CCH Tagetik software


CCH Tagetik is a unified BI and accounting software that helps to optimize financial and operational planning. The solution also shortens the consolidation and closing process and allows users to analyze results, model, as well as compare the financial impact of different business scenarios.

CCH Tagetik offers additional features which include adjusting strategic plans, updating rolling forecasts and producing formatted and auditable financial statements as well as management reports. The solution allows users to collaborate on business reviews and automates disclosure and board reporting.

CCH Tagetik is deployable on the cloud, on-premises or in a hybrid approach, with the flexibility to transition from one to the other. CCH Tagetik has integrations with various platforms including the full Microsoft Office and BI suite, Qlik and SAP HANA.

Companies use the software across all industry segments, including banking & financial services, manufacturing, insurance, software/technology firms, CPG, telecommunications, construction, and healthcare, and is most applicable to large enterprises.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic)

82 Reviews of CCH Tagetik

Showing 1 - 20 of 82

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  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    May 2018

    Tagetik CPM solution for strategic planning

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Tagetik allows the users to customize a series of dimensions and calculation functions, define workflow, track user operations for audit purposes

    Cons

    sometimes the system does not allow you to change the settings easily, so it is better to define the requirements. even system performance can sometimes be optimized

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Adrianna from 777 Bets

    Number of employees: 201-500 employees

    April 2018

    Do not be afraid to try, it will not let you down

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Tagetik is absolutely suitable for all scenarios of your work, economics and budgeting. It can have a lot of data on one project, not just for a legal entity, and this is important today. It's easy to use, and you do not need to contact the IT department to create reports. We have built planning/budgeting applications and reconciliation between accounting and DWH data. It is also used by our accounting department for the publishing of the annual report for the single legal entities within the group.

    Cons

    The documentation of the service is not comparable with the quality and characteristics of the application. Menus and manuals are sometimes too technical, it's a bit difficult for a typical user to understand everything right away.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Job from Finext

    Number of employees: 51-200 employees

    January 2018

    Extremely flexible

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Easy to use for the end user, great for consolidation, broad reporting functionalities and the combination of a single data source and validation processes ensure accuracy.

    Cons

    It has to be updated regularly to ensure performance standards since it can be slightly buggy at times, but Tagetik takes their responsibility to keep working on it.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Brooke from Nelnet

    Specialty: Education

    Number of employees: 1,001-5,000 employees

    June 2017

    Great Customer Service/Accuracy with Consolidation

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Treat their customers right.

    Pros

    CCH Tagetik has amazing customer services. They are always willing to help whenever we have a question. We also switch to CCH Tagetik consolidation tool and this has eliminate a lot of human error and has strengthen our financials on accuracy.

    Cons

    The speed to retrieve data could be faster. Now, this could be our company needing to upgrade servers.

  • Verified Reviewer

    June 2017

    Great Customer Service

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The customer support team is amazing to work with. Always willing to answer questions. The accuracy CCH Tagetik has provided our company with our Consolidation process.

    Cons

    The speed of retrieving the data. Do have to note, this might be due to our servers capacity and needing new servers.

    Review Source: GetApp
  • Bobbi from Nelnet

    Number of employees: 1,001-5,000 employees

    June 2017

    Adds value to financial reporting and analysis

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    CCH Tagetik allowed our team to automate our consolidation process which saves me hours each month and takes the user error out of the process

    Review Source: GetApp
  • Verified Reviewer

    June 2017

    Flexible and Comprehensive CPM Solution

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The software platform provides everything we were looking for in a solution and more. Service and support has been outstanding and we now have a solution that is more efficient and provides better data sooner.

    Cons

    I wish some of the documentation were more comprehensive. tge pricing structure is a bit odd and complicated. I'd like to see it streamlined.

    Review Source: GetApp
  • Lorenzo from Group CFO hub

    Specialty: Insurance

    Number of employees: 51-200 employees

    May 2017

    Manager

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Wow

    Pros

    Wonderful project. Very Easy to use. Final business users requested. Fun and really fast consolidation process

  • Andrea from Astaldi Spa

    May 2017

    Our experience started in 2006 and in September 2007 we have had the first go-live.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    flexibility, scalability, reporting (very easy to manage with opportunity for each contributor to create report ad-hoc), unique data base for management data, statutory consolidation, budgeting&forecasting, possibility to have for each project the economic&financial data, possibility to do across differente view using hierarchies

    Cons

    sometimes is not too much flexible and maybe you have to adapte your needs to its structure, i'd like to have more opportunity to have different sensitivities without having different scenarios

    Review Source: Capterra
  • Angelo from Poste Italiane

    Specialty: Banking & Mortgage

    Number of employees: 10,000+ employees

    May 2017

    Smart and easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Tagetik help me and my company to manage different distributed processes, like closing, budgeting, forecasting and KPI.

