BASLE BERN BRUGG DÜSSELDORF FRANKFURT A.M. FREIBURG I.BR. GENEVA

HAMBURG COPENHAGEN LAUSANNE MUNICH STUTTGART VIENNA ZURICH

Budget Planning Process with Jedox

Abdelhamid LoutfiNorman Lefevre

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

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What is a Budget Planning Process

Budget Planning Process with Jedox

Budget Planning Process: The challenges

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Centralization

Consolidation

Historical

Security

Monitoring

Rate

Budget Planning Process with Jedox

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

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WHY ?

+ Simple

+ Fast

+ Flexible

+ Low Cost

+ Accessible

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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

Gartner Strategic Corporate Performance Management

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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.

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With a tool:

Jedox

Budget Planning Process with Jedox

150,000+Users

The Company

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2002founded in

Freiburg

Germany

1Integrated

platform for

CPM & BI

125Countries 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

They use it!!!

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Performance Management & Business Intelligence

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The Solution

SimpleExcel-like, Business User Oriented

Read & WriteReporting, Analysis and Planning

Value for MoneyLow Cost, Fast Results, Minimal Risk

InnovativeIn-memory, Cloud, Mobile, GPU

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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

Where is Jedox in your BI platform?

15

Datawarehouse

Data Sources

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Budget Planning Project

Budget Planning Process with Jedox

Traditional Excel-Only Planning Process

1.

Create

Template2.

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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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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Project Management Methodology

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Proposal

Scope

Detail Level

High Level

Preparation

Planning

Business

Process

Analysis

Data

analysis

Requirene

mtProposal

Scoping Template Scope

Priorizatio

nPlanning

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

Strengths

Centralization

Consolidation

Historical

Security

Backup

Workflow

Responsibility of team

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Budget Planning Process with Jedox21 9/29/2016

Demo

Demo

Context: Trivadis

Trivadis have multiple:

- Entities

- Cost Centers

- Managers

Goal:

- Budgeting process

- Workflow

- Security

- Rate

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Budget Planning Process with Jedox23 9/29/2016

Further information …

http://www.jedox.com/fr/services/telechargement

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