The challenge: Adjusting performance management without impacting IT
The integration process between Océ and Canon touched almost every aspect of the two organizations. The finance department not excluded. Both Océ and Canon organized their budgeting and forecasting process in a different way. The formats differed both in terms of detail and reporting requirements. Looking at the current systems both companies had in place, it was clear that these would not be flexible and fast enough to incorporate both models.
Also, given the amount of data and complexity, it was clear Excel would not suffice, not even for an intermediate solution. Reducing the impact on IT to the minimum the finance department had to look for a more creative solution and turned, amongst others, to Google. Jedox was added to the shortlist and downloaded for evaluation purposes by Jan van de Grint, Business Process Manager Business Intelligence at Canon.
Start by doing
“Without any training I was able to come up with a draft solution within one week. All I used was the manual. Jedox turned out be a very intuitive tool, easy to understand: I literally just started clicking.” Jan van de Grint, Business Proces Manager Business Intelligence at Canon
“My experience with the former system is very different. I can recall it took a joint effort of finance and ICT 8 weeks just to prepare for an implementation!” “With Jedox this is not necessary. Unlike any other tool that I have evaluated, I managed to build the whole application without having to resort to programmers or make use of the support of external expertise. Or, for that matter, burden our own ICT resources.” “Admittedly, I do know something about dimensions, attributes, elements and so forth but Jedox proved perfect for prototyping. No need to ‘specify’ everything, just start and create.”
Driver based planning, cost model and more
Having decided for Jedox, Canon turned to Celcus for some additional support and training on the job for the implementation team. Jan and his team implemented a ‘driver based planning model’ for a dozen users to derive revenues and margins based on all specific printer types and printer groups.
The team also developed a ‘cost model’. With the cost model Canon derives the cost of all departments through an extensive calculation that takes into account personnel costs, travel costs and other expenses. Also allocation is build into the model.
“Taken by the results Jan and his team delivered, I felt that Canon Europe could also benefit from the Jedox approach. Soon after, we implemented a ‘revenue, margin & expenses model’ with the support of Celcus within 3 weeks”.
Frank Brouwer, Project Director at Canon Europe
“The web based application we build is used in 15 countries within the EMEA area, and allows divisions to submit and allocate costs, margins, expenses to products and product groups. The reports and analysis are used as input for the financial systems of Canon EMEA and the former Océ part for the purpose of (financial) consolidation.” “3 weeks to implement is very fast, taking into account some functional changes we made along the way.”
The result: big smiles
With a sense of understatement Jan van de Grint continues, “Yes, the support of Celcus was allright…. No, we finished within time, within budget and Jedox does exactly what we wanted it to do.” Colleague Frank Brouwer put’s it another way,
“not many are able to do what Celcus demonstrated. The expertise, hands-on mentality and some weekend hours made a clear difference.”
“Also from a commercial point of view I was happily surprised by the flexibility Celcus and Jedox showed. Another thing that exceeded our expectations and which proved to be a very handy piece of functionality is the so called ‘splashing’ capability Jedox has: good stuff! And, not unimportant, the 30 users throughout Europe like it.”
Do-it-yourself performance management
Jan van Grint, “I would like to expound on the popular opinion that the latest tools enable all business users to handle ‘do it yourself’ performance management tools. This is not the case.”
“Most business users unfortunately still lack some of the OLAP skills and feeling that is required to make fast progress. And, in some cases I was let down. One of the so called ‘do it yourself’ tools I evaluated did not live up to the expectation: I needed outside help and programming was required.”
“In the case of Jedox, you also require some knowledge and skills but, having said that, they can be obtained through training. What you need is a decision on empowering the business. If you do so, the beauty and power of the Jedox Suite is that it allows you to refrain from having projects with a separate business and ICT track. The whole iterative process, from functional design to prototype and, to a large extent, production environment, can be dealt with by the business.”
Frank Brouwer, “in the area of forecasting and budgeting Jedox has made a very strong impression. We had to achieve our goals within very short timeframe and a limited budget.” “It’s great to see how everything came together and I surely recommend financials to include Jedox in their selection process.”