    Pros

    I like the way I can make autonomously report using excel interface, that is in my opinion very simple and user friendly. Also the process cockpit is very helpful to manage processes.

    Cons

    I don't like the sql query tool included in the excel reporting interface. I prefer traditional sql server tool.

  • luigi from COOP CONSORZIO NORD OVEST

    May 2017

    Is a good product highly appreciated by users

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros


    It is a good product and is highly appreciated by users for ease of use and for its excel integration

    Cons

    I think it's about improving SAP integration and reducing licensing costs.
    It's a very costly software solution.

    Review Source: Capterra
  • Alessandro from Lucart Spa

    May 2017

    I use Tagetik for financial reporting and consolidation, budget and demand planning.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Tagetik Consolidation is a robust financial consolidation solution. Concerning the others areas of my experience, it is a less strong solution but it is possible to customize to address complex requirements.

    Cons

    Not all of the modules are robust, in some cases to much customizations are required during implementation.

    Review Source: Capterra
  • Ignazio from Poste Italiane

    May 2017

    I've been learning for a year

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The simplification of databases, the stratification of data, the possibility of not having to copy the same data many times

    Cons


    Sometimes it is unclear, improved reporting tools, data model is complex and of no immediate comprehension

    Review Source: Capterra
  • Giosue from Poste italiane

    Specialty: Utilities

    Number of employees: 10,000+ employees

    May 2017

    Tagetik a powerful tool for your CPM Processes

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The software is very easy to use and really helpful with our internal processes of Budgeting Planning Closing and Managerial Consolidation.

    Cons

    The software is less good when you need some function that is not a default set. In this case, it is more difficult to achieve your expected results. This occurs just a few times.

  • Verified Reviewer

    Number of employees: 10,000+ employees

    May 2017

    Tagetik

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The software is very easy to use and really helpful with our internal processes of Budgeting Planning Closing and Managerial Consolidation

    Cons

    The software is less good when you need some function that is not a default set. In this case it is more difficult to achieve your expected results. In reality this occurs a few time.

    Review Source: GetApp
  • Simone from Poste Italiane

    Specialty: Telecommunications

    Number of employees: 10,000+ employees

    May 2017

    a reliable software for your daily business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    About this software I like its complete integration for the consolidation areas from the automate eliminations to multiple reporting standards

    Cons

    Reporting tools can be improved through interactive tools based on existing elements of the relational model.

  • Giorgio from Esprinet S.p.A.

    May 2017

    The initial understanding is rather difficult, but in general positive Experience

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Versatility and the ability to create and manage reporting reporting automatically. Possibility to have a clear point about overall performance and Ease in uploading and managing data.

    Cons

    Wrapped up is the process of implementing new reports, and the sections in which the various activities are divided are not always very intuitive. Sotware also often has operating issues related to PC operating system upgrades, it makes the ducumes and the word and excel pages heavy to which it is linked, causing malfunctions.

    Review Source: Capterra
  • Mario from Esprinet S.p.A.

    May 2017

    The general experience is very positive. After a settling period, we are now 99% independent. Numero

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The great functionality and the ability to make the consolidation and reporting process contemporary and collaborative. The Financial Reporting feature (last mile).

    Cons

    There are some specific complexities that are difficult to understand, some technicalities a bit cumbersome. Ease of use to improve

    Review Source: Capterra
  • Claudio from Credemvita SpA

    May 2017

    Tagetik platforms offers great potential for your business, if you learn to use them well

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Specifical and powerful functionalities for the insurance industry (SolvencyII, IFRS, Narrative, ecc.)

    Cons

    Little integration between the 2 Tagetik platforms APM and CPM. It should be remedied in the next future.

    Review Source: Capterra
  • Luca from Credemvita SpA

    May 2017

    Tagetik is not just a software but much more

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Tagetik is an integrated solution for all your needs about performance management, Solvency II reporting, IFRS and much more.

    Cons

    For our company, the main least of Tagetik is the lack of a native integration with the software APM of the same Company.

    Review Source: Capterra
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