THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited...

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Transcript of THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited...

Page 1: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent
Page 2: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

THE Planning Survey 16 Jedox highlights

2 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Jedox achieves great results in this year’s Planning Survey and is top ranked in many import-ant KPIs across its various peer groups. Compared to its compe-titors, especially local rivals such as prevero, BOARD and Corpora-te Planning, Jedox’s philosophy to extend the familiar environ-ment of Excel with specific BI functionality seems to convince customers. Our survey revealed a high level of satisfaction with vendor, product and functionality among Jedox customers, with reported problems few and far between. In fact, 94 percent of Jedox users say they would pro-bably or definitely recommend their planning product to other organizations.

Summary

Top ranked in

Recommendation

Product satisfaction

Performance satisfaction

Ease of use

Project length

Price-to-value

. . . . . . . . . . .

Leader in

Business benefits

Project success

Implementer support

Customer satisfaction

Agility

Considered for purchase

1. Top ranked in

Business benefits

Project success

Recommendation

Product satisfaction

Vendor support

Implementer support

Customer satisfaction

Performance satisfaction

Ease of use

Project length

Agility

Price-to-value

. . . . . . . . . . .

Leader in

Self-service

Competitive win rate

1.Top ranked in

Price-to-value

. . . . . . . . . . .

Leader in

Recommendation

Product satisfaction

Implementer support

Customer satisfaction

Performance satisfaction

Ease of use

Project length

1.

2.

2.

2.

Peer group

DACH focused vendors

Peer group

Performance managementspecialists

Peer group

Development-oriented planning solutions

Page 3: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

Introduction

The Planning Survey 16 is based on findings from the world‘s largest and most compre-hensive survey of planning end-users, con-ducted from November 2015 to January 2016. In total, 1,245 people responded to the survey with 927 answering a series of detailed questions about their usage of a named product. Altogether, 13 products are analyzed in detail.

The Planning Survey 16 examines planning and budgeting product selection and usage among users in categories (KPIs) including business benefits, project success, recom-mendation, planning functionality, flexibility, customer satisfaction and agility. There are 20 KPIs in total.

This document contains just a selection of the headline findings for Jedox. It does not show all the KPI results and focuses mainly on the positive findings.

3 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Jedox overview

This year we had 32 responses from Jedox users. 52 percent of them used Version 5, 48 percent Version 6.

Jedox customer responses Versions usedn=32

Jedox features. The Web client has a brow-ser-based spreadsheet interface – a type of Excel on the Web – with additional functions. According to the company, more than 1,700 clients worldwide use the Jedox product to-day.

The product is aimed at business power users who create individual planning, repor-ting and analysis applications with the flexi-ble multidimensional database in a familiar spreadsheet environment. These applica-tions can be published to groups of users through Jedox Web and Jedox Mobile. With Jedox, centralized top down and decentra-lized bottom up planning scenarios can be implemented. Classified as a development environment, there are several solution tem-plates available with a focus on specific plan-ning topics (e.g. sales, HR, financials, marke-ting) and industries.

Established in 2002, Jedox has grown into a team of 130 employees, including 40-50 in research and development. The vendor ser-ves clients worldwide from its headquarters in Freiburg, Germany, and via its partner net-work. According to Jedox’s own accounts, Jedox generated a turnover of 15 million US dollars in 2015.

The company’s flagship product is Jedox Suite, a BI product with planning, reporting and analysis capabilities. The suite, which runs on the company’s own multidimensio-nal database, is designed for business users. The underlying philosophy of Jedox Suite is to extend the familiar Excel environment with specific BI functionality. The solution, which offers both an Excel client and a Web interfa-ce resembling a spreadsheet as front ends, was first launched in 2004. The Excel add-in is a classic spreadsheet interface combining well-known Excel functions with additional

V5V6

52%48%

Page 4: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

User & use case demographics

4

Total number of users per company

Planning users per company

Percentage of planning users from all users Company size (employees)

Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Current vs. planned use (besides planning)

Besides planning, Jedox is mainly used for Excel-based standard/enterprise reporting, ad hoc query, data analysis and dashboards. Functionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent of Jedox’s customers. With a median of 20 users (eight of whom are plan-ners), Jedox is usually found in rather small scenarios. However, the mean of 65 users per company (including 35 planning users) shows that the product can also be used in much larger environments. The size of customer companies varies between 1 and 2,500 employees.

