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Jedox and Azure AI, engineered to power the next era of enterprise performance.

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Advisory & Roadmaps

Set the direction before you invest.

Strong planning capabilities start with clear intent.
Before changing platforms, adding technology, or extending existing tools, organisations need a shared view of what planning should enable, today and as conditions change.

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Our Advisory & Roadmaps service helps leadership define a long-term vision for Enterprise Performance Management (EPM). One that supports strategic execution, adapts over time, and provides a clear framework for future decisions.

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The focus is on setting the principles, guardrails, and target state that guide how planning evolves, and how it supports the business as the environment shifts.

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Common challenges we see
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Many organisations are asking the same questions:

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  • What does AI actually mean for our business and planning processes?

  • Is our planning cycle too slow, expensive, or resource-heavy?

  • Do teams trust the data, or spend time reconciling it?

  • Is too much work still happening in spreadsheets?

  • Are plans integrated across finance and the wider business?

  • Are we tracking the measures that really matter for execution?

  • Can we adopt new technologies without major disruption?

  • Does every change come with a high cost and long lead time?

 

These are usually signs that the direction for EPM is unclear, or no longer fit for purpose.

 

​How we help
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We work with senior leaders to establish a clear, practical foundation for EPM.

This typically includes:

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  • Defining a long-term vision for planning and performance

  • Reviewing the current planning capability, including:

    • planning processes and cycles

    • governance and ownership

    • models and ongoing maintenance effort

    • reporting, feedback, and performance tracking

    • links between strategy and execution

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  • Reviewing the wider data and analytics ecosystem

  • Evaluating how current and emerging technologies (including AI) can support the business

  • Documenting a clear target state for EPM

  • Clarifying priorities and decision criteria

  • Building a roadmap to evolve EPM over time

 
Our approach
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Our advisory work is structured, collaborative, and grounded in delivery.

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We use a combination of:

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  • Targeted interviews with leadership and key stakeholders

  • Focused workshops to:

    • establish the planning and performance vision

    • review current strategy, planning, and execution

    • assess technology opportunities and constraints

    • clarify priorities and trade-offs

 

What we provide
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You leave with clear, usable outputs, including:

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  • Detailed findings covering:

    • review objectives

    • current processes and capabilities

    • key issues and risks

  • A defined target state for EPM, covering:

    • how the EPM capability should evolve

    • target architecture

    • the role of AI and automation

    • governance and operating model

  • A prioritised EPM roadmap

  • Business case and value modelling (where required)

  • An initial plan to move forward with confidence

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Jedox Delivery

Build planning that supports execution and evolves as your business changes.

We design and build planning and performance management capabilities on Jedox that connect strategy to execution and can adapt as priorities shift.
 

By bringing Finance and operational metrics together on a single platform, Jedox helps teams understand the impact of decisions as they’re made. Leaders can see how strategic choices flow through to tactical plans, operational timelines, and performance outcomes in near real time.
 

This is where strategy becomes working models and where planning moves beyond spreadsheets and legacy constraints.

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What we help you deliver
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We help you design and build:

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  • Strategic management modelling and evaluating strategic options

  • Tactical management translating strategy into executable plans that can be tracked and delivered

  • Financial, operational, workforce, and project planning models

  • Driver-based planning and forecasting

  • Scenario planning and rolling forecasts

  • Performance management structures and KPIs

  • Workflows, approvals, and security

  • Integrations from and to related systems into Jedox

  • AI predictive models, machine learning and agentic automation

 

How we work
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Our delivery approach is built on a set of proven principles.

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These principles give us confidence in outcomes and allow us to adapt how we deliver to suit your organisation, your risk profile, and your need for certainty.

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We work to:

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  • Set clear direction: a shared understanding of objectives and success

  • Agree the design: models and logic the business understands and signs off

  • Build with regular review: feedback early and often to stay aligned

  • Embed quality and testing: performance, accuracy, and usability throughout

  • Release with confidence: structured deployment, training, and handover

 

In practice, this means we can work iteratively and incrementally, or take a more design-led, staged approach where greater certainty is required. The method can adapt the principles do not.

 

By staying true to these principles, delivery remains predictable, risks are managed early, and what goes live is ready for business.

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​​What you get
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  • A modern, future-ready planning capability

  • A platform that can respond as the business changes

  • The ability to plan and execute strategy with confidence

  • Clear visibility into business performance

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Data & Intergration

Create a foundation you can trust.

