Solutions overview
Tagetik is passionate about providing companies with a corporate performance management and business intelligence software solution geared to their corporate, financial, and operational requirements. Our Tagetik 4 CPM software is innovative, flexible, and powerful. No matter what role or industry you’re in, you’ll always be given a unified CPM software platform that meets your specific needs across multiple processes.
The breadth of enterprise performance management needs is vast. The best way to meet those needs can vary by: the process(es) that most urgently need to be addressed, the industry your business is in, or your role within the business. Unified performance management software from Tagetik is designed to address the varied needs of our customers and users.
By Process
Tagetik 4 CPM software addresses multiple interrelated performance management processes including budgeting and forecasting, financial consolidation and close, and management and disclosure reporting. Many, but not all, of the processes we cover are listed below.
| Unify all of your budgeting, planning and forecasting processes and gain a strong understanding of the financial impact of business decisions across strategic, financial, and operational plans, which ensures a more complete view of performance across the business. | |
| Close faster and more efficiently, and manage and control journals, adjustments, intercompany eliminations and reconciliation, and financial reporting with confidence. | |
| Deliver management reports, financial statements, and board books from a single source. Prepare for internal audits with fewer errors, full traceability, and less manual effort. | |
| Improve the quality, accountability, and timing of your financial and disclosure reporting and do it all from one source with full traceability and reduced financial risk. Whether you need to produce a 10-K or 10-Q, XBRL, IFRS, Solvency II, or Basel III it can all be done from one solution with full auditability. | |
| Take full advantage of the valuable data, insight, and knowledge generated during your financial processes through Microsoft BI including PowerPivot and PowerView. Manage complex processes and improve visibility and decision-making with Tagetik 4 enabled by Microsoft SharePoint. |
By Industry
Different industries look at performance differently. Key performance indicators (KPIs), business drivers, and business processes can vary by company, industry or region. Tagetik can help meet the performance management demands and regulations specific to your industry, and support the unique needs of how you do business.
By Role
The benefits of a unified performance management software solution can differ based on your role in the organization. Check out the benefits that can be achieved at various levels and roles within your business.
- CEO - Implementing, monitoring and managing a successful CPM strategy
- CFO - Linking financial measures with operational drivers across the enterprise
- CIO - Driving informed business decisions from a single CPM software and Business Intelligence solution
- Controller/Director - Translating company strategy into finance processes and daily activities
- Line of Business - Automating financial and operational processes end-to-end to help you run your business while
still meeting corporate requirements for budgeting, forecasting, reporting, consolidation, and more
