JEDOX SUCCESS STORY · FOOD & BEVERAGE
Zertus: 768 monthly Excel reports replaced by Jedox
Zertus is a German family-run food and beverage group, active since 1826 and employing around 2,300 people across four market units and twelve subsidiaries. Its Controlling team replaced an Excel-based reporting estate with Jedox, retiring 768 monthly spreadsheet reports and saving a day and a half every month on group forecasting.
768
monthly Excel reports replaced by Jedox
1.5 days
saved each month on holding company forecasts
6
ERP systems integrated into one planning platform
About Zertus
Zertus is a family-run food and beverage group headquartered in Hamburg, Germany, and active since 1826. It employs around 2,300 people. As a holding company, it oversees four market units with twelve subsidiaries in Germany and abroad, and runs six different ERP systems that feed its planning and reporting.
Challenge
Six ERPs and Excel reporting
Zertus relied on Excel for its reporting. As a holding company running four market units and twelve subsidiaries in Germany and abroad, it wanted a scalable, user-friendly business analytics platform that individual departments could use without heavy dependence on IT.
A further complication was data integration: the group runs six different ERP systems, all of which needed to feed a single, consistent planning and reporting environment.
Solution
Integrated planning, step by step
The Controlling department selected Jedox for its planning functionality, its modular approach and its Excel-friendly plug-in, which made adoption easier for finance users. Multilingual coaching and support were also important given the group’s international subsidiaries.
Zertus began using Jedox in 2021 and is introducing integrated business planning step by step. The first modules cover HR planning, cost centre planning, project planning, CapEx/OpEx, cost allocation, and integrated P&L, balance sheet and cash flow planning. Uploading the prepared dimensions took a day and a half.
The rollout started at the holding company and two pilot subsidiaries. The next steps are a data warehouse drawing on the six ERP systems, followed by additional planning modules for sales and purchasing.
“Jedox has improved planning accuracy”
Philipp von Arnim
Division Manager Group Controlling & Accounting
Zertus Group/Zertus GmbH
Outcome
768 monthly reports replaced
Jedox has replaced 768 monthly Excel-based reports and saves around 1.5 days each month on producing forecasts for the holding company.
Planning accuracy, standardisation and data quality have all improved. A workflow monitor tracks the status of decentralised planning across the subsidiaries, and planners can see exactly where their data originates, building trust in the numbers.
saves us a day and a half each month on generating forecasts for the holding company.
Philipp von Arnim, Division Manager Group Controlling & Accounting, Zertus Group/Zertus GmbH
Jedox in use at Zertus
- Integrated business planning
- Excel plug-in
- Workflow monitor
- HR planning
- Cost centre planning
- Project planning
- CapEx/OpEx planning
- Cost allocation
- P&L, balance sheet and cash flow planning
- Multi-ERP integration
Read more Jedox success stories, or find out about Jedox implementation in the UK & Ireland.
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