Comment

n=32

n=32

n=32

n=32

n=32

n=32

Percentage of employees using Jedox

75%

75%

61%

50%

42%

23%

16%

16%

26%

38%

26%

43%

Standard/Enterprisereporting

Ad hoc query

Data analysis

Dashboards/Scorecards

Financialconsolidation

Predictive analysis/Data mining

In use Planned

31%

63%

6%

Less than 101

101 - 2500

More than 2500

Median

Mean

Average ofall products

Jedox

40

278

20

65

Median

Mean

Average ofall products

Jedox

20

143

8

35

69%

68%

Jedox

Average ofall products

19%

11%

Jedox

Average ofall products

Page 5: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

Peer Groups & KPIs

The Planning Survey 16 features a range of dif-ferent types of planning and budgeting tools so we use peer groups to help identify competing products. The peer groups have been defined by BARC analysts using their experience and judg-ment, with segmentation based on three key fac-tors:

1. Flexibility - Is the solution develop-ment-oriented or does it provide plen-ty of predefined planning content (e.g. for financial planning)?

2. Specialization - is the vendor a perfor-mance management/planning specia-list or a software generalist?

3. Geographical reach - does the vendor have a truly global reach or does it concentrate on the DACH region (Ger-many, Austria and Switzerland)?

Jedox features in the following peer groups:

• Performance management specialists

• DACH focused vendors

• Development-oriented planning solu-tions

Development-oriented planning solutions

Development-oriented solutions that allow custo-mers to implement totally individual planning re-quirements

Flexible planning solutions

Planning solutions that are flexible but also provi-de predefined planning content (e.g. for financial planning)

Software generalists

Products from software generalists who have a broad portfolio including most (or all) types of bu-siness software

Performance management specialists

Products from performance management specia-lists whose sole focus is on planning and BI

DACH focused vendors

Products from vendors whose main focus is on the DACH region (Germany, Austria and Switzerland)

Global vendors

Products from vendors with a truly global sales and marketing reach

Peer Group Classification Peer Groups OverviewThe KPIs

5 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

The Planning Survey 16 provides the reader with well-designed KPI dashboards packed with conci-se information, which can be absorbed at a glan-ce. The KPIs all follow these simple rules:

• Only measures that have a clear good/bad trend are used as the basis for KPIs

• KPIs may be based on one or more measures from The Planning Survey

• Only products with samples of at least 20 - 30 (depending on the KPI) for each of the questions that feeds into the KPI are included

• For quantitative data, KPIs are conver-ted to a scale of 1 to 10 (worst to best)

• A linear min-max transformation is applied, which preserves the order of, and the relative distance between, products‘ scores.

The terms ‘top-ranked’ and ‘leader’ are used in the following KPI chart titles. ‘Top-ranked’ indi-cates first position. ‘Leader’ denotes the second position.

Page 6: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Business benefits

Page 7: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

7 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Business benefits often achieved with Je-dox’s integrated planning and BI tool include increased transparency of planning, increa-sed planning frequency/faster planning and improved integration of planning with repor-ting/analysis. When combined, these bene-fits lead to a better quality of planning results. Therefore, Jedox comfortably wins out in the ‘development-oriented planning solutions’ peer group and occupies a leading position in the ‘DACH focused vendors’ peer group.

Viewpoint

Business benefits – Leader1.

Peer group: DACH focused vendors

Business benefits – Top ranked

Peer group: development-oriented planning solutions

2.

* Based on the achievement level of a variety of bu-siness benefits.

Business benefits*

8.1

7.7

6.9

6.9

6.8

6.5

2.3

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

Cubeware © BARCTHE Planning

Survey 16

7.7

5.7

5.4

4.3

2.7

2.3

1.8

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

Cubeware

SAP BW IP

© BARCTHE Planning

Survey 16

Page 8: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Considered forpurchase

Page 9: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

9 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Jedox and its product are well known in the DACH region due to the vendor’s professio-nal sales and marketing strategy. This is one of the reasons why Jedox is often considered for purchase in software evaluation proces-ses. Another is the attractive price tag on its comprehensive planning and BI functionality. Jedox rightly achieves a leading rank in the ‘DACH focused vendors’ peer group.

