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We have aggregated ratings data on Tagetik but all of our reviewers have opted out of sharing their qualitative review feedback. In certain cases we allow reviewers to withhold their qualitative review feedback from public view, in order to protect their confidentiality.
  • 4 out of 5.0, Reviewed

    Product(s): Tagetik

    Tagetk: My experience

    Overall Comment

    Great application that currently is being used for Reporting. It is easy to use when used to the menu structure. But it takes time to understand where you can find all the options.

    What one piece of advice would you give other prospective customers?

    In the beginning it is difficult to understand Tagetik. Even after a training it doesn't mean you are completely capable of using it as an expert. The trainings do help to understand the concepts, but start playing with Tagetik as soon as possible. Try to use all the functions (make sure it does not affect the business processes in a bad way though), what they do etc. Then you will learn it faster and better.

    What do you like most about the product or service?

    It's fast, reliable, and improves our reporting processes.

    What do you dislike most about the product?

    Has some little "diseases", like menu structure, less detailed documentation. So not bug disadvantages though.

    What one thing do you wish the vendor did differently?

    There are many documentations available by the vendor, but they are so high level and basic, that it would be nicer that it would be a bit more detailed. Also, the menu structure and place of different functions is a bit confusing, but after a while you can get used to it.

    If you could start over, what would your organization do differently?

    The first thing that comes in mind if to start over is to put more emphasis on the requirements analysis, since during the implementation process not all the requirements where discussed or even thought about. Also, putting more emphasis on the documentation is important, since there has not been done a lot of documentation.

    Product capabilities - overall comment

    Great product, service and quality provided by Tagetik.

    Service & support - overall comment

    Great, qualitative and fast support.

    Integration & Deployment - Overall comment

    It's better to work more with Tagetik consultants than with 3rd party consultants, because there is a big difference in expertice.


  • 4 out of 5.0, Reviewed

    Product(s): Tagetik

    Implementation took time, still working out kinks but can see improvement!

    Overall Comment

    Tagetik consultants are great to work with. While we had difficulties along the way during implementation there were always people to help us when we needed.

    What one piece of advice would you give other prospective customers?

    Make sure to have a dedicated resource to the implementation.

    What do you dislike most about the product?

    I dislike all of the clicking that comes along with Tagetik. With our last system, we could build Excel formulas easily and did not need to use the mouse so much. It seems like a waste of time to do something in "clicks" when before I could do it on the keyboard.

    If you could start over, what would your organization do differently?

    We would sit all business groups down together and work through problems all together. We would have hired someone to work solely on the implementation sooner, rather than starting over twice with different tech guys at the company.


  • 4 out of 5.0, Reviewed

    Product(s): Tagetik

    The system is wonderfully diverse and allowed me to integrate all business processes

    Overall Comment

    Very capable software, has an awful lot of functionality that can be adapted to suit your needs.

    What one piece of advice would you give other prospective customers?

    Invest highly in knowledgable personnel, the system is so diverse and you really need to have capable people of being able to manage it. Luckily we had the right people in place but if you simply implement the system using consultants and then lose that knowledge internally you're going to struggle going forward.

    What do you like most about the product or service?

    It's flexibility

    What do you dislike most about the product?

    Sometimes I find it too complex, it could be easier to administer and to use. The training documentation is very detailed but it needs to be simpler, it felt like they were aimed at seasoned Tagetik users which most people simply arent.

    What one thing do you wish the vendor did differently?

    Provided better infrastructure advice, simply to say spend hundreds of thousands on new servers in preparation for go live is not good advice. We need to know the investment will pay off and more importantly that it is critical to ensure the system is fit for purpose at go live. In the real world you simply cannot invest such large sums of money on IT infrastructure on a whim.

    If you could start over, what would your organization do differently?

    I would choose to change existing processes a bit more before I adopted Tagetik. At times we tried to integrate an imperfect process into a perfect solution.

    Integration & Deployment - Overall comment

    Seemless experience and our support provider did alot of the technical work which made our life incredibly easy.


