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strategic Planning

What does your strategy look like? Is it 1 year, 3 or 5 years? Do you plan by year, by quarter or by month - or a combination? Or do you plan at the P&L line level, account group, account, or line item level? CCH Tagetik was purpose-built for the Office of Finance to modernize and optimize strategic planning processes, regardless of your approach.

The combination of built-in financial intelligence and CCH Tagetik unified budgeting, forecasting, modeling and reporting capabilities, results in more accurate strategic plans, improved decision-making and better business performance.

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strategic Planning key capabilities include


Align Finance with Operations

The strategic plan is a sum of all parts, which means finance and operations need to find common ground. Using a suite of collaboration tools, finance and operations can work together within the system to share documents, comments, changes, and versions, while tracking activity. Administrators keep their tabs on contributors with the ability to determine workflows, see report status', set deadlines and communicate through IM and email without leaving the interface.


Business Driver Impact

In order to create a plan that will action on the best strategy, CCH Tagetik allows you to assess the impact of different operational, financial and HR scenarios by modelling those drivers and then incorporating results into budgets, plans and forecasts. Using real-time data and without waiting for data synchronization, recalculation or reconsolidation, compare variance in reports and play out what-if scenarios.


Real-time Performance Insights

Get the right information, at the right time, in the right format - delivered the right way. CCH Tagetik provides real-time updates, alerts and notifications - via email, the application or your mobile device, so you can instantly assess, analyze and take action. From scorecards, to dashboards to web reporting and ad hoc analytics - CCH Tagetik powers real-time agile planning. 



Assess changing market and internal operating conditions, model variances and business drivers, then update and reforecast plans, financial statements and budget.CCH Tagetik stores real-time actual and historical information, plus planning and budgeting data, so you can quickly forecast across fiscal years and develop periodic and rolling forecasts easily.



Every user, regardless of technical experience, can easily generate reports and analyze performance using CCH Tagetik's self-service analytics. Any report can be 'dragged and dropped' to become a dashboard and include visualizations. CCH Tagetik makes it easy for every non-financial and non-technical user to be a more informed decision-maker. 



So you can choose the best strategic direction, CCH Tagetik enables you to play out what-if scenarios and create snapshots according to various operational and financial assumptions. See results and how they affect key performance reports like the P&L, balance sheet and cash flow and then compare those results side-by-side, visually, in a single click. 

CCH Tagetik's strategic planning Software is trusted by leading companies across all industries


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Customer Quotes

On Demand Webinar

Planning In Banks: How Raiffeisen Modernized Their Planning Strategy

How can banks process a large amount of data quickly, while ensuring accurate data? In this webinar, hear from Michael H. Weese (Head of Business Informatics at Raiffeisen Bank Internationl), on exactly how they leveraged software to achieve this end-goal.

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