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Wolters Kluwer CCH® Tagetik

Wolters Kluwer CCH® Tagetik

Overview

What is Wolters Kluwer CCH® Tagetik?

Tagetik is a corporate performance management solution that unifies budgeting, financial planning, consolidation and management reporting. Tagetik is offered as SaaS, on a private cloud, or on-premise, and can migrate between deployments as needed.

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Pricing

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What is Wolters Kluwer CCH® Tagetik?

Tagetik is a corporate performance management solution that unifies budgeting, financial planning, consolidation and management reporting. Tagetik is offered as SaaS, on a private cloud, or on-premise, and can migrate between deployments as needed.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Features

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

8.2
Avg 7.6

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

7.5
Avg 8.0

Report Output and Scheduling

Ability to schedule and manager report output.

8.1
Avg 8.1

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

8.5
Avg 7.6

Access Control and Security

Access control means being able to determine who has access to which data.

8.7
Avg 8.5

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

6.2
Avg 7.7

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

8.4
Avg 8.1

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

8.5
Avg 7.8

Financial Reporting and Compliance

Financial statements and regulatory filings

8.5
Avg 7.9

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

8.2
Avg 8.1

Integration

Ability to integrate with external applications.

8.8
Avg 8.2
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Product Details

What is Wolters Kluwer CCH® Tagetik?

Wolters Kluwer addresses the complex challenges that face the Office of the CFO with CCH® Tagetik performance management software solutions. CCH Tagetik is designed to enable digital transformation and drive strategy with financial processes and data in a unified platform — owned by Finance.

Companies can use CCH Tagetik solutions to save time, lower costs and reduce risk. Customers use CCH Tagetik to get a faster close, conduct more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Information Hub, is a comprehensive unified platform that connects finance and operations and streamlines consolidation & close, planning, profitability, reporting & analytics, disclosures and regulatory compliance. Embedded AI and machine learning (ML) provides out-of-box predictive planning and a foundation for the future. CCH Tagetik can be deployed as SaaS, private cloud, or on-premise. The flexibility to migrate from one to the other means that the solution can match a company's strategy, today or in the future. The vendor boasts over 1,300 customers globally as current users of CCH Tagetik.

Wolters Kluwer CCH® Tagetik Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Multi-currency management
  • Supported: Intercompany Eliminations
  • Supported: Minority Ownership
  • Supported: Local and consolidated reporting
  • Supported: Detailed Audit Trails

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting
  • Supported: XBRL support for regulatory filing

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Color-coded scorecards
  • Supported: KPIs
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting
  • Supported: Benchmarking with external data

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

BI Standard Reporting Features

  • Supported: Pixel Perfect reports
  • Supported: Customizable dashboards
  • Supported: Report Formatting Templates

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Integration with R or other statistical packages
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Location Analytics / Geographic Visualization
  • Supported: Predictive Analytics
  • Supported: Support for Machine Learning models
  • Supported: Pattern Recognition and Data Mining
  • Supported: Integration with R or other statistical packages

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Table-Level Access Control (BI-layer)
  • Supported: Field-Level Access Control (BI-layer)
  • Supported: Single Sign-On (SSO)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Additional Features

  • Supported: Usability - With a brand new user interface (UI), CCH Tagetik delivers an enhanced user experience allowing for easier navigation.
  • Supported: Mobility - CCH Tagetik utilizes HTML 5 to allow users to interact with CCH Tagetik through any mobile device. With the introduction of CCH Tagetik Anywhere technology, users can take advantage of this functionality with NO additional work.
  • Supported: Velocity - CCH Tagetik has added in-memory technology to make the engine faster. In CCH Tagetik, the user has the option to process Allocations, ETL or MDX calculations in memory, significantly speeding up processing.
  • Supported: Flexibility - Tagetik's open architecture allows for integration with the Microsoft technology stack, connectivity with strong SAP environments, and Qlik.
  • Supported: CCH Tagetik combines its unified platform and SAP HANA’s in-memory technology to provide insights faster.

Wolters Kluwer CCH® Tagetik Screenshots

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Wolters Kluwer CCH® Tagetik Video

Visit https://vimeo.com/856502165/538aa9c442 to watch Wolters Kluwer CCH® Tagetik video.

Wolters Kluwer CCH® Tagetik Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesAll regions
Supported LanguagesEnglish, Spanish, Italian, French

Frequently Asked Questions

Tagetik is a corporate performance management solution that unifies budgeting, financial planning, consolidation and management reporting. Tagetik is offered as SaaS, on a private cloud, or on-premise, and can migrate between deployments as needed.

Anaplan, SAP Analytics Cloud, and SAP BPC (Business Planning and Consolidation) are common alternatives for Wolters Kluwer CCH® Tagetik.

Reviewers rate Single Sign-On (SSO) highest, with a score of 9.4.

The most common users of Wolters Kluwer CCH® Tagetik are from Enterprises (1,001+ employees).
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Comparisons

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Reviews From Top Reviewers

(1-5 of 49)

Easy-to-use and integrated tool

Rating: 9 out of 10
August 28, 2024
Vetted Review
Verified User
Wolters Kluwer CCH® Tagetik
6 years of experience
  • Integrate with external ERPs
  • Easy-to-use for users
  • Pre-Packaged Solutions available
Cons
  • sometimes too many regressions on the software
  • some partners are Tagetik Certified even if they don't seem to be too good for Tagetik Implementations

CCH Tagetik: a great financial reporting and consolidation tool

Rating: 8 out of 10
March 23, 2024
HB
Vetted Review
Verified User
Wolters Kluwer CCH® Tagetik
4 years of experience
  • Consolidating: creating a solid report from all the different inputs.
  • Reporting: the data comes out exactly as we want it, how we want it.
  • Input: the different users can just send us their data in xslx-format, CCH Tagetik does not require a great number of users all using the tool.
  • The support and education possibilities are of great quality.
Cons
  • The learning curve is quite steep.
  • Sometimes the Italian terms are a bit hard to understand.

The best solution for your business

Rating: 8 out of 10
March 23, 2024
Vetted Review
Verified User
Wolters Kluwer CCH® Tagetik
2 years of experience
  • Unify multiple processes in one single platform
  • Maximizes control over business data and processes
  • Reduces the implementation/maintenance costs
  • Optimizes decision processes thanks to flexible workflow system
  • Data reconciliation and report production
Cons
  • User interface can be improved graphically
  • Compatibility of the newest update with previous third-party SW version (es. Office) should be extended
  • Tagetik customer portal should be more user friendly

Reporting package fit for the end user

Rating: 9 out of 10
March 22, 2024
Vetted Review
Verified User
Wolters Kluwer CCH® Tagetik
4 years of experience
  • Integration with Excel.
  • Good customer service desk.
  • Very well documented.
  • Easy to use as an administration with little IT skills.
Cons
  • The user-friendliness of the HTML5 interface (might be a general thing with HTML5).
  • More information in the tool itself.
  • Better help functionality.

a long journey with Wolters Kluwer CCH® Tagetik

Rating: 8 out of 10
March 30, 2024
Vetted Review
Verified User
Wolters Kluwer CCH® Tagetik
10 years of experience
  • Committment
  • Deliver
  • Provide solutions
Cons
  • Ifrs compliant
  • Accouting
  • Planning
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