Viewpoint

Considered for purchase – Leader

Peer group: DACH focused vendors

2.

* Based on whether respondents considered purcha-sing the product.

Considered for purchase*

5.3

4

3

2.7

1.9

prevero

Jedox

macs Controlling

Software4You

Peer Group Average

© BARCTHE Planning

Survey 161

Cubeware

Page 10: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Competitivewin rate

Page 11: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

11 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Jedox is a leader in the ‘development-ori-ented planning solutions’ peer group for its competitive win rate. This KPI is based on the percentage of wins in competitive evalua-tions, proving that many small and mid-sized companies not only often consider Jedox for purchase but also choose it as their planning and BI product. Thanks to its team of profes-sional and experienced presales consultants, Jedox regularly does a great job in competiti-ve software evaluations.

Viewpoint

Competitive win rate – Leader

Peer group: development-oriented planning solutions

2.

* Based on the percentage of wins in competitive evaluations.

Competitive win rate*

4

3.7

3.1

3.1

2.9

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

© BARCTHE Planning

Survey 16

2

1.4

SAP BW IP

Cubeware

Page 12: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Project success

Page 13: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

13 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Jedox software usually requires little effort to install and short implementation cycles. Pro-jects are frequently completed on time and on budget so customers are generally satis-fied with their implementations. This leads to a top ranking in the ‘development-oriented planning solutions’ peer group and a leading position in the ‘DACH focused vendors’ peer group, leaving many well-known rivals be-hind in its home DACH market. With a custo-mer base of predominantly small workgroups in SMEs – where business requirements are often straightforward and relatively small data volumes are involved – Jedox projects are usually quite short.

Viewpoint

Project success – Leader

Peer group: DACH focused vendors

1.Project success – Top ranked

Peer group: development-oriented planning solutions

2.

* Based on the implementation satisfaction level and the frequency of projects completed on time and on budget.

Project success*

9.1

6.3

5.7

5.4

5

3.6

2.9

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

Cubeware

SAP BW IP

© BARCTHE Planning

Survey 16

9.1

9.1

8.3

8.2

8.2

8.2

6.3

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

Cubeware © BARCTHE Planning

Survey 16

Page 14: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Productsatisfaction

Page 15: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

15 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Jedox customers are satisfied with the ven-dor as well as their planning and BI tool and are likely to recommend the product to others. The vendor is top ranked for product satisfaction in two of its peer groups and a leader in the other. Problems are seldom encountered with the product. Jedox’s user friendliness and the flexibility it offers to im-plement various planning and BI use cases on one common platform are key factors in-fluencing product satisfaction.

Viewpoint

Product satisfaction – Leader1.

Peer group: performance management specialists

1.

Product satisfaction – Top ranked

Peer group: development-oriented planning solutions

Product satisfaction – Top ranked

Peer group: DACH focused vendors

2.

* Based on the frequency of problems encountered with the product.

Product satisfaction*

8.9

7.4

5

4.7

3.8

2.1

1

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

Cubeware

SAP BW IP © BARCTHE Planning

Survey 16

10

8.9

8.5

8.5

7.6

7.6

7.4

7.4

1

Anaplan

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

BOARD

Cubeware © BARCTHE Planning

Survey 16

8.9

8.5

8.5

7.6

7.6

7

1

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

Cubeware© BARC

THE PlanningSurvey 16

Page 16: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Vendor support

Page 17: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

17 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Both the vendor and its partners offer a gre-at level of support, according to customers. As a German mid-sized BI and performance management vendor, Jedox seems to build good relationships with its typically small to medium-sized customers and they like the service they receive. The vendor provides telephone and Web support as well as remo-te and on-site support. Moreover, there is a knowledge base and online help accessible through the company Web site with product manuals and documentation, as well as the so-called Jedox Academy training service.

Viewpoint

1.Vendor support – Top ranked

Peer group: development-oriented planning solutions

* Measures user satisfaction with the level of vendor support provided for the product.

