Planning & Performance
Budgeting and financial planning
Structured budgeting processes supported by collaborative workflows and financial modelling.
Jedox is an enterprise performance management platform used for planning, forecasting and reporting. It allows organisations to build financial and operational models that support budgeting, forecasting, consolidation and performance analysis.
Exceleris uses Jedox as part of the planning-to-reporting architecture for organisations that require more sophisticated planning and modelling capabilities than are typically available within transactional systems alone.
While enterprise platforms such as ERP and CRM systems capture operational transactions, planning and forecasting require a different type of environment. Jedox provides a modelling layer that allows organisations to translate operational activity into forward-looking financial and operational plans.
Planning & Performance
Jedox operates as a planning and performance management layer alongside operational systems.
Jedox
Transactional platforms such as CRM, procurement systems and accounting systems capture day-to-day business activity. Jedox enables organisations to structure that information into planning and forecasting models that support management decision-making.
Typical capabilities include:
Planning & Performance
Structured budgeting processes supported by collaborative workflows and financial modelling.
Planning & Performance
Continuous forecasting frameworks that update projections as operational conditions change.
Planning & Performance
Aggregation of financial results across entities, business units or reporting structures.
Planning & Performance
Analytical dashboards and reports that combine financial and operational data.
Planning & Performance
Exploration of alternative operational or financial scenarios to support strategic planning.
Planning & Performance
Exceleris works with Jedox in environments where organisations need to strengthen the connection between operational activity and financial planning. Our work typically focuses on:
Jedox
Integrating data from CRM, procurement, project and financial systems into structured planning models.
Book ConsultationJedox
Developing financial and operational models that reflect how the organisation actually operates.
Book ConsultationJedox
Implementing forecasting frameworks that provide continuous visibility of expected financial outcomes.
Book ConsultationJedox
Building reporting structures that provide leadership teams with clearer insight into revenue, cost, capacity and cash.
Book ConsultationJedox
Ensuring planning frameworks reflect operational drivers rather than relying solely on financial adjustments.
Book ConsultationHow We Work
Jedox is commonly used in organisations that require structured planning environments to support management decision-making. Examples include:
Planning & Performance
Financial planning and budgeting across multiple business units
Book ConsultationPlanning & Performance
Revenue and margin forecasting linked to operational activity
Planning & Performance
Cash flow forecasting and liquidity planning
Planning & Performance
Consolidated financial reporting across entities
Planning & Performance
Scenario modelling for investment and operational decisions
Planning & Performance
Exceleris does not treat planning systems as isolated financial tools. Instead, they form part of a broader architecture that connects operational activity, financial reporting and forward planning.
Jedox provides the modelling environment through which operational signals can be translated into forecasts and management insight. When combined with well-structured operational systems and integration frameworks, it enables organisations to move from retrospective reporting toward forward-looking performance management.
