Overview
What is Jedox?
Jedox is a Business Intelligence and Corporate Performance Management solution. According to the vendor, their solution’s unified planning, analysis and reporting empowers decision makers from finance, sales, purchasing and marketing. Additionally, the vendor says this solution helps business users work…
Great BI tool for a variety of usage beyond FP&A
Jedox Review (developer)
That was easy! Jedox tranforms our reporting experience.
An Overview of Jedox Premium
Jedox Planning BI Suite - a powerful spreadsheet style solution that's as easy as 1-2-3
Be happy, use Jedox for BI & performance management
Jedox the best of two worlds (BI+CPM)
Jedox is a speed boat for controllers
Pricing
What is Jedox?
Jedox is a Business Intelligence and Corporate Performance Management solution. According to the vendor, their solution’s unified planning, analysis and reporting empowers decision makers from finance, sales, purchasing and marketing. Additionally, the vendor says this solution helps business…
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
Jedox Planning & Budgeting Demo
Jedox Workflow Demo
Simplify Planning - With Jedox Qlik Integration
Webinar: 5 Steps to Streamline HR Planning with Jedox
Office Add-ins demo on Office JS from Jedox
Jedox Predictive Forecasting
Product Details
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- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Jedox?
Jedox is a Business Intelligence and Corporate Performance Management solution. According to the vendor, their solution’s unified planning, analysis and reporting empowers decision makers from finance, sales, purchasing and marketing. Additionally, the vendor says this solution helps business users work smarter, streamline business collaboration, and make insight-based decisions with confidence. The vendor also says 1,900 organizations in 127 countries are using Jedox for real-time planning on the web, the cloud, and on any device.
The vendor’s value proposition is that Jedox empowers users to analyze historical data for meaningful insight, and to plan and forecast intelligently. In addition, the vendor says the powerful and intuitive write-back means users can streamline any business process, in any department, where they capture, calculate and present data.
Jedox Features
Budgeting, Planning, and Forecasting Features
- Supported: Long-term financial planning
- Supported: Financial budgeting
- Supported: Forecasting
- Supported: Scenario modeling
- Supported: Management reporting
Consolidation and Close Features
- Supported: Financial data consolidation
- Supported: Journal entries and reports
- Supported: Multi-currency management
- Supported: Intercompany Eliminations
- Supported: Local and consolidated reporting
- Supported: Detailed Audit Trails
Financial Reporting and Compliance Features
- Supported: Financial Statement Reporting
- Supported: Management Reporting
- Supported: Excel-based Reporting
- Supported: Automated board and financial reporting
Analytics and Reporting Features
- Supported: Personalized dashboards
- Supported: Color-coded scorecards
- Supported: KPIs
- Supported: Cost and profitability analysis
- Supported: Key Performance Indicator setting
- Supported: Benchmarking with external data
Integration Features
- Supported: Flat file integration
- Supported: Excel data integration
- Supported: Direct links to 3rd-party data sources
Jedox Screenshots
Jedox Integrations
- Microsoft SQL Server
- Db2
- Salesforce Sales Cloud
- QlikView
- Tableau Cloud
- SAP
- Microsoft Office
Jedox Competitors
- Board
- Qlik
- Tableau
- Corporate Planning
Jedox Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Linux |
Mobile Application | Apple iOS, Android, Windows Phone, Mobile Web |
Jedox Downloadables
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(20)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Jedox has been successfully implemented across various departments such as finance, sales, and project management, making it a versatile tool for planning purposes and operational reporting. Users have found Jedox particularly beneficial in industries like automotive manufacturing, retail, FMCG, healthcare, and the public sector. It has proven invaluable for performance management, promotions management, service line reporting, patient level costing, and business intelligence reporting. The software's ability to simplify monthly management reporting and budgeting cycles has greatly aided finance teams, allowing for both ad-hoc analysis and structured data updates. Notably, Jedox has been chosen as a replacement for previous GL reporting tools and highly valued since its implementation. Customers have praised its accessibility in terms of price, implementation speed, and maintenance ease while still delivering high-quality and rich functionality. Several consulting firms specializing in financial analytic solutions have also utilized Jedox effectively for their clients' integrated planning, management dashboards, and real-time write back capabilities. Overall, the user experiences highlight the wide range of use cases for Jedox in helping businesses streamline their planning processes and drive informed decision-making.