Vendor support*

8.8

7.3

5.6

5.4

5.3

3.5

1

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

Cubeware

SAP BW IP

© BARCTHE Planning

Survey 16

Page 18: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Implementersupport

Page 19: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

19 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Jedox has a steadily growing global partner network with more than 180 value-added re-sellers, alliances with big consultancies and more than 20 OEM partnerships with vari-ous (operational) software vendors. Both the vendor and its partners offer a great level of support, according to customers. Jedox is top ranked in the ‘development-oriented planning solutions’ peer group and has two leading ranks in the other peer groups it ap-pears in. Jedox’s trained partners mostly offer consulting services such as local implemen-tation support or implementing planning pro-cesses for specific industries.

Viewpoint

Implementer support – Leader1.

Peer group: performance management specialists

Implementer support – Top ranked

Peer group: development-oriented planning solutions

2.

Implementer support – Leader

Peer group: DACH focused vendors

2.

* Measures user satisfaction with the level of the im-plementer’s support for the product.

Implementer support*

8.7

6

4.2

3.8

3.7

1.9

1

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

Cubeware

SAP BW IP

© BARCTHE Planning

Survey 16

10

8.7

7.7

6.9

6.5

6

5.3

4

3.7

Anaplan

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

BOARD

Cubeware

© BARCTHE Planning

Survey 16

10

8.7

7.7

7.2

6.9

6

4

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

Cubeware © BARCTHE Planning

Survey 16

Page 20: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Customersatisfaction

Page 21: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

21 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

‘Customer satisfaction’ is an aggregated KPI combining the results of the ‘product satis-faction’, ‘vendor support’ and ‘implementer support’ KPIs. Jedox has great results in all three of these KPIs, achieving a leading ran-king in the aggregated ‘customer satisfacti-on’ KPI and outpacing local competitors such as BOARD, Corporate Planning and Cubewa-re in the process. Customer service and sa-tisfaction are clearly very important to Jedox.

Viewpoint

Customer satisfaction – Leader1.

Peer group: performance management specialists

Customer satisfaction – Top ranked

Peer group: development-oriented planning solutions

2.

Customer satisfaction – Leader

Peer group: DACH focused vendors

2.

* Combines the ‘Product satisfaction’, ‘Vendor sup-port’ and ‘Implementer support’ KPIs.

Customer satisfaction*

10

9.2

8.2

7.8

7.7

7.6

3.4

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

Cubeware © BARCTHE Planning

Survey 16

9.2

5.8

4

3.4

2.8

1.9

1

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

Cubeware

SAP BW IP© BARC

THE PlanningSurvey 16

10

9.2

8.2

7.8

7.6

7.6

7.4

5.8

3.4

Anaplan

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

BOARD

Cubeware

© BARCTHE Planning

Survey 16

Page 22: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Ease of use

Page 23: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

23 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

With its Excel add-in and browser-based spreadsheet interface – a type of Excel on the Web – Jedox offers great usability. The ease of use of the Excel add-in allows power users to do almost anything they need – in-cluding building and manipulating reports as well as planning forms and analyses – in the universally familiar Microsoft Office environ-ment. The ease of use for planning activi-ties in Excel is highly appreciated by Jedox customers and also a reason why companies choose Jedox.

Viewpoint

Ease of use – Leader1.

Peer group: performance management specialists

1.

Ease of use – Top ranked

Peer group: development-oriented planning solutions

Ease of use – Top ranked

Peer group: DACH focused vendors

2.

* Based on how often the product was chosen for its ease of use for planners and developers of planning applications, and on the level of complaints about the software’s ease of use.

