top of page
Image by Pawel Czerwinski

Planning and Performance

Planning shouldn’t just produce numbers. It should help you execute strategy and improve performance.

 

We specialise in building modern Enterprise Performance Management (EPM) solutions that connect:

​

strategy

planning and forecasting

performance tracking

and operational execution

 

We then extend that capability with Azure AI, for machine learning and agentic workflows that help teams do more: better information, faster analysis, smarter decisions, and better follow-through.

 

Our solutions are built on:

​

Jedox for planning, modelling, workflow and reporting

Azure AI for intelligence, automation, and conversational assistants

 

This gives you a planning environment that is:

​

connected across finance and the business

focused on the drivers that matter

flexible when priorities change

designed to turn strategy into coordinated action

 

Whether you’re moving beyond spreadsheets, replacing a legacy EPM tool, or extending your current Jedox environment, we help you build a practical planning capability that supports better execution and measurable outcomes.

The next evolution in planning

Services

Platforms

jedoxlogoxbluemagentargb20355FED1979.png

Jedox

Jedox is a modern Enterprise Performance Management (EPM) platform that helps organisations plan faster, forecast more accurately, and make better decisions with confidence.

​

It brings data, modelling, workflows and reporting together in one place enabling teams to move beyond spreadsheets and Legacy EPM solutions and deliver integrated planning that scales.

​​

Azure AI

Azure AI is Microsoft’s suite of cloud-based AI services that helps organisations embed intelligence into everyday processes.

 

It enables businesses to automate tasks, generate insights from data, and build secure, scalable AI capabilities, from predictive models through to conversational assistants.

​

​​​

New Azure_edited.png

Products

iStock-2187258655.jpg

Strategic Management

Built on Jedox and Azure AI, our Strategic Management solution helps you turn strategy into an executable plan, not just a financial estimate.

 

Model strategic options with real operational and financial impact, translate initiatives into tactical plans, and track delivery, dependencies and benefits over time.

​

​​

​

Core Capabilities

Across all industries, we deliver enterprise planning and performance solutions. Our core capabilities provide a strong foundation, with industry-specific models and use cases layered on as required.

1

Enterprise Performance Management (EPM)

An integrated environment for planning, forecasting, and performance management.

​

  • Integrated financial and operational planning

​

  • Rolling forecasts and scenario analysis

​​

  • Driver-based, assumption-led modelling

​​

  • Version control, auditability, and governance

2

Financial Planning & Analysis (FP&A)

Supporting better decisions through insight, structure, and flexibility.

​

  • Budgeting and reforecasting

​

  • Long-range and strategic financial planning

​

  • Sensitivity and what-if analysis

​

  • Top-down and bottom-up planning

3

Operating Expenditure (Opex) Planning

Clear control over costs, drivers, and future commitments.

​

  • Cost centre and departmental planning

 

  • Expense driver and allocation models

 

  • Cost control and variance analysis

 

  • Multi-year operating cost forecasts

4

Workforce Planning

Aligning people, cost, and capacity to business demand.

​

  • Headcount, FTE, and role-based planning

​

  • Workforce demand and capacity modelling

​

  • Productivity and cost-to-serve analysis

​

  • Integration with HR and payroll data

5

Strategic Planning

Connecting strategy to executable, measurable plans.

​

  • Strategy-to-plan alignment

 

  • Investment and initiative modelling

 

  • Scenario comparison and trade-off analysis

 

  • Long-term value and outcome modelling

6

Management (Performance) Reporting

Providing timely, decision-ready insight for leaders and managers.

​

  • Executive dashboards and KPI frameworks

 

  • Financial and operational performance reporting

 

  • Variance analysis with narrative commentary

 

  • Role-based reporting across the organisation

7

Financial Reporting

Consistent, governed views of actuals, plans, and forecasts.

​

  • Actual, budget, and forecast reporting

​

  • Regulatory and statutory views (where required)

​

  • Multi-entity and multi-dimensional reporting

​

  • Consistent definitions and controlled structures

8

Consolidation and Period Close

Supporting accurate, timely group reporting.

​

  • Financial consolidation

 

  • Intercompany eliminations and adjustments

 

  • Period close support and reconciliation

 

  • Group-level reporting and analysis

 

  • Period close workflow and automation

9

Data Integration and Governance

A trusted foundation for enterprise planning.

​

  • Integration with ERP, HR, CRM, and operational systems

 

  • Centralised data models and master data management

 

  • Security, access control, and audit trails

 

  • Governance aligned to operating models

bottom of page