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Budgeting, Planning & Forecasting
Streamline budgeting, planning, and forecasting with a unified CPM solution.
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Enter the next evolution in planning
Connect finance & operations. Automate manual tasks and plan faster.
CCH® Tagetik helps organisations streamline budgeting, planning and forecasting by connecting finance and operations in a unified platform.
Powered by the Analytic Information Hub, it brings together detailed financial and operational data to support more frequent, in-depth planning without heavy IT dependencies. Its predictive and AI capabilities help finance teams identify performance drivers, challenge assumptions and support forecasts with data-based predictions.
Extend planning beyond finance to connect supply chain, sales, workforce, S&OP and IT, giving teams a shared view of business performance and a coordinated approach to planning.
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Common Challenges
Budgeting, planning, and forecasting are complex and challenging processes for organisations across various industries.
Data Management & Scalability
Organisations often battle with data discrepancies from multiple ERP systems, incomplete data sets, or data silos, making it challenging to create consistent budgets and forecasts.
Manual and Time Consuming
Budgeting, planning, and forecasting can be time-consuming and require significant company resource, with multiple review rounds, approval and adjustments often required. A lack of time and resources may result in incomplete planning, leading to results with reduced accuracy and reliability.
Lack of Agility & Scenario Planning
Without the right tools, business leaders struggle to adapt to fast-changing market conditions and model alternative scenarios efficiently.
Inconsistent Methodology & Governance
Inconsistency with budgeting and forecasting methodologies can lead to discrepancies and challenges across departments when aggregating and comparing data. Lack of governance and standardised processes can result in inefficiencies and difficulties in maintaining the integrity of data, creating conflicting assumptions and disconnected plans across different departments.
Collaboration & Communication
The process involves various stakeholders. Siloed communication hinders alignment and slows down consensus.
Performance at scale
Large organisations may have hundreds of users, entities, cost centres and planning models, which would result in complex planning cycles and large data volume that needs aggregation and calculation optimisation.
Overcoming Obstacles with Integrated Planning and Forecasting Solutions
The Power of CCH® Tagetik
Addressing these challenges requires a combination of proper technology, robust data management strategies, standardized processes, stakeholder engagement, and continuous improvement efforts.
Implementing a comprehensive solution like CCH® Tagetik can help organisations overcome these challenges by providing:
- Unified platform
- Automation
- Data integrity
- Collaboration
- Scenario analysis
Discover the immense benefits of CCH® Tagetik, a powerful business tool designed to improve accuracy, streamline processes, and enhance collaboration for organisations. This versatile solution offers robust governance measures, scenario analysis, and extensive reporting capabilities to empower businesses in achieving their strategic goals.
Features & Benefits
Improved Accuracy
By automating manual tasks and eliminating the use of spreadsheets, ensuring data integrity, and providing a single source of truth, CCH® Tagetik allows organisations to make data-driven decisions with confidence.
Time and Cost Efficiency
Automating processes streamlines budgeting and forecasting, reducing the time and effort required to manage multiple systems, workflows, and errors.
Enhanced Data Governance
Implement robust security measures and strict workflows to maintain high data quality and provide complete audit trails for financial transparency.
Scenario Analysis and Decision Support
Enable scenario modeling and what-if analysis, allowing organizations to model different scenarios, evaluate risks, and adapt to change rapidly.
Improved Communication and Collaboration
Integrate data from multiple sources, facilitating seamless communication across departments, enabling faster review cycles and consensus.
Agility and Adaptability
Allows for more agility and responsiveness to changing market conditions or business dynamics. The solution allows for quick adjustments to plans and forecasts, accommodating new information or unexpected events, without heavy IT dependency.
Compliance and Auditability
Assists finance teams in complying with financial regulations by maintaining accurate records and providing traceable workflows.
Cost Savings
By streamlining processes, avoiding manual errors, and improving accuracy, CCH® Tagetik leads to cost savings across the organization.
Strategic Planning & Performance Management
CCH® Tagetik goes beyond budgeting and forecasting by incorporating strategic planning capabilities into your performance management cycle.
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