BKB - Optimisation of the planning processes
„With the Jedox planning solution, the internal planning process could be implemented much more efficiently and error-free.“
Planner, Basler Kantonalbank
Challenge
In the BKB Group, the annual planning of the two individual institutions, Basler Kantonalbank and Bank Cler, was done in the past using Excel. The manual process was time-consuming, required many resources and was prone to errors.
In addition to the general optimisation of the processes, it was central for the BKB Group to introduce a planning tool that guarantees a high level of user-friendliness and can therefore be used quickly.
Solution
After testing various solutions, the BKB Group decided on the Jedox planning tool. One of the main arguments was the Excel integration in the application, which facilitates the work of the controllers in particular. In addition to technical support, iRIX was able to support the BKB Group during the implementation phase, above all with targeted coaching. At the time of the introduction of Jedox, the end users had been enabled to use the tool and to take over a large part of the support themselves.
Added value for the client
The planning process is more efficient overall and the error rate has been reduced through the introduction of automation and workflow components. Data security has also been increased and the evaluations of the planning data can be accessed online more easily and quickly. A solution was found for all the needs and requirements that existed at the start of the project. The project was implemented within the given budget.
The integrated workflow and the resulting increase in efficiency also make it possible to focus more on quality than on quantity.
In the BKB Group, the annual planning of the two individual institutions, Basler Kantonalbank and Bank Cler, was done in the past using Excel. The manual process was time-consuming, required many resources and was prone to errors.
In addition to the general optimisation of the processes, it was central for the BKB Group to introduce a planning tool that guarantees a high level of user-friendliness and can therefore be used quickly.
Solution
After testing various solutions, the BKB Group decided on the Jedox planning tool. One of the main arguments was the Excel integration in the application, which facilitates the work of the controllers in particular. In addition to technical support, iRIX was able to support the BKB Group during the implementation phase, above all with targeted coaching. At the time of the introduction of Jedox, the end users had been enabled to use the tool and to take over a large part of the support themselves.
Added value for the client
The planning process is more efficient overall and the error rate has been reduced through the introduction of automation and workflow components. Data security has also been increased and the evaluations of the planning data can be accessed online more easily and quickly. A solution was found for all the needs and requirements that existed at the start of the project. The project was implemented within the given budget.
The integrated workflow and the resulting increase in efficiency also make it possible to focus more on quality than on quantity.
