Use Case

Disclosure Management with CCH Tagetik

Collaborate office, CCH Tagetik's disclosure management functionality, is very advanced. CCH Tagetik clearly pays a lot of attention to this. Corporate Disclosure Management helps to prepare monthly, quarterly and annual reports; the data is retrieved and displayed directly from the CCH Tagetik database and/or Excel documents, explanatory texts can easily be added. This makes the process around these closures less time-consuming and less prone to errors.

The CCH Tagetik Collaborative Office software.

  • Unifies disclosure-related processes (data collection, consolidation, reporting and analysis) so they can be completed in one system.
  • Equip all users with a single database of performance information, including financial and operational data.
  • Allows users to work and communicate in one file at a time.
  • Provides managers with an audit trail and log of all contributions, down to metadata.
  • Reduces bottlenecks and missed deadlines.
  • Keeps users on track and financial managers informed with process workflow and approvals within the system.

It is valuable to organizations because it streamlines the normally complicated disclosure process by connecting people and processes. By logging communications, having an up to date source of financial data, automated renewals, maintaining one version of reports and controlling users, the disclosure process becomes not only more accurate, but faster and more certain.

The benefits of Disclosure Management with CCH Tagetik

  • Figures are always up to date
  • It is traceable who made what changes
  • Data comes directly from the source
  • Users work together in the same file
  • There is a control and approval process
  • There is an audit trail from A to Z
  • One can easily use one report for different time periods
  • You can create a workflow layout with restrictions on certain users to distribute responsibilities
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