour des utilisateurs ponctuels.

How would you sum up your experience?

Role
Line of business employee
Number of employees
More than 2.500
Industry
Restauration collective
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

ETL intégré, possibilité de rendre autonome les Power users et interaction possible avec la plupart des outils du marché.

What do you like least/what could be improved?

Il faut s'adapter à la structure des données spécifiques. Amélioration à faire (en cours) sur le modèle BI et les graphiques.

What key advice would you give to other companies looking to introduce/use the product?

Savoir si l'outil doit servir à des users finaux (rapport) ou bien à des power users autonomes. Chaque outil a ses forces et faiblesses (+ visuel ou + technique). L'intégrateur est très important car c'est lui qui construit l'outil selon un cahier des charges mais aussi son expérience.

How would you sum up your experience?

Après 3 ans d'utilisation la montée en compétence est constante et les possibilités sont multiples si l'on imagine bien sa roadmap interne.

Role
Line of business employee
Number of employees
More than 2.500
Industry
Process industry
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Flexibilität, Anpassungsfähigkeit.

What do you like least/what could be improved?

Dashboarding / Visualisierungsmöglichkeiten.

What key advice would you give to other companies looking to introduce/use the product?

Klare Definition der Anforderungen und Zielsetzungen vor Umsetzung. Keep it simple!

How would you sum up your experience?

Flexibles, beherrschbares Tool für verschiedene Flughöhen (Topmanagement bis operativer Planer). Single Source of truth mit geringen Hürden auf Grund der Excel-Nähe.

Role
Project manager for planning from business department
Number of employees
More than 2.500
Industry
Medien/Verlagswesen
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Jedox est un outil utilisé à la maille de mon équipe seulement, qui permet un gain d'efficacité. L'outil a été adopté par l'équipe et lui facilite grandement le travail.

What do you like least/what could be improved?

L'outil est un outil un peu lourd en termes d'apprentissage utilisateur, l'ergonomie pourrait être plus intuitive.

What key advice would you give to other companies looking to introduce/use the product?

Implémentation à l'échelle de l'entreprise, pas d'implémentation partielle.

How would you sum up your experience?

Bon produit, qui permet beaucoup mais nécessite d'être accompagné.

Role
Head of business department
Number of employees
More than 2.500
Industry
Manufacturing
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Possibilité d'avoir de nombreux utilisateurs, flexibilité pour le développement des indicateurs souhaités.

What do you like least/what could be improved?

Que les utilisateurs puissent développer plus facilement ; ça reste complexe pour quelqu'un qui ne fait pas que ça.

What key advice would you give to other companies looking to introduce/use the product?

Bien cadrer le cahier des charges. Prévoir beaucoup de temps de développement et de recettage.

How would you sum up your experience?

Bon outil, prise en main utilisateur basique facile. Visuel attractif. Développement qui reste complexe.

Role
Line of business employee
Number of employees
More than 2.500
Industry
Retail
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Kompetente Mitarbeiter, welche schnell Lösungen finden. Das System ist recht einfach zu verstehen und sicher bzgl. Anwenderfehler.

What do you like least/what could be improved?

Rechenleistung im Rahmen der Personalplanung etwas schwach.

What key advice would you give to other companies looking to introduce/use the product?

Nutzt ein Testsystem.

How would you sum up your experience?

Sehr gut, vor allem dank der fähigen Berater.

Role
Member of a cross-departmental BI team
Number of employees
More than 2.500
Industry
Telecommunications
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Benutzerfreundlichkeit

What do you like least/what could be improved?

What key advice would you give to other companies looking to introduce/use the product?

Zum Start Support durch erfahrene User hinzuziehen. Jedoch immer im Tandem mit einem operativen Kollegen, damit dieser Jedox-Wissen aufbaut und nicht abhängig ist

How would you sum up your experience?

Benutzerfreundliches Tool, hohe Flexibilität.

Role
Project manager for planning from business department
Number of employees
More than 2.500
Industry
Media/Publishing
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Flexibilität. Autonomer betrieb durch Fachabteilung ohne externe Unterstützung und ohne IT-Support.

What do you like least/what could be improved?

Lizensierungsmodell schwierig beim Verwenden mehrerer Instanzen.

What key advice would you give to other companies looking to introduce/use the product?

Langfristiger Aufbau eigener Kompetenzen, um unabhängig von Consultingleistungen zu sein.

How would you sum up your experience?

Sehr positiv im Einsatz als IT-nahe Fachfunktion, um flexibel diverse Planungslösungen selber zu erstellen und auch zu betreiben. Klare Empfehlung Unsererseits!

Role
Line of business employee
Number of employees
More than 2.500
Industry
Retail
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Vielzahl an Funktionalitäten. Adaptierbarkeit von Systemen. Flexibilität.

What do you like least/what could be improved?

Benutzerfreundlichkeit / Kompliziertheit bei Implementierung und als Power User.

What key advice would you give to other companies looking to introduce/use the product?

Direkt mit dem Hersteller implementieren. Mehr Standard-Funktionalitäten umsetzen/nutzen.

How would you sum up your experience?

Wenig Kontakt zum Hersteller, nur zum Implementierer. Man kann viel mit Jedox machen, jedoch nicht wirklich benutzerfreundlich, da sehr komplex und IT-lastig.

Role
Line of business employee
Number of employees
More than 2.500
Industry
Medical technology
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

Flexibilität und Verbindung via Snowflake möglich.

What do you like least/what could be improved?

Power BI Connector / ODATA Schnittstelle sehr fehleranfällig / buggy / langsam.

What key advice would you give to other companies looking to introduce/use the product?

How would you sum up your experience?

Gut.

Role
Project manager for planning from business department
Number of employees
More than 2.500
Industry
Services
Source
Invited by the vendor, The Planning Survey 24, 04/2024
What do you like best?

La facilité de mise en place, de modifications des différents éléments de consolidation, l'adaptabilité et la customisation des reports selon les besoins, la mise à disposition des données, la planification des jobs dans l'ETL, la facilité de modification des process d'intégration des données, et plein d'autres fonctionnalités qui rendent la vie plus facile au sein de notre service FP&A et pour nos utilisateurs locaux.

What do you like least/what could be improved?

Pas grand chose.

What key advice would you give to other companies looking to introduce/use the product?

De ne pas hésiter.

How would you sum up your experience?

Très bien.

Awards
Survey Information
Number of reviews for Jedox
69
Reviewed versions
Planning Survey: 69% Version 24; Financial Consolidation Survey: 57% Version 24, 21% Version 23 and 21% Version 22
Peer groups in the survey
Midsize/Departmental Implementations, Products for Planning, Budgeting & Forecasting, Integrated Products for Planning and Financial Consolidation, Integrated Products for Planning and BI & Analytics, Worldwide Implementations, Products for Financial Consolidation, Small and Midsize Deployments
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