Case studies
Tagetik's Case Studies. Read our success stories: Unicredit, Fininvest, Banco Privado Português...
At Tagetik we are proud of our client relationships and their success!
Tagetik Family 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 CPM to effectively cover all phases of Corporate Performance Management and all financial applications for success.
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Unicredit was looking for a new software solution that would enable them to manage all of its statutory consolidation processes. |
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Project's objective: covering the main Corporate Performance Management application processes within a single software solution. |
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Fininvest needed an evolved CPM system to manage statutory and management consolidation, closing and allocation, profit-&-loss, balance-sheet and cash-flow planning, and monthly reporting in a single solution at various levels within the Group companies. |
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AGSM chose Tagetik CPM because it wanted to accelerate its budgeting cycles while making the information more reliable and safe in the process. |
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Banco Privado Português decided to implement a solution to support the CPM processes of Consolidation, Financial Reporting and Budgeting. |
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The Aries Group uses Tagetik CPM for strategic planning, budgeting, forecasting and reporting on both group and entity levels |
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Tagetik CPM has enabled Artemide to manage the consolidation process in a rigorous environment that delivers consolidated data both for statutory financial statements and reporting purposes. |
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The Astaldi Group required a single solution to manage its capital and cash-flow planning for individual client projects, monthly closing, consolidation and management reporting, budgeting and statutory consolidation. |
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The initial objective of the project was to provide the group with an IT tool that could fulfill statutory consolidation requirements. |
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The aim of the project was to supply the company with an IT applicationthat would firstly allow managers to monitor corporate performance indicators and secondly to run analyses of economic, capital, and financial aspects of both actual and forecast figures. |
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The Banca Popolare Italiana needed to implement an innovative Corporate Performance Management system to manage in a single solution different processes such as: Financial Planning, Statutory Consolidation and Management Reporting. |
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Following the restructuring of the ERG group, the need arose to analyze and formalize the corporate standards for defining the annual budget, the multiyear plan, and monthly management accounting figures. |
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Project objectives: adoption of IAS/IFRS standards, reconciliantion between management accounts and the statements, management reporting, automatic generation of the Notes to individual Financial Statements for each entity of the BPM Group. |
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Banca Italease required an advanced Corporate Performance Management solution to manage: the standalone financial statement, the consolidated statutory one for the group, the new IAS standards and the harmonization between the published financial statements and the supervisory data provided to the Banca d’Italia. |
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The aim of the project was to provide AEM Torino with a financially oriented software application that would allow it to monitor commercial performance across the Group. |
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SSL Healthcare Italia needed to implement an advanced Corporate Performance Management (CPM) system to manage budgeting, allocation and reporting within a single solution operating on a single database. |



