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watsonx Orchestrate

Your financial processes.
Finally connected.

watsonx Orchestrate connects your AI agents, data, and workflows into a system that works for you.
BI2run makes this possible.

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How does that work?
BI2run- IBM grau
0 %
shorter
processing cycles
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Projects in the
DACH region
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Configurable
connectors
0 /7
Automation
non-stop
Business Value
Implementation
References

How many hours does your team waste each week on tasks that watsonx Orchestrate could handle?

watsonx Orchestrate KI-Agenten - BI2run

AI agents collaborate interactively in watsonx Orchestrate

Individual AI tools solve specific problems. watsonx Orchestrate solves the underlying issue: that these tools never communicate with one another.

  • Multiple AI agents run in parallel: From IBM, SAP, Salesforce, Workday, or your own tools.
  • A centralized system: Distributes tasks and synchronizes results across systems.
  • One answer: No need for five intermediate steps. An answer is ready right away.
watsonx Orchestrate ERP-System - BI2run

Month-end closing in hours instead of days: with watsonx Orchestrate

As demonstrated by IBM’s finance team itself: journal entries, reconciliations, and financial statements that used to take days are now completed in just a few hours.

  • Automation: Data collection from multiple systems without any manual steps in between.
  • Exceptions: The manager now sees only what is truly necessary for his decision.
  • Result: Your controlling team gains time to focus on what it was trained to do: analysis.
watsonx Orchestrate KI-Agenten - BI2run

Your ERP stays. Your TM1 stays. IBM Watsonx Orchestrate connects the two.

You don’t need to rebuild your existing infrastructure. The platform integrates with what you’re already using.

  • Connectors: Ready-made interfaces speed up integration—ready for use in just a few days.
  • Information flow: A continuous flow of data between systems that previously operated in parallel.
  • Flexibility: Take advantage of many other systems. We’ll work with you to explore your options.
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90% shorter completion cycles

Postings, reconciliations, and closing reports that used to take days can now be completed in just a few hours with watsonx Orchestrate. Your team can close the books faster while maintaining control.

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80+ native connectors

watsonx Orchestrate integrates with SAP, Salesforce, Workday, Microsoft Teams, and many other systems without the need for reimplementation. Initial integrations are often up and running in just a few days.

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100% traceable

Every action is logged in a way that is audit-proof. Role-based access rights, comprehensive audit trails, and hybrid deployment options make the platform suitable for regulated enterprise environments.

24/7 automation is possible

AI agents work around the clock, regardless of shift schedules, vacations, or capacity constraints. Your controlling department gains the capacity to focus on what truly adds value.

The measurable business value of IBM Planning Analytics for your company.

Faster. Fewer errors. Higher ROI.

Use Case Examples

Here’s how watsonx Orchestrate gets your financial processes moving.

From data point to finished report.

Your team spends hours pulling data from various systems, consolidating it, and transferring it into report templates. watsonx Orchestrate takes care of exactly that — fully automated, according to your specifications.

  • 1Trigger: Scheduled automatically or started manually
  • 2Data retrieval: Agent pulls actuals from IBM PA, SAP, and other sources
  • 3Consolidation: Data is merged and transferred into the report template
  • 4Delivery: Finished report is automatically sent to the recipient
Process Flow
Automatic trigger
Daten from IBM PA · SAP · ERP
Fill out the report template
Delivery to the recipient
Hours of work → just a few minutes
More accurate forecasts — without manual data sampling.

Forecast quality stands or falls with the data foundation. watsonx Orchestrate automatically collects all relevant input variables from your systems, prepares them, and passes them directly to your planning model in IBM Planning Analytics.

  • 1Data retrieval: Actuals, market data, and external sources are consolidated
  • 2Preparation: Cleansing and normalization of input data
  • 3Transfer: Data flows directly into the IBM PA planning model
  • 4Result: Forecast is ready — without manual intervention
Data Flow
Actuals · SAP · External Sources
watsonx Orchestrate · Preparation
IBM Planning Analytics · Model
Forecast ready
Higher data quality · Fewer manual errors
Month-end close in hours — not in days.

Postings, reconciliations, and closing reports run across multiple systems and tie up your team for days. watsonx Orchestrate automates the entire process and only escalates to your controllers what truly needs their attention.

  • 1Data capture: Posting data is automatically pulled from all systems
  • 2Reconciliation: Automatic matching between systems · Exceptions are flagged
  • 3Escalation: Only exceptions are routed to the responsible manager for approval
  • 4Close: Fully documented · Audit trail created automatically
Time Comparison
Before 3–5 Days
After just a few hours
>90%
shorter cycle time
100%
audit-proof
Source: IBM Finance Case Study · 2025
Approvals that don't get lost in inboxes.

Budget requests travel through email chains, get overlooked, or land in the wrong inbox. watsonx Orchestrate manages the entire approval process — with clear responsibilities, automatic reminders, and full documentation.

  • 1Request: Budget request is captured in a structured way and assigned to the right approver
  • 2Review: Relevant data from IBM PA is automatically attached
  • 3Reminder: Automatic follow-ups for pending approvals
  • 4Documentation: Approval including timestamp and rationale automatically archived
Freigabe-Flow
Request submitted
Approver automatically assigned
IBM PA data attached
Approval · Documentation
No request gets lost anymore

Why use watsonx Orchestrate with BI2run?

