Is Tagetik 4 right for your business?

Tagetik 4 is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a Tagetik 4 demo, technical support, product or pricing information or to simply to compare Tagetik 4 with competitive options? Quickly get answers and the information you need.

For most companies, operational activities are not strongly linked to business strategy, but Tagetik’s corporate performance management solution unifies all of your budgeting, planning and forecasting processes in a single software solution.

With Tagetik 4 you gain full control of your budgeting, planning and forecasting processes on three separate levels: strategic, financial, and operational all in one place. You will also improve accountability and transparency, have a full audit trail, and a tight link between all of your planning processes. From communicating high-level objectives to developing annual plans, to reforecasting, everything can be done within Tagetik 4 performance management software with less manual effort.

Features & Benefits

  • Modeling and What-if:define different scenarios for modeling the impact of drivers and assumptions. See the P&L, Balance Sheet, and Cash Flow impact of various scenarios and easily compare one to the others to determine the best business outcome.

  • Driver-based Planning: establish key metrics, drivers and links for detailed driver-based planning.
  • Integrated Plans: strategic, long-range, and annual plans; periodic and rolling forecasts; salary, capital, production and other plans; all in one software application.
  • Workflow: manage the entire process flow of all plans in one place including tasks, activities, due dates, status and submission/approval.
  • Profitability Planning and Allocations: down to the activity level, product level, or customer level for profitability analysis of all types of plans. Or allocating indirect costs out to divisions, departments and/or projects.
  • Cash flow modeling: See not only the immediate impact of any change to any plan on P&L, Cash Flow & Balance Sheet statement and also the detailed cash in and cash out impact of each change. Model cash impact, cash shortfalls, funding options, changes to DSO, collection terms and more.
  • Forecasting: quickly build periodic or rolling forecasts that combine data from strategic plans, budgets, previous plans and actuals. All without loading data from external systems, linking separate applications, or data redundancy .
  • Inter Company (IC) matching: incorporate intercompany transactions and matching into the planning process to create more accurate forecasts and variance analysis.
  • Collaboration and Communication: create a single portal to share documents, versions, deadlines, workflows, status, and email communication across all departments involved in the budgeting process for a unified approach to enterprise performance management.

Other Applications

The following applications are designed to work hand-in-hand with Budgeting, Planning & Forecasting:

"Budgeting, Planning & Forecasting" is part of the Tagetik 4 line of products, developed by Tagetik.