CCH Tagetik

4,4 (96)
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Solution CPM basée sur le cloud et sur site pour la planification financière

Note globale

4,4 /5
(96)
Rapport qualité-prix
4,2/5
Fonctionnalités
4,4/5
Simplicité d'utilisation
4,1/5
Support client
4,4/5

96%
des utilisateurs recommandent cette application
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Avis clients sur 96

Utilisateur vérifié
Note globale
  • Secteur d'activité: Banque
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Tagetik CPM solution for strategic planning

Publié le 08/05/2018

Avantages

Tagetik allows the users to customize a series of dimensions and calculation functions, define workflow, track user operations for audit purposes

Inconvénients

sometimes the system does not allow you to change the settings easily, so it is better to define the requirements. even system performance can sometimes be optimized

Andreas
Note globale
  • Secteur d'activité: Appareils médicaux
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Easy to use tool with endless possibilities

Publié le 04/05/2023

We are preparing the group financial statements. We saved some time for the local entities as they...

We are preparing the group financial statements. We saved some time for the local entities as they can upload data directly from the ERP. The consolidation and reconciliation process is much smoother on the group level.

Avantages

Very intuitive to use and has a modern interface

Inconvénients

Changing something could become complicated as the tool is rather complex on the back end.

luigi
Note globale
  • Logiciel utilisé Autre pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Is a good product highly appreciated by users

Publié le 17/05/2017

Avantages

It is a good product and is highly appreciated by users for ease of use and for its excel integration

Inconvénients

I think it's about improving SAP integration and reducing licensing costs.
It's a very costly software solution.

Matteo
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: 10 000+ employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 7.0 /10

Very useful and very hard

Publié le 24/03/2023

Avantages

The fact that it's very useful to manage your budget expecially in the money transfer from a user to another, even when you transfer more than 1000K€

Inconvénients

The fact that you need a special consultant to learn how to use it: an operating manual would be too long

Eugene
Note globale
  • Secteur d'activité: Automobile
  • Taille de l'entreprise: 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Impressive system to handle close, consolidations, and planning

Publié le 28/04/2022

We use CCH Tagetik for financial close, consolidations, financial reporting, other management...

We use CCH Tagetik for financial close, consolidations, financial reporting, other management reporting, and budgeting/planning/forecasting. Some of our planning uses include revenue modeling, wage modeling, asset planning, cash flow forecasting, and allocations. CCH Tagetik can do so much and is easy to use, so our users and administrators are always eager to do more with it.

Avantages

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.

Inconvénients

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.

Andrea
Andrea
Note globale
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Our experience started in 2006 and in September 2007 we have had the first go-live.

Publié le 19/05/2017

Avantages

flexibility, scalability, reporting (very easy to manage with opportunity for each contributor to create report ad-hoc), unique data base for management data, statutory consolidation, budgeting&forecasting, possibility to have for each project the economic&financial data, possibility to do across differente view using hierarchies

Inconvénients

sometimes is not too much flexible and maybe you have to adapte your needs to its structure, i'd like to have more opportunity to have different sensitivities without having different scenarios

Bjørn Born Sylvest
Bjørn Born Sylvest
Note globale
  • Secteur d'activité: Produits chimiques
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 10.0 /10

Tagetik CPM

Publié le 21/03/2017

6 years of history with our Tagetik journey
Four upgrade almost without any pain.
Easy to...

6 years of history with our Tagetik journey
Four upgrade almost without any pain.
Easy to maintain and administrator. Super end user friendly - finance people loves it's excel

Avantages

6 years of history with our Tagetik journey
Four upgrade almost without any pain.
Easy to maintain and administrator. Super end user friendly - finance people loves it's excel

Inconvénients

Easy to get carried away to do too many changes

Chiara
Chiara
Note globale
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Smart Tool

Publié le 10/02/2017

Tagetik is being used by the Administrative department. It addresses the Group consolidation...

Tagetik is being used by the Administrative department. It addresses the Group consolidation process and the data transfer to the management control reporting.
The reporting with use of Tagetik has become faster and more effective. You can organize the report fitting the users needs. The consolidation process works well. A good thing is that the consolidator can follow step by step the data entry process of the subsidiaries.

Buta
Buta
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client

It provides a solution for any process

Publié le 13/04/2016

We use the software for year end financial reporting, monthly management reporting and monthly...

We use the software for year end financial reporting, monthly management reporting and monthly project forecasting. Each of these processes is very different from the other and it's amazing the way we can refine the design of Tagetik to contend with the many process irregularities we have within our organization.

Andrea
Andrea
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client

First of all wonderful and high-skylled people than a very good product

Publié le 27/08/2015

Experience with statutory consolidated balance sheet according to IAS-IFRIC Gaap.
Economic and...

Experience with statutory consolidated balance sheet according to IAS-IFRIC Gaap.
Economic and financial budgeting and forecasting.
HSE, ERM and HR cockpit.

Viral
Note globale
  • Secteur d'activité: Produits alimentaires
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Great product, highly customizable to your needs

Publié le 12/08/2021

Overall good product, expensive, good customer support and account managers.
user friendly,...

Overall good product, expensive, good customer support and account managers.
user friendly, customizable, easy to onboard new users.

Avantages

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.

Inconvénients

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.

Ilse
Note globale
  • Secteur d'activité: Automobile
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

TGK Feedback IS

Publié le 16/12/2022

Problems or challenges have been solved with a fast response of TGK team

Problems or challenges have been solved with a fast response of TGK team

Avantages

Tagetik is a system base and build with the enough trust that the information will be ok.

