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:

1. Direct Comparison: Use it as a framework to measure your existing solution against a market-leading, unified platform.
2. Identify Critical Gaps: Pinpoint exactly where your current process fails in areas like transaction matching, ESG reporting, and disclosure management.
3. 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.

Realize These Paybacks with CRMT and CCH Tagetik

At CRMT, we help organizations turn these paybacks into reality. CCH® Tagetik unifies account reconciliation, close, consolidation, reporting, and disclosure (including iXBRL) into a single, seamless flow.

Ready to transform your financial close? Download the Full White Paper or Book a Demo with our Experts.

How Legacy Systems Drain Your Resources

Venture beyond the surface and discover how the “status quo” drains your business of time, budget, and brain power in ways that often stay invisible until a crisis hits.

1. Increased Risk of Financial Statement Errors

There is a direct link between effort and accuracy: if a consolidation process is onerous, the chances are it’s erroneous too. It is far too easy to gloss over a duplicate figure or miss a decimal when you’ve spent eight hours zoomed out on Excel. When processes are manual, the risk of misstatements is dangerously high.

2. Bloated Headcount and IT Overload

Without automation, complexity increases to the point where it can only be addressed by an ever-increasing headcount. Furthermore, legacy systems inundate IT departments with custom coding for structural changes, like new regulatory requirements or integrations. Modernization enables your staff to shift to value-driven tasks such as analysis and strategy.

3. “Information Poverty” in Decision Making

The C-suite now expects finance to be a strategic partner. However, if your consolidation isn’t orchestrated properly, your reporting and analytics are built on a shaky foundation. This means the advice finance provides is often based on insufficient or inadequate information.

4. Proven ROI and Strategic Agility

Modernizing is not just about avoiding errors; it’s about the Return on Investment. Accurate group consolidation, automated account reconciliation, and faster processing deliver a clear, immediate impact on the bottom line.

Evolution is Easier Than You Think

The path to a modernized close doesn’t have to be a multi-year struggle. By moving away from “onerous” manual processes and embracing automation, you ensure your finance team is at the helm of critical decision-making.

Ready to stop the drain on your resources? Download the full whitepaper.

• Financial Consolidation and Close
• Account Reconciliation
• Management and Statutory Reporting
• Performance Dashboards

What’s Inside the Guide?

The guide is organized into six key sections designed to evaluate and identify the ideal solution for your specific organizational needs:

• Core Requirements: Essential criteria to consider for your new solution.
• Focused vs. Comprehensive: A detailed comparison of the two primary categories of consolidation tools.
• Vendor Snapshots: Profiles of established, top-rated vendors in the consolidation and reporting space.
• Performance Benchmarks: A comparison chart of customer satisfaction across seven key attributes.
• Emerging Players: A curated list of newer and additional vendors in the market.
• Expert Methodology: Best practices and proven processes used by BPM Partners.

Featured Insight: This edition also includes the CCH Tagetik Financial Close and Consolidation data sheet for deeper technical analysis.

In the latest Wolters Kluwer’s expert webinar on demand, Kyle Trainor, Senior Pre-Sales Engineer at Wolters Kluwer, explores how CCH® Tagetik helps companies move toward an AI-powered, collaborative, and scalable financial planning and analysis (FP&A) model — fully integrated with the evolving SAP ecosystem.

From predictive planning and AI-driven data mapping to extended planning across departments like HR, marketing, and supply chain, discover how your organisation can:

• Replace SAP BPC with a modern, intelligent EPM platform
• Seamlessly integrate with SAP HANA
• Empower teams across the enterprise with real-time planning insights
• Future-proof your FP&A strategy with artificial intelligence

Fill out the form below to get exclusive access to the full 28-minute webinar, which includes a live demo of CCH® Tagetik in action.

It’s time to reimagine your finance transformation journey — not tomorrow, but today.

About the Speaker

Kyle Trainor has over 10 years of experience in the software industry, specialising in supply chain and financial planning. His expertise spans professional services and solution consulting, where he has cultivated a passion for product development and exceptional user experience.

With CCH® Tagetik for SAP HANA, you gain:

• High-speed, in-memory performance with no latency
• Real-time access and drill-through to detailed transaction data
• Full integration with SAP HANA and S/4HANA, supported by a certified connector
• A solution backed by SAP’s Independent Software Vendor program
• A clear future roadmap with easy upgrades and ongoing innovation

Key benefits for your business:

• Extend your SAP investment
• Enable real-time reporting and insight-driven decisions
• Leverage predictive analytics to anticipate and shape future outcomes
• Lower total cost of ownership and boost long-term ROI

At CRMT, we don’t just implement — we partner with you to align technology with your business vision.

Ready to see what’s possible? Fill out the form and request the demo of CCH® Tagetik for SAP HANA Drill-Through today.

Struggling with disconnected systems, compliance challenges, or data that’s not ready for AI-driven innovation? Whether it’s fragmented systems, regulatory pressures, or the struggle to prepare data for advanced analytics, we understand the challenges.

Watch the recording of the live event, during which we introduced Qlik’s latest innovations, including the powerful Qlik Talend Cloud, designed to streamline data processes and elevate business intelligence. Discover how to overcome today’s toughest data challenges with real-time integration, AI-driven preparation, and actionable insights that empower smarter, faster decisions. Don’t let your data hold you back—transform it into your greatest strategic asset.