CCH Tagetik Budgeting & Planning

CCH Tagetik brings the convenience of Excel to your budgeting and planning process, together with the flexibility of the cloud and the power of the built-in financial intelligence.

The planning module has a large number of a specific theme and industry templates, which support the planning processes. Finext has added best practices, allowing not only faster implementation, but also making use of our experience in other organizations. A small selection of the different templates:

• Retail planning
• Healthcare planning
• Higher Education Planning
• Financial planning
• Workforce planning
• Working Capital and Capital Asset planning
• Project planning

With the right planning software, you can make great strides in the effectiveness and business integration of the planning process within your organization. With the implementation of a new planning solution, you achieve the following benefits:

1. Integration of departmental plans in one environment
2. Plans of all desired scenarios, including budget, rolling forecast, prognosis, budget, multi-year project, what-if
3. Driver based planning and budgeting
4. Direct variance reporting and analysis
5. Shortening of plan cycles
6. Efficiency improvement of the planning process

• United, easy to use and end-to-end planning
• Fewer iterations reduce the amount of days needed in the budgeting cycle
• Trust in one version of the truth in all plans and budgets
• Better continuity with one dataset and fewer systems
• Built-in financial intelligence that can address both the simplest and most complex planning requirements
• Full traceability and accountability from start to finish

Finext is a 'Specialist Consulting' partner of CCH Tagetik. Because of this collaboration, we are always up to date with the latest developments and the latest solutions. CCH Tagetik consultants at Finext are trained and certified by CCH Tagetik. They are experts on the following CCH Tagetik technologies: