ETQ Reliance QMS vs. Wolters Kluwer CCH® Tagetik

ETQ Reliance is great for quality systems in which different levels of personnel are accessing common documents. The user interface and basic functionality is very intuitive, and thus easy to navigate for both novice and experienced technical users. It is also great at organizing tasks and maintaining document attributes. Overall, great for the purposes of an audit. For more advanced users, it may be limited in functionality. Data analytics and related visualization is more easily done after exporting data and manipulating in third-party software programs.

Incentivized

Scenarios where CCH Tagetik is suitable is when a company have large amounts of data and want to transform, consolidate, store and produce reporting in different year, period etc with complex calculations and allocation. Tagetik is the tool for you in this case and it's very flexible in terms of creating your own business rule, calculation and reporting options with a user friendly interface. I have not thought about scenarios where it is not appropriate to use tagetik yet as the tool covers small and large business financial needs

• Document control: love the workflow process.
• On hold non-conformance Management: easy to pull up new and old information seamlessly and link it to meetings.
• Meetings: allows us to have great traceability of meeting minutes with attached information—auditors love it!
• Safety reporting: workflow makes it seamless to send from one person to the next while tracking each part of the process.

Incentivized

• Processes are clearly described in CCH Tagetik ; users can easily find where they are and which action they have to make
• Interaction with Excel is really fluid ; the Excel add-in is easy to deploy and to updgrade, in the hand of users. It is reliable provided the internet connection is fast.
• Managing hierachies is obvious in CCH Tagetik. Hierarchies are fundamental for a good reporting ; CCH Tagetik has obviously a deep experience of this feature.
• SaaS : our experience with CCH Tagetik is of only 1 year, but it technically performs well, the system is reponsive, no shut-down, and updates (every quarter) do not disturb production.
• AIH seems to be able to manage very large quantity of data, and to provide advanced analysis functionalities. We did not have time to explore them.

Incentivized

• New EtQ Reliance (Version 2019 and above) have restrictions on customization. Which made it difficult to migrate.
• Better mobile platform
• Better Data visualization

Incentivized

• Online help and manual is a bonus but could be improved e.g. the clarity of English explanations.
• Improved Excel compatibility e.g. formula driven reporting and dash boarding.
• Mobile phone connectivity e.g. launching a consolidation from a Wolters Kluwer CCH® Tagetik app.

Incentivized

Because in my oppinion Wolters Kluwer CCH Tagetik is one of the most usable tools for consolidation, planning (controlling) and reporting. Its usability is quite easy and innovative. I like the data entry method for the customers with its workflow and tasks, quite easy way to implement a co pilot. And i like the reporting tool, with a lot of customization opportunities.

It is easy to use and covers expectations

Incentivized

Surprisingly, this platform is a powerhouse ERP system. However, given time, when more and more organization is able to identify how powerful this tool can be, CCH Tagetik is able to stand as a competitive advantage to many of the Financial industry of today. Although, it needs time to understand the logic behind how CCH Tagetik is formed and setup, once it is known to the user, it is an easy day to day operations with minimal maintenance.

Incentivized

CCH Tagetik has alwyas been there in case we need help. In almost 20 years of commercial relationship, I have no evidence of times in which they were not available to answer a question or to solve an issue linked to their products, timely and efficiently.

Incentivized

As you can see, speed depends on the applications but also on the hardware that runs them. As far as CCH Tagetik improved, we saw the benefit of a cloud-based solution which could solve many speed performance issues.

Incentivized

At the basic support level, you get adequate support, but you are likely to be passed around from one tech support rep to another even on the same problem. Some of the support staff are both technically strong and have good interpersonal communication skills, others less so for the latter. Recently it seems that ETQ wants to monetize more of their support services both in multi-level support as well as in seeming to move some services from included in annual support to a fee basis (for on-premise deployment).

Incentivized

I got very quick respons. After very little mail iterations, they decided to have online meeting to look together with me to the issue. They tried to solve it during the meeting. I had the impression that the customer care person really knew the system and was able to ask help from other colleagues when needed

Incentivized

the training was not bad, but we got more training from working with the consultants. This because it is based on our system

Incentivized

Online training is the only form of training we could deploy during the pandemic. This service has been nonethless delivered with the same standards and the same results of the traditional training procedures.

Incentivized

we did it in a coaching model. This allowed us to have 2 key advantages: we got to know the system very well and managed to save on the implementation cost. This worked well, was maybe a bit slower since we had to do this in our spare time. Nevertheless I strongly recommand

Incentivized

Prior to ETQ we were using spreadsheets and shared drives and the ability to pull information was challenging. It was a very manual process done by many people. Now, it is somewhat manually input by one or two people and the retrieval of information can be done by anyone anywhere with ease.

Incentivized

I found the Excel piece of IBM Cognos TM1 to be easier to use than CCH Tagetik. It was much easier to customize the data being pulled and the feel of the reports because of that. Other than that, CCH Tagetik has been more user friendly than IBM Cognos TM1. Navigating within the application is much easier. IBM Cognos TM1 had a lot of issues with certain modules that could not be open concurrently; this would often lead to phantom data being entered in the system. I have not had these issues with CCH Tagetik.

Incentivized

A good and performing scalability both on a geographical and a legal entity scale. The link with MS Office suite allows an easy deployment of the application, especially for contributors.

Incentivized

• Has saved a lot of time in preparing for audits. In an organization with multiple franchises, the cost savings from reduced man-hours is well in the $500K+ per year range.
• Cloud capability has saved on document storage and hardware costs. The cost of storing online is low and has saved up to $100K per year in hardware and data maintenance costs.
• Reduced need for third-party document control applications. ETQ Reliance has eliminated the need for other software applications to support quality document maintenance.

Incentivized

• Gave us a tool that can absolutely grow with us to help multi phase implementations.
• A significant time savings in terms of the amount of time we used to spend running reports vs. the time we spend now. Unbelievable improvement.
• Gives us the option to use CCH Tagetik to solve business problems that perhaps we didn't have when we implemented CCH Tagetik. It gives us options without the possibility of implementing a whole other software package.