¿Quién utiliza este software?

Todos los mercados verticales. Empresas con más de 300 millones de USD en ventas anuales o más de 500 empleados.

Valoración media

77 opiniones
  • En general 4.5 / 5
  • Facilidad de uso 4 / 5
  • Atención al cliente 4.5 / 5
  • Funcionalidades 4.5 / 5
  • Relación calidad-precio 4 / 5

Detalles del producto

  • Versión gratuita No
  • Prueba gratis
  • Implementación En la nube, SaaS, web
    Instalado: Windows
    Móvil: nativo de iOS
    Móvil: nativo de Android
  • Formación En persona
  • Asistencia En horario ininterrumpido (atiende un representante)
    Horas laborables

Datos del proveedor

  • Wolters Kluwer
  • http://www.tagetik.com
  • Fundada en 1986

Sobre CCH Tagetik

Ideal para organizaciones medianas y grandes, CCH Tagetik agiliza y automatiza muchos tipos de planificación en una única solución, a la vez que moderniza y simplifica el proceso y facilita la colaboración entre planificadores financieros y operacionales. Independientemente de tu metodología de planificación y elaboración del presupuesto, la amplitud, flexibilidad y facilidad de uso de CCH Tagetik proporciona a los usuarios la familiaridad de un front-end de Excel, la flexibilidad de la nube y el poder de la inteligencia financiera incorporada.

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Funciones de CCH Tagetik

  • Balance contable
  • Consolidation/Roll-Up
  • Control de versiones
  • Declaración de ganancias/pérdidas
  • Escenarios hipotéticos
  • Gestión de tesorería
  • Libro general
  • Multidepartamento/proyecto
  • Planificación de recursos
  • Previsión
  • Varias empresas
  • Alertas de fechas críticas
  • Creación de informes sobre capitalización
  • Facturación
  • Gestión de carteras
  • Gestión de impuestos
  • Gestión de recursos
  • Para alquiler de equipos
  • Para propiedades inmobiliarias
  • Planificación de amortización
  • Presupuestos y previsiones
  • Seguimiento de gastos
  • Seguimiento de pagos
  • Balance contable
  • Balance de pérdidas y ganancias
  • Consolidación y reagrupamiento
  • Escenarios hipotéticos
  • Estado de resultados
  • Gestión de tesorería
  • Libro general
  • Previsión
  • Registro de auditoría
  • Varias empresas
  • Varios departamentos y proyectos
  • Análisis ad hoc
  • Análisis cualitativo
  • Análisis cuantitativo
  • Análisis predictivo
  • Consolidación y reagrupamiento
  • Creación de formularios de evaluación
  • Indicadores claves de rendimiento
  • Informes ad hoc
  • Panel de comunicaciones
  • Planificación estratégica
  • Presupuestos y previsiones

Las opiniones más útiles de CCH Tagetik

A business partner you can count on. Especially on M&A operations.

Publicado el 7/2/2017
Alessandro M.
Senior Consolidation Specialist
Medios de difusión, 1001-5000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
4/5
En general
4 / 5
Facilidad de uso
4 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
4 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: We use Tagetik for our statutory and management consolidated reporting processes. The recent stress test on this tool has been given by our latest M&A operations, in which we had to consolidated many companies with lots of intercompany relationships between them and within our Group perimeter. Tagetik let us manage this transition easily and in a short time lapse. With an appropriate configuration of the environment these new incorporations did not require additional resources (in terms of time and people). The absence of information duplicates and the use of an automated data entry platform allowed us to manage the communication with our new contributors in an efficient and effective way. In this process it is worth mentioning the contribution of the Tagetik consulting team that has supported us with prompt interventions on our main technical issues.

Puntos a favor: Easy to use and configure for the ongoing routines (a first implementation by a skilled consultant is required and suggested). - Familiar look-and-feel which replicates the tipical MS Excel interactions. - Easy to install on remote terminals (works also on mobile devices) for external contributors. - Data are managed in a consistent way. - Scalable architecture which lets you add new modules and manage large consolidation perimeters. - Possible automation for the most common consolidation routines (intercompany eliminations, consolidation adjustments, etc.). - Tangible returns in terms of time spent on reporting generation and time-to-market.

