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    Jedox Consulting, Implementation & Support for AI-enabled Planning

    Plan, forecast, and scale with tailored Jedox solutions delivered with the planning expertise of Polestar Analytics

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    Jedox Planning Solutions for Enterprise Performance Management
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    Trade Promotion
    Trade Promotion

    Drive unified promotion planning on Jedox's OLAP engine with driver-based scenario modeling, automated ROI calculations, Excel-native workflows, & real-time trade spend governance.

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    PE Portfolio Insights
    PE Portfolio Insights

    Model fund performance dynamically with automated waterfall calculations, multi-scenario simulations, and drill-through portfolio analytics across Excel and web.

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    Asset Valuation
    Asset Valuation

    Model asset valuations dynamically with rent roll integration via Jedox Integrator, automated DCF calculations, & driver-based scenario simulations across stakeholders.

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    Workforce Planning
    Workforce Planning

    Model workforce demand dynamically in Jedox with native HRIS integrations, automated salary & benefit calculations, driver-based scenario planning, & real-time P&L impact visibility.

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    Jedox Advisory & Implementation Services
    Planning Blueprinting
    Planning Blueprinting Define your planning architecture, data model, & governance framework
    • Planning architecture & data model design
    • Business workflow mapping across finance & operations
    • KPI frameworks & governance structure
    Jedox Implementation
    Jedox Implementation Model configuration, system integrations, & workflow deployment
    • Jedox model configuration & build
    • ERP, CRM, & source system integrations
    • Automated workflows & reporting deployment
    Reporting
    Reporting Reporting built for the people who actually make decisions
    • Intuitive dashboards & visual analytics
    • Driver-based models linking ops to financials
    • Scenario modeling & AI-assisted planning
    Managed Services
    Managed Services Ongoing model optimization, platform maintenance, & analytics support
    • Model monitoring & optimization
    • Platform maintenance & version upgrades
    • Continuous analytics & reporting support
    Industries We Serve with our Jedox Planning Solutions
    The Jedox Platform

    Jedox connects planning across every function that touches business performance. Finance, HR, Sales, Marketing, S&OP, IT, and ESG — all modeled in one architecture.

    The Jedox Platform
    One Platform. Every Planning Function.
    Finance:

    Integrated Financial Planning, P&L, Cash Flow, CapEx, Balance Sheet, Financial Consolidation, OPEX

    S&OP:

    Supply Chain, Distribution, Inventory, Production, Demand Planning

    HR:

    Workforce Planning, Salary & Wages, Benefits Planning, Talent Development

    ESG:

    Environmental, Social, and Governance reporting and planning

    Sales:

    Quota Setting, Territory Planning, Incentive Compensation, Sales Forecasting, Revenue Targets

    A New Partnership. Built on Existing Enterprise Planning Depth.

    Polestar Analytics has delivered enterprise planning across Real Estate, Private Equity, Commercial Pharma, CPG, and Financial Services for over a decade. The Jedox partnership adds a platform that matches the complexity of the use cases we already serve - adaptable architecture, multi-entity support, and an Excel-native interface that finance teams actually use.

    6 Industry
    Verticals
    7 Planning Domains
    Covered
    3x Gartner
    MQ Leader
    #1 BARC Flexibility
    Rank
    Why Polestar Analytics
    What You Get When You Work With Us

    Any Jedox partner can configure models. What Polestar Analytics brings is enterprise planning depth across industries where planning gets genuinely complex.

    01
    Planning Architecture First
    We blueprint the process before we touch the platform. Your data model, governance structure, and KPI framework are defined before a single model is configured — so implementation reflects your business, not a generic template.
    02
    Industry Depth Where It Counts
    Real estate multi-entity consolidation, PE portfolio waterfalls, commercial pharma territory and incentive comp — these aren't edge cases for us. They're the engagements our Jedox practice is built around.
    03
    Functional Teams Own the Outcome
    We blueprint the process before we touch the platform. Your data model, governance structure, and KPI framework are defined before a single model is configured — so implementation reflects your business, not a generic template.
    04
    Jedox Plus Broader Tech Stack
    Jedox is your planning layer. Polestar Analytics also brings data engineering, advanced analytics, and AI capabilities that sit on top of it. One partner covers the full picture — from source system integration to AI-assisted insights.
    05
    Flexible Delivery Model
    We can lead the implementation with Jedox supporting, co-deliver with your internal team, or run Jedox as a sub-contractor while you manage the client relationship. The engagement model fits how you want to work.
    06
    Support That Doesn't End at Go-Live
    Managed services, model optimization, and platform support are built into how we work — not bolted on after delivery. Planning processes change; the models should too.
    Jedox is now a three-time leader in the Gartner Magic Quadrant for Financial Planning Software

    Jedox stands out for its

    • Minimal learning curve and rapid adoption for business users and FP&A teams
    • Market-tested data integration with Excel Add-in, Jedox Integrator, and AI-powered planning wizards
    • Bridge between financial and non-financial data through best-practice solution accelerators
    • Wizard-based AI support for scenario planning that links financial and operational drivers
    Talk to Jedox experts
    Magic Quadrant
    Frequently Asked Questions

    Jedox competes directly with these platforms and sits in the same Gartner Leaders quadrant. The practical differences: Jedox has a shorter implementation cycle, a lower total cost of ownership, and an Excel-native interface that drives significantly higher adoption among finance teams. Oracle EPM or OneStreamoften require specialist developers to build and maintain models — Jedox is designed so finance and FP&A teams can own the platform themselves. For companies that want enterprise-grade planning without a multi-year, multi-million-dollar deployment, Jedox is typically the stronger fit.

    We start with a planning blueprint — mapping your current process, data sources, and business rules before building anything. From there, we configure Jedox models and connect your source systems (ERP, CRM, HCM). Jedox's best-practice accelerators — pre-built for Integrated Financial Planning, HR, Sales, and ESG — reduce configuration time considerably. Polestar leads the implementation with Jedox supporting; we can also run a POC first if the use case warrants it. Go-live timelines vary by complexity, but the accelerators give a significant head start over custom builds.

    Yes. Jedox Integrator provides no-code, self-service data integration to any major ERP (SAP, Oracle, Microsoft Dynamics), CRM, HCM, data warehouse, cloud sources, flat files, and relational databases. The platform supports bi-directional data flows, so actuals from your ERP feed planning models and plan data can write back to source systems. Jedox OData Hub handles third-party application connectivity.

    Jedox covers seven planning domains in one platform: Finance (FP&A, consolidation, P&L, cash flow, balance sheet), HR (workforce planning, salary modeling, benefits), Sales (quota setting, territory planning, incentive compensation, revenue forecasting), Marketing (campaign ROI, expense planning), S&OP (supply chain, demand, inventory, production), IT (project portfolio planning, asset planning), and ESG (environmental, social, governance reporting). Most organizations start with financial planning and expand from there as they see how the platform scales.

    Jedox's sweet spot is organizations with $1B+ in revenue, 500+ employees, and multiple business units or entities. These are companies where spreadsheet-based planning has become a bottleneck — too many tabs, too many people touching the same files, too much time spent on data consolidation before any analysis can happen. That said, Jedox's flexible architecture and scalable performance mean it works equally well at mid-market scale as it does across complex global enterprises.

    Talk to our Experts