Description:
Customers frequently ask how others plan their HR, finance, or other business areas in Jedox. Currently, we can only answer based on personal experience. Instead, AI could analyze existing customer reports and generate best-practice templates for users to choose from.
Proposed Solution:
Jedox AI should analyze how different customers build their reports (without exposing sensitive data) and generate ready-to-use templates. Users could then browse a library of report layouts tailored to their needs.
Example Use Case:
A customer wants to create an HR planning report and asks:
"How do other companies plan HR?"
Instead of starting from scratch, AI suggests pre-made templates:
✔ HR planning with comparisons (e.g., actual vs. planned)
✔ HR planning with multiple years
✔ HR planning with 12-month forecasts
✔ Other commonly used structures from real-world examples
This would work similarly to the attached image—offering multiple report styles for selection.
Key Benefits:
✔ Faster Report Creation: Customers no longer need to build reports from scratch.
✔ Best Practices: Ensures reports follow commonly used and effective structures.
✔ Flexibility: Users can choose a layout that fits their specific planning needs.
✔ AI-Powered Learning: The system continuously improves by analyzing more reports over time.
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