Why CCH Tagetik
We'd spent thirteen years implementing whatever the client had bought. We were adequate at a lot of things. So we stopped, picked one platform, and spent the next 10+ years getting genuinely good at it. This page explains why we chose CCH Tagetik - and when we'd tell you not to buy it.
CCH Tagetik was built around the problems Group Finance actually has to solve. Consolidation, planning, reporting and regulatory processes can work together rather than becoming separate projects with separate versions of the numbers.
SolutionsMultiple entities, currencies, ownership structures and reporting requirements are where the platform earns its keep. As the group changes, the finance architecture can change with it, without rebuilding everything around the latest acquisition.
Why finance changesYou don't have to solve everything on day one. Start with the problem that matters now, then extend into consolidation, planning, reporting, tax, ESG and other finance processes without creating another disconnected system every time the requirement changes.
Platform overview25+ consultants who have configured this platform many times over know what a piece of work costs. Firms that implement five products are guessing, and the guess lands in your contingency.
How we workConsolidation, planning, tax and ESG share the same numbers. No reconciliation between the tools that were supposed to end reconciliation.
Financial closeConfigured, not coded. Your team changes a driver or adds an entity without raising a ticket with IT and waiting a fortnight.
Planning & forecastingThe honest version
If your group is simple, your close is clean and your forecast is trusted, you don't need a CPM platform and we'll say so. CCH Tagetik earns its licence on complexity - many entities, many currencies, real consolidation, a regulatory burden. Below that threshold it's an expensive way to keep doing what a spreadsheet already does. We'd rather lose the deal than sell you that.
Close
From strategy to numbers
How finance turns business decisions into accurate reporting, planning and insight. Pick a board strategy and follow it down to the finance platform and back.
“Buy three businesses this year and deliver the synergy case.”
Three new entities arrive mid-year - different charts of accounts, different systems, different close calendars.
Folds every new entity into one consolidation and one chart of accounts - in days, not a quarter of manual mapping.
“Group profitability including the acquisition, from day one - and whether the synergy case is actually landing.”
…and the board sets the next target. The loop only works if the finance system can see the whole organisation — which is the point of one platform.
This is where we do our best work: groups whose structure keeps changing - growing by acquisition, expanding into new markets, backed by private equity, or simply scaling fast. Every new entity and every new market changes the shape of the group, so consolidation is never finished. A platform that can't keep up leaves the board flying on last quarter's numbers.
Before committing
“The CPM analyser is a strategic framework that helped us work out the best way forward to improve our finance processes - a useful tool before embarking on any projects.”
James Downey, Head of Financial Planning, Northern Rail
Northern Rail used the CPM analyser - the assessment now rebuilt as the Finance Value Score.
We map where your finance function actually loses time. Process first, system second - in that order, always.
Target operating model and delivery plan, designed together - split them and the programme drifts.
A focused walkthrough on your real data, so you're buying evidence rather than a promise.
Senior consultants who have done this before, on the one platform we know best.
Two hours, no fee, and an honest answer about whether the platform is what's actually holding you back.
