Integrated Business Planning




If the 'integrated' part of your business planning process is based on manually reconciling budget spreadsheets, then we've got good news for you!

Tagetik automates integrated business planning and makes it easy for operational groups - including sales, marketing, HR and production - to communicate, collaborate and align with finance. Now THAT's integrated business planning.

integrated business Planning key capabilities include

 Align Finance with Operations

Tagetik breaks down the budget barriers; providing a collaborative process-driven framework that facilitates communication and knowledge sharing among participants. With Tagetik, no budget or plan is isolated in a departmental silo. Instead, finance and operations can easily email, IM, notify, alert and share documents, comments, versions, deadlines, workflows and status.

See the true cash impact of operational processes with short and long term cash flow forecasting. Supported by advanced modeling logic, you can forecast cash, inventory, accounts payable and receivable by country, customer, segment and intercompany transactions to improve management of cash position, interest expense, and working capital utilization.

Cash Flow Forecasting

 Costing & Allocations

With Tagetik's powerful allocation engine, it's easy to allocate direct, indirect and activity-based costs down to the most granular level. Assess profitability based on detailed analysis of true costs across the organization, including all departments and all pricing positions, from distribution waterfalls to complete multi-step allocations across multiple dimensions.

Get the right information, at the right time, in the right format - delivered the right way. Tagetik provides real-time updates, alerts and notifications - via email, the application or your mobile device, so you can instantly assess, analyze and take action. From scorecards, to dashboards to web reporting and ad hoc analytics - Tagetik powers real-time agile planning. 

 Real-time Performance Insights

 Rolling Forecasts

Assess changing market and internal operating conditions, model variances and business drivers, then update and reforecast plans, financial statements and budget.Tagetik stores real-time actual and historical information, plus planning and budgeting data, so you can quickly forecast across fiscal years and develop periodic and rolling forecasts easily.

Tagetik automatically calculates and highlights variances - such as the difference between scenarios, plans, forecasts and actuals, vis-a-vis operational drivers including volume, price, cost, others. Not only does this reconcile operational and financial plans, but it provides greater insights into the cost of sale and the sourcing drivers that impact it. 

 Variance Analysis & Reporting

Tagetik's integrated business planning Software is trusted by leading companies across all industries


Henkel

Midterm Planning, Annual Planning, Monthly Budgeting and Forecasting

Read the case study

Hempel

Consolidation, Budgeting, Cash Flow Planning

Watch the video

Lyunch

Budgeting, Forecasting & Cash Flow Planning

Watch the video

Grontmij

Budgeting, Cash Flow Planning, Consolidation, Reporting

Read the case study

Watch the video

Centrex

Cash Flow Planning, Consolidation, Reporting

Watch the video

Hunterdon Medical Center

Budgeting, Planning & Forecasting, Cash Flow Planning

Watch the Video

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