How 6 organizations have achieved Superplännen

Superplännen is when teams work smarter, collaborate better, make decisions with confidence, and hit the mark. This instills a culture of decisiveness, improves the ability to serve the changing needs of customers, and boosts profitability. Take a look at how real teams and organizations around the globe have experienced an elevated state of planning and achieved the adaptability, integration, and simplicity they need to shape the future.

Increasing adaptability

Teams around the globe have achieved Superplännen by making their planning more adaptable for evolving infrastructures and expanding data sources.

1. Retailer accelerates budgeting and reporting

Accent Group Limited, a footwear retailer in Australia and New Zealand, achieved Superplännen by speeding up its entire budgeting process by almost 100%. Excel was sufficient when Accent had just 20 stores, but the retailer grew to more than 400 stores in just three years. Wholesale data was extracted and stored separately, and running macros took up to one hour during the planning and budgeting process.

Using the Jedox platform, all month-end reports are generated accurately with a simple click of a button, freeing up team members to focus on other tasks. Having all the information in one place makes it much easier for teams to collaborate better, perform ad-hoc reporting, and react quickly to changes. The team plans to expand the use of Jedox and produce an omnichannel view, uncovering a new way to get actionable insights.

2. Chemical manufacturer plans for any scenario

Mitsui Chemicals Europe reaps the benefits of instantaneous best- and worst-case scenario planning, freeing up finance teams to focus on developing valuable strategies to adapt to each scenario. Mitsui has a wide range of product lines in its portfolio, making its planning process highly complex. The team needed detailed forecasts that could drill down to different product lines, SKUs, customers, materials, and regions. Because the Jedox platform integrates relevant sub-plans, Mitsui can quickly adapt to changing market conditions. The powerful in-memory engine supports agile planning such as splashing data on a granular level, as well as data aggregation across all hierarchies, at the push of a button.

“With the AI engine, we can achieve very accurate forecast values and also see a lot of potential for further optimization and automation.”

– Director Performance Controlling, Mitsui Chemicals Europe

Mitsui also improved forecast accuracy with artificial intelligence (AI) and predictive analytics, enabling more confident decision-making. Mitsui piloted the Jedox predictive forecasting module, which supports a rolling annual sales forecast with AI-generated predictions. In a few months, the forecast accuracy compared with the actual values has seen increases to up to 95% for several product groups, and further optimizations are expected by continuously growing the database.

Integrating cross-organizational data

These organizations reaped the benefits of Superplännen by integrating multiple data sources to create a complete picture of their organization and its performance.

3. Cleantech provider integrates data seamlessly

Gradiant, a provider of water treatment technology, streamlined its heavily manual planning processes during a time of rapid growth through seamless integration of multiple data sources. Working with an Excel-friendly interface added to the smooth integration process, reducing the learning curve for users.

The finance team spent too much time manually exporting data from multiple systems, leading to version control problems and siloed data. Jedox provided a unified platform for planning, reporting, dashboards, and consolidation. The team was able to implement a balance sheet model for planning, reporting, and analysis, as well as a detailed cash flow model for improved analysis. They completed a 100% cloud deployment with minimal support from IT. With a solid process for their budgeting cycle and a single source of truth, their data is cleaner and easier to access, and budgeting and planning are accelerated. All team members can analyze data and view holistic performance management autonomously, freeing them up to uncover innovations.

4. Healthcare organization reaps critical sales insights

Zimmer, a global musculoskeletal health-care organization, requires close collaboration with medical clinics and other customers for its sales planning. The organization leverages cross-organizational data to empower end users to derive critical insight from Salesforce, SAP, and Excel.

To drive sales, account managers need precise information on a constant basis. Zimmer’s team managed customer relationships with Salesforce, which lacked the reporting capabilities they needed to understand customer spend and profit. Spreadsheet use increased, leading to poor data quality, and teams became frustrated by multiple versions and a lack of visibility.

“We always know the status of our sales projects and can respond with targeted, timely actions.”

