This presentation focuses on the challenges of budget planning and how Jedox can help you. It also includes a Jedox demo.

1. BASLE BERN BRUGG DÜSSELDORF FRANKFURT A.M. FREIBURG I.BR. GENEVA
HAMBURG COPENHAGEN LAUSANNE MUNICH STUTTGART VIENNA ZURICH
Budget Planning Process with Jedox
Abdelhamid Loutfi
Norman Lefevre

2. Agenda
Budget Planning Process with Jedox2 9/29/2016
1. What is Budget Planning Process?
The challenges
2. What is Jedox?
The Company
The Solution
3. How is processed a Budget Planning Project?
Approach
Project Management
4. Jedox Demo
Based on Trivadis‘ Operations

3. 3 9/29/2016
What is a Budget Planning Process
Budget Planning Process with Jedox

4. Budget Planning Process: The challenges
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Centralization
Consolidation
Historical
Security
Monitoring
Rate
Budget Planning Process with Jedox

5. 86%of Organizations continue to use Excel as
the foundation of their Planning Processes
The Most used BI & PM Tool
Source: BARC Planning Survey 2014
5 Budget Planning Process with Jedox9/29/2016

6. WHY ?
+ Simple
+ Fast
+ Flexible
+ Low Cost
+ Accessible
6 Budget Planning Process with Jedox9/29/2016

7. 7
Inconsistent Results
Redundant / Segmented Info
Complexity
Error Prone
Labour Intensive
Access & Mgmt Challenges
High Process Cost
Maintenance Intensive
No Audit Tracking
Low Cost
Simple
Accessible
Fast
Flexible
Keep the
Benefits:
Eliminate the
Challenges:
Business-Driven Intelligence
How can we improve a budget planning process…
Budget Planning Process with Jedox9/29/2016

8. Gartner Strategic Corporate Performance Management
8 Budget Planning Process with Jedox9/29/2016
Jedox is a Niche Player in this market, given
its ability to provide a flexible and
cost-effective financial model that is easy
to use and compatible with Microsoft Excel.
Source: GARTNER Magic Quadrant for Strategic Corporate
Performance Management Solutions 2016
Gartner defines the SCPM solutions as the tools
to support the office of finance's budgeting,
planning and forecasting efforts. They also
provide profitability modeling and strategy
management capabilities. Ultimately, these
solutions help CFOs and other business
leaders orchestrate organizational
performance and manage strategy in a more
controlled and transparent manner.

9. 9 9/29/2016
With a tool:
Jedox
Budget Planning Process with Jedox

10. 150,000+
Users
The Company
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2002
founded in
Freiburg
Germany
1
Integrated
platform for
CPM & BI
125
Countries with
Jedox users
SMB Excellence in
Innovation Award
Top Rankings
in World‘s Largest BI Survey
Gartner
Cool Vendor
Best Ranking
Gleanster Report
Budget Planning Process with Jedox

11. They use it!!!
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12. Performance Management & Business Intelligence
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13. The Solution
Simple
Excel-like, Business User Oriented
Read & Write
Reporting, Analysis and Planning
Value for Money
Low Cost, Fast Results,
Minimal Risk
Innovative
In-memory, Cloud, Mobile, GPU
13 Budget Planning Process with Jedox9/29/2016

14. Sources
JEDOX : All in one.
Jedox Platform
14
Financial
Budgeting,
Planning and
Forecasting
Cost Allocation Profit & Loss Sales Planning
Management &
Financial
Consolidation
Budget Planning Process with Jedox9/29/2016

15. Where is Jedox in your BI platform?
15
Datawarehouse
Data Sources

16. 16 9/29/2016
Budget Planning Project
Budget Planning Process with Jedox

17. Traditional Excel-Only Planning Process
1.
Create
Template
2.
Load
Initial Data
4.
Data
Entry
3.
Distribute
Sheets
5.
Collect
Data6.
Monitor
Progress
7.
Validate
Submissions
8.
Consolidate
Results
9.
Analysis
10.
Adjust /
Scenarios
11.
Finalize &
Track
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18. New Process with Jedox Added
Data Integration
1.
Create
Planning Model
2.
Email
Notification
3.
Online
Completion
4.
Progress Monitoring
5.
Online
Scenarios
and Analysis
6.
Reporting
www
www
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19. Project Management Methodology
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Proposal
Scope
Detail Level
High Level
Preparation
Planning
Business
Process
Analysis
Data
analysis
Requirene
mt
Proposal
Scoping Template Scope
Priorizatio
n
Planning
Developm
ent
Validati
on
Correcti
on and
Bug fix
*
Trivadis Project OwnerIT Business Key User
Global
process
step
Detailled
process
Actors
Legend
Budget Planning Process with Jedox
Diagnostic
Audit
Analyse Design Development

20. Strengths
Centralization
Consolidation
Historical
Security
Backup
Workflow
Responsibility of team
20 Budget Planning Process with Jedox9/29/2016

21. Budget Planning Process with Jedox21 9/29/2016
Demo

22. Demo
Context: Trivadis
Trivadis have multiple:
- Entities
- Cost Centers
- Managers
Goal:
- Budgeting process
- Workflow
- Security
- Rate
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23. Budget Planning Process with Jedox23 9/29/2016
Further information …
http://www.jedox.com/fr/services/telechargement

24. Questions and answers …
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Norman LEFEVRE
BI Consultant
Tél. +41 58 459 53 10
norman.lefevre@trivadis.com
Abdelhamid LOUTFI
BI Consultant
Tél. +41 58 459 51 29
abdelhamid.loutfi@trivadis.com