Budgeting & Forecasting
”CCH Tagetik helped us to bring our budgeting and forecasting processes into a single, centralized, enterprise-wide system that operates in near real-time and allows for greater visibility into our planning process.”
Dave Coleman – Sr. Manager, Budget Planning & Analysis
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OCLC is dedicated to furthering access to the world’s information and reducing library costs. As a global non-profit organization, OCLC also understands the need to keep its own costs under control.
That’s why the company replaced its aging budget application and an assortment of Excel spreadsheets with a Web-based budgeting and forecasting solution based on CCH Tagetik.
To gain greater visibility in near real time, OCLC wanted to unify its budgeting and forecasting processes in a single, centralized system. OCLC plans in six currencies and has a matrix organizational structure that does not follow the legal entity structure. This demands a highly flexible solution from a management reporting standpoint.
- Microsoft SQL Server as financial data mart
- Integrated data-entry process using a Microsoft Office Excel front end
- Easy global scalability
- Higher flexibility with less risk of inaccurate data
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