Jedox vs. LivePlan vs. Fathom by The Access Group

Best suited for financial consolidation and / or as a highly customized and compact EPM / BI solution (up to 100 CCU) with individual workflows, planning and reporting functionalities, with moderate number of users (no restrictions for any industry, all industries are covered well). It also has advanced reporting & data analysis requirements and provides an integration and reporting layer of imported data from different external systems (via ETL). It can help with migrating your legacy Excel-based business models to the Web. It is not well suited for Enterprise BI applications with expecting >500 CCU (users at the same time working with the system) - this may cause serious performance issues, as all data is kept in RAM. Jedox is also less suited for applications with heavy document management requirements (document management is not an out of the box functionality in Jedox and rather requires custom development through custom widgets etc.).

All businesses require solutions and tools for organization and control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated. With LivePlan we have charts and graphs that are automatically created based on our data, this is a great time and money saver. LivePlan is a tool that has worked from day one and has met our expectations in creating the total budget.

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I have found Fathom to be well suited for all meeting types since you can control the visibility of each recording.

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• Using the Excel add-in means that our team was almost instantly productive, being able to use a familiar interface to present and manipulate data.
• Allows us to quickly do analysis and comparison of current and historic data.
• Really good to produce meaningful management reporting that can be adapted responsively to business requirements.
• Implementing Jedox in our budget cycle dramatically reduced the time and complexity of the process, while making it more transparent.

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• It makes it easy and simple to plan and budget the business.
• It allows creating of accurate business forecasts.
• It has detailed yet easy to use and customize built-in templates to help you get along with business planning easily.
• It integrates and works perfectly well woth accounting tools like QuickBooks such that it is easy to import the accounting data.

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• Xero Integration
• Instant Financials Reports

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• Diversity. Jedox can be applied to many different use cases from small to large deployments and from budgeting to enterprise class BI solutions. But rarely is one tool able to fulfill all of these requirements in one organisation. This value proposition can be complicated for prospective users.
• Awareness. Jedox punches above its weight in capability and scalability, but not enough people have heard about it and therefore procurement processes can be drawn out as a result.

• UX: It's beyond time for an overhaul, especially on mobile. It can make the app seem dated.
• The accounting software integration has been prone to break and need to be re-setup, though that seems to have improved.

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• Honestly I do not have any Cons to add.

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For a period of 5 years all our customers using Jedox have renewed their licenses.

To me Jedox deserves 10/10 because it is a consistent one-in-all platform with a modern look and feel. It is intuitive to use and allows you to make intuitive applications integrating traditional business intelligence with performance management functionality. It certainly has a short
learning curve, especially for those that are familiar with MS Excel. An example: I've lost count but Jedox it is available in more than 25 languages. Another: Jedox does not require programming skills... it is developed to be used by the business.

User-friendly, precise transcriptions and efficient dashboard and interface

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Jedox has
very few bugs. Reports are available through an Excel add-in, the web and/or
mobile device (IOS/Android). In my opinion, availability also means high
performance, not having to wait for the system to give you the required reports,
analysis, dashboards instantly.

Jedox is the fastest OLAP tool on the market. It can use GPU cards to increase performance even more

Jedox support in general is a professional and fast responding team. An easy-to-use ticketing system is in place. Bug-related questions are solved fast (responses come usually in a few hours after the question), but some questions / tickets, that are not Jedox-related bugs (for example some advanced questions about Jedox functionality), may be forwarded to Application Management team for further processing and then it may take several days or even weeks to get a response here -> there is room for improvement here.

I have not used customer support.

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The implementation of SSO, SAML Authentication, HTTPS, Server splitting (Frontend / Backend servers) could be more standardized and made more user friendly to set up (e.g. via setup guide). Otherwise the implementation of Jedox is quick and simple when compared to other similar technologies.

Calumo is similar product to Jedox. I have used it extensively in my previous role. It was a major contender when we evaluated a BI platform for NIDA. Calumo is a great product as well and it was a very close call. Where we found Jedox to be a better fit for NIDA was the ability to prepare dynamic reports with ease without the need to learn MDX which was used extensively by Calumo to make dynamic reports which expand or shrink based on the underlying data. Another major benefit we saw in Jedox was the whole ETL process could be managed within Jedox instead of doing it in SQL server which negates having a dedicated SQL specialist role when the scale expands.

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We did not really find a similar solution. All other solutions are focused on project management, [there's] nothing on generating a business plan. There is nothing on this level that helps people without any business experience write the plan. They have samples, instructions what to write where, how to prepare for pitching, and generate dashboards. Nothing in this market gets anywhere close to this solution.

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We also used Spotlight reporting before we tried out Fathom and we found Fathom much easier to navigate and Xero integration, consolidation are very strong feature of the product. Spotlight reporting is similar to Fathom however, Fathom is more flexible, there are better visual reports and grafts and we found it easier to customize the reports templates. You can also share the reports with multiple group of people online.

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Scalability is often another word for speed. Given enough data, enough users or enough calculations, the tool becomes slower and slower. You will find that Jedox has a very high performance that can even be increased by the use of grafical cards. Other thaen that it does not only offer BI (looking back based on historical ERP data) but also allows you to look forward through integrated budgetting, planning, forecasting, workflow and collaboration. Not easy to find a tool that can support so much business functionality. So, also pretty scalable in that respect.

• Financial budgeting and Forecasting are done in a centralized fashion in Jedox now instead of a decentralized excel based approach. A lot of cost savings and improved reliability
• Easy to use self-help Dashboards and detailed reports
• Web-based reporting instead of excel based

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• It has made it easy to create sensible budgets and run our business within the proposed budgets to avoid overspending.
• It allows us to keenly follow up and keep track of how the business is performing thus getting to know on which ares we should improve.
• It helps us have accurate future insights of the position of our business thanks to its forecasting functionality.
• It helps us to create outstanding business plans and fund the plans which help us grow our business by improving its productivity.

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• it saved us few hours a month to prepare consolidated reports.
• it made is easy to understand the financials with visuals
• Integration with Xero also made it much accurate

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