Seamless Integration with Excel: Multiple users have praised Jedox for its seamless integration with Excel, allowing for easy import/export and use of Excel add-ins. This feature has been consistently mentioned by reviewers, highlighting the convenience and familiarity it brings to their workflow.
Rapid Time-to-Market Development Environment: Reviewers have expressed their satisfaction with Jedox's rapid time-to-market development environment, emphasizing that a fully functioning application can be developed in a matter of weeks if a good concept is ready. The flexibility and effectiveness of this excel-like development environment have been commended by multiple users.
Quick Installation and Setup Process: Several users have highlighted the quick installation and setup process of Jedox, stating that it can be installed and run on a server in less than an hour. This speedy implementation process sets Jedox apart from its competitors in terms of speed, providing a hassle-free experience for customers.
CCU Ratio Licensing Discontinued: Some users have expressed disappointment that Jedox no longer offers CCU ratio licensing, which was a preferred licensing model for some.
Lack of Integrated Debugging Capabilities: Reviewers have mentioned that Jedox lacks integrated debugging capabilities, particularly when developing specific functions with PHP macros. This can make troubleshooting and application development more challenging for users.
Complex Setup with Two-Tier Architecture: According to multiple reviewers, the setup process in Jedox can be complex and not straightforward when working with a two-tier architecture. The use of separate backend and frontend servers adds complexity, and users have suggested that this setup should be standardized and made more straightforward in the software.
Users recommend utilizing the free trial version and implementing Jedox well to optimize its value. They suggest having an expert on your databases and partnering with Jedox for quality and support. The importance of user-friendliness is emphasized, and comparing Jedox's possibilities with your own requirements is recommended. Users also advise planning thoroughly in advance and proceeding with implementation in phases. They suggest assessing requirements and getting an impartial assessment from a Jedox partner. Additionally, users highlight the speed of implementation and ease of use as great features of the tool. They recommend doing a trial installation to evaluate if Jedox fits your needs.
Attribute Ratings
- 9Likelihood to Renew3 ratings
- 8Availability2 ratings
- 7Performance2 ratings
- 9Usability2 ratings
- 9Support Rating3 ratings
- 8Online Training1 rating
- 9Implementation Rating2 ratings
- 9Configurability2 ratings
- 4Product Scalability2 ratings
- 9Ease of integration1 rating
- 10Vendor pre-sale1 rating
- 10Vendor post-sale1 rating
- 4.5Data Visualization2 ratings
- 8.9Data Sources7 ratings
- 6.7Data Sharing and Collaboration7 ratings
Reviews
(1-2 of 2)Jedox Review (developer)
- Integration with Excel (Import from Excel, Export to Excel, Excel Add-in etc.)
- Rapid Time-To-Market because of flexible and effective excel-like development environment (surpassing other vendors by far) -> one can develop a fully functioning application in weeks if a good concept is ready.
- You can install and run Jedox on your server in literally less than 1 hour (hands down, no competition!)
- Powerful ETL (extract, transform, load data) incl. UI for developer
- Auditing out-of-the-box (see who changed what & when)
- Supervision Server (create own custom silent processes behind the scenes)
- Use PHP to develop own custom functions, if required (comparable to VBA in excel)
- Embed any custom HTML & javascript widgets
- Write your own custom ETL routines with groovy or javascript
- Automated routines (e.g. "Backup database daily" or "Send a PDF of this report to a group of persons" etc.)
