Is your current consolidation process a strategic asset or a bottleneck?
In today’s volatile business environment, Finance leaders cannot afford to be held back by legacy technology. If your team is spending more time “fixing” data than analyzing it, your software is no longer a tool—it is an obstacle to your growth.
Is your legacy software holding you back?
Many organizations still struggle with outdated systems that lack the agility required for modern finance. Ask yourself—are you still relying on software that:
- Hasn’t been updated in over a decade? (Lacking the security, speed, and scale of the cloud).
- Requires extensive customization for every new legal structure, M&A activity, or carve-out?
- Depends on manual workarounds for critical processes like account reconciliation, ESG planning, and tax calculations?
- Is it a “Frankenstein” system involving various patches and disconnected point solutions?
- Lacks the AI and automation necessary for a fast, “touchless” financial close?
The Hidden Cost of Legacy Tools:
Reporting errors and slow responsiveness cost you more than just time—they impact your strategic decision-making and your bottom line.
Benchmark Your Process with the CCH Tagetik Checklist
At CRMT, we are committed to bringing our clients the best-in-class tools and insights for Corporate Performance Management. To help you navigate your digital transformation, we are sharing this expert Software Evaluation Checklist by CCH Tagetik.
This resource is designed to help you benchmark your current legacy tool (or other potential vendors) against the unified, AI-driven capabilities of CCH Tagetik.
How this checklist helps you:
- Direct Comparison: Use it as a framework to measure your existing solution against a market-leading, unified platform.
- Identify Critical Gaps: Pinpoint exactly where your current process fails in areas like transaction matching, ESG reporting, and disclosure management.
- Modern Standards: Get reacquainted with “must-have” features that define a modern, automated financial close.
Ready to see how your current solution stacks up? Download the CCH Tagetik checklist below and start your journey toward a faster, more accurate financial close.

