CCH Tagetik Reviews

The system is extremely easy to use for technical and non-technical personnel. The system also has a wide range of out of the box features to get started right away, while also being extremely flexible in case you want to scale the product with your business.

The product is generally extremely intuitive for the portions that a customer would use or be familiar with. That being said, new developments should be promoted more, in order for customers to keep up with the system and take advantage of the changes.

Easy to use and configure for the ongoing routines (a first implementation by a skilled consultant is required and suggested). - Familiar look-and-feel which replicates the tipical MS Excel interactions. - Easy to install on remote terminals (works also on mobile devices) for external contributors. - Data are managed in a consistent way. - Scalable architecture which lets you add new modules and manage large consolidation perimeters. - Possible automation for the most common consolidation routines (intercompany eliminations, consolidation adjustments, etc.). - Tangible returns in terms of time spent on reporting generation and time-to-market.

Depending on your business, the implementation of this platform could require a consistent effort in terms of architecture and data flow projecting. The assistance of a skilled consultant is largely suggested. This step is crucial in order to take the maximum benefits from this product.

The ability to warehouse, pull, and update large volumes of data.

The inability to easily create or modify reports plus the trouble successfully running complex reports with more than one analysis build in.

Tagetik has succeded to develop a Corporate Performance Management system which can fullfill the reporting needs (including legal compliance requests) of a great number of companies. Doesn't matter if you are a small firm or a large company, if you are an industrial company or a service provider. Tagetik offers a scalable solution which can easily implemented on your existing transactional applications,...

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Like any business software, Tagetik needs to be updated in order to increase its performance and to meet the hardware and software standards always evolving. If you are looking for a "one-shot investment" which could solve all your problems for the next 10 years look elsewhere. Even if it means that you are still running Office 97 on a Windows XP machine. And even if I'm not sure you are going to find what you are looking for.

After the Tagetik implementation was closed and we could launch out first budgeting year with it, we saw a radical change in the way we work, how fast we get the data, how easy the users work with it, how clean and reliable it was. The quarterly closings and consolidations have become so much neater and faster.

The original project was a lot more complex on the revenue generating side, the cash flows, the intercompany declarations, which we had to give up doing directly in Tagetik and instead loading them through Excel modeling done outside the system. Clearly budgeting and forecasting from a flow point of view takes longer because it's not a "update a number, push the button, system is updated" anymore.

It's very flexible, the software can cater for almost any process quirk you can throw at it. The interfacing process between other software solutions is pretty seamless and the data structure is relatively simple to understand.

Because the software can cater for so many different solutions it has an awful lot of inbuilt complexity and it's very tricky to navigate the program at times (especially for administrators) and the report building process is very complex.

It is blank vanilla product that lets us customize it to fit our needs. It has lot of built in / out of the box functionality for financial planning and reporting needs. The implementation is quick and easy with SaaS.

The nicheness of the product means, it's costly and hard to find consultant/developers. Too much customizing also complexes the data flow and processes. some performance issues during our implementation. not in production so far.

CCH Tagetik has amazing customer services. They are always willing to help whenever we have a question. We also switch to CCH Tagetik consolidation tool and this has eliminate a lot of human error and has strengthen our financials on accuracy.

The speed to retrieve data could be faster. Now, this could be our company needing to upgrade servers.

I like the way I can make autonomously report using excel interface, that is in my opinion very simple and user friendly. Also the process cockpit is very helpful to manage processes.

I don't like the sql query tool included in the excel reporting interface. I prefer traditional sql server tool.

Tagetik is a simple to use and flexible instrument. I didn't follow the implementation from the beginning but I've learned quickly the majority of functionalities. I learned to use Tagetik mostly from my collegues and by using it. It's not a stressing process. This application permit the users to improve their accounting and analysis skills thanks to its features. Tagetik is a smart company, creates network among customers and employees.

The online guide is poor of contents. It could be good for a beginner but it lacks of specific topics. In particular for CDM's section.

There is always a solution tailored on the customer needs built together. Technical support is efficient and available in every moment.

Sometimes some logics in the processes seem to be more complicated than they are. More simplification can be useful.

Tagetik is an integrated solution for all your needs about performance management, Solvency II reporting, IFRS and much more.

For our company, the main least of Tagetik is the lack of a native integration with the software APM of the same Company.

Specifical and powerful functionalities for the insurance industry (SolvencyII, IFRS, Narrative, ecc.)

Little integration between the 2 Tagetik platforms APM and CPM. It should be remedied in the next future.

Awesome product, supplier easy to work with (a big bonus). Probably the best joint decision Finance and Technology have ever made regarding choice of core systems. Simple to use. Highly intuitive and puts control firmly into the Office of Finance removing the reliance on technology to deliver reports. Saved a huge amount of time on our month end processes.

Deep dive into the database and the fieldnames are in Italian, but then the company is based in Lucca, so this is to be expected.

They seem hungry and willing to please their customers. Having been to 2 of their North American User conferences, you are not treated like a number or income stream like one of the big shops. Also, their product isn't lacking any features compared to other vendors (I should know, I checked out about 20 of them).

The time differences between the US (Eastcoast) and Italy (where most of the staff are located) create some issues - but not much. I was surprised how late their staff would stay to work with us during the implementation.

I have followed step by step the implementation of Tagetik in our headquarter and I find it very simple and powerful. It guides simple users during the consolidation process and it is very powerful for power-users. You can use it with a lot of level of options. Tagetik is a fresh company: care of the customers and focused on the future!

As I know the software from the installation I don't have any bad note, but I find the internal (from the software) help documentations poor for some functionality.

I really like the simplicity of use of the software as well as the friendly relationship and professionalism that is formed with the vendor

The thing I like least is the part related to the definition of multiphase processes, but this is one small exception

Software is easy to use with Excel front end. Company is supportive and knowledgeable.

Not much. A few years ago there were some translation issues, but not much now that they have a bigger presence in the US

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All our company with unique chart of account Simulation of differents budget and scenarios Financial planning

With our release (4.3.2) is no possible to print the book on PDF With our release (4.3.2) weve no dashbord Report flexibility (we're limited by matrix)

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citizenM is a fast growing, global hotel company. We deal with different currencies, GAAP standards, ownership percentages, mergers, et cetera. CCH Tagetik eases this complexity when it comes to budgeting, consolidation and reporting.

The solution could be customized according to the customers wishes, it offers lots of possibilities. This requires detailed knowledge of the system internally (or external consultants) when the configuration requires adjustments.We experienced some challenges during the implementation of the transaction matching module related to the connectivity (API vs. FTP). The support from Tagetik on this has been excellent.