Case Studies
At Tagetik we are proud of our client relationships and their success!
Tagetik strives for outstanding results, we build effective relationships inside and outside our company. Our continued success depends on our family of customers who can count on Tagetik to effectively cover all phases of Performance Management applications for success.
Construction & Engineering
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Capital and cash-flow planning for individual client projects, Monthly Closing, Statutory Consolidation, Management Reporting, Budgeting |
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Statutory consolidation, Financial close, Management reporting |
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Data collection, Reporting, Cost Analysis, Forecasting and ETL |
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Financial close, Consolidation, Financial reporting |
Energy - Utility
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Fast Closing & Reporting, Statutory and Management Consolidation, Financial Planning & Forecasting, Regulatory Unbundling |
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Budgeting |
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Planning, budgeting and forecasting, Management and legal consolidation, Financial close, Segment reporting |
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Statutory and Management |
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Budgeting & Forecasting, Business Plan, Cost Allocation, Cost Control |
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Budgeting, Planning and Forecasting, ABC modeling, Unbundling, Reporting, Statutory and Management Consolidation |
Financial Services & Insurance
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Group Consolidation, Regulatory, Management & Statutory Reporting. |
Portfolio Projection (Budgeting, Planning & Forecasting), Debt (Funding) Projection & Cash, Collaborative Data Collection More... |
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Statutory consolidation, Regulatory reporting, Management reporting |
Statutory and Management Consolidation, Closing and Allocation, P&L Balance-Sheet and Cash-Flow Planning, Monthly Reporting More... |
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Statutory consolidation, Management consolidation, Financial reporting More... |
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Financial Consolidation, Collaborative Disclosure Management More... |
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Financial reporting, Closing, Regulatory reporting, Budgeting and planning More... |
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Statutory consolidation & Reporting, Intercompany matching, P&L analysis by channel/product |
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Statutory consolidation, Financial reporting |
Statutory reporting, Solvency II-compliant reporting, Management reporting More... |
Healthcare
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Budgeting & Planning, Financial Reporting, Cost Accounting |
Manufacturing
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Strategic Planning, Budgeting, Forecasting and Reporting on both group and entity levels |
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Budgeting, Income Statement, Balance Sheet Forecasts, Cash Flow Forecasts, Reporting |
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Statutory Consolidation, Intercompany Reconciliation, Reporting |
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Tagetik Enabled by Microsoft SharePoint: budgeting, planning, reporting, consolidation |
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Planning, Consolidation, |
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Consolidation, Planning, Budgeting and Reporting |
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Group Consolidation, Intercompany Matching, Reporting |
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Planning and Budgeting, Allocations, integration into ERP system, Reporting and analyzing budget variances |
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Statutory Consolidation, Budgeting & Forecasting, Reporting |
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Financial consolidation, Planning, Reporting, Treasury and project control |
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Law 262/2005 |
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Statutory and Management Consolidation |
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Planning and budgeting, Forecasting, Consolidation |
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Financial Consolidation & Reporting Budgeting, Planning & Forecasting, Monthly Financial Reporting |
Services & Entertainment
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Budgeting & Forecasting, Profitability Analysis, Statutory Reporting and Consolidation |
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Planning, budgeting and forecasting, Profitability modeling, Management reporting More... |
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HR Planning |
Budgeting & Forecasting More... |
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Statutory and management consolidation, Monthly close, Financial planning, Contract management, Executive reporting |
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Retail & CPG
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Closing, Profitability Analysis, Budgeting |
Midterm Planning, Annual Planning, Monthly Budgeting and Forecasting |
Telco & Media
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Statutory and Management Consolidation, Intercompany Reconciliation, Budgeting, Forecasting and Reporting |
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Financial planning process for various levels of the group’s companies, Regulatory Accounting |


































