Tagetik
EMPOWERING CFO WITH A UNIFIED PERFORMANCE MANAGEMENT SOLUTION
Product Overview
Slavko Kastelic, Business Development, Tagetik
Beograd, 17.5.2013, ICV Conference
About CRMT
100 % focus in Performance management & Business Analytics Kot podjetje delujemo od leta 2005
> 217 cumulative years
25 consultants
Business process expertise
Standard, global proven solutions
> 30 satisfied customers
CRMT: Področje delovanja in rešitve
References & Izkušnje >182 človek let
Retail&Whosale
Insurance
Banking
Manufacturing
Energy
Lucca, Italy
Global & Growing
double-digit growth every year since 2001
20 global markets, more than 50 countries
over 550 customers worldwide
strategic business alliance with Microsoft extensive partner network
20 Operations covering more than 50 countries
Italy
UK
France
North America
DACH
Netherlands
Adriatic Region
Spain
Portugal
South Africa
Brazil
Middle East
Nordic
South East Asia
Turkey
Australia
GCC
Singapore
Greece
Tagetik Strategic Partners
«Tagetik: laser-focused on financial process excellence»
«Tagetik has continued its solid year over year growth demonstrating their ability to support larger, more complex, implementations»
«Tagetik beat out all the full-suite market leaders with a near perfect score of 4.8 out of 5.0 for customer satisfaction»
Overall satisfaction
(Source: 2011 BPM Pulse Survey)
Implementacije v Sloveniji
Product Overview
Corporate performance management
Unified Business Process
Tagetik 4.0
Typical Performance Management Architecture
Tagetik Architecture
Last Mile of Finance
Typical Last Mile of Finance
Tagetik Collaborative Disclosure Management
Full Audit Trail
Scaling, Rounding and Balancing
MICROSOFT ECOSYSTEM
A Complete & Unified Solution
Performance Management, Disclosure Management & Financial Governance:
Budgeting, Planning & Forecasting
Cash Flow Planning
Statutory and Management Consolidation
Cost Allocation and Profitability Analysis
Financial Close & Fast Closing
Dashboard and Scorecarding
Production Cost Planning & Control
Collaborative Disclosure Management
Financial Compliance
Financial Governance
Communication:
Share user group information (email
Organize audio, video and web conferences
Interact using live messenger and social networking software
Provide announcements and links
Business Intelligence & Analytics:
Relational database management system
OLAP using MS SQL Analysis Services
Reporting Services
PowerView for self-service reporting/dashboards memory analytics
Directly on Tagetik data
-security managed in Tagetik 4.0
Collaboration:
Share documents, versions, and workflows Define tasks
Share calendars and deadlines
Share narratives and comments
Direct access to Tagetik 4.0 via Web Parts
Advanced Analysis/Reporting via Microsoft BI
SAP Ecosystem:
The Group
Revenues €40 bn
Global 500 #154
Largest bank in Central-Eastern Europe
Gartner Case Study:
“Unicredit Group has implemented Tagetik CPM to manage, with a single solution the data collection and consolidation of regulatory reporting, management and statutory reporting, budgeting and forecasting, and dashboards to monitor some fundamental KPIs on a weekly basis.”
Project Size:
• 3800 users, 3000 companies
• 800 fully consolidated entities
• Disclosure Management with 300 participants
Scope:
• Financial Consolidation
• Statutory and Management Reporting
• Allocation & ABC Modeling
• Budgeting & Forecasting
• KPIs and Executive Dashboards
• Disclosure Management
Results/Benefits:
• Single Chart of Accounts to manage
• Improved auditability and decreased risk
• Implemented Tagetik CDM with 300 users
• Easy expansion to additional processes
• Competency center and lower TCO
Metro Group
