Product Overview

Tagetik

EMPOWERING CFO WITH A UNIFIED PERFORMANCE MANAGEMENT SOLUTION

Slavko Kastelic, Business Development, TagetikBeograd, 17.5.2013, ICV Conference

About CRMT

100 % focus in Performance management &Business Analytics

Kot podjetje delujemo od leta 2005

> 217 cumulative years

25 consultantsBusiness process expertise

Standard, global proven solutions

> 30 satisfied customers

CRMT: Področje delovanja in rešitve

References & Izkušnje >182 človek let

4

Retail&Whosale

Insurance

Banking

Manufacturing

Energy

Telco

PublicServices

Lucca, Italy

Global & Growing

double-digit growth every year since 2001

20 global markets, more than 50 countries

over 550 customers worldwide

strategic business alliance with Microsoft

extensive partner network

20 Global Markets

ItalyUKFranceNorth AmericaDACHNetherlandsAdriatic RegionSpainPortugal South Africa

BrazilMiddle EastNordicSouth East AsiaTurkeyAustraliaGCCSingaporeGreece

20 Operations covering more than 50 countries

Tagetik Strategic Partners

«Tagetik: laser-focused on financial

process excellence»

«Tagetik beat out all the full-suite market

leaders with a near perfect score of 4.8 out

of 5.0 for customer satisfaction»

«Tagetik has continued its solid year over year

growth demonstrating their ability to support

larger, more complex,

implementations»

INNOVATIVE

INDEPENDENT

VISIONARY

http://www.tagetik.com/resources/analyst-reports/gartner-mq-cpm

Overall satisfaction (Source: 2011 BPM Pulse Survey)

Implementacije v Sloveniji

Product Overview

Corporate performance management

Unified Business Process

Tagetik 4.0

Typical Performance Management Architecture

Tagetik Architecture

Last Mile of Finance

Typical Last Mile of Finance

Tagetik Collaborative Disclosure Management

Full Audit Trail

Scaling, Rounding and Balancing

Performance Management, Disclosure

Management & Financial Governance:

Budgeting, Planning & Forecasting

Cash Flow Planning

Statutory and Management Consolidation

Cost Allocation and Profitability Analysis

Financial Close & Fast Closing

Dashboard and Scorecarding

Production Cost Planning

& Control

Collaborative Disclosure

Management

Financial Compliance

Financial Governance

Business Intelligence & Analytics:

Relational database management system

OLAP using MS SQL Analysis Services

Reporting Services

PowerView for self-service reporting/dashboards

In-memory analytics

Directly on Tagetik data

User-security managed in Tagetik 4.0

Collaboration:

Share documents, versions, and workflows

Define tasks

Share calendars and deadlines

Share narratives and comments

Direct access to Tagetik 4.0 via Web Parts

Advanced Analysis/Reporting via Microsoft BI

Communication:

Share user group information (email, phone, IM)

Organize audio, video and web conferences

Interact using live messenger and social networking software

Provide announcements and links

MICROSOFT ECOSYSTEMA Complete & Unified Solution

SAP Ecosystem: Hana Certified – from 13.5.2013

• 3800 users, 3000 companies

• 800 fully consolidated entities

• Disclosure Management with 300 participants

The Group

Revenues €40 bn

Global 500 #154

Largest bank in Central-Eastern Europe

Gartner Case Study:

“Unicredit Group has implemented Tagetik

CPM to manage, with a single solution the

data collection and consolidation of

regulatory reporting, management and

statutory reporting, budgeting and

forecasting, and dashboards to monitor some

fundamental KPIs on a weekly basis.”

Project Size:• Single Chart of Accounts to manage

• Improved auditability and decreased risk

• Implemented Tagetik CDM with 300 users

• Easy expansion to additional processes

• Competency center and lower TCO

Scope:

Results/Benefits:

• Financial Consolidation

• Statutory and Management Reporting

• Allocation & ABC Modeling

• Budgeting & Forecasting

• KPIs and Executive Dashboards

• Disclosure Management

Metro GroupMicrosoft World 2012

29

Slavko Kastelic

M: + 386 40 437 111

E: slavko.kastelic@int.tagetik.com