– Head Sales-Controlling, Zimmer Germany GmbH

The Jedox platform seamlessly connected Salesforce, SAP, and other data sources, creating a single source of truth. The platform is embedded in the Salesforce environment, and the self-service functionality enhances analysis of customer relationship management (CRM) and other vital data from any angle. The team now has detailed sales analysis by products, business units, regions, account managers, and more. Users can view progression to different stages in the sales process, flowing into a financial forecast. Daily sales and project development updates support timely, targeted sales activities. Approximately 2,500 Salesforce users now have easy access to previously hidden insights, allowing them to make plans decisively and accurately.

Simplifying complex plans

Organizations can achieve Superplännen with simple plans that reflect the unique structures of their businesses. Learn how these teams drive actionable insights with AI and quickly access the data they want, when they want it.

5. Oil rig contractor tracks sustainability with real-time insights

Shelf Drilling reached Superplännen by reducing the time spent unifying data by 98%. Empowered with highly accurate, real-time data on fuel consumption, rig teams can optimize their engine hours, save fuel, and operate more sustainably.

Keeping equipment in good condition is critical for operational efficiency, and rig maintenance is one of the contractor’s main expenses. Each team member used separate spreadsheets to capture their own maintenance data, engine hours, and fuel consumption. This siloed process was slow and error prone, making real-time insights nearly impossible.

The team quickly integrated Jedox with their technology stack to create a single source of truth for real-time financial and operational data. Rig teams can now collaborate effectively through an offline, batched process when they are far from headquarters. Teams use a streamlined approval workflow to manage project authorizations, eliminating paper approvals that had to be scanned, emailed, and uploaded to an enterprise resource planning (ERP) system. In addition to the rig teams and executive leadership, the marketing team now uses the platform to track revenue backlog and is expanding the solution to other departments.

6. Home services organization predicts customer loyalty

The finance team at Terminix hits the mark by delivering new insights from massive data sets quickly and using AI to predict and improve customer loyalty. Forecasting key financial metrics is just one of the team’s many responsibilities, including estimating the number of customers who may cancel within a certain time frame and identifying factors that influence their decision. Terminix has plenty of data to answer these questions, but the volume of customers and multiple products made it difficult for the organization to draw firm conclusions.

“Using AI, we have gained quicker insights with a higher confidence into relevant customer features – not only looking at financial measures but also looking at customers from an HR perspective or a marketing perspective.”

– FP&A Manager, Terminix

Terminix was already using Jedox to access financial data and fulfill its external and internal reporting needs more efficiently. To take analytics to the next level, the finance team ran a pilot project using AI tools directly embedded in the Jedox platform. Once the data was processed in the AI engine, the team could compare predicted customer loyalty with actual loyalty, uncovering meaningful insights that inform their strategy.

How Jedox achieves Superplännen

Jedox exemplifies what organizations can achieve with powerful planning, from strong values to streamlined workforce planning to cross-organizational collaboration. More than 400 employees around the globe contribute to the #OneTeam culture, regardless of their location or time zone. Superplännen also powers the growth mindset at Jedox, which means operating with a sense of urgency to grow the business and individual skill sets. This helps the organization stay ahead of the curve and uncover new opportunities, such as exploring ChatGPT integration. Exciting things are always happening at Jedox, and every team works together with joy and passion to achieve great things together.

Jedox leverages its own unified workforce planning solution to hire, maintain, and grow teams that power a thriving business. As a result, Jedox has grown rapidly in just a few years, expanding its global reach and optimizing a hybrid work environment. Behind the scenes, the HR team has reduced workforce budgeting time, unified HR and finance data, and simplified the planning process for an evolving global organization. These are just a few accomplishments that came from reacting quickly to changes, planning for opportunities, and uncovering new possibilities.

Conclusion

Jedox has empowered more than 2,500 organizations around the world with the adaptability, integration, and simplicity they need to achieve Superplännen. Request a live demo for a deeper look into how Jedox helps teams shape the future.

Take the Superplännen maturity assessment

Every organization and every team can achieve Superplännen – an elevated state of planning. Use this checklist to assess planning readiness across performance, collaboration, and confidence, and solidify your planning aspirations.

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