Ease of use*

8.3

7.2

6.4

5.7

5.6

3.7

3.1

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

Cubeware

© BARCTHE Planning

Survey 16

8.3

8.2

4.6

4.3

3.1

2.9

1

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

Cubeware

SAP BW IP

© BARCTHE Planning

Survey 16

10

8.3

8.2

7.2

6.6

6.4

5.6

3.7

3.1

Anaplan

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

BOARD

Cubeware

© BARCTHE Planning

Survey 16

Page 24: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Self-service

Page 25: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

25 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

The philosophy at Jedox is to extend the fa-miliar environment of Excel with specific BI functionality. On the one hand, the Excel add-in is a classic spreadsheet interface combi-ning well-known Excel functions with additi-onal Jedox features. On the other hand, the Web client has a browser-based spreadsheet interface – a type of Excel on the Web – with additional functions. Many customers clearly appreciate the functionality and ease of use both front-ends provide and often do self-ser-vice planning in business departments with Jedox. Jedox - as a flexible development en-vironment for business power users - is par-ticularly suitable for creating individual appli-cations in a self-service manner in Excel.

Viewpoint

Self-service – Leader

Peer group: development-oriented planning solutions

2.

* Based on how many sites currently use self-service planning in business departments and how often the product was chosen for its ease of use for planners.

Self-service*

8.2

6.8

4.7

4.6

2.5

1

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

SAP BW IP

© BARCTHE Planning

Survey 16

Page 26: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Project length

Page 27: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

27 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Business requirements of Jedox’s typical-ly SME customers are often straightforward with relatively small data volumes involved, which is why projects with Jedox software are usually quite short. Many projects seem to be accomplished on time and on budget leading to a top ranking in the ‘project length’ KPI in two of its peer groups. ‘Solution tem-plates’ were introduced in the latest version of Jedox, providing predefined content ba-sed on best practices, which can be used to create new planning models (e.g. for financi-al planning). These templates may also help customers to speed up projects, especially in the early stages.

Viewpoint

Project length – Leader1.

Peer group: performance management specialists

1.

Project length – Top ranked

Peer group: development-oriented planning solutions

2.

Project length – Top ranked

Peer group: DACH focused vendors

* Based on how quickly the product is implemented.

Project length*

7.8

6.6

4.3

3.8

2.3

1.2

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

© BARCTHE Planning

Survey 16

Cubeware

10

7.8

6.3

4.9

3.8

3.2

3.2

Anaplan

prevero

Jedox

macs Controlling

Software4You

Peer Group Average

BOARD

© BARCTHE Planning

Survey 16

2.8

2.3

Corporate Planning

Cubeware

7.8

6.3

4.3

3.2

3.2

prevero

Jedox

macs Controlling

Software4You

Peer Group Average

© BARCTHE Planning

Survey 16

2.8

2.3

Corporate Planning

Cubeware

Page 28: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Agility

Page 29: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

29 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Strong results in the ‘self-service’ KPI and a top ranking in the ‘project length’ KPI lead to an excellent result for Jedox in the aggrega-ted ‘agility’ KPI. Jedox is a flexible develop-ment environment for business power users who create individual planning, reporting and analysis applications in a self-service manner in Excel. The tool is not targeted to any speci-fic industry. Jedox users consider the product to be a highly agile and flexible tool, especi-ally for ad hoc query, OLAP analysis and plan-ning scenarios.

Viewpoint

Agility – Leader1.

Peer group: DACH focused vendors

Agility – Top ranked

Peer group: development-oriented planning solutions

2.

* Combines the ‘Project length’, ‘Self-service’ and ‘Flexibility for users‘ KPIs.

Agility*

8.2

6.9

6.3

5.1

4.9

prevero

Jedox

macs Controlling

Software4You

Peer Group Average© BARC

THE PlanningSurvey 16

6.9

6.5

5.3

4.9

1

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan© BARC

THE PlanningSurvey 16

Page 30: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Performancesatisfaction

Page 31: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

31 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Jedox’s customers rarely complain about per-formance issues. The product is top ranked in two of its peer groups and a leader in the third, leaving many well-known rival products in its wake. However, Jedox is normally used in departmental or small-scale scenarios with relatively small data volumes and few concur-rent users, where performance is not usual-ly an issue. In any case, Jedox’s in memory multidimensional database is clearly capable of dealing with the data volumes and user numbers its customers typically work with. Furthermore, the vendor’s OLAP accelerator technology, using the memory of graphics processing units (GPU) instead of CPU me-mory, is an interesting option to speed up performance in large-scale scenarios if requi-red.

Viewpoint

Performance satisfaction – Leader1.

Peer group: performance management specialists

1.