Inconvénients

The training process is not very easy to handle

Chiara
Note globale
  • Taille de l'entreprise: 1 001–5 000 employés
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Smart and effective

Publié le 16/07/2016

The reporting with use of Tagetik has become faster and more effective.
You can organize the...

The reporting with use of Tagetik has become faster and more effective.
You can organize the report fitting the users needs.
The consolidation process works well.
A good thing is that the consolidator can follow step by step the data-entry process of the subsidiaries.

Avantages

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.

Inconvénients

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.

Michał
Note globale
  • Secteur d'activité: Logiciels
  • Taille de l'entreprise: 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Flexible and powerful CPM

Publié le 15/02/2017

Tagetik is a scalable solution which can implement to cover all financial reporting processes but...

Tagetik is a scalable solution which can implement to cover all financial reporting processes but not only. It can be easily used to support operational reporting, what gives real benefit of having both financial and not financial data in one place. Consolidation functionalities as strong advantage of Tagetik.

Avantages

- flexibility of setup with IT involvement needed
- integrated product for reporting/forecasting/budgeting/consolidation
- integration with excel
- easy to use
- scalable
- transparent processes and workflows

Inconvénients

- documentation available online could be improved/extended

Andrea
Note globale
  • Secteur d'activité: Construction
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Whatever you want, it does

Publié le 28/08/2015

Avantages

Integrated product for consolidation, budgeting and forecasting.
More opportunities to customize it adding other cockpit like HR, ERM and HSE.
Consultants always available to hear your problems and fix your issues. Simple to use with Excel interface.
Possibility to use cloud solution.

Inconvénients

During over 7 years of experience with Tagetik I can say I haven't had any kind of issue that we don't fix.
Furthermore Taegtik team is always available for their customers.

Luca
Note globale
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Tagetik is not just a software but much more

Publié le 12/05/2017

Avantages

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

Inconvénients

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

Claudio
Note globale
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Tagetik platforms offers great potential for your business, if you learn to use them well

Publié le 12/05/2017

Avantages

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

Inconvénients

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

Harshit
Note globale
  • Secteur d'activité: Conseil en gestion
  • Taille de l'entreprise: 10 000+ employés
  • Logiciel utilisé toutes les semaines pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Tagetik helps ease out operations, a big help!

Publié le 09/11/2016

Tagetik is well suited to rapidly evolving businesses due to the ease with which hierarchies can be...

Tagetik is well suited to rapidly evolving businesses due to the ease with which hierarchies can be manipulated. Managers/directors can open a standard form that will pull in only data that he or she has the rights for and then generate meaningful reports. Tagetik has the ability to pick data and match it based on common parameters in order to generate a report in a nice presentable format. Linking matrices is a whole lot easier, just give it some time initially for database creation but that will help in an efficient system later.

Avantages

Tagetik allows administrators to create multiple hierarchies to customize numerous reporting requirements.
It is a very flexible software which can be molded as per requirements.

Inconvénients

Without being involved in the implementation process, it is difficult for an individual to speed up on using the system and generating reports.
It will be very beneficial to have a liaison at Tagetik who can guide the businesses in the implementation process to make the users aware of some of the features that the software has but the businesses might not be aware of.
Sometimes, while setting up the accounts, users are required to enter information that is not pertinent to their company but they still have to enter it.

Tim
Note globale
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Good but always a surprise

Publié le 01/12/2016

We use Tagetik for the consolidation / budgeting as well as for the Notes and other reporting...

We use Tagetik for the consolidation / budgeting as well as for the Notes and other reporting purposes (CDM Tool). For the normal purposes, I think it is a good to very good possibility to ease the consolidation purpose. My colleagues from Controlling are also satisfied with the functionalities of the reporting / budgeting tools. Nevertheless, it is not really user-friendly as it needs a lot of fine-tuning in places you might not see in the first sight. We are using it for over a year now and still we find new things that surprise us every day.
I experienced a very strange habit in Tagetik that sometimes things just don`t work but next time you try it (without changing anything in the settings) it suddenly works. That makes it a daily surprise.
Overall I have to admit that I already worked with both better and worse consolidation tools. The advantage of Tagetik, at least for our company, was that it can link to all the different general ledger systems that we use (which are plenty in regard to the size of our group).

Mario
Note globale
  • Secteur d'activité: Logistique et chaîne d'approvisionnement
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

A beautiful route with Tagetik

Publié le 03/11/2015

Avantages

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

Inconvénients

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

John
Note globale
  • Secteur d'activité: Organisme social ou civique
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Fantastic product, fantastic company

Publié le 18/09/2015

Avantages

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

Inconvénients

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

Meghan
Note globale
  • Secteur d'activité: Immobilier
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 6.0 /10

All around a decent product

Publié le 14/10/2015

Avantages

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

Inconvénients

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

Alessandro
Note globale
  • Logiciel utilisé tous les mois pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

I use Tagetik for financial reporting and consolidation, budget and demand planning.

Publié le 17/05/2017

Avantages

Tagetik Consolidation is a robust financial consolidation solution. Concerning the others areas of my experience, it is a less strong solution but it is possible to customize to address complex requirements.

Inconvénients

Not all of the modules are robust, in some cases to much customizations are required during implementation.

Simone
Note globale
  • Logiciel utilisé tous les mois pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Good product, Tagetik offer different features & functionality and it's easy to maintain

Publié le 10/05/2017

Avantages

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

Inconvénients

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)

Elisa
Note globale
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

My experience with Tagetik CPM for banking budget

Publié le 23/03/2017

We were looking for a new software to replace existing in house application and Tagetik is our...

We were looking for a new software to replace existing in house application and Tagetik is our choice. Now we have the chance to drive the planning process more quickly and with the consinstency of a certificate system.