As part of Wolters Kluwer, Tagetik Software is now CCH Tagetik. READ MORE

×
Please select your Country

Financial Management Solution for Professional Services


Managing the performance of Professional Services firms is a juggling act of analyzing projects, people, rates, hours and clients - it’s the nature of the beast. In the past, HR, expense and fee incoming planning was manual and disconnected, so understanding what was truly driving revenue was a mystery. Not anymore.

With capabilities like driver based planning, industry templates and trusted financial intelligence, CCH Tagetik’s unified solution enables Professional Services to automatically manage financial processes from consolidation, close to planning, forecasting and reporting at both a granular and aggregated level.


watch customer video

Tagetik Cloud for Healthcare Benefits

Benefits


Single Version of the Truth

Universal access to real-time, single sourced data ensures consistency across plans, models and reports

Simplify Budgeting & Planning

Simplify budgeting and planning by consolidating strategic, firm and project level planning in a single application

Model Key Drivers

Model key drivers like first/last name, position, headcount, hours worked, partner fees

Improve Cost Analysis

Analyzing direct and indirect costs and the impact of different business scenarios

Easy to Use

At the click of a button, see pertinent performance metrics, complete reports and calculate figures for on-the-fly analysis

Profitability Insights

Dive into data in order to allocate employees and resources for maximum efficiency and strategic future action

cCH TAGETIK’S UNIFIED PERFORMANCE MANAGEMENT SOLUTION FOR THE PROFESSIONAL SERVICES  INDUSTRY DELIVERS



Matter, Employee and HR Planning
×

Matter, Employee and HR Planning

Estimate a practice group or service unit’s profitability by determining resource related expenses. Allocate employees to projects while planning, tracking and analyzing activities. Conduct case assessments to see hours budgeted, revenue realization, rate, profits, matter structure and more. 

Driver-Based Planning and Analysis
×

Driver-Based Planning and Analysis

With CCH Tagetik’s use of in-memory technology and ETL, vast amounts of data can be drilled quickly and according to any driver. Uncover insights like realized revenue in opposition to unearned revenue or managing assumptions by office and position.

All Other Types of Planning
×

All Other Types of Planning

Whether planning fee income, expense, salary, do it all in CCH Tagetik using industry and planning specific drivers, like new hire or hours billed to clients. 

Reporting and Analysis
×

Reporting and Analysis

CCH Tagetik expedites the reporting process with templates built for IFRS, US GAAP and management reporting. In a click, instantly report on cash flow, organic growth, budget variance and monthly trends. A single version of data ensures that one truth is shown every where figures appear.



Scenario Analysis
×

Scenario Analysis

Use driver-based modelling to project patterns, estimate alternative billing rates or see how assumptions affect the revenue plan. Pre-seed data and analyze scenarios according to varying drivers like: headcount, hours worked, partner fees. Aggregate data to see impacts to the balance sheet or P&L.

Unified Corporate Performance Management
×

Unified Corporate Performance Management

Unify and automate historically fragmented and manual financial management processes. Using CCH Tagetik’s modernized solution,  automate and prioritize performance management enterprise-wide. Purpose-built for finance, but optimized for non-financial users, CCH Tagetik is available on the Cloud, on-premise and your mobile device.

Projected Balance Sheet and Cash Flow
×

Projected Balance Sheet and Cash Flow

Using CCH Tagetik’s integrated data model, view how the future will trend. Get the ability to automatically calculate relevant currency translation, perform intercompany eliminations and consolidate equity effects. With automated data, create an indirect cash flow statement at the click of a button. 

Strategic Planning & Forecasting
×

Strategic Planning & Forecasting

Using CCH Tagetik's unified budgeting, planning, forecasting and modeling solution, align business plans with operational budgets, eliminate manual data entry and effortlessly generate periodic and rolling forecasts. Complete the strategic plan and annual budget faster and more accurately using a single source of financials that automatically update.

CCH TAGETIK SOFTWARE IS TRUSTED BY LEADING COMPANIES IN THE PROFESSIONAL SERVICES INDUSTRY


Rabo Bouwfonds Communication Infrastructure Fund

Consolidation, CDM

Read the case study

KPMG Greece

Budgeting, Profitability Analysis, Consolidation, Reporting

Read the Case Study

Randstad Group

Consolidation, Reporting, Cash Flow Planning, Budgeting & Forecasting

Read the case Study

Bristol Bay

Consolidation & Reporting (phase 1) Budgeting & Forecasting, Cash Flow & Analytics

Read the Case study

Teamviewer

Budgeting, Consolidation, CDM

Read the case Study

Royal Haskoning DHV

Consolidation, Budgeting, Forecasting, Annual & Management Reporting

Read the case study

Testimonials

Customer Quotes


On Demand Webinar

THE 5 NECESSITIES OF AN INNOVATIVE BUDGETING & PLANNING SYSTEM

Is your budgeting and planning innovative or, is it mired in stagnation? BP&F thought-leader Craig Schiff of BPM Partners and FP&A Director, John Torley, discuss the key capabilities an innovative BP&F system should have in 2017 and beyond.

Browse our Resources


get started

Yes, I’d like to know more about CCH Tagetik


For more information, please complete the below form and a member of our team will reach out to you shortly!