CCH® Tagetik partner hub
CCH® Tagetik presales, starter kit and implementation accelerator resources
Below are a series of summary videos which demonstrate CCH Tagetik capabilities across a range of solutions and verticals
Insurance planning: part one
Insurance planning: part two
What's in this video?
Pre-packaged insurance planning engine covering life and non-life insurers' planning requirements. Model gross written premiums, deferred acquisition costs, claims reserves and more using Tagetik modelling capabilities. Flexibly build your own calculation attributes and earning patterns to produce output for review and analysis.
What's in this video?
Leverage pre-built earnings reports across all time horizons and accounts, which been calculated using the insurance planning engine to understand impact on financial performance. Slice, dice and analyse your data and then model changes for scenario analysis.
Allocations
Detailed cash flow planning
What's in this video?
Pre-built asset to demonstrate the power of the CCH Tagetiik Allocation engine. Create your own drivers and allocation methodologies to drive complex and detailed modelling of shared costs across the business. Leverage out of the box audit capabilities and data categorisation to understand the impact of allocation models, using drill through reporting and summary dashboards.
What's in this video?
Using CCH Tagetik, leverage the cash flow planning engine to execute granular planning at any level of the business. Create daily cash flow plans based on out of the box data ingestion capabilities, with reporting and analysis tools to support analysis and decision making.
ConsolKit
Consolidation implementation accelerator
What's in this video?
What's in this video?
Consolidation training asset
Task management
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What's in this video?
Consolidation training asset which covers walk through examples of how to configure the ownership structure events to achieve the correct results in Tagetik for acquisition and legal entity ownership changes.
What's in this video?
Using CCH Tagetik leverage a single place for your team to manage month-end Close tasks, enhance accountability and improve accuracy with collaborative close checklists and reporting.
HR planning: Introduction and overview
HR planning: Target setting
What's in this video?
Our HR Planning toolkit can be used as either a demo asset or as a starter kit for implementation. Harmonising HR, business and finance processes into one model for standardised reporting and insight. Track and analyse changes to HR data over time, understand variances and discrepancies against plans. Including pre-built data model, calcualations and reporting for quick and easy deployment.
What's in this video?
Use a 2 step flexible allocation model to quick start your target setting or strategic plan, by entering high level financial targets which are then pushed down to the business based on comparatives of your choice. Model drivers and assumptions for scenario/what-if analysis before passing down targets to then be used as a comparative against your bottom up plans.
HR planning: Employee modelling
Payroll reconciliation
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Pre-built data loading capabilities for employee data, HR, salary and job information. Model projected bonuses, plan for headcount changes and understand the financial impact of merit increase and promotion assumptions.
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Insurance accounting engine
ARR model
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Profitability model
Close automation: Payroll
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Close automation: Billing automation
Close automation: Intero and transfer pricing
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