- No CCU ratio licencing (anymore)
- No integrated out-of-the-box debugging capabilities when developing applications (especially when developing specific functions with php macros)
- Complex and not straightforward setup when working with two-tier architecture (separate backend and frontend servers) -> as this setup is very common in web development, this should be standardised and made more straightforward in Jedox
- Security is (was) not a strength of Jedox and should be improved to the current standards (XSS, HTML injections etc.) (pentested in 2018!)
- Comparably weak scaling capabilities when an application gets big (>100 CCU) - Jedox is not suitable for big Enterprise applications / BI!
- It's not an actual disadvantage of Jedox, but just something to be aware of - Jedox is not a solution - it's a set of tools which empower you (or a developer) to build a desired CPM solution; so do not compare Jedox with solution providers like unit4 prevero (which is already an actual solution for planning and budgeting!)
- No integrated version control
It is not well suited for Enterprise BI applications with expecting >500 CCU (users at the same time working with the system) - this may cause serious performance issues, as all data is kept in RAM. Jedox is also less suited for applications with heavy document management requirements (document management is not an out of the box functionality in Jedox and rather requires custom development through custom widgets etc.).
- Long-term financial planning
- 100%10.0
- Financial budgeting
- 100%10.0
- Forecasting
- 100%10.0
- Scenario modeling
- 100%10.0
- Management reporting
- 100%10.0
- Financial data consolidation
- 100%10.0
- Journal entries and reports
- 70%7.0
- Multi-currency management
- 100%10.0
- Intercompany Eliminations
- 100%10.0
- Local and consolidated reporting
- 100%10.0
- Detailed Audit Trails
- 100%10.0
- Financial Statement Reporting
- 100%10.0
- Management Reporting
- 100%10.0
- Excel-based Reporting
- 100%10.0
- Automated board and financial reporting
- 100%10.0
- Personalized dashboards
- 20%2.0
- Color-coded scorecards
- 100%10.0
- KPIs
- 90%9.0
- Cost and profitability analysis
- 100%10.0
- Key Performance Indicator setting
- 100%10.0
- Benchmarking with external data
- 100%10.0
- Flat file integration
- 100%10.0
- Excel data integration
- 100%10.0
- Direct links to 3rd-party data sources
- 80%8.0
- Quicker decision making
- Quick implementation of individual business cases
- Relatively high ROI (when compared to other technologies)
- Empowers Planning and Business Intelligence (Reporting) in one tool
- Classics: Planning and Budgeting
- Jedox is good for any mid-size planning and reporting solution with very individual workflows and business calculations
- Financial consolidation
- Developed a Tax calculation / optimization application with Jedox
- Developed a SaaS (publically usable and accessible) application with Jedox
- Developed a Carbon Reporting application with Jedox
- Developed some other exotic and very individual planning cases
- Pure ETL (extracting, transforming and loading of data from / to other systems)
- Statistical analysis (e.g. using integrated R inside the ETL tool of Jedox)
- Price
- Product Features
- Product Usability
- Prior Experience with the Product
- Implemented in-house
- We implemented Jedox for developing purposes (developing Jedox applications for other clients) with no issues. The below features require advanced know-how though
- Enabling SSO is not straightforward and requires advanced know-how
- Enabling third party Authentication via SAML is not straightforward and requires advanced know-how
- Connecting Active Directory is not straightforward and requires advanced know-how
- Splitting Frontend and Backend servers is not straightforward and requires advanced know-how
- Online training
- It's analogy to Excel
- Pretty good online knowledge base
- Overall good and professional support
Cons:
- Jedox ecosystem (professional developer forums, libraries etc.) is relatively young / small yet
- Highly configurable on application level due to cell-based-approach in the web-frontend (create your own CI, customized frontends, individual workflows, own variables, buttons, controls etc.)
- Some of the global parameters (cache size, dropdown paging settings, smtp settings etc., file storage path) can be set via so called keys directly in web by poweruser (no need to search for physical config files on server)
- Very flexible user rights approach, user rights can be configured on cell-level
Cons:
- Even with the possibility to adjust global parameters via keys in web, not all of the important parameters can be easily configured (like how the standard toolbar should be shown to the end-user (as not all of the functions from the toolbar may be needed by end-users and you would like to
disable them), how the context menus should be shown to the users etc.)