Contras: Depending on your business, the implementation of this platform could require a consistent effort in terms of architecture and data flow projecting. The assistance of a skilled consultant is largely suggested. This step is crucial in order to take the maximum benefits from this product.

The one-stop solution for your financial reporting needs.

Publicado el 21/9/2015
Alessandro M.
Senior Consolidation Specialist
Marketing y publicidad
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
Fuente: SoftwareAdvice
5/5
En general
4.5 / 5
Facilidad de uso
4.5 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Puntos a favor: Tagetik has succeded to develop a Corporate Performance Management system which can fullfill the reporting needs (including legal compliance requests) of a great number of companies. Doesn't matter if you are a small firm or a large company, if you are an industrial company or a service provider. Tagetik offers a scalable solution which can easily implemented on your existing transactional applications, creating a consistent set of data which can be used for different proposals such as the draft of the financial statements, or a reporting package for internal use, or even a CSR report. Moreover the integration with the MS Office suite application (such as Word, Excel and Powerpoint) establish a familiar interface, thus empowering the day-by-day activity of data entry, report creation and data analysis. Last but not least, one of the key factors that make Tagetik your choice for your financial reporting activities resides in its consultants, who are focused on delivering a solution which fits perfectly to your requests. When you buy Tagetik you don't only buy a software. You buy a valuable service for your business.

Contras: Like any business software, Tagetik needs to be updated in order to increase its performance and to meet the hardware and software standards always evolving. If you are looking for a "one-shot investment" which could solve all your problems for the next 10 years look elsewhere. Even if it means that you are still running Office 97 on a Windows XP machine. And even if I'm not sure you are going to find what you are looking for.

It does an awful lot

Publicado el 15/1/2017
Buta B.
Business Analyst
Construcción, 10,001+ empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
Fuente: GetApp
4/5
En general
3 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
4 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: I've used Tagetik for 3 years now and I find it to be a very flexible system, it's at times too complex because it offers so much. It is very reliable and the data structure is relatively easy to understand. It is also a pretty seamless integrating Tagetik with other software using one of the many standardized ETLs.

Puntos a favor: Can cater for pretty much any scenario with new features being added all the time.
Newer versions of the software are very impressive, some of the additions i.e. Tagetik data analytics look amazing.
They offer a lot of support through a Tagetik community and Tagetik Insiders. The social community is growing very fast.

Contras: Some parts of the system, in particular, the native Excel reporting is difficult to understand.
It is quite expensive.

Tagetik is maybe a little too good.

Publicado el 19/7/2016
Buta B.
Business Analyst
Construcción
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
4/5
En general
3 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
4 / 5
Asistencia técnica
4 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: Tagetik is a wonderfully flexible product which we use for contract forecasting, year end statutory accounts and monthly management accounts production.

Puntos a favor: It's very flexible, the software can cater for almost any process quirk you can throw at it. The interfacing process between other software solutions is pretty seamless and the data structure is relatively simple to understand.

Contras: Because the software can cater for so many different solutions it has an awful lot of inbuilt complexity and it's very tricky to navigate the program at times (especially for administrators) and the report building process is very complex.

Tagetik; My Experience

Publicado el 6/1/2017
Arshak S.
Functional Application Manager Tagetik
Seguros, 1001-5000 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña 
Fuente: GetApp
4/5
En general
4 / 5
Facilidad de uso
4 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
4 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: The company I work for is a health Insurance company with around 2300 employees. We started to use Tagetik since 2015 and the reason to do so is to simplify our reporting process. By using Tagetik we are able to deliver our reports faster and with a much better quality.
For now, we are even planning to start using budgeting and planning, which is on the calendar for 2017.

Puntos a favor: 1. Easy to use; the learning curve is big.
2. Great customer support with updates about the status.
3. Good knowledge and support by Tagetik consultants and third party consultants
4. Fast software.

Contras: 1. Lay out a bit confusing; some menu options can be/should be placed clearer and on better places in the menu bar.
2. PDF Manuals are very basic. They should be written in a more practical way and with examples.

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