We offer what most implementation partners don’t: financial management expertise and AI expertise all in one team.

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AI and BI Projects
in the DACH Region

Technology alone is not enough

watsonx Orchestrate is a powerful platform, but its true value only becomes apparent when automation is applied to real financial processes. We understand both sides: the platform and the financial management behind it. That’s the difference between a working demo and a system your team uses every day.

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The BI2run 3-Step Success Formula for watsonx Orchestrate

1. Discovery: Understanding Your Processes

Which processes take up the most of your team’s time and can be automated?
We’ll analyze your system landscape, identify the most effective areas for improvement, and work with you to define the first use case with the fastest ROI.

2. Implementation: Initial results within weeks

Why spend months planning when you can be productive in just a few weeks?
We integrate watsonx Orchestrate with your existing systems, build the first automated workflow, and deliver results your team will notice right away.

3. Scaling & Support: One process becomes many

How much peace of mind does a reporting system that just works give you?
We’ll guide you through the launch and guarantee a business intelligence system that remains stable and audit-ready over the long term.

AI That Really Works – Real-World Projects

Together with our customers, we apply AI where it truly makes a difference.

BI2run - Remondis Logo

“Accurate forecasts are crucial for us; they control our shift planning, logistics, and ultimately our costs. AI has enabled us to significantly improve forecast quality and automate processes that were previously manual and very time-consuming. It helps us make better decisions.”

Hien Bertels

Controlling
REMONDIS Recycling

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“Planning Analytics has repeatedly proven its worth when we need new analyses at short notice. Our systems have become complex, and as a result, queries have become increasingly difficult for users. The AI ​​approach helps us overcome this complexity and get answers faster.”

Frank Scheller

Group Controlling
Knauf

“Our forecast data used to be scattered across many systems. Today, we have planning, scenarios, and actual figures all in one place. Analyses that used to take a long time are now possible in minutes. The team works with noticeable commitment and thinks outside the box.”

Ulrich Litterscheid

Ulrich Litterscheid

CFO
Meraxis Group

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“TM1 has not only made our planning faster, but also significantly more reliable. Thanks to the central database, we now have complete transparency regarding actuals, forecasts, planning, and deviations at all times. The collaboration was based on partnership, and technical requirements were immediately understood and implemented.”

Markus Hildenbeutel

Head of Controlling
DuMont

“All our reports now access a single database. This creates transparency, comparability, and trust. From the very beginning of the project, the goal was to truly understand our processes. The combination of professional expertise and personal collaboration was key to the project’s success.”

Christopher Purucker

Head of Finance
Münch Energie

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“BI2run is a very special partner for us because they possess both the necessary professional expertise and technical know-how, and also offer support in German. This combination is unique; BI2run is truly one of a kind.”

Christian Wagner

Christian Wagner

TM1 Solution Specialist
IBM

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“For us, the decisive factor was that BI2run is not only technically skilled, but also has expertise in controlling. We are very satisfied with the collaboration; we have our own personal contact person and the support is always easily accessible.”

Peggy Niehof

Peggy Niehof

Head of BI & Controlling
KYOCERA

AI-powered forecast at
REMONDIS Recycling

How REMONDIS partnered with BI2run to develop a smart forecasting solution designed to optimize logistics, shift scheduling, and resource allocation using data-driven insights.

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FAQ for watsonx Orchestrate:

Here you’ll find answers to the most frequently asked questions about watsonx Orchestrate. If you need more information, please don’t hesitate to contact us.

watsonx Orchestrate is not a chat application. It is a platform that coordinates multiple AI agents and connects them to your existing systems. A chatbot answers questions. Orchestrate performs tasks. Across systems, with full traceability, and without any manual steps in between.

No. That’s exactly the point. Orchestrate integrates with the tools you already use — IBM Planning Analytics, SAP, Salesforce, Microsoft Teams, Workday, and many more. You don’t have to replace anything; instead, you connect tools that previously didn’t work together.

Typical starting points: Monthly closings and reconciliations, collecting forecast data from multiple sources, report generation, exception management in accounting, and budget approval workflows. During our initial consultation, we’ll work together to identify where the greatest opportunities for improvement lie in your organization.

Yes. watsonx Orchestrate is built to meet enterprise requirements: role-based access controls, comprehensive audit trails, and hybrid deployment options. Compliance and data protection are built into the architecture—not added as an afterthought.

That depends on the use case. Initial functional connections to existing systems are often up and running within a few days. A complete workflow for a specific financial process is typically up and running within a few weeks. We start small, deliver initial results quickly, and then expand in a targeted manner.

IBM offers two editions — Essentials and Standard — with usage-based licensing. Since the total cost depends heavily on your specific use case, we recommend an informal initial consultation: no price list, just an honest assessment of your situation.

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Your contact partners

Do you have any further questions? Our team is always available to answer your questions and discuss our solutions.

WE ARE READY FOR YOUR CHALLENGE!

Energiemanagement Schulung

BI2run GmbH & Co. KG
Nord Carree 7
40477 Düsseldorf, Germany

Phone: +49 211 924 131 27
E-mail: mail@bi2run.de

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Philipp Krauleidies

Senior Sales Manager

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Daniel Lutzenberger

Sales Manager