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[Expert Discussion] Advanced Planning Survey by BARC

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The “Advanced Planning Survey 2015”, a recent study by BARC Institute, shows that planning processes that are supported with Excel stand-alone or a combination of different tools are more likely to have problems and take significantly longer. Nonetheless, 90% of all businesses still use Excel for their year-end planning.
Watch our on-demand expert webinar with BARC senior analyst Dr. Christian Fuchs to gain valuable insight from independent market analysts and see the results of the BARC Advanced Planning survey first hand. And see how Jedox’s powerful planning capabilities stack up against the competition.

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[Expert Discussion] Advanced Planning Survey by BARC

  1. 1. Expert discussion on BARC “Advanced Planning Survey“ Business-Driven Intelligence
  2. 2. 2 Dr. Christian Fuchs Today‘s speakers • Senior Analyst and Head of BI Research @ Business Application Research Center (BARC) • BARC is an independent market analyst and consultancy founded in 1999. BARC belongs to Europe’s leading IT analyst and consul-ting company for business software and IT services (CXP Group) • With 140 seasoned professionals present in 8 countries, CXP Group supports more than 300 software vendors and IT service providers with market research products, strategic analysis, sales support & marketing services • Topics: Business Intelligence, Big Data, Data management, Enterprise Content Management, Customer Relationship Management, IT Management, HR, Finance, Enterprise Resource Planning, IT Sourcing and IT Services Business-Driven Intelligence
  3. 3. 3 Dr. Rolf Gegenmantel Today‘s speakers • Vice President Marketing Jedox AG President Jedox Inc. (Boston, MA USA) • Founded in 2002, Jedox is a leading Business Intelligence and Corporate Performance Management solutions provider. • Jedox helps business users work smarter, streamline business collaboration, and make insight-based decisions with confidence. • Jedox is available globally through over 180 certified business partners. Already, 1,700 organizations in 127 countries are using Jedox for real-time planning on the web, the cloud, and on any device. Business-Driven Intelligence
  4. 4. Dr. Christian Fuchs: Overview of Survey Results BARC Advanced Planning 2015 4Business-Driven Intelligence
  5. 5. More efficient planning with Advanced Planning – Status quo and benefits of advanced planning approaches Webinar, October 29th, 2015 Dr. Christian Fuchs Head of Research Business Intelligence & Data Warehousing Senior Analyst
  6. 6. BARC Survey “Advanced Planning” – Demographics 12/15/2015 © BARC 2015 6 Up to 250 employees 250-5.000 employees Over 5.000 employees 29% 52% 19% Services 19% IT 15% Other 12% Government 9% Retail 13% Finance 5% 27% Manufacturing/ processing industry DACH-wide Survey (survey period February - April 2015) More than 250 participants
  7. 7. 12/15/2015 © BARC 2015 7 Main findings of the survey can be summarized to 3 hot spots…
  8. 8. 12/15/2015 © BARC 2014 8 Hot spot #1: Integration of planning processes has to be improved! Planning processes take too long! Planning processes are seldom focused!
  9. 9. Which are the largest problems that you typically face in your company’s planning process? 12/15/2015 © BARC 2015 9 41% 39% 38% 38% 37% 34% 26% 22% 13% 10% Strategische Aspekte unberücksichtigt Planung veraltet Steuerung des Planungsprozesses Integration der Planung Flexibilität der Planung Fokus der Planung Detailgrad der Planung Genutzte Software-Lösungen Qualität/Ergebnis der Planung Keine Probleme Source: BARC Survey Advanced Planning, n=250 Strategic aspects unconsidered Planning outdated when finished Control of planning process Integration of planning Flexibility of planning Focus of planning Level of detail of planning Software tools in use for planning Quality of results No problems Integration Duration Focus
  10. 10. Which kind of planning do you do in your company? 12/15/2015 © BARC 2015 10 Source: BARC Survey Advanced Planning, n=254 89% 79% 67% 32% Jahresplanung/Budgetierung Forecasting Mittelfristplanung Strategische Planung Annual planning / budgeting Forecasting Mid-term planning Strategic (long-term) planning
  11. 11. Does your annual planning / budgeting derive from your strategic planning respectively mid-term planning? 15.12.2015 © BARC 2015 11 76% 24% Ja Nein Source: BARC Survey Advanced Planning, n=158 Yes No
  12. 12. What is the main planning approach doing planning processes in your company? 12/15/2015 © BARC 2015 12 Source: BARC Survey Advanced Planning, n=257 56% 44% Bottom-up-Planung Top-down-Planung Bottom-up planning Top-down planning
