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Tagetik 4 Enabled By Microsoft SharePoint Collaborative Performance Management in business

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Page 1: Brochure - Tagetik - Ms -SharePoint_New Logo_website

Tagetik 4 Enabled By Microsoft SharePointCollaborative Performance Management in business

Page 2: Brochure - Tagetik - Ms -SharePoint_New Logo_website

EXECUTIVE SUMMARY

Tagetik 4 Enabled by Microsoft ® SharePoint® is a unified platform for: + Performance Management

+ Extended Business Intelligence

+ Collaboration

+ Communication + Task Sharing

+ Searching

= Collaborative Performance Management

A reliable and scalable solution for collaborative decision-making that empowers CFOs to:

Manage complex financial processes, reporting and compliances

Link operational activities with business strategy

Communicate and collaborate with teams, sharing information,

tasks, activities, and deadlines

Improve decision-making: Searching + Collaboration + Performance

Management

Support pervasive business processes across the whole organization

(operations, production, …)

Generate advanced reports and enable easy, intuitive analysis

Increase individual productivity

Maximize existing investments in Tagetik and Microsoft technology

Reduce the total cost of ownership (TCO)

Page 3: Brochure - Tagetik - Ms -SharePoint_New Logo_website

Enabled by Microsoft SharePoint

INTERNAL AND EXTERNAL SCENARIO COMPLEXITY

Beyond managing financial performance, CFOs are now expected to work

side by side with CEOs and business managers in executing the corporate

strategy, reconcile financial and operational data by providing maximum

support to business operations as well as ensuring compliance

with governance regulations and transparency to the financial market.

With the CFOs role quickly evolving, they need to provide organizations with

a collaborative decision-making software aimed to communicate goals and

deadlines with teams, share information, manage financial processes and

analyze data. CFOs need an Enterprise 2.0 solution to simplify the growing

business complexity in highly competitive markets, manage large international

teams, meet faster deadlines and pressing governance regulations.

External scenario

Internal scenario

Assist the CEO in implementing

the corporate strategy

Collaborate & Communicate

with teams

Allow full reconciliation of business views

Aling Finance and Operations through pervasive processes

Share information, activities and deadlines

Comply with governance requirements

Page 4: Brochure - Tagetik - Ms -SharePoint_New Logo_website

TAGETIK 4 ENABLED BY MICROSOFT SHAREPOINT

Based on these requirements, Tagetik and Microsoft have partnered to

deliver a complete solution, Tagetik 4 Enabled by Microsoft SharePoint, to:

• Manage business performance (e.g. budgeting, planning, forecasting,

closing, profitability modeling, consolidation, reporting)

• Meet compliance requirements

• Coordinate, collaborate, and communicate with increasingly large

teams, through the sharing of activities, calendars, deadlines, etc.

• Increase productivity through collaborative decision-making software

• Analyze data in a simple and intuitive way

• Share structured and unstructured information

from a highly collaborative tool across all the enterprise

– from production to sales departments

• Leverage your existing IT infrastructure

Homepage Tagetik 4 Enabled by Microsoft SharePoint

Page 5: Brochure - Tagetik - Ms -SharePoint_New Logo_website

TAGETIK 4 – BUSINESS SIMPLEXITY

Tagetik 4 Enabled by Microsoft Office SharePoint is a complete collaborative

decision-making software to support multiple areas within the organization:

Unified Performance Management + Governance, Risk & Compliance:

• Performance Management: Budgeting, Planning & Forecasting, Cash Flow

Planning, Statutory and Management Consolidation, Cost Allocation &

Profitability Analysis, Financial Close & Fast Closing, Dashboard e Scorecarding

• Collaborative Disclosure Management: 10Q 10K, Multi-GAAP reporting

(IAS, IFRS, US GAAP...), XBRL, Management reporting, Regulatory reporting

• Enterprise Governance, Risk and Compliance: SOX, Law 262/2005,

Law 231/2001, Internal audit, Risk Management

Collaboration:

• Directly access to Tagetik 4 processes from Microsoft SharePoint

Server (e.g. workflow, data entry form, reports)

