CCH Tagetik
Enterprise & Corporate Performance Management (CPM)
Integrate Finance and Enterprise Performance Management with CCH® Tagetik.
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Strategic Partner since 2008
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Certified Platinum Systems Implementor
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Country Awards Winner
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12 Years of Successful Project Delivery
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150+ CCH Tagetik Projects
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Leading AIH practitioners
At a Glance
What is
CCH Tagetik?
CCH Tagetik is a Cloud software platform from Wolters Kluwer that integrates Finance and Enterprise Performance Management.
CCH Tagetik is a highly adaptable system, and it connects seamlessly with existing databases, such as SAP HANA, Excel or QuickBooks, and other applications, fitting into any business or IT environment.
Traditionally, companies executed financial corporate performance management with a multi-system approach that involved different strategies, hardware, with rudimentary integration. Now, CCH Tagetik delivers a single, unified financial analysis platform that leads to better reporting, better insights, and better decision-making. CCH Tagetik can seamlessly integrate Microsoft SQL server, supporting business intelligence.
Why Codestone?
The CCH Tagetik Solution
Together with CCH Tagetik, We Pioneered the EPM UK Market.
CCH Tagetik, from SME to Large Enterprise
We have more than 15 years of experience delivering successful CCH Tagetik projects to clients across the world. We work with the Office of the CFO in some of the leading FTSE 250 companies in the world. We do not just implement systems, but we understand process, change, and the nuances required for the Office of the CFO to be successful.
Certified Platinum Systems Integrator + Certified Accountants
We have been recognised for our achievements and are a Certified Platinum partner and Country Awards winner, with qualified CCH Tagetik developers, accountants & Business Intelligence experts. More so, all our consultants are certified Accountants (or training to be so).
Tried-and-Tested Project Methodology and Reporting Best Practices
We have delivered 150+ projects across CCH Tagetik Consolidation and Budgeting/ Planning Projects, including IFRS 16 and IFRS17 engagements. The combination of lessons learned, best practices and robust project methodology ensures project success. Our 98% project success rate is testament to this.
Change Management and Continuous Value Realisation
Beyond systems implementation, we ensure maximum adoption and continuous consumption value through our Change Management for CCH Tagetik offering. In addition, we offer Prospect Workshops, Health Checks and Clinics, and Customer Communities.
Solution Roadmap Influencer for Customers
As the first CCH Tagetik UK partner with a demonstratable track record, we contribute to the continuing solution development and optimisation to ensure that our customers’ needs of today and tomorrow are heard and roadmapped into the solution.
Microsoft Power BI Integration
Codestone delivers Power BI integration for CCH Tagetik solutions. Templated dashboards and bespoke, unique visualisations extend Tagetik's reach with scalable and secure access across the platform.
Features
Planning faster decisions
with CCH Tagetik
Enable digital transformation and streamline your financial close & consolidation, regulatory compliance and planning.
Integrated Finance
A single data repository. Integrate corporate data into a single solution. Unify plans, forecasts, disclosure, reports, and analysis. Streamline the financial close process by centralising data into a single solution.
Empower Finance Teams
The latest in Cloud, in-memory databases, and mobile tech. Break down large datasets and complex processes to get you the insights you need fast.
Built for Finance
Armed with financial intelligence. In-built double-entry capability. Currency translation. Compliance functionalities, and more. Reduce risk, shorten consolidation & close, and improve decision-making.
Optimise Finance Strategy
Align finance with business operations. Compare different processes, models, and scenarios. Improve collaboration with stakeholders. Link business decisions directly with financial outcomes.
Smart Self-Service
Easy to learn and easy to use. CCH Tagetik has a simple and intuitive interface. Dashboards, reporting tools, and visualisations, empower employees with confidence.
A Cloud Solution
CCH Tagetik is a multi-tenant Cloud solution. Users enjoy full functionality, security, scalability, and compliance. Rest easy, knowing your corporate data is safe and secure in a platform that you will never outgrow.
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Platform Integration
Integrate with existing systems, such as ERP, CRM, BI and more. Turn corporate data and business analytics into actionable insights. Lead with better and more accurate strategic decision making.
