Tagetik & Microsoft

Take advantage of your Microsoft technology investments



The chances are that if you’re in finance, you use Microsoft Excel. Which means you’re probably familiar with other Microsoft productivity tools like PowerPoint, Word and perhaps SharePoint as well. And if your organization is Microsoft-centric and runs SQL Server, then the finance team is likely familiar with Analysis Services, Microsoft PowerView, and PowerBI.


That’s why Tagetik is easy to adopt. There’s no learning curve when finance leverages the power of Tagetik corporate performance management using existing Microsoft tools. Bottom line: Tagetik maximizes your Microsoft technology investments, at lower cost, so you derive greater value.

Microsoft Software
Drill Down into

1000s

of Data Points
Import/Export to

10s

of File Types and Systems
Empower

8+

Microsoft Technologies for CPM
Benefits

Benefits


Easy, familiar and friendly

Easy, familiar and friendly Microsoft Office interfaces and capabilities

Automatically update

Automatically update narrative and numbers from a single database into Microsoft Word and Microsoft PowerPoint documents

Maximize your existing investments

Maximize your existing investments and comfort in Microsoft technology

Conduct intuitive analysis

Conduct intuitive analysis with advanced but simplified reporting capabilities

Easily coordinate reporting

Easily coordinate reporting across your organization with collaborative workflows that use the Microsoft Office suite

Empower business decisions

Empower business decisions when Excel is enhanced by analytic functions, data drilling and dashboards

Tagetik unified corporate performance management software seamlessly integrates with MICROSOFT

Microsoft Excel
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Microsoft Excel

The combination of Excel and Tagetik arms finance users with flexibility of Excel and built-in financial intelligence, workflow, and control of Tagetik. Tagetik fits well in any Microsoft IT environment by utilizing SQL Server, PowerBI and SharePoint and integration with Dynamics AX and NAV.

Microsoft Word
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Microsoft Word

Streamline the creation of annual reports, board books and other narrative reports using Tagetik with Microsoft Word. Assign sections to different contributors who can work on the report at the same time without compromising data quality, version control or accuracy.

Microsoft PowerPoint
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Microsoft PowerPoint

Tagetik enables collaborative reporting using PowerPoint to create quarterly investor or earnings call presentations using Tagetik’s financial information, security, workflow and audit logs and collaboration features. Multiple users can work on narrative reports in PowerPoint using packaged templates and financial data from Tagetik.

Microsoft Power BI
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Microsoft Power BI

Using Tagetik’s integration with Power BI, you can easily visualize the financial information from Tagetik.  It's a great way to provide users to type in questions in a 'natural language' and receive answers in the form of interactive visualizations.

Microsoft SharePoint
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Microsoft SharePoint

If you’re one of SharePoint’s 100+ million users, then you know how easy it is to create, collaborate and share Microsoft-generated content. With Tagetik Webparts you can access specific Tagetik data or access the Tagetik application from within SharePoint.

Microsoft SQL Server
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Microsoft SQL Server

Tagetik runs on SQL Server and works with Microsoft Analysis Services for advanced reporting and analytics. Tagetik is a Microsoft Gold partner and a member of the Microsoft Business Intelligence Partner Advisory Council - including winning the Microsoft ISV Partner of the Year Award.

Microsoft Dynamics AX and NAV
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Microsoft Dynamics AX and NAV

If you're using Microsoft Dynamics AX or NAV, we've got a connector for you.  The connector imports account elements, custom dimensions, general ledger data and intercompany information. With its simple user interface you can map and transform elements, and define custom mapping with ease.

Extend the Value of Microsoft
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Extend the Value of Microsoft

With Tagetik you can leverage the entire Microsoft technology stack. From SQL Server, to PowerBI, you can take advantage of your investments in Microsoft technology and skill sets.  This way, your CIO is happy and the Office of Finance can use the Microsoft Office tools they know and love.

MICROSOFT & Tagetik Software is trusted by leading companies across all industries


Henkel

Global Planning System

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Aggreko

Consolidation, Closing, Reporting, KPIs, Analytics reporting, Budgeting & Planning

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Vorwerk

Consolidation, Budgeting & Planning, Reporting

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M+W Group

Budgeting, Planning, Consolidation, Reporting, Disclosure Management

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Watch the Video

Zhuzhou times new material technology

Consolidation, Analytics Reporting

Swarco

Consolidation, Global Budgeting & Planning, Reporting

Testimonials

Customer Quotes

On Demand Webinar

Reduce Finance costs with Microsoft technology you already own

See how Tagetik takes full advantage of these technologies to optimize the full range of CPM processes including budgeting, planning, consolidation, close, disclosure management, narrative reporting and more...

Browse our Resources


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