[expert discussion] advanced planning survey by barc

Expert discussion on BARC “Advanced Planning Survey“

Business-Driven Intelligence

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


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.


Dr. Christian Fuchs:Overview of Survey Results

BARC Advanced Planning 2015

4Business-Driven Intelligence

More efficient planning with Advanced Planning – Status quo and benefits of advanced planning approaches

Webinar, October 29th, 2015

Dr. Christian FuchsHead of Research Business Intelligence & Data WarehousingSenior Analyst

6

BARC Survey “Advanced Planning” – Demographics

05/02/2023 © BARC 2015

Up to 250 employees

250-5.000employees

Over 5.000employees

29%

52%

19%

Services

19%

IT15%

Other12%

Government9%

Retail13%

Finance5%

27%Manufacturing/

processing industry

DACH-wide Survey (survey period February - April 2015)

More than

250participants

02.05.2023 © BARC 2015 7

Main findings of the survey

can be summarized to

3 hot spots…

02.05.2023 © BARC 2014 8

Hot spot #1:

Integration of planning processes has to be improved!

Planning processes take too long!

Planning processes are seldom focused!

02.05.2023 © BARC 2015 9

Which are the largest problems that you typically face in your company’s planning process?

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

41%

39%

38%

38%

37%

34%

26%

22%

13%

10%

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

02.05.2023 © BARC 2015 10

Which kind of planning do you do in your company?


Jahresplanung/Budgetierung

Forecasting

Mittelfristplanung

Strategische Planung

89%

79%

67%

32%

Annual planning / budgeting

Forecasting

Mid-term planning

Strategic (long-term) planning

02.05.2023 © BARC 2015 11

Does your annual planning / budgeting derive from your strategic planning respectively mid-term planning?

76%

24%

Ja

Nein


Yes

No

02.05.2023 © BARC 2015 12

What is the main planning approach doing planning processes in your company?


56%

44%Bottom-up-PlanungTop-down-PlanungBottom-up planningTop-down planning

02.05.2023 © BARC 2015 13

Time needed for doing the yearly planning and budgeting process (in months)

Bis 2 Monate

Mehr als 2 und bis 3 Monate

Mehr als 3 Monate

35%

38%

27%


Up to 2 months

2 to 3 months

Over 3 months

02.05.2023 © BARC 2015 14

Vorbereitung der Planung

Datenbereitstellung

Datenverarbeitung und Zusammenfassung

Analyse

69%

38%

55%

54%

27%

41%

34%

38%

21%

12%

8%

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)?


Data processing and aggregation

Up to 0,5 months 0,5 to 1 month Over 1 month

02.05.2023 © BARC 2015 15

In which part of the planning process do you see the greatest potential for cost savings in your company?

Vorbereitung der Planung

Datenbereitstellung

Datenverarbeitung und Zusammenfassung

Berichtswesen und Analyse

11%

41%

25%

23%


Preparation of planning process

Data provision for planning

Data processing and aggregation

Data analysis

How satisfied are you in your company with …?

05/02/2023 © BARC 2015 16

Output/Ergebnis der Planung

Detailgrad der Planung

Kosten der Planung

Aufwand der Planung

Integration der Planung

Abwicklung der Planungsprozesse

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%

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


Satisfied Rather satisfied Rather dissatisfied Dissatisfied

02.05.2023 © 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!

02.05.2023 © BARC 2015 18

Advanced Planning

Advanced Planning

02.05.2023 © BARC 2015 19

Which of the following (advanced) planning approaches is used in your company?


Vorgabe von Planungsprämissen und Ziel-werten

Simulation und Analyse von Szenarien

Treiberbasierte Planung

Statistische Prognosen von Entwicklungen

Vollständig integrierte Planungsmodelle

70%

47%

40%

39%

19%

17%

35%

28%

17%

51%

9%

11%

16%

33%

15%

7%

17%

12%

14%

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

02.05.2023 © BARC 2015 20

Which benefits do you expect from using one of the following (advanced) planning approaches?


