The Importance of Planning
in Professional Services

CCH Tagetik's Enterprise Performance Management (EPM) solution is an invaluable tool in this complex and constantly changing sector to help you streamline your planning processes, achieve your goals efficiently, and drive revenue.

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    Strategic, operational and financial plans connected

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    AI-Based predictive intelligence

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    Faster, better-informed decisions

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    150+ CCH Tagetik projects delivered


At a Glance

Planning is essential for
any organisation's success

CCH Tagetik’s Budgeting, Planning and Forecasting solution, which goes hand-in-hand with Extended Planning and Analysis (xP&A), can help you address these challenges by providing a holistic view of your company’s financial and operational performance. With xP&A, you can quickly identify potential risks and opportunities and make data-driven decisions that drive growth. An agile EPM solution can help you achieve exceptional results by driving every aspect of your end-to-end process towards increased performance, efficiency and profit.

By incorporating CCH Tagetik’s solution into your planning processes, you can hold weekly planning meetings with your colleagues to review last week’s workload, assign tasks to the most qualified staff members, and prioritise tasks by date/time deadline. This integrated approach to planning ensures that all areas of your workload are covered, encourages creativity and innovation, and helps you achieve your objectives.

Benefits of
CCH Tagetik

  • Planning across all your departments

  • Less time collecting data, more time on analysis

  • Sped up planning cycles with built-in intelligence

    Allowing you to adapt quickly to industry changes.

  • Stay connected and in control of your planning processes

    Whether in the boardroom, at your desk or in the local coffee shop.

  • Generate dashboards from a unified data source

  • Extract meaningful insight from real-time reports

  • Make positive, evidence-based decisions

Some of our Professional Services Customers:

Wolters Kluwer was recognised as a Leader
in the 2022 Gartner® Magic Quadrant™ for Financial Planning Solutions

The CCH® Tagetik expert solution from Wolters Kluwer is a comprehensive planning platform that covers strategic, financial, and operational planning including S&OP, workforce, and capital expenses. Planning is crucial for any organisation’s success, and CCH Tagetik’s Planning solution can help you achieve your goals quickly and efficiently.

We should be talking.
It's probably worth it.

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