Software Overview
Tagetik 4.0 is an innovative software solution for performance management that unifies all of your Finance organization’s processes.
From strategic and operational planning to disclosure reporting, Tagetik’s innovative open architecture has only one database, one set of data, and one calculation engine.
With this state-of-the-art software technology, Tagetik 4.0 simplifies the complex processes of CPM, making it easier than ever for companies to manage and control the complexities of financial processes.
Our award-winning Tagetik 4.0 Performance Management software,
leaves finance and technology executives with more time to focus on
analyzing, optimizing and expanding their business.
- Create value by unifying all key Performance Management, Collaborative Disclosure Management,
Enterprise Governance Risk & Compliance, Business Intelligence processes in a single software solution - Shorten deployment times and simplify maintenance by using built-in, pre-packaged Tagetik 4.0 features
- Optimize communication and collaboration across large, international teams to improve decision-making
- Simplify business processes and reduce TCO (Total Cost of Ownership) by up to 50%
- Meet local, national, and international disclosure requirements including XBRL, Basel III, and Solvency II
- Do all this while leveraging existing investments in ERP, BI and other IT infrastructure.
As a result of our continuous focus on innovation Tagetik 4.0 can now provide powerful mobile
access capabilities to any user, and is now available either on-premise or in the cloud. This gives
you the freedom to track and manage your CPM financial data from anywhere at any time.
Tagetik 4.0 supports multiple processes across your organization, providing:
PM, CDM and EGRC Capabilities
- Performance Management (PM): Budgeting, Planning & Forecasting, Cash Flow Planning, Production Cost, Planning and Control, Statutory and Management Consolidation, Cost Allocation & Profitability Analysis, Financial Close & Fast Closing, Dashboard & Scorecarding
- Collaborative Disclosure Management (CDM): 10Q 10K, Multi-GAAP reporting (IAS, IFRS, US GAAP...), XBRL, Annual Reports, Management reporting & Board Books
- Enterprise Governance, Risk and Compliance (EGRC): SOX, COSO, Basel II, Risk Assessment, Scoring & Mitigation, Internal Audit
Advanced Reporting and Business Intelligence
- Production reporting, ad-hoc analysis, OLAP modeling and dashboards
- Microsoft Office front end
- Easy access to structured and unstructured information from multiple sources
- Data sharing features that safeguard confidential information
- Strong linkage between financial and operational data
Collaboration
- Pervasive management processes throughout the entire organization
- Custom workflows to support decision-making
- Better management of international teams
- Definition of distributed tasks (e.g. managing budgeting activities)
- Sharing calendars and deadlines (e.g. for monthly closings)
- Managing different document versions and workflow approvals
Does your company use SharePoint? Tagetik can take full advantage.
Whether your IT strategy is diverse or Microsoft-centric, Tagetik 4.0 seamlessly coexists in virtually any IT environment.
Enabled by Microsoft SharePoint, Tagetik 4.0 is a unified software solution that is tightly integrated with Microsoft’s Business Intelligence, communication and collaboration tools. That means you can easily and seamlessly leverage your existing technology investment in Microsoft SharePoint, SQL Server, Analysis Services, Reporting Services and PowerPivot - as well as the skills of your Microsoft-trained internal resources.
Tagetik 4.0 supports multiple processes across your organization, providing:
PM, CDM and EGRC
- Performance Management (PM): Budgeting, Planning & Forecasting, Cash Flow Planning, Production Cost, Planning and Control, Statutory and Management Consolidation, Cost Allocation & Profitability Analysis, Financial Close & Fast Closing, Dashboard & Scorecarding
- Collaborative Disclosure Management (CDM): 10Q 10K, Multi-GAAP reporting (IAS, IFRS, US GAAP...), XBRL, Annual Reports, Management reporting & Board Books
- Enterprise Governance, Risk and Compliance (EGRC): SOX, COSO, Basel II, Risk Assessment, Scoring & Mitigation, Internal Audit
Advanced Reporting and Business Intelligence
- Complete integration between Tagetik 4.0 and Microsoft SQL Server Analysis Services and
Reporting Services (OLAP modeling, data extraction, analysis and reporting) - Detailed data analysis with Microsoft Power Pivot
- Self-service reporting and analysis with PowerView (SQL Server 2012)
- Dynamic graphical tools (e.g. dashboards, KPIs) for financial and operational reporting
- Microsoft Office front end
- Easy access to structured and unstructured information from multiple heterogeneous systems
- Data sharing features that safeguard confidential information
- Strong ties between financial and operational data from a single interface
Collaboration
- Direct access to Tagetik 4.0 (workflow, data entry, reporting) from Microsoft SharePoint Server via pre-built Tagetik webparts
- Pervasive management of Tagetik and other processes throughout the entire organization
- Custom workflows to support analysis, decision-making, and action
- Better management of international teams via instant messaging and email
- Definition of distributed tasks and shared calendars for managing budgeting activities, monthly close, and disclosure reporting
- Managing different document versions and workflow approvals
Communication
- Integrated audio, video and web-conferencing
- Instant messaging
- Group chat
- User group information sharing (i.e. email, phone, …)
- Announcements and links