Performance satisfaction – Top ranked

Peer group: development-oriented planning solutions

Performance satisfaction – Top ranked

Peer group: DACH focused vendors

2.

* Measures the frequency of complaints about the system’s performance.

Performance satisfaction*

10

9.5

8.2

6.9

6.2

5.6

5.6

5.2

4.6

Anaplan

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

BOARD

Cubeware

© BARCTHE Planning

Survey 16

9.5

9.2

8.2

6.8

6.4

5.6

2

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

Cubeware

SAP BW IP © BARCTHE Planning

Survey 16

9.5

8.2

6.5

6.2

5.6

5.2

4.6

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

Cubeware

© BARCTHE Planning

Survey 16

Page 32: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Price-to-value

Page 33: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

33 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Jedox is a very competitively priced product, offering good value for money. Unsurpri-singly the vendor comes out top in all of its peer groups for price-to-value perception, beating many local and global rivals. Jedox is licensed using an on-premise and cloud hy-brid concept. Customers license the product based on required user roles (Power User, Planner, Viewer). We often discover in our surveys and via our customers that price-to-value perception is one of the main reasons why Jedox customers buy the software.

Viewpoint

Price-to-value – Top ranked 1.

Peer group: performance management specialists

1.

1.Price-to-value – Top ranked

Peer group: development-oriented planning solutions

Price-to-value – Top ranked

Peer group: DACH focused vendors

* Based on how users rate their BI tool in terms of price-to-value.

** Not showing the “satisfactory“ category.

Price-to-value*

10

7

6.3

5

3.1

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

© BARCTHE Planning

Survey 16

2.7

1

SAP BW IP

Cubeware

10

7.2

7

7

6.9

6.8

6.5

Anaplan

prevero

Jedox

macs Controlling

Software4You

Peer Group Average

BOARD© BARC

THE PlanningSurvey 16

6.3

Cubeware

5.5

Corporate Planning

10

7.2

7.2

7

6.9

prevero

Jedox

macs Controlling

Software4You

Peer Group Average

© BARCTHE Planning

Survey 16

6.5

Cubeware

5.5

Corporate Planning

Price-to-value**

n=32/260

25% 27%

Jedox

Excel

ExcellentGoodNot verygood

Verypoor

-7%

44%

43%

50%

27%

Page 34: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Recommendation

Recommended

Page 35: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

35 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Satisfaction with the vendor and product - as well as implementation projects, performan-ce and ease of use - inevitably lead to Jedox achieving top ranks in its peer groups in this year’s survey. Customers report very few pro-blems with the product. Indeed, 94 percent of Jedox users say they would probably or de-finitely recommend their planning product to other organizations. Jedox’s product strategy of a flexible development environment with a familiar spreadsheet user interface aimed at business power users who create individual planning, reporting and analysis applications seems to clearly match the requirements of many companies.

Viewpoint

Recommendation – Leader1.

Peer group: performance management specialists

1.

Recommendation – Top ranked

Peer group: development-oriented planning solutions

2.

Recommendation – Top ranked

Peer group: DACH focused vendors

* Based on how many users say they would recom-mend the product to others.

Recommendation* Recommended

9.2

7.5

7.2

7.1

7.1

7

4.2

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

Cubeware © BARCTHE Planning

Survey 16

10

9.2

7.5

7.5

7.5

7.2

7.1

7.1

4.2

Anaplan

prevero

Jedox

Corporate Planning

macs Controlling

Software4You

Peer Group Average

BOARD

Cubeware © BARCTHE Planning

Survey 16

9.2

7.5

4.8

4.3

4.2

2.4

1.1

Jedox

BOARD

IBM Cognos TM1

Peer Group Average

Oracle Hyp Plan

Cubeware

SAP BW IP

© BARCTHE Planning

Survey 16

Page 36: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

BUDGET

Jedox vs. Excel

Page 37: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

37 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Jedox vs. Excel

Excel remains the most widely used BI and planning product in the world. Ho-wever, many users and companies are dissatisfied with it. Jedox’s users have far fewer complaints than Excel users, with 77 percent even reporting they ex-perience no significant problems at all. Common issues in planning and BI pro-jects such as slow query performance, handling large numbers of users and ease of use problems do not seem to be an issue for Jedox users. Jedox’s philosophy to extend the familiar en-vironment of Excel with specific BI func-tionality and solve the typical problems of Excel seems to work, leading to the achievement of a higher level of busi-ness benefits than with Excel. An over-whelming 100 percent of Jedox custo-mers answering our survey say they are somewhat or very satisfied with Jedox, while 94 percent say they would proba-bly or definitely recommend their plan-ning product to other organizations.