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Promoting Accountability
Detailed audit trails improve traceability, governance, and compliance.
ESG
CCH Tagetik Environmental, Social and Governance
Sustainability Performance Management
Meet compliance requirements and evolving regulations with CCH® Tagetik Environmental Social and Governance & Sustainability Performance Management. The pre-built and configurable expert solution gives you the data intelligence to drive long-term sustainable growth, whilst also going beyond complying with ESG reporting requirements by embedding your ESG KPIs with your financial and operation plans. This means you’re armed to make better decisions and combat risk – from climate to reputational. See how you can start your ESG journey today and contact us.
Governance and Reporting
Gain accuracy and control in your ESG reporting with immediate updates when frameworks and regulations change, with pre-defined configurable workflows that you can manage at the entity, subsidiary, and group level. Separate responsibilities at the department level. Reconcile at the group level. Create ESG charts, tables, and narratives for illustrative annual reports with a Content Data Model (CDM).
CCH Tagetik Data Management
Simplify and automatically connect data from different sources at different levels of granularity and across multiple levels. Comply easily with pre-built data models and data entry forms for ESG reporting frameworks. Validate the collected data immediately.
Strategic Planning
Automation means less time doing data entry, elimination, and consolidation. More time driving better decisions and strategy. CCH Tagetik fosters a vibrant user community, where finance professionals connect to share insights.
KPI Monitoring & Disclosure Management
Facilitate all of your compliance with ESG reporting frameworks through KPI monitoring and KPI disclosures. Pre-configured KPIs and dashboards like: Global Reporting Initiative (GRI), EU taxonomy, and Sustainability Accounting Standards Board (SASB).
IFRS 16 Lease Accounting
CCH Tagetik Lease Accounting is a pre-configured starter kit,
formulated for IFRS 16.
CCH Tagetik Lease Accounting is a pre-configured starter kit that provides you with all the functionality to create a centralised repository for lessee, lessor, and sublease information and process lease data of all types – including real estate, fleet, equipment and more. To learn more about how IFRS 16 affects you, contact us.
Simpler Calculation
Pre-configured data and lease calculation models make compliance easy. CCH Tagetik makes it simple to input lease information, assets, and more. Exemptions are listed and adjusted for IFRS 16. Financial information can be visualised to show impact on the balance sheet in different scenarios empowering decision-making.
Lease Data
CCH Tagetik creates a data library dedicated to IFRS 16 and other reporting requirements. A single source of truth lets you calculate, report, and disclose accurately with reduced risk. Integration with Qlik Sense and Microsoft BI solutions get you the insights you need. Confidence in numbers empowers planning.
Out-of-the-box
CCH Tagetik IFRS 16 comes compliant and ready to get value. Preconfigured calculations, workflow, modelling tools, let you easily manage varied lease types. Calculate right of use assets, and liabilities. Calculate depreciation and interest expenses.
Seamless Integration
Import and export data from any source. CCH Tagetik integrates with all systems, like CCH Tagetik CPM and non-CCH Tagetik systems, minimising disruption, and driving success. Simplify the data review process and promote improved data management.
Modelling and Calculation Engine
With CCH Tagetik’s calculation engine and the power of analytics, you can process and calculate large volumes of data quickly. Flexible modelling allows you to easily configure and maintain calculation logic and rules with a Finance-friendly interface to stay compliant.
Disclosure and Reporting
Data is consistent, easy to analyse, and report while complying to IFRS 16 disclosure rules. Extract financial statements, board books, regulatory submissions without delay. Rest easy knowing numbers are accurate and auditable. CCH Tagetik's commitment to its user community ensures that the platform evolves in response to the needs of finance professionals.
Online event
Future-Ready Office
of the CFO
Future-Ready Office of the CFO is an exclusive event to help you think about your core and strategic operating model to address your immediate and future challenges and how to ensure a connected finance experience across the organisation. This webinar will show you how Finance can accelerate operations maturity and identify new sources of value across the organisation. As we all know, the rise of artificial (general) intelligence is inevitable and is expected to bring unprecedented changes to the world. We will discuss how AI/AGI will impact the Office of the CFO and what steps you can take now to future-ready your organisation.