Vollständig integrierte Planungsmodelle

Simulation und Analyse von Szenarien

Treiberbasierte Planung

Vorgabe von Planungsprämissen und Zielwerten

Statistische Prognosen von Entwicklungen

59%

52%

47%

42%

16%

29%

34%

36%

42%

45%

8%

10%

11%

13%

28%

5%

11%

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

02.05.2023 © BARC 2015 21

Deduction of annual operational planning (budgeting) from mid- to long-term strategic planning

Integrated Planning

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)

02.05.2023 © BARC 2015 22

How did the following aspects of your planning process develop using fully integrated planning models?


Verbesserung der Ergebnisqualität/Output

Reduzierung der Komplexität der Planung

47%

11%

42%

28%

6%

28%

5%

33%

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

02.05.2023 © 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’!

02.05.2023 © BARC 2015 24

What kind of software is used to do planning and budgeting in your company?


Microsoft Excel

Spezielle Planungs-/Business-Intelligence-Werkzeuge

Operative Systeme (ERP, CRM etc.)

Individualentwicklungen

Microsoft Word, PowerPoint, Access etc.

90%

57%

43%

21%

21%

Planning and Business Intelligence tools

Operational systems (like ERP, CRM, etc.)

In-house developments

02.05.2023 © BARC 2015 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.)

Work-flows

Web client

Data model

Data inte-

gration

Top Down

Bottom Up

Excel add-in

MobileCentral

data base

Repor-ting

Analysis

Pro-gnosis

Simu-lation

02.05.2023 © BARC 2015 26

Could you imagine using your planning and budgeting software in a Cloud environment?


Cloud-Lösung bereits im Einsatz

Einsatz ist geplant

Nicht geplant, aber grundsätzlich vorstellbar

Nicht geplant und auch nicht vorstellbar

2%

6%

40%

52%

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

02.05.2023 © BARC 2015 27

Your contact @ BARC

Dr. Christian FuchsVice-PresidentHead of BI ResearchBI & Data Management Bus. Unit

Tel +49 931-880651-26

[email protected]

BARC GmbHBerliner Platz 797080 WürzburgGermany

www.barc.de@BARC_Research

Dr. Rolf Gegenmantel:Jedox in the context of the

BARC Advanced Planning Survey 2015

28Business-Driven Intelligence

29

Traditional Excel-Only Planning Process

1.Create

Template2.

LoadInitial Data

4.DataEntry

3.Distribute

Sheets

5.CollectData6.

MonitorProgress

7.Validate

Submissions

8.Consolidate

Results

9.Analysis

10.Adjust /

Scenarios

11.Finalize &

Track


30

New Process with Jedox Added

Data Integration

1.Create

Planning Model

2.Email

Notification

3.Online

Completion

4.Progress Monitoring

5.Online

Scenarios and Analysis

6.Reporting

www

www


31

Jedox SAPConnector

3rd Party Tools

ODBOXMLA

Jedox Integrator

Jedox Architecture

ERP, CRM, SCM

Jedox OLAP Server

Jedox Excel Add-in

Jedox Web

Jedox Mobile

Cloud Sources:e.g. Salesforce

RDB, DWH,Flat Files

SAPBI/BW

SAP/ERP

OLAPAccelerator


32

Flexible Installation & Rollout Options(On-Premise & Cloud)

Stand Alone Client Server Private Cloud Public Cloud


33

Advanced Planning with Jedox


Advanced Planning with

Integrated planning incl. operational

plansAnalysis and visualizations

Integration of internal and

external drivers

Scenarios and simulations

Forecast models and optimization

Collaboration and process

management

Agileadaption of

planning models

34

Jedox AG (Headquarters)Bismarckallee 7a, D-79098 Freiburg, Germany

Jedox AG Frankfurt am MainTHE SQUAIRE 12, D-60549 Frankfurt/Main, Germany

Jedox AG DüsseldorfPeter-Müller-Straße 16a, D-40468 Dusseldorf, Germany

Jedox AG Paris11 Bis rue du Colisée, 75008 Paris, France

Jedox Inc. USA50 Milk Street, 14th Floor, Boston, MA 02109, USA

Jedox Pty. Ltd MelbourneLevel 10, 492 St Kilda Road, Melbourne 3004 VIC, Australia

Jedox Pty. Ltd SydneyLevel 32, BT Tower, 1 Market Street, Sydney 2000 NSW, Australia

Jedox Pty. Ltd SingaporeLevel 04-05 51 Changi Business Park Central 2 Singapore 486066

[expert discussion] advanced planning survey by barc

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