Streamlining FP&A and Budgeting with CCH® Tagetik

After our previous session on financial consolidation, we now focus on how finance teams can streamline FP&A and budgeting processes using CCH® Tagetik. Many organisations still face challenges with fragmented spreadsheets, manual workflows, and limited visibility during the budgeting cycle.

In this webinar, we demonstrate how an integrated planning platform can help finance teams gain control over the budget process, improve efficiency, and deliver faster insights for decision-making. Through a live demonstration, you will see how to manage the entire planning cycle, automate repetitive tasks, align business assumptions across the organisation, and analyse results instantly.

Webinar Agenda

1️⃣ Control and Accelerate the Budget Cycle
Gain real-time visibility into the planning process and keep all contributors aligned.
Demonstrations include:

• Structured budgeting workflow
• Real-time status monitoring of submissions
• Instant visibility into progress and bottlenecks
  Key benefits:
• Faster budget cycles
• Less manual follow-up
• Full transparency for finance teams

2️⃣ Increase Efficiency with Automated Spreading
Quickly distribute annual budget values across months or quarters using smart allocation rules.
Demonstrations include:

• Spreading annual values into periods
• Different allocation methods (even, seasonal, rule-based)
• Automation of repetitive planning tasks
  Key benefits:
• Significant time savings
• Consistent and reliable allocations
• Reduced manual data entry

3️⃣ Align Drivers and Planning Assumptions Across the Organisation
Ensure consistent planning logic with driver-based planning.
Demonstrations include:

• Adjusting key business drivers directly in planning forms
• Immediate recalculation of results
• Consistent assumptions across business units
  Key benefits:
• More realistic, data-driven budgets
• Easier scenario adjustments
• Better alignment across the organisation

4️⃣ Analyse and Report Faster with Real-Time Insights
Turn planning data into actionable insights during the planning cycle.
Demonstrations include:

• Real-time reporting and analysis
• Drill-down from summary figures to details
• Immediate validation of budget inputs
• Creating snapshots
  Key benefits:
• Faster analysis
• Better decision-making
• Greater confidence in planning data
• Version control

Why Attend?
By integrating budgeting, planning, and reporting in a single platform, CCH® Tagetik helps finance teams move beyond manual processes and spreadsheets to a more efficient, transparent, and insight-driven FP&A function.

📅 Register now to secure your spot for the webinar on Thursday, 28 May at 14:00 CET!