- Attaching Jedox to corporate Idam systems (if required) is not straightforward and may be pretty tricky to set up
- Use Jedox knowledge base to configure specific areas (openSAML, https, sso etc.)
- ETL / data transformation is easy to understand and use
- Building new reports / planning sheets or even an entire system is easy as the front-end works pretty exactly like Excel (cells, formulas, conditional formatting, custom functions / macros etc.)
- Database modelling (add / edit dimensions, elements, cubes, rules etc.) is fast and easy thanks to a pretty good OLAP modeller
- Bug handling is pretty hard in Jedox. E.g. if a database suddenly won't load - there is little chance to get it work again without the help of Jedox support (especially for non-developers).
- There is no out-of-the-box functionality for document management (upload / download a document inside a Jedox application by end-users). If you want to have this kind of functionality in your Jedox application, you will need to kind of develop it yourself (building custom html / js widgets).
- SAP ERP (FI & HR)
- Active Directory
- Corporate idAM
- MySQL
- Excel
- Flatfiles
- None currently, as most established sources are supported per standard connector
- File import/export
- Single Signon
- API (e.g. SOAP or REST)
- Javascript widgets
- ETL tools
- AppExchange or similar marketplace
- ETL flowgraph (graphical interactable flowchart showing your etl process)
- Lots of standard transforms (table union, views, filters, field transforms, normalization, denormalization etc.)
- Advanced transforms & coding with Groovy, Java, Javascript
- Informative logs / ETL monitor
Cons:
- Data preview is limited to certain number of rows, which may be a problem in some cases
- Copy pasting rows / entries is not possible or not effective (in some cases it is more convenient to edit the .xml file of the ETL project in notepad rather than editing the ETL project in web)
- No version control for ETL projects (check-in / check-out changes) -> this is rather a global disadvantage of all Jedox components (frontend, backend, ETL)
- Some of the connectors are not free of charge -> that means for some of the connectors special / additional licence must be acquired
- New interface
- Better performance
- Standardize SSO, HTTPS, Backend / Frontend server splitting
- Fix refresh problem after silent macro (e.g. triggered by a hyperlink)
- Enable oob php triggering with a hyperlink (like buttons)
- Make custom HTML widgets more stable and somewhat standard (standard input / output interface), prepare some widget templates for use
- Implement a standard control for file upload (like dropdown or checkbox), instead of having implement a custom widget every time for this!
Be happy, use Jedox for BI & performance management
- By now everybody has business intelligence, a logical starting point. However, traditional BI tools do not allow for write back functionality. Sharing expectations among each other in terms of budgets, forecasts, planning and associated comments including workflow and audit trail is not facilitated in BI tools. Jedox offers both BI functionality and such performance management functionality in one integrated platform.
- It is easy. For many reasons. At the end of the day the proof of the pudding is in the eating. After an initial implementation and some training many of our Jedox customers have started to build their own BI and EPM applications. Be it reporting, dashboards or more complicated applications like cost allocations. Of course one has to keep in mind that this is all relative. Some solutions require a very high technical and business know-how & experience but compared to other tools Jedox is definitely easy.
- It is fast. To implement but also in terms of (query) performance.
- Quality/ price ratio is excellent.
- Jedox has made an important step toward corporate disclosure management functionality but this could be improved/ extended.
- In terms of visualization Jedox is up there with most well-known BI vendors. However, Jedox lacks the visualization data discovery features that some of these tools offer. Having said that, an analyst will not regard it as a showstopper.
Jedox has very few bugs. Reports are available through an Excel add-in, the web and/or mobile device (IOS/Android). In my opinion, availability also means high performance, not having to wait for the system to give you the required reports, analysis, dashboards instantly.