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2分間デモ: 予算・計画管理の事前対策


本ビデオでは、CCH Tagetikのモデリング機能を活用して予算を事前に配分する方法をご覧いただけます。この例では、エンドユーザからの簡単な論理入力によって予算が上位レベルに設定され、アプリケーション内で構成された組み込みロジックがCCH Tagetikによって実行され、データを必要な粒度レベルに分割します。


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Leveraging standard modeling capabilities of CCH Tagetik you can get a head start on your budget by quickly pre-seeding it.

Let's take a look.

This is just an example of a model that we came up with, where in this case, we're working at a very aggregated level to pre-seed 2018 budget for individual entity.

But of course we can also work at a group of entities and have the system breakback the data, according to any particular driver based methodology.

As you can see now, 2018 budget is completely empty.

Now with just a few clicks I can pre-populate it based on prior year actuals or any other scenario I may want to refer to, as well as choose a run rate that will best reflect the projection for next year, and further adjust it.

Now that my budget had already been pre-populated, which I could also see through dynamically updating charts, I can increase the degree of accuracy and make further adjustments on each particular functional area.

For the revenue section at the individual product family level, where we can incorporate different logics that makes sense for your business leveraging any financial or statistical drivers beyond just the run rate.

As for expenses we can go off of revenue increase and leverage the same methodology to model FTE for next year, whereas employees expenses will be logically modelled off of FTE increase.

Now, as soon as I click on save, a powerful in-memory data processing will be executed and breakback these annual values to all of the months based on a splitting type methodology assigned at each group of accounts, as well as potentially breakback revenues to individual products and allocate budgeted expenses to the right cost centers, based on a logical driver of your choosing.

At this point your end users can make adjustments at a much more granular level or view that output of this exercise on any CCH Tagetik report which can include KPIs automatically calculated based on our projections.

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