One Business, One Number — How CFOs Are Breaking Down Planning Silos

If You Are Also Dealing With…

• Too much manual work across forecasting, consolidation and reporting
• Errors and inconsistencies caused by spreadsheets and disconnected data
• Finance, Sales, Operations and Supply Chain working with different assumptions
• Forecasts that struggle to keep pace with changing demand, costs and market conditions
• Difficulty understanding the financial impact of operational decisions
• Increasing pressure to use AI and automation without adding another layer of complexity

You are not alone.

Working with CFOs and finance leaders across Manufacturing, Consumer Goods, Food & Beverage, Retail and other industries, we see a common challenge:

The business is connected. The planning process often is not.

And when planning is disconnected, CFOs spend valuable time collecting, reconciling and validating numbers instead of using them to understand what is happening next.

From Planning Silos to One Connected View

Join Keansa and Jedox for an executive conversation on how organizations can connect Finance, Sales, Operations and Supply Chain around a shared view of the business.

We will explore how organizations can move from:

• Manual processes → More automated planning
• Different numbers → One connected view
• Static forecasts → Dynamic scenarios
• Historical reporting → Forward-looking insights
• Data overload → AI-assisted decision-making

See It in Practice

This is not just a discussion about what connected planning could look like. You will see it in action.

Keansa and Jedox will walk through a real-world planning scenario showing how a change in an operational driver can flow through the planning process, reveal its potential financial impact and support what-if and scenario analysis.

You will see how connected planning can help teams:

• Reduce manual effort and reconciliation
• Improve planning accuracy and consistency
• Connect operational drivers to financial outcomes
• Model scenarios faster when conditions change
• Use AI and automation to support faster, more informed decisions

The Question CFOs Need to Answer

When demand changes. When costs move. When supply gets disrupted.

What This Session Covers

• Keansa — CFO perspective on planning silos and connected planning
• Jedox — Connected planning approach + focused demo
• Q&A and closing

Speakers

Ambuj Garg

Practice Head – Jedox COE, Keansa

Ambuj is an EPM and performance management specialist with 17+ years of experience across Enterprise Performance Management, Business Intelligence, and Analytics.

Ambuj Garg is an EPM and performance management specialist with 17+ years of experience across Enterprise Performance Management, Business Intelligence, and Analytics. He currently leads the Jedox Center of Excellence at Keansa, where he drives Jedox consulting and implementation initiatives, helping organizations build connected and effective planning solutions. With extensive experience across Jedox, Oracle EPM, Hyperion, and EPM/BI technologies, Ambuj has worked across consulting, implementation, pre-sales, technical architecture, performance optimization, and production support. He has supported clients across industries and geographies, translating business requirements into scalable EPM solutions and driving successful planning and transformation initiatives. His expertise spans EPM implementation, connected planning, budgeting and forecasting, solution architecture, performance optimization, and business process improvement.

Shahrear Haider

Senior Consultant – Solution Advisory, Jedox

Shahrear is a Senior Consultant at Jedox with experience in EPM, ERP, business and financial systems, specializing in business modelling and financial digital transformation.

Shahrear Haider is a Senior Consultant at Jedox with experience in EPM, ERP, business and financial systems. He specializes in consultancy, business modelling, financial digital transformation, and strategic planning, helping business leaders improve processes and leverage technology to simplify and automate their work.

Agenda