​Good planning and analytics capabilities depend on good data.
When data is inconsistent, fragmented across systems, or not available when it’s needed, trust breaks down.

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Many organisations struggle with:

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  • Data spread across multiple applications and environments

  • Inconsistent definitions and KPIs

  • Pipelines that are slow, brittle, or hard to change

  • Controls and access that don’t scale

  • Foundations that aren’t ready for analytics or AI

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Our Data & Integration services help you build a reliable, well-governed data foundation that supports today’s needs and can adapt as your organisation evolves.

 

What we help you deliver

We help you:

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  • Establish clear data ownership, policies, and processes

  • Define and govern KPIs, metrics, and master data

  • Design data architectures and pipelines that support planning and analytics

  • Design security and access controls aligned to enterprise requirements

  • Integrate source and target systems with the Jedox platform

  • Improve data quality, controls, and reconciliation

  • Build pipelines that support analytics and AI use cases

 

The result is less friction, greater trust in the numbers, and a lower cost of change over time.

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Analytics & Transformation

Get more from your Jedox platform.

Jedox offers more than planning and performance reporting.
Used well, it can help streamline core processes, automate manual work, and give the business clearer insight into what’s really driving results.

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Our Analytics & Transformation services focus on helping you extend and deepen the value of your existing Jedox investment turning data into insight, and insight into action.

 

What we help you do

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We help organisations:

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  • Enrich data using allocation models and activity-based costing

  • Understand margin and profitability by product, customer, or service

  • Streamline finance processes through targeted automation

  • Orchestrate and optimise month-end close activities

  • Connect plans, actuals, and actions into a single, coherent performance view

 

The focus is on strengthening critical capabilities currently reliant on manual processes, legacy systems, or spreadsheets adding governance, control, visibility, and automation.

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What we help you deliver

 

We help you design and build:

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  • Performance reporting and analytics models

  • Allocation and activity-based costing models

  • Margin, cost, and profitability analysis

  • Month-end close workflows and orchestration

  • Automation of journals, accruals, prepayments, and adjustments

  • Analytics and tools to support broader business functions, such as:

    • risk and compliance

    • treasury and cash management

    • investment and capital planning

    • operational performance and service delivery

 

 

These capabilities help reduce manual effort, improve visibility, and support more confident decision-making across the business.

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Azure AI Services

Extend insight. Strengthen execution.

AI creates an opportunity to evolve how Finance and the business operate, enabling deeper insight, stronger execution, and better use of expertise.

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Our Azure AI services focus on extending the role of Finance, with less time spent on manual effort and reconciliation and more time spent on insight, judgement, and supporting the business make better decisions.

 

Where AI adds value

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We focus on mission-critical capabilities that are poorly served by manual processes, legacy systems, or spreadsheets.

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In practice, we use AI to:

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  • Support workflows constrained by time and complexity

  • Automate repeatable tasks that absorb effort but add limited insight

  • Generate deeper, more meaningful analysis from existing data

  • Identify risks, exceptions, and opportunities earlier

  • Provide timely context to support better decisions

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Direction, review, and judgement stay with the business.

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What this enables
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Used well, Azure AI helps organisations:

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  • ​Shift Finance toward a more advisory, business-focused role

  • Reduce reliance on manual and fragile processes

  • Improve consistency, control, and confidence

  • Support execution with stronger insight, not just reporting

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Health Check & Optimisation

Understand what’s working, fix what isn’t, and identify what to improve.

Our Health Check & Optimisation service provides you a clear, independent view of how your current solution is performing, investigates issues and identifies where targeted changes can improve reliability, performance, and usability.

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We review your existing Jedox solution and provide practical, prioritised recommendations you can act on.

 

What we review

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We tailor our review to focus on your priorities and concerns, we can address:

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  • Overall solution design and architecture

  • Planning models and calculation logic

  • Data integration, quality, and controls

  • Performance and scalability

  • Security, access, and governance

  • Workflows, approvals, and ownership

  • Reporting, KPIs, and usability

  • Alignment with current business needs and roadmap

  • Review business process, design and technical issues

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How it works
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You receive:

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  • Implementation of simple fixes

  • A clear view of what’s working well

  • Identified risks, gaps, and optimisation opportunities

  • Prioritised, practical recommendations

  • Guidance on quick wins and longer-term improvements

  • A plan to address issues and concerns

  • Tactical options for high priority items

 

You can use the health check to:

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  • Improve performance and usability

  • Plan remediation work

  • Inform your next phase of delivery

  • Validate or refine your roadmap

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