CCH Tagetik Reviews

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

Easy to get carried away to do too many changes

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.

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 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.

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.

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.

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.

In a single environment we can have management data reconciled with accounting data and forecast data. It is possible to create customized environments.

customization is not so easy and takes time

About this software I like its complete integration for the consolidation areas from the automate eliminations to multiple reporting standards

Reporting tools can be improved through interactive tools based on existing elements of the relational model.

The software can provide a great flexibility for all the company's needs and covers all our business processes

During the implementation too many complex customizations were implemented and few technical manuals were given.

Versatility and the ability to create and manage reporting reporting automatically. Possibility to have a clear point about overall performance and Ease in uploading and managing data.

Wrapped up is the process of implementing new reports, and the sections in which the various activities are divided are not always very intuitive. Sotware also often has operating issues related to PC operating system upgrades, it makes the ducumes and the word and excel pages heavy to which it is linked, causing malfunctions.

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.

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.

The great functionality and the ability to make the consolidation and reporting process contemporary and collaborative. The Financial Reporting feature (last mile).

There are some specific complexities that are difficult to understand, some technicalities a bit cumbersome. Ease of use to improve

Overall flexibility of the product. It's powers seem endless and their desire to be a long term business partner.

I cannot think of a negative thing to say. I guess if I had to say something. I feel like they could check in with us to learn more about our needs to give us insight into how Tagetik could be solutions for those business problems. I often feel that I truly don't know it's full possible capabilities because there are so many.

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

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

Very customizable and flexible in the design of Tagetik for your business

Can be somewhat difficult to learn at the beginning, but just like anything else, it just takes time.

Really great for budgeting and planning work and for generating financial reports for all areas of our business.

There's quite a lot to get your head around when first using it. A bit of a learning curve!

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)