Comment

n=31/273

n=31/269

Business Benefits Index*n=32/275

n=31/264

Degree of satisfaction**

Recommendation**

Problems encountered by Jedoxand Excel users

45% 55%

25%7% 27% 6%

Jedox

Excel

Verysatisfied

Somewhatsatisfied

Somewhatdissatisfied

Verydissatisfied

23% 71%3%

DefinitelyProbablyProbablynot

Definitelynot

24%8% 26% 11%

Jedox

Excel

Not achieved High

6.7

2.6

10

Excel

Jedox

-2

* For 12 potential benefits, respondents are asked to indicate the level of achievement, if any, with five levels.** Not showing the neutral category

77%

10%

6%

6%

3%

3%

3%

3%

3%

0%

0%

0%

26%

4%

36%

14%

10%

20%

26%

6%

28%

33%

10%

14%

No significant problems

Poor data quality

Slow query performance

Unable to get datafrom some systems

Lack of planningspecific functionality

Lack of reporting/analysis functionality

Poor data governance

Product can nothandle data volume

Software di�cult to use

Product can not handlenumber of users

Software notflexible enough

Unreliable software

Jedox Excel

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38 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Project length

Development-oriented planning solutionsPeer group

Top ranked

in

Project success

Development-oriented planning solutionsPeer group

Top ranked

in

Recommendation

Development-oriented planning solutionsPeer group

Top ranked

in

Vendor support

Development-oriented planning solutionsPeer group

Top ranked

in

THE Planning Survey 16 Jedox top ranks

Ease of use

Development-oriented planning solutionsPeer group

Top ranked

in

Implementer support

Development-oriented planning solutionsPeer group

Top ranked

in

Performance satisfaction

Development-oriented planning solutionsPeer group

Top ranked

in

Price-to-value

Development-oriented planning solutionsPeer group

Top ranked

in

Product satisfaction

Development-oriented planning solutionsPeer group

Top ranked

in

Agility

Development-oriented planning solutionsPeer group

Top ranked

in

Business benefits

Development-oriented planning solutionsPeer group

Top ranked

in

Customer satisfaction

Development-oriented planning solutionsPeer group

Top ranked

in

Page 39: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

39 Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

Ease of use

DACH focused vendorsPeer group

Top ranked

in

Performance satisfaction

DACH focused vendorsPeer group

Top ranked

in

Price-to-value

DACH focused vendorsPeer group

Top ranked

in

Product satisfaction

DACH focused vendorsPeer group

Top ranked

in

Project length

DACH focused vendorsPeer group

Top ranked

in

Recommendation

DACH focused vendorsPeer group

Top ranked

in

Price-to-value

Performance management specialistsPeer group

Top ranked

in

THE Planning Survey 16 Jedox top ranks

Page 40: THE Planning Survey 16 Jedox highlightsFunctionality for predictive analytics is so-mewhat limited at the moment, but it is con-sidered an important use case for the future by 43 percent

40

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BARC Research Study

BI Trend Monitor 2016The world‘s largest survey on BI trends

Jedox in ©2016 BARC - Business Application Research Center, a CXP Group Company

The new BI Trend Monitor 2016 from BARC reflects on the trends currently driving the BI and data management market from a users’ perspective. We asked close to 2,800 users, consultants and vendors for their views on the most important BI trends.

The BARC Big Data Use Cases Survey explores the usage of big data in companies worldwide. 559 business and IT decision-makers completed the survey in the first quarter of 2015.

The BI Survey 15 is the world’s largest annual survey of BI users. Based on a sample of over 3,000 survey responses, it offers an unsurpassed level of user feedback on 35 leading BI products.

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BUDGET

Business Application Research Center – BARC GmbH

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