1. icv kongres controllera srbije 2013, slavko kastelić, senior sales manager, tagetik
TRANSCRIPT
Product Overview
Tagetik
EMPOWERING CFO WITH A UNIFIED PERFORMANCE MANAGEMENT SOLUTION
Slavko Kastelic, Business Development, TagetikBeograd, 17.5.2013, ICV Conference
About CRMT
100 % focus in Performance management &Business Analytics
Kot podjetje delujemo od leta 2005
> 217 cumulative years
25 consultantsBusiness process expertise
Standard, global proven solutions
> 30 satisfied customers
CRMT: Področje delovanja in rešitve
References & Izkušnje >182 človek let
4
Retail&Whosale
Insurance
Banking
Manufacturing
Energy
Telco
PublicServices
Lucca, Italy
Global & Growing
double-digit growth every year since 2001
20 global markets, more than 50 countries
over 550 customers worldwide
strategic business alliance with Microsoft
extensive partner network
20 Global Markets
ItalyUKFranceNorth AmericaDACHNetherlandsAdriatic RegionSpainPortugal South Africa
BrazilMiddle EastNordicSouth East AsiaTurkeyAustraliaGCCSingaporeGreece
20 Operations covering more than 50 countries
Tagetik Strategic Partners
«Tagetik: laser-focused on financial
process excellence»
«Tagetik beat out all the full-suite market
leaders with a near perfect score of 4.8 out
of 5.0 for customer satisfaction»
«Tagetik has continued its solid year over year
growth demonstrating their ability to support
larger, more complex,
implementations»
INNOVATIVE
INDEPENDENT
VISIONARY
http://www.tagetik.com/resources/analyst-reports/gartner-mq-cpm
Overall satisfaction (Source: 2011 BPM Pulse Survey)
Implementacije v Sloveniji
Product Overview
Corporate performance management
Unified Business Process
Tagetik 4.0
Typical Performance Management Architecture
Tagetik Architecture
Last Mile of Finance
Typical Last Mile of Finance
Tagetik Collaborative Disclosure Management
Full Audit Trail
Scaling, Rounding and Balancing
Performance Management, Disclosure
Management & Financial Governance:
Budgeting, Planning & Forecasting
Cash Flow Planning
Statutory and Management Consolidation
Cost Allocation and Profitability Analysis
Financial Close & Fast Closing
Dashboard and Scorecarding
Production Cost Planning
& Control
Collaborative Disclosure
Management
Financial Compliance
Financial Governance
Business Intelligence & Analytics:
Relational database management system
OLAP using MS SQL Analysis Services
Reporting Services
PowerView for self-service reporting/dashboards
In-memory analytics
Directly on Tagetik data
User-security managed in Tagetik 4.0
Collaboration:
Share documents, versions, and workflows
Define tasks
Share calendars and deadlines
Share narratives and comments
Direct access to Tagetik 4.0 via Web Parts
Advanced Analysis/Reporting via Microsoft BI
Communication:
Share user group information (email, phone, IM)
Organize audio, video and web conferences
Interact using live messenger and social networking software
Provide announcements and links
MICROSOFT ECOSYSTEMA Complete & Unified Solution
SAP Ecosystem: Hana Certified – from 13.5.2013
• 3800 users, 3000 companies
• 800 fully consolidated entities
• Disclosure Management with 300 participants
The Group
Revenues €40 bn
Global 500 #154
Largest bank in Central-Eastern Europe
Gartner Case Study:
“Unicredit Group has implemented Tagetik
CPM to manage, with a single solution the
data collection and consolidation of
regulatory reporting, management and
statutory reporting, budgeting and
forecasting, and dashboards to monitor some
fundamental KPIs on a weekly basis.”
Project Size:• Single Chart of Accounts to manage
• Improved auditability and decreased risk
• Implemented Tagetik CDM with 300 users
• Easy expansion to additional processes
• Competency center and lower TCO
Scope:
Results/Benefits:
• Financial Consolidation
• Statutory and Management Reporting
• Allocation & ABC Modeling
• Budgeting & Forecasting
• KPIs and Executive Dashboards
• Disclosure Management
Metro GroupMicrosoft World 2012