  • 5 out of 5.0, Reviewed

    Product(s): Tagetik

    performance with passion

    Overall Comment

    very easy implementation, suits all our needs on budgeting, forecasting, financial closing and riskmanagement

    What one piece of advice would you give other prospective customers?

    give you enough time to find the best implementation partner/team

    What do you like most about the product or service?

    flexibility

    What do you dislike most about the product?

    italian language in database tables

    What one thing do you wish the vendor did differently?

    licencing system on a concurrent user basis

    If you could start over, what would your organization do differently?

    work more detailed on an implementation concept

    Product capabilities - overall comment

    we are very satisfied with financial close and reporting,

    Service & support - overall comment

    good Jira team, good Q&A part withing Tagetik community

    Integration & Deployment - Overall comment

    Tagetik knows the needs of companies with a SAP and non-SAP companies structure; they know best the needs for an individual budgeting process and for financial consolidation needs; a very fast implementation leeds to a perfect integration in our system landscape


  • 4 out of 5.0, Reviewed

    Product(s): Tagetik

    A smart tool for consolidation process.

    Overall Comment

    Tagetik is a smart solution. It tackles complex issues in a simple way. The reporting tools are intuitive and well linked to the main MS Office suite applications. We use Tagetik mainly for consolidation process, but in the future we probably extend its use to the management control department. There are no significant negative points. Maybe that the organization and procedures doesn't fit Tagetik operational frame. In this case a little customization is necessary.

    What one piece of advice would you give other prospective customers?

    The online manuals are not easy to use. Ask for help of consultant

    What do you like most about the product or service?

    The possibility to create persolized table and graph (using excel add-in) and the automatic refresh of these objects in the book (word format).

    What do you dislike most about the product?

    The online manuals and procedures: they are not clear.

    What one thing do you wish the vendor did differently?

    The procedures doesn't fit Tagetik operational frame. In this case a little customization is necessary.


  • 5 out of 5.0, Reviewed

    Product(s): Tagetik

    easy, fast, enjoyable

    Overall Comment

    Implementation was easy and everything went right.

    What one piece of advice would you give other prospective customers?

    take the path with Tagetik in peace.

    What do you like most about the product or service?

    management, maintenance, and training are really fast.

    What do you dislike most about the product?

    i didn't dislike anything.

    What one thing do you wish the vendor did differently?

    improving the web graphics.

    If you could start over, what would your organization do differently?

    I would not consider necessary to convert the old application but would start from scratch.

    Service & support - overall comment

    Also support is always available, especially when the request is tagged as a major.

    Integration & Deployment - Overall comment

    I am very satisfied because the few complications that arose were resolved very quickly.


  • 5 out of 5.0, Reviewed

    Product(s): Tagetik

    Tagetik : your needs, their solutions, our success

    Overall Comment

    Very good attitude to hear our needs, fast implementations of solutions and technical environment is flexible.

    What one piece of advice would you give other prospective customers?

    To have a strong commitment by CEO and IT department.

    What do you like most about the product or service?

    It's scalability and flexibility.

    What do you dislike most about the product?

    Stiffness in what-if simulations.

    If you could start over, what would your organization do differently?

    Push on people's commitment to reduce timing of implementation.

    Service & support - overall comment

    Consultant always available.

    Integration & Deployment - Overall comment

    Implemented the statutory consolidation and management modules. Later, also those related to HR management, HSE and risk management.


  • 5 out of 5.0, Reviewed

    Product(s): Tagetik

    A product that can adapt to your needs.

    Overall Comment

    Customer support has always been top notch. We have been able to provide much more than expected while still using very limited resources.

    What one piece of advice would you give other prospective customers?

    Take the time to plan and make sure you have the resources for implementation. Tagetik works great, but you still need to set it up right to maximize performance. As you implement, you will want to add additional features.

    What do you like most about the product or service?

    One database that multiple users can access and enter data at the same time

    What do you dislike most about the product?

    Non financial users don't find it user friendly enough. We are on an older version and there was improvement in this area from 3.0 to 4.3.2, so 5.0 may be OK

    What one thing do you wish the vendor did differently?

    Training.

    If you could start over, what would your organization do differently?

    I wish that I knew how much Tagetik could do so that I could have set some things up a little differently. Now I have parts of structures that I’ve abandoned when I learned how to do it better.

    Service & support - overall comment

    Have always received prompt and courteous resolution to problems.

    Integration & Deployment - Overall comment

    Mostly satisfied with Tagetik's end of deployment. We have limited staff and I would have prefered a little more pushing from Tagetik so that internaly we met our goals and deadlines.


  • 5 out of 5.0, Reviewed

    Product(s): Tagetik

    A scalable, customizable and solid solution for CPM and CDM needs.

    Overall Comment

    Tagetik has a strong commitment on its customers. It keeps them up to date with the product improvements as well as the main market trends. During the implementation and the customization process Tagetik drives the trade off between the software's potential and the client's needs. Its client portfolio let them share a strong competencies on CPM implementation and management among its customers.

