Tagetik 4 Enabled By Microsoft SharePoint Collaborative Performance Management in business
EXECUