Jedox® Monthly Round Up
April 2024
Welcome to the Jedox Monthly
Newsletter Series
Jedox continues to strengthen its global footprint, expand its network, and deliver meaningful innovations to its enterprise planning platform. From the evolution of the platform and strategic collaborations to thought leadership events and media recognition, each month has offered new developments worth sharing. This newsletter brings you a monthly update from across the Jedox ecosystem, designed to keep you informed and ahead of the curve.
Around the Jedox World
April was buzzing with Jedox® events across the globe, connecting finance professionals to the latest in enterprise planning. Here are some highlights:
Jedox Elevate Roadshow – Vienna (April 25, 2024):
Jedox hosted a major event in Vienna where attendees explored the path toward “Autonomous Finance” and saw how AI-driven planning tools can transform their finance processes hpartner.at. The roadshow showcased integrated planning in action, with live demos of AI-powered features that form the basis of modern financial planning hpartner.at.
Webinar – “Say Goodbye to Excel Chaos” (April 18, 2024):
To help enterprises move beyond spreadsheet-based planning, Jedox ran a practical webinar on streamlining planning & forecasting. (Did you know an estimated 74% of organisations are still relying on spreadsheets for these processes? cfmsystems.com)
The session introduced the fundamentals of cube-based modelling and showcased how to simplify planning workflows by eliminating “Excel chaos.” Attendees learned firsthand how smarter planning tools can save time and reduce errors.
Webinar – “AI-Powered Finance: Success Stories & Strategies” (Early April 2024):
Another popular online event focused on how AI is reshaping Financial Planning & Analysis (FP&A). Jedox experts and industry guests shared real success stories of AI in finance, key strategies for adoption, and pitfalls to avoid. This interactive session underscored how finance teams can leverage AI-driven forecasting to gain agility and insight in planning.
These events reflect a thriving Jedox community worldwide – from in-person roadshows in Europe to global online knowledge-sharing. They provided valuable takeaways for CFOs and planners, emphasising that integrated planning and analytics (often termed xP&A, or Extended Planning & Analysis) are becoming essential in the modern finance toolkit. Jedox’s outreach this month aimed to empower leaders with ideas to improve their planning process.
Platform Tech Update
The Jedox platform saw exciting technical updates recently, keeping it at the cutting edge of financial planning technology. The 2024.1 platform update (released in late Q1) introduced major enhancements – including new AI capabilities – all designed to make planning faster, smarter, and more collaborative.
Below is a summary of key tech updates:
JedoxAI – Conversational Analytics:
Jedox 2024.1 unveiled JedoxAI, a generative AI assistant that lets users interrogate data by simply asking questions jedox.com. This means that instead of writing complex formulas or code, finance teams can ask in plain English things like “Why were Q1 sales below forecast, and how can we improve?” and get instant insights jedox.com. Even non-technical managers can dive into analysis through natural-language queries. This is a game-changer for accessibility – JedoxAI opens up advanced analytics to anyone, not just data scientists. It’s part of Jedox’s vision to infuse AI across the platform for an easier, more efficient planning experience jedox.com. By leveraging AI in this way, Jedox helps organizations move closer to hyper automation, where tedious manual tasks are handled by technology so teams can spend more time on strategy jedox.com.
Improved Excel Integration:
Many finance professionals love Jedox for its strong Excel synergy, and the latest update brings even more Excel-friendly features. The Excel Add-in for Jedox was enhanced with interactive elements and new capabilities jedox.com. For example, users can now add interactive buttons in spreadsheets to navigate dashboards or trigger actions, making reports more user-friendly jedox.com. The update also introduced a “keep only” filtering mode to let analysts focus on specific data points by quickly hiding unneeded data jedox.com. Additionally, Jedox now supports Excel’s dark mode for those who prefer a dark theme jedox.com. All these improvements mean a smoother, more intuitive experience for teams that live in Excel but want the power of a centralised planning solution.
Data Integration & Transparency:
In the ETL and integration space, Jedox’s Integrator got a boost. A new audit trail feature (Jedox Audit) provides full data lineage transparency – every change in a data integration project can be tracked and logged jedox.com. This “breadcrumb trail” gives administrators and team members confidence when collaborating on complex data workflows, knowing they can always retrace steps or revert if needed. Jedox also added a native Google Sheets connector, bridging the gap between Microsoft and Google ecosystems jedox.com. Users can now seamlessly connect and pull data from Google Sheets into Jedox, expanding the range of data sources available for unified planning. This cross-platform connectivity is great for organisations that use mixed tools.
New “Views” and UI enhancements:
The introduction of Jedox Views within Jedox Web provides a more unified way to create and manage reports and dashboards. Users can create dynamic “views” of their data, save them as templates, and reuse them easily – all with real-time responsiveness. The interface improvements make it simpler to slice and dice data on the fly, with intuitive controls that require minimal training. Overall, these tech updates reinforce Jedox’s commitment to continuous innovation. By combining AI for FP&A, user-friendly design, and robust integration, the platform is evolving to meet the needs of modern finance teams. As Jedox’s Director of Product Management noted, each quarterly release aims to empower analysts, CFOs, and planners to achieve better outcomes with less effort jedox.comjedox.com. In short, technical accuracy and accessibility go hand in hand – even advanced features like AI are implemented in a way that finance professionals can easily use.
(For readers new to the term xP&A: it stands for Extended Planning & Analysis, an approach that extends FP&A beyond Finance into other areas of the business. Jedox’s platform updates enable this by unifying planning across departments, so everyone works off the same data and assumptions.)
Across the Jedox Ecosystem
Beyond product updates, April saw important developments in the Jedox ecosystem – from partnerships to success stories – underlining Jedox’s growing global community and customer base:
Continued Collaboration with Cuvama:
Jedox announced it is deepening its partnership with Cuvama, a SaaS solution for value management in sales. After a successful pilot project, Jedox and Cuvama signed a new contract to continue working together jedox.com. The pilot yielded impressive results – by using Cuvama’s platform to better articulate Jedox’s value to prospects, Jedox managed to reduce its sales cycle length by an average of 30% jedox.com. This kind of sales efficiency gain is significant, and it shows how Jedox is investing not just in product, but also in improving how it delivers value to customers. The extended collaboration with Cuvama means Jedox’s sales teams (and by extension, its customers) will benefit from more streamlined solution design and ROI communication. It’s a great example of an ecosystem partnership that directly impacts business outcomes.
Global Partner Network Growth:
While April itself didn’t see a brand-new partnership announcement, it builds on momentum from earlier in the year. Jedox’s global partner network continues to expand, ensuring localised expertise for customers worldwide. (For instance, Jedox entered a strategic partnership in Asia earlier this year to accelerate “autonomous finance” initiatives in that region jedox.com, and in June a new alliance was announced to drive digital transformation for CFOs in EMEA.)
These collaborations mean that whether it’s in Singapore, Dubai, or South Africa, Jedox is teaming up with consulting firms and technology integrators to bring its planning solutions to more organisations. The ecosystem’s health is evident in new customer onboarding as well – from mid-market innovators to large enterprises adopting Jedox for finance transformation. Each new partner and customer adds to a virtuous cycle of knowledge-sharing and best practices across the Jedox community.
Customer Success and Use Cases:
Jedox users continue to report transformative results. While not formally announced in press releases this month, we’ve heard stories of companies accelerating budgeting cycles, improving forecast accuracy, and unifying siloed data using Jedox’s platform. For example, one manufacturing firm was able to consolidate its financial and operational data into a single source of truth, cutting manual data preparation time drastically (a theme echoed by many Jedox clients). And an oil & gas services company recently highlighted how implementing Jedox’s EPM solution reduced time spent on critical data operations by over 90%, freeing up teams to focus on analysis rather than data wrangling. These real-world successes underpin the Jedox value proposition: better planning and more time for value-added work.
In summary, the Jedox ecosystem is robust and growing. By collaborating with innovative partners and delivering results for customers, Jedox is strengthening its position as a leader in enterprise performance management.
For business leaders and CFOs, this means when you choose Jedox, you’re not just getting a software vendor – you’re joining a network of forward-thinking finance professionals, implementers, and solution experts all working toward smarter planning.
It’s a community where best practices and new ideas (like AI in planning or advanced driver-based models) are continuously exchanged, so everyone benefits.
What the Press is Saying
Jedox’s strides in innovation have not gone unnoticed. Industry press and analysts in April (and recent months) have spotlighted Jedox as a key player in the finance transformation space. Here are a few notable mentions and recognitions:
AI and Planning in the Spotlight:
Technology media are recognising how AI is changing FP&A, often citing Jedox’s approach. For instance, HostingAdvice.com – a tech review site – profiled Jedox’s planning software and how it empowers companies to “plan the future with confidence” using predictive analytics and Gen AI capabilities.
They note that over 2,900 organizations worldwide (including big names like McDonald’s, Mercedes-Benz, and the Finnish Red Cross) use Jedox to transform their planning, forecasting, and reporting with automation and AI hostingadvice.com.
This external perspective reinforces that Jedox isn’t just a niche tool – it’s a trusted platform across industries, from fast food to non-profits. The press highlighted that Jedox’s adaptive, unified platform helps these organisations simplify processes and outperform expectations hostingadvice.com, validating Jedox’s value proposition in the market.
Outstanding User Satisfaction:
Jedox has also earned praise in independent analyst surveys, which the media have reported on. Notably, the influential BARC Planning Survey gave Jedox top marks – 100% of surveyed users said they were satisfied with Jedox, and 93% would recommend it to others hostingadvice.com. These are remarkable figures (well above many competitors), and publications have cited them when comparing EPM software options. High customer satisfaction, as reported in sources like BARC, indicates that Jedox delivers tangible value and a strong user experience. For CFOs considering planning solutions, such third-party validation provides peace of mind that Jedox’s customers are achieving success.
Analyst Recognition:
While strictly outside April’s scope, it’s worth mentioning a recent accolade widely covered in the press: Jedox was named a Leader in the 2024 Gartner® Magic Quadrant™ for Financial Planning Software (for the second year running) jedox.com.
This news, announced late last year, continued to reverberate into 2024, with CIO and finance publications noting Jedox’s leadership status among planning tools. The Leader placement reflects both completeness of vision and ability to execute, and it’s a strong endorsement from Gartner that many CFOs and CIOs pay attention to. Whenever external press mention Jedox, they often reference these kinds of recognitions to underscore Jedox’s credibility in the market. (Trademark notice: Gartner and Magic Quadrant are trademarks of Gartner, Inc. – official report available via Gartner.)
Press & Thought Leadership:
Jedox executives have been active in thought leadership, contributing articles and insights to finance media. For example, Jedox’s CTO, Vladislav Maličević, wrote an article in CPA Now on “Accounting in the Age of AI,” discussing the new skills finance teams need as AI becomes mainstream. And Jedox’s CPO, Dr. Rolf Gegenmantel, was interviewed in Retail Tech Insights magazine about “Optimising Marketing and Sales Operations” with unified planning.
These press pieces (not behind paywalls) provide valuable context on how Jedox approaches problems like workforce upskilling and cross-departmental planning.
The consistent theme: AI, data integration, and agility are crucial, and Jedox’s platform is built to facilitate exactly that. By appearing in reputable outlets – from tech blogs to industry journals – Jedox is helping shape the conversation on digital finance transformation.
In essence, the external buzz around Jedox in April 2024 is positive and noteworthy. Publications are highlighting Jedox’s AI-enhanced planning capabilities and its strong customer endorsements. This kind of press validation can be reassuring for organisations evaluating planning solutions.
It’s clear that Jedox is seen as a frontrunner in marrying AI and planning (“AIssisted Planning”), and as a partner that delivers real-world results (faster cycles, smarter decisions, happier users).
Discover What's Possible with Astute Dimension
Curious about AI-powered planning, analytics, xP&A, or streamlining your business processes? Astute Dimension can help.
We’ll deliver a tailored demo, highlight what’s now possible with today’s technology, and show how Jedox accelerates enterprise-grade AI adoption.
Contact us today to start the conversation and see how Jedox + AI can transform your operations.
Looking for more news?
Discover more stories from our archives
Legal Notes:
Jedox® is a registered trademark of Jedox GmbH. Gartner® and Magic Quadrant™ are trademarks of Gartner, Inc. All other trademarks mentioned are the property of their respective owners and are used here for reference purposes. All information is factual to the best of our knowledge, with sources cited where applicable. This newsletter is for informational purposes only — please consult with us for specific guidance. Astute Dimension is a certified Jedox partner, and we’re here to help you navigate updates in line with best practices and compliance (including GDPR). Please review our privacy policy regarding contact and GDPR inquiries.