Jedox and PAS - Your partners for modern corporate planning

Jedox is one of the leading software providers for corporate planning, performance management, and business intelligence (BI). With 2,800 customers in 140 countries, the software has been in the market for 20 years. Jedox has consistently achieved top rankings from prestigious analyst firms such as Gartner and BARC.

In contrast to the large software firms like SAP, IBM, or Oracle, Jedox has focused specifically on the use case of corporate planning. Therefore, Jedox is regarded as an absolute planning specialist. However, Jedox's complete range of products is much broader and includes solutions for financial consolidation and ESG, among others. Customers particularly appreciate the flexibility of the solution, as well as the corporate-wide collaboration that comes with the software.

Value-added by PAS - Symbiosis of conceptional and technical expertise

As consultants aligned with the CFO agenda and official Jedox partners, we offer our clients a unique combination of conceptional and technical expertise. Our Jedox team has extensive experience in designing planning systems and implementing functional requirements in Jedox. Through the seamless integration of Jedox into our service portfolio, our clients gain expanded options to optimize their financial processes. This enables comprehensive digitization and increased efficiency in key areas of management control, planning, and financial reporting.

As a leading expert in financial digitization, PAS maintains strategic partnerships with various providers of finance IT solutions in Corporate Performance Management and ERP (Enterprise Resource Planning). With our unique approach, we help our clients to realize their full potential. We do not consider systems in isolation. Instead, we create a meaningful system architecture through intelligent selection, implementation, and integration.

Typical use cases for the Jedox platform

The Jedox platform offers a comprehensive solution that covers all aspects of planning, budgeting, forecasting, analytics, and reporting in a single software. As part of digital transformation, Jedox helps companies digitize their planning processes and optimize their operations.

Jedox provides the greatest value when planning is expanded within the framework of Integrated Business Planning (IBP) or Extended Planning and Analysis (xP&A), considered as the current state of the art in the field of planning. The PAS approach is characterized by the following features:
  • Integration of strategic planning with operational planning
  • Integration along the vertical organizational structure (top-down, bottom-up)
  • Integration along the horizontal organizational structure (functions)
  • Integration of relevant processes and systems
The modular structure of Jedox allows modeling of specific sub-plans, combining multiple planning components to integrated financial planning. The high adaptability of the Jedox platform enables the development of tailored solutions. Predefined standard models facilitate rapid project implementation.
  • Integrated financial planning
  • Budgeting and forecasting
  • Cost center planning / allocations
  • CAPEX planning
  • Balance sheet planning
  • Scenario planning
  • Management and ad hoc reporting
  • Data analytics
  • Group consolidation
  • Sales planning
  • Demand planning
  • Procurement planning
  • Production planning
  • Wages & salaries
  • Workforce planning
  • Benefits
  • ESG data management
  • ESG compliance
  • ESG best practice solutions

Overview of the Jedox platform structure

The Jedox software has evolved into a platform solution and now serves as a comprehensive performance management solution for customers.
The "Jedox Integrator" serves as the ETL component, allowing data integration from a variety of source systems via API or predefined interfaces (e.g. SAP).

For fast calculations and displays, real-time analysis, and running of complex rules, a powerful multi-dimensional in-memory database has been developed.

These data can be modeled using the "Jedox Modeler," allowing unlimited modeling and thus the creation of individual planning models. Additionally, workflows can be modeled to facilitate an efficient planning process with modern collaboration capabilities.

A strong user experience is ensured by the modern and appealing Jedox Web Frontend. Data can be accessed via the web, MS Excel, or even smartphones. The intuitive, Excel-like handling of data promises quick user acceptance.

Differentiation from competitors

Adaptability and flexibility

The solution provides a high degree of flexibility. The focus is less on a fixed standard and more on customization and individual configuration.

Development by business users

Coding is not necessary for application development, allowing business users to be independent and further develop the application themselves.

Strong data integration

Jedox offers a large set of standard connectors, that makes it easy to integrate various source systems.

Quick project implementation

"Jedox Accelerators" provide customers with best practices in the form of pre-built models that can be customized to individual needs.

Excel similarity

The Jedox Web Frontend is very similar to Excel, enabling a quick slice and dice of data through views (similar to a pivot table).


Mark Schildgen
Bastian Gutmann
Senior Manager