Case Study: Standard Life achieves faster, higher-quality budgeting and planning with Jedox

Faster and higher quality planning to over 450 client machines in just six weeks

Standard Life, a major European financial services firm managing roughly €400 billion in assets and serving millions of customers, faced slow, error-prone, Excel‑based budgeting and planning with poor version control and limited planning functionality in its existing data warehouse. The manual processes created compliance risk and frustrated users who still exported web reports to Excel for analysis.

Standard Life implemented Jedox—chosen for tight Excel integration, writeback, in‑memory rules and SAP/Oracle connectors—and rolled out unified planning, reporting and ad‑hoc analysis to 450 users in under six weeks. The solution delivered a single source of truth, improved data quality and faster, more accurate planning and forecasting, eliminated manual interfaces, produced early ROI, and freed Finance to focus on analysis and decision support.

Standard Life

Ingo Weishaupt

Management Information