  13. 13. Time needed for doing the yearly planning and budgeting process (in months) 12/15/2015 © BARC 2015 13 35% 38% 27% Bis 2 Monate Mehr als 2 und bis 3 Monate Mehr als 3 Monate Source: BARC Survey Advanced Planning, n=237 Up to 2 months 2 to 3 months Over 3 months
  14. 14. 69% 38% 55% 54% 27% 41% 34% 38% 21% 12% 8% Vorbereitung der Planung Datenbereitstellung Datenverarbeitung und Zusammenfassung Analyse Bis 0.5 Monate Mehr als 0.5 bis 1 Mehr als 1 Monat Preparation of planning process Data provision for planning Up to 2 months Data analysis How is the attended time distributed on the different phases of the planning process (in months)? 12/15/2015 © BARC 2015 14 Source: BARC Survey Advanced Planning, n=224 Data processing and aggregation Up to 0,5 months 0,5 to 1 month Over 1 month
  15. 15. In which part of the planning process do you see the greatest potential for cost savings in your company? 12/15/2015 © BARC 2015 15 11% 41% 25% 23% Vorbereitung der Planung Datenbereitstellung Datenverarbeitung und Zusammenfassung Berichtswesen und Analyse Source: BARC Survey Advanced Planning, n=225 Preparation of planning process Data provision for planning Data processing and aggregation Data analysis
  16. 16. How satisfied are you in your company with …? 12/15/2015 © BARC 2015 16 7% 11% 11% 5% 5% 7% 54% 41% 31% 28% 27% 26% 19% 25% 31% 25% 30% 22% 15% 16% 21% 30% 25% 35% 5% 7% 6% 12% 13% 10% Output/Ergebnis der Planung Detailgrad der Planung Kosten der Planung Aufwand der Planung Integration der Planung Abwicklung der Planungsprozesse Sehr zufrieden Eher zufrieden Neutral Eher unzufrieden Sehr unzufrieden Output / planning results Level of detail of planning Planning costs Effort for planning Integration of planning Execution of planning processes Source: BARC Survey Advanced Planning, n=255 Satisfied Rather satisfied Rather dissatisfied Dissatisfied
  17. 17. 12/15/2015 © BARC 2014 17 Hot spot #2: Specification of planning assumptions and targets is the most widely used Advanced Planning approach! In the view of the participants fully integrated planning models have the most useful effect!
  18. 18. Advanced Planning 12/15/2015 © BARC 2015 18 Advanced Planning Integrated planning incl. Operational plans Analysis and visualization Integration of internal and external drivers Scenarios and simulation Forecast models and optimization Collaboration and process management Agile adaptions of planning models
  19. 19. Which of the following (advanced) planning approaches is used in your company? 12/15/2015 © BARC 2015 19 Source: BARC Survey Advanced Planning, n=243 70% 47% 40% 39% 19% 17% 35% 28% 17% 51% 9% 11% 16% 33% 15% 7% 17% 12% 14% Vorgabe von Planungsprämissen und Zielwerten Simulation und Analyse von Szenarien Treiberbasierte Planung Statistische Prognosen von Entwicklungen Vollständig integrierte Planungsmodelle Im Einsatz Geplant Nicht geplant, da kein Mehrwert Nicht geplant, da nicht bekannt Specification of planning assumptions and targets Simulation and analysis of scenarios Driver-based planning Statistical forecasts of future developments Fully integrated planning models In use Planned Not planned because no advantage Not planned because unfamiliar
  20. 20. Which benefits do you expect from using one of the following (advanced) planning approaches? 12/15/2015 © BARC 2015 20 Source: BARC Survey Advanced Planning, n=241 59% 52% 47% 42% 16% 29% 34% 36% 42% 45% 8% 10% 11% 13% 28% 5% 11% Vollständig integrierte Planungsmodelle Simulation und Analyse von Szenarien Treiberbasierte Planung Vorgabe von Planungsprämissen und Zielwerten Statistische Prognosen von Entwicklungen Hoch Mittel Gering Kein Nutzen Specification of planning assumptions and targets Simulation and analysis of scenarios Driver-based planning Statistical forecasts of future developments Fully integrated planning models High Medium Low No Benefit
  21. 21. Deduction of annual operational planning (budgeting) from mid- to long-term strategic planning Integrated Planning 12/15/2015 © BARC 2015 21 Integration of Planning with other Performance Management processes Update of operational plans in the course of the year (forecasting) Integration of operational plans right up to financial planning (balance sheet, P&L, cashflow)
  22. 22. How did the following aspects of your planning process develop using fully integrated planning models? 12/15/2015 © BARC 2015 22 Source: BARC Survey Advanced Planning, n=36 47% 11% 42% 28% 6% 28% 5% 33% Verbesserung der Ergebnisqualität/Output Reduzierung der Komplexität der Planung Sehr stark Stark Schwach Überhaupt nichtVery strongly Strongly Hardly Not at all Improving the quality of results/ output of planning processes Reduction of complexity of planning processes
  23. 23. 12/15/2015 © BARC 2014 23 Hot spot #3: Excel still is the most widely used planning tool in the DACH region! Cloud-based planning is an interesting trend but today there are just a few ‘early adopters’!
