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Company

Industry
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CCH® Tagetik for

Group Reporting

Financial Consolidation

Disclosure Management
Key facts

Over $5.4B in Asset Under Management

Originated 1,800+ Loans

Over $19B in Loans Funded Since Inception
Initial Pain Points
Everything performed in Excel
Lack of workflow to guide process contributors
Complexity in managing multiple consolidation and sub-consolidation scopes
Risk of errors in performing simple/repetitive manual tasks
Data quality
Lengthy process, with frequent delays
Lack of workflow to guide process contributors
Complexity in managing multiple consolidation and sub-consolidation scopes
Risk of errors in performing simple/repetitive manual tasks
Data quality
Lengthy process, with frequent delays
CCH® Tagetik Benefits
Robust workflow
Single source of data for group reporting
Automated/Scheduled data refresh
System manages currency conversion, IC eliminations and complex consolidation logics while the team is
focused on review and analysis of results
Improved data quality and process execution time
Single source of data for group reporting
Automated/Scheduled data refresh
System manages currency conversion, IC eliminations and complex consolidation logics while the team is
focused on review and analysis of results
Improved data quality and process execution time
Next steps
Completing configuration Disclosure Management
Looking into Budgeting and Forecasting processes
Looking into Budgeting and Forecasting processes

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