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Customer Satisfaction
6.4/10
6.4
User Experience
7.2/10
7.2
Functionality
6.2/10
6.2
Business Value
5.1/10
5.1

Jedox

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.

BI, Analytics & CPM
● Reporting / Dashboards
● Analysis
– Advanced Analytics
●● Planning
● Financial Consolidation

= Function covered, ●● = Functional focus

= Function covered
●●
= Functional focus

ESG
● Reporting / Dashboards
● Analysis
– Disclosure Management
●● ESG & KPI Management

= Function covered, ●● = Functional focus

= Function covered
●●
= Functional focus

About Jedox

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

Self-description of the vendor

No vendor self-description available
References
No data available
Partners
No data available

Jedox BARC Review & Rating

This section contains our independent analyst views on Jedox.

Provider and product description

Founded in 2002, Jedox has grown into a team of more than 450 employees. The vendor serves over 2,800 clients worldwide through its headquarters in Freiburg, Germany, its international offices, and a network of more than 250 partners and global alliances. Besides implementers, the vendor has a technology partner network including Microsoft (Azure, Office, Power BI, Teams, Dynamics, etc.), Salesforce/Tableau and Qlik. To accelerate customer growth and increase the company’s global footprint while enhancing its CPM platform, Jedox works together with several global investment partners.

The company’s flagship product is Jedox, a flexible CPM platform with planning, budgeting and forecasting; reporting; dashboarding; analysis and financial consolidation capabilities. The solution offers both an Excel client and web interface as front ends. The Excel add-in is a classic spreadsheet interface combining well-known Excel functions with additional Jedox features. The web client has a browser-based spreadsheet interface – a type of Excel on the web – with additional functions. The underlying philosophy of Jedox is to extend the familiar Excel environment with specific analytics functionality. The software is available as SaaS in the public cloud (leveraging Microsoft Azure) but can also be deployed in private environments, for example, by leveraging other cloud infrastructure providers, or on premises.

Jedox is aimed at business power users who create individual CPM and analytics applications that require collaboration and data input from across the business. 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, enables 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 the administration and further development of Jedox applications. These applications can be published to large groups of users through Jedox Web and Jedox Mobile. Both centralized top-down and decentralized 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 integrated business planning, financial planning and analysis, sales performance management, workforce planning, ESG, etc.) as well as best practice accelerators (including ready-made reports, database, rules, integration logic, framework of basic functions, etc.). This content is built on best practices and is available in Jedox’s own integrated marketplace.

Besides CPM functionality, Jedox offers reporting and analysis capabilities for business users. Reporting generally takes place in Excel using Excel’s own functionality, or in Jedox Web, which offers additional options for responsive content compilation in dashboards, dynamic reporting, data visualization and content distribution. Users can create reports, analyses and dashboards on the web from a spreadsheet interface closely resembling the functionality, look and feel of Excel. Both clients offer standard and advanced charts for visualizing information as well as IBCS-compliant charts. In recent releases, Jedox has improved the platform’s end-user experience for content consumption but also for content creation with a drag-and-drop, responsive dashboarding technology Jedox calls Canvas. Since Jedox is an open platform, it also integrates with existing BI and analytics infrastructures and ecosystems and can extend these with its planning capabilities (e.g., Microsoft Power BI, Qlik and Tableau).

Leveraging AI and ML in finance and CPM are strategic initiatives for Jedox. The vendor is continuously introducing AI features for automating data preparation and classification, time series and driver-based predictions and scenarios as well as smart insights. Jedox AIssisted™ Planning is a wizard-based web service that is integrated in Jedox to support users with tasks such as predictive forecasting, outlier detection, and offers insights into business drivers, data and data connections.

Strengths and challenges of Jedox

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

Strengths
  • Flexible CPM and analytics platform for planning, budgeting and 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 for accessing live Jedox data and reports from third-party systems via OData interface.
  • Development environment for creating custom planning and analytics models, primarily via Excel formulas, with supplementary marketplace for predefined but adaptable solutions and accelerators. Jedox’s future strategy strongly focuses on further solutionizing the flexible platform.
  • Survey feedback reveals a high level of customer satisfaction with the business value Jedox provides, as well as its price to value, flexibility, ease of use and its data integration, planning and forecasting functionality.
Challenges
  • Jedox’s flexibility as a development environment for CPM and analytics can lead to complex handling when implementing/building intricate applications from scratch. With its prebuilt solutions and best practice accelerators, Jedox is trying to address this challenge and guide customers through the implementation process.
  • Jedox offers comparatively limited functionality for formatted print-oriented reporting within the Excel client and web client (e.g., format/layout for page-based print reporting).
  • Jedox has traditionally been used mostly in departmental or smaller and midsize scenarios. However, implementation projects have been growing in terms of numbers of users and data volumes in recent years. Large enterprise customers should evaluate similar references. According to survey feedback, some customers are dissatisfied with Jedox’s performance, predominantly in larger environments.
  • Customer feedback included several critical user reviews expressing the view that the vendor’s support services have become less consistent in recent years due to its 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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Full user reviews and KPI results for Jedox

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Individual user reviews for Jedox

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
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
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
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
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
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