Jedox vs. QuotaPath

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.).

Well suited for getting your sales team visibility on their efforts, it’s great for showing how and why commissions payout as they do with each deal. Adjustments can also be made very quickly on the backend if needed. It’s straightforward and quick to set up and doesn’t require much training, which is very good for smaller-end businesses and sales forces. It doesn’t work well with more nuanced deals that may age multiple pay points or for larger sales forces, and some custom CRMs will have trouble or be incompatible.

Incentivized

• 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.

Incentivized

• We don’t have to calculate commissions in Excel anymore! It takes a fraction of the time it used to calculate commissions. Saves about 1-2 days on month end close. I like that it is easy for me and reps to drill down and see the calculations of their payouts. Reps can see calcs all month long instead of having to wait until the end of the month, so acts as a motivator. Sales managers can manage their direct reports better.
• When I first started using QP, I was not thrilled with the quota attainment reporting for dollars, percent, and team management. I’m glad that they added leaderboards and are working on better reporting. I like the UX and UI of the whole software.
• I like being able to export the following easily to Excel – resolved payouts for all payouts, payouts by rep, and Ledger (ASC 606) info.
• Admins can request that reps acknowledge their plans through QP, which helps with compliance and ensures we are in agreement with calculations. I like that they are adding a docusign feature.
• You can easily adjust earnings if a correction is needed, even after the month is closed. Just make sure you reverse from the end of the process (i.e. undo in ledger, undo the resolved payout, delete the unresolved payout, un-approve the deal).

• 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.

• More workspace roles with the ability to customize what each user is able to do. Currently, there's only member and team manager. The team manager currently has too much power and we want to remove some of the things they're able to do like approve deals.
• When you sync a deal from the CRM, you can override the earnings but you cannot override the field value you're syncing over. It would be great if that was possible.
• When you want to exclude a deal, you have to go in the filters and add a rule to exclude the ID. It would be better if there's an option to reject deals in certain paths as an approver.

Incentivized

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.

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 ran into some issues with setting up an MRR earning path. Their customer service team was readily available to assist, provide guidance and get their hands on our setup, which made getting this up and running much easier. Also (shame on me), I missed a couple of calls with my CSM, Daniel, but he never got frustrated with my absence. In fact, he was always able to reschedule and was flexible with my schedule — when we were able to connect, he was a major, major help.

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.

Incentivized

Xactly Incent was very difficult to configure. And UI wasn't very friendly. Spiff and CaptivateIQ had a good UI but the learning and coding required was going to be too much for the short window of time before implementation was due. QuotaPath was able to build our comp plans in less than a month so we could focus on the necessary configuration of data in Salesforce.

Incentivized

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

Incentivized

• Reduce commission calculations from a full day to minutes
• Provides both managers and reps with insight into their earnings
• Highly flexible plan structuring that allowed us to pay based on our objectives
• While saving money on the elimination of manual commission processing (+/12c days per year) I believe the real payback has been the way it has helped us to better incentivize and motivate our reps

Incentivized