• Custom to support decision-making

• Better management of international teams

distributed tasks (e.g. managing budgeting activities)

• Sharing calendars and deadlines (e.g. for monthly closings)

• Managing different document versions and approvals

Enabled by Microsoft SharePoint

Communication Collaboration

Performance Management + Governance, Risk & Compliance + Collaborative Disclosure Management

Business Intelligence

Page 6: Brochure - Tagetik - Ms -SharePoint_New Logo_website

Advanced Reporting and Business Intelligence:

• Complete integration between Tagetik 4 and Microsoft SQL Server

Analysis Services and Reporting Services (e.g. OLAP modeling, data

extraction, analysis and reporting)

• Detailed data analysis with Microsoft PowerPivot

• Dynamic graphical tools (e.g. dashboards, KPIs) for

and operational reporting

• Microsoft front end

• Easy access to structured and unstructured information in multiple,

heterogeneous systems

• Data features that safeguard information

• Stronger ties between and operational data

Communication:

• Integrated audio, video and web-conferencing

• Instant messaging and group chat to contact users

• Share the user group information (i.e. email, phone)

• Announcements and main links

GO TO THE TAGETIK WEBSITE DEDICATED SECTION AND LEARN MORE ABOUT THIS SOFTWARE:

www.tagetik.com

sharing

Page 7: Brochure - Tagetik - Ms -SharePoint_New Logo_website

BENEFITS

• Deliver unified Performance Management processes & regulatory

compliances

• Integrate Microsoft’s standard technology and Tagetik 4’s “built-in”

processes to reduce implementation time

• Align business operations to corporate strategy through planning,

consolidation, scorecards, and reporting tools

• Manage complex teams and processes through collaboration and

process management

• Improve overall business performance with a pervasive and innovative

use of Performance Management systems

• Increase personal productivity in a highly collaborative, easy-to-use

solution

• Leverage standard Microsoft technology

• Reduce Total Cost of Ownership (TCO) and increase Return on

Investment (ROI)

Sample of navigation: Tagetik 4 report

Microsoft Office SharePoint Server 2010 enables you to display Tagetik 4’s data and processes as well as information from Microsoft Dynamics® software solutions. Through a seamless integration with Microsoft Dynamics CRM you can leverage extended capabilities for collaborative and analytical CRM within one fully integrated, user-friendly system. A single interface will make it easier to manage structured and unstructured data to support sales, marketing and customer service management processes. In addition, web-connecting with Microsoft Dynamics ERP solutions enables you to drive down implementation costs by empowering people to access the relevant tasks, information, processes, and tools they need through a role-tailored user interface. Employees can personalize their Role Centers according to business needs, such as viewing KPIs, while customers and suppliers can view company or product information, communicate and work efficiently with your business by initiating transactions electronically. The tight integration with the Tagetik 4 platform makes it possible to manage transactional and financial processes within one technological environment, automate data and table collection, improve data analysis, navigation and reporting capabilities - directly on data stored in the Tagetik database - while maximizing the power of Microsoft BI infrastructure. For more info on Microsoft Dynamics solutions: www.microsoft.com/dynamics/

Enabled by Microsoft SharePoint

Page 8: Brochure - Tagetik - Ms -SharePoint_New Logo_website

© 2011 Microsoft Corporation. All rights reserved. All mentioned trademarks are property of their respective owners.

Corporate Headquarters

Tagetik CorporateVia Farnesi, 141 55100Lucca - ITALYTel: +39 0583 96811 Fax: +39 0583 91199Email: [email protected]

Regional Headquarters

Tagetik North America1055 Summer Street 3rd FloorStamford, CT 06905 - USATel: +1-203-391-7520Fax: +1-203-355-2628Email: [email protected]

Tagetik France33, rue Galilée75116 Paris - FRANCETel: +33 144 435 241Fax: +33 144 435 256Email: [email protected]

Tagetik UK8 The Square,Stockley Park - UxbridgeMiddlesex - UB11 1PWTel: +44 (0)8708 510540Fax: +44 (0)8708 510541Email: [email protected]