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Case Study: Weekly Reporting in CCH Tagetik Using Flexible Dimensions at Green Courte Partners


CCH Tagetik Events
Online Event

May 27, 2020 from 01:30 PM to 02:30 PM

Timezone: America/New_York



Green Courte Partners, LLC, had a labor-intensive, excel-based approach to weekly operational reporting for their Senior Living and Manufactured Houses business units. Attend this customer case study webinar as Green Court Partners, LLC shares their story on how they build a weekly reporting package in CCH Tagetik. Also hear from Delbridge Solutions on how Green Courte Partners, LLC was able to leverage the final model for their reporting needs with some coaching/assistance from Delbridge team.


During this webinar you will learn how Green Courte Partners, LLC can now:

  • Collect data from 4 different source systems (Rent Manager, Salesforce, Yardi, Sherpa) at the day level granularity and combine them within a unified structure in Tagetik
  • Bring in YTD data and some in activity due to nature of requirements
  • Segregate the data such that all data using week dimension goes into separate categories than periodic aggregated data. ($AMOUNT vs WTD,MTD,QTD,YTD)

Speakers:
Petia Rodewald, Green Courte Partners, LLC
Harjot Ghai, Delbridge Solutions
Tom Hewitt, CCH Tagetik
Pavel Klebanov, CCH Tagetik

Register now!

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