    What one piece of advice would you give other prospective customers?

    Even if a clear idea of what are your main reporting needs is important, let the consultants and the vendor make their proposals. The experience they have in the field of CPM implementation, their success stories with other customers and the competencies they built over the years will surely lead to a better understanding of you needs and to a better implementation of the CPM solution you chose.

    What do you like most about the product or service?

    The ease of use. Tagetik has a intuitive interface and a consolidation model which follow our way of working. The interaction with Excel (especially with data entry user) gives Tagetik a familiar look which create a good feeling between the software and the end-user. Sometimes you can't realize that behind this interface there is a sophisticated engine that lets you have great performances in terms of time and resource expenditure for the creation of you report.

    What do you dislike most about the product?

    The management of a so performing CPM implies the knowledge of the overall database architecture, which i really sophisticated. That means that you have to rely on a technician to solve such computing routines, especially if they have been strongly customized on your specific requests.

    What one thing do you wish the vendor did differently?

    I'd wish the vendor took a more resolved position on user training. We didn't have an internal position with the right skill, so over the years they took the responsibility of report maintenance over their shoulders. That lead us to a strong dependency on their consultant's job with no tranfer of knowledge from them to us. And that became an important issue when the vendor started to grow and decided to entrust third party consultants to assist their customers.

    If you could start over, what would your organization do differently?

    We would rather adpot a leaner list of account. The choice of inheriting the list of account of ther former CPM solution lead us to a proliferation of accounts, cost drivers and other variables which deeply impact our reporting performance.

    Product capabilities - overall comment

    The

    Integration & Deployment - Overall comment

    The implementation followed the roadmap we established at the beginning of the process with a complete fullfillment of the main milestones.


Ratings Overview

1 2 3 4 5
Section
1

Evaluation & Contracting

Overall rating of product evaluation and contract negotiation

(6)
4.5

Ability to understand your organization's needs

(9)
4.3

Timely and complete response to product questions

(9)
4.3

Pricing and contract flexibility (pricing and terms)

(5)
4.4
1 2 3 4 5
Section
1

Integration & Deployment

Overall rating of integration and deployment

(9)
4.4

How long did your deployment take?

0 - 3 months (<3)

3 - 6 months (<6)

6 - 9 months (<9)

12 months or more

I don't know


Availability of quality 3rd-party resources (integrators, service providers, etc.)

(7)
4.1

Ease of integration using standard APIs and tools

(5)
4.6

Quality and availability of end-user training

(9)
4.0

Ease of deployment

(7)
4.0
1 2 3 4 5
Section
1

Service & Support

Overall rating of service and support

(9)
4.6

Did you purchase a support package from vendor?

Yes

No


Timeliness of vendor's response

(7)
4.7

Quality of technical support

(8)
4.4

Quality of peer user community

(9)
4.2
1 2 3 4 5
Section
1

Product Capabilities

Overall rating of product capabilities

(9)
4.6

Financial Close & Reporting

(8)
4.6

Complex Financial Close & Reporting

(6)
4.0

Financial Budgets/Plans

(8)
4.3

Complex Financial Budgets/Plans

(6)
4.2

Disclosure Management — XBRL

(3)
4.3

Disclosure Manage — Performance Rep

(5)
4.4

Corporate Planning & Modeling

(5)
4.4
1 2 3 4 5
Section
1

Additional Context

What was the nature of your involvement?

Application Lead

Development/Integration

Functional Assessment

User Training

Maintenance and Support

Vendor/Product Selection

Rollout and Install

Technical Assessment

Vendor Management

Other...


What other vendors were considered? Multiple responses allowed.

SAP

Tagetik

Adaptive Insights

Oracle

IBM

Anaplan

Axiom EPM

Infor

Insightsoftware.com

Longview Solutions

Other...


Why did you purchase a Corporate Performance Management suite?

Create internal/operational efficiencies

Improve business process agility

Enhance decision making

Improve business process outcomes

Reduce time to market

Improve compliance and risk management

Cost management

Drive innovation

Drive revenue growth

Other...


What were the key factors that drove your decision?

Product functionality and performance

Overall cost

Strong customer focus

Pre-existing relationships

Financial/organizational viability

Strong consulting partnership

Product roadmap and future vision

Strong user community

Breadth of services

Strong services expertise


In which region(s) did your deployment take place? Multiple responses allowed.

Europe, Middle East and Africa

North America