  24. 24. What kind of software is used to do planning and budgeting in your company? 12/15/2015 © BARC 2015 24 Source: BARC Survey Advanced Planning, n=251 90% 57% 43% 21% 21% Microsoft Excel Spezielle Planungs-/Business- Intelligence-Werkzeuge Operative Systeme (ERP, CRM etc.) Individualentwicklungen Microsoft Word, PowerPoint, Access etc. Planning and Business Intelligence tools Operational systems (like ERP, CRM, etc.) In-house developments
  25. 25. Professional planning products support planning processes efficiently through comprehensive functionality Data provisioning (actuals) and data entry (plan data) Data processing and consolidation (consolidation of plan data, creation of plan data with automated procedures, etc.) Data analysis (analyses from a contextual perspective with the planned data, etc.) 12/15/2015 © BARC 2015 25 Work- flows Web client Data model Data inte- gration Top Down Bottom Up Excel add-in Mobile Central data base Repor- ting Analysis Pro- gnosis Simu- lation
  26. 26. Could you imagine using your planning and budgeting software in a Cloud environment? 12/15/2015 © BARC 2015 26 Source: BARC Survey Advanced Planning, n=124 2% 6% 40% 52% Cloud-Lösung bereits im Einsatz Einsatz ist geplant Nicht geplant, aber grundsätzlich vorstellbar Nicht geplant und auch nicht vorstellbar Cloud-based planning tool in use Existing plans to use a Cloud-based planning tool Currently no plans to use a Cloud- based planning tool but generally imaginable Not planned and generally not imaginable
  27. 27. Your contact @ BARC 12/15/2015 © BARC 2015 27 Dr. Christian Fuchs Vice-President Head of BI Research BI & Data Management Bus. Unit Tel +49 931-880651-26 cfuchs@barc.de BARC GmbH Berliner Platz 7 97080 Würzburg Germany www.barc.de @BARC_Research
  28. 28. Dr. Rolf Gegenmantel: Jedox in the context of the BARC Advanced Planning Survey 2015 28Business-Driven Intelligence
  29. 29. Traditional Excel-Only Planning Process 29 1. Create Template 2. Load Initial Data 4. Data Entry 3. Distribute Sheets 5. Collect Data6. Monitor Progress 7. Validate Submissions 8. Consolidate Results 9. Analysis 10. Adjust / Scenarios 11. Finalize & Track Business-Driven Intelligence
  30. 30. New Process with Jedox Added 30 Data Integration 1. Create Planning Model 2. Email Notification 3. Online Completion 4. Progress Monitoring 5. Online Scenarios and Analysis 6. Reporting www www Business-Driven Intelligence
  31. 31. Jedox SAP Connector 3rd Party Tools ODBO XMLA Jedox Integrator Jedox Architecture 31 ERP, CRM, SCM Jedox OLAP Server Jedox Excel Add-in Jedox Web Jedox Mobile Cloud Sources: e.g. Salesforce RDB, DWH, Flat Files SAP BI/BW SAP/ERP OLAP Accelerator Business-Driven Intelligence
  32. 32. Flexible Installation & Rollout Options (On-Premise & Cloud) 32 Stand Alone Client Server Private Cloud Public Cloud Business-Driven Intelligence
  33. 33. Advanced Planning with Jedox 33Business-Driven Intelligence Advanced Planning with Integrated planning incl. operational plans Analysis and visualizations Integration of internal and external drivers Scenarios and simulations Forecast models and optimization Collaboration and process management Agile adaption of planning models
  34. 34. 34 Jedox AG (Headquarters) Bismarckallee 7a, D-79098 Freiburg, Germany Jedox AG Frankfurt am Main THE SQUAIRE 12, D-60549 Frankfurt/Main, Germany Jedox AG Düsseldorf Peter-Müller-Straße 16a, D-40468 Dusseldorf, Germany Jedox AG Paris 11 Bis rue du Colisée, 75008 Paris, France Jedox Inc. USA 50 Milk Street, 14th Floor, Boston, MA 02109, USA Jedox Pty. Ltd Melbourne Level 10, 492 St Kilda Road, Melbourne 3004 VIC, Australia Jedox Pty. Ltd Sydney Level 32, BT Tower, 1 Market Street, Sydney 2000 NSW, Australia Jedox Pty. Ltd Singapore Level 04-05 51 Changi Business Park Central 2 Singapore 486066

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