Likelihood to Recommend Wolters Kluwer CCH® Tagetik
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
Read full review C9 is a good and economical solution for what it does. If evaluating them today, I would want to clearly understand their product roadmap and their ability to execute against it.
Read full review Pros Wolters Kluwer CCH® Tagetik
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. Read full review It gives you the ability to see where your pipeline was in the past and compare to how it is now. You can set queries that will allow you to show at risk deals, committed deals, etc. This gives much better visibility for management to coach. Read full review Cons Wolters Kluwer CCH® Tagetik
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. Read full review We had uptime issues, weird error messages, sluggish performance, and bad data. I hope that some of this can be attributed to growing pains as the company was relatively new when we signed our initial contract. It was not dependable enough to trust the data and to count on accessing the app when we needed it. It actually was unavailable at EOQ one time. I also did not care for the lack of real-time pipeline information. If someone was doing a pipeline review, there was no instant gratification i.e. to see changes in pipeline occur as an AE made a change to an opportunity. You couldn’t do any configuration at all. Even if you just wanted to change a field or add a filter, you had to go through their services team. It was a recognized challenge and I saw roadmap addressing it. The query tool is a little hard to use and we have found that queries are very slow and lock up. Read full review Likelihood to Renew Wolters Kluwer CCH® Tagetik
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.
Read full review C9 is now part of the sales management culture here at IPC. There is no longer any guesswork about the funnel or the forecast. C9 does something that SFDC does not...it increases significantly the value of the information in SFDC by unlocking the meta data that we all need to run the business
Read full review Usability Wolters Kluwer CCH® Tagetik
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.
Read full review From a sales manager’s perspective it was fairly easy to use the base
functionality (just viewing current pipeline) and much harder to look at
analytics (pipeline changes over time). C9 made this easier by allowing sales ops to publish views to sales managers. The query tool was harder to use than it had to be. For example, there were no out of the box relationships set up between
Salesforce.com tables (e.g. accounts to opportunities), so I had to create those relationships myself.
Read full review Reliability and Availability Wolters Kluwer CCH® Tagetik
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.
Alessandro MANTINI Direzione Bilancio Consolidato ed Informativa, Principi Contabili e Risk Office
Read full review In 2 years we have only had 1 uptime issue for around 45 min.
Read full review Performance Wolters Kluwer CCH® Tagetik
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.
Alessandro MANTINI Direzione Bilancio Consolidato ed Informativa, Principi Contabili e Risk Office
Read full review We have experienced sluggish performance. We have found that queries are very slow and lock up.
Read full review Support Rating Wolters Kluwer CCH® Tagetik
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
Read full review C9 cares about their customers and responds quickly. However, the ticketing system could be better and there is no easy way to track the status of your requests.
Read full review In-Person Training Wolters Kluwer CCH® Tagetik
the training was not bad, but we got more training from working with the consultants. This because it is based on our system
Read full review Good assistance on set up and detailed training
Read full review Online Training Wolters Kluwer CCH® Tagetik
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.
Alessandro MANTINI Direzione Bilancio Consolidato ed Informativa, Principi Contabili e Risk Office
Read full review Online information and training was done reasonably well compared to other vendors, but would benefit from being more polished and rounded out.
Read full review Implementation Rating Wolters Kluwer CCH® Tagetik
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
Read full review Very simple implementation. They basically set up the imports and then they configure the tool per customer requests. I wish there had been more consultation during the implementation, but it wasn’t bad given the effort expended. We ended up re-implementing after about a year and a half.
Read full review Alternatives Considered Wolters Kluwer CCH® Tagetik
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.
Read full review Zoho CRM is less up to speed and much more out of date. The support at InsideSales.com Predictive Pipeline have been very helpful during the initial roll out face. Overall I was very happy!
Read full review Scalability Wolters Kluwer CCH® Tagetik
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.
Alessandro MANTINI Direzione Bilancio Consolidato ed Informativa, Principi Contabili e Risk Office
Read full review Return on Investment Wolters Kluwer CCH® Tagetik
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. Read full review The product provides a single source for pipeline and forecast data and has scaled well with our organization. We have grown from 10 sales reps to 100 reps and we really needed a tool to to manage data and do roll-ups etc. It's also important to provide senior management visibility into the pipeline, and the tool works well for this. Read full review ScreenShots Wolters Kluwer CCH® Tagetik Screenshots InsideSales.com / XANT Predictive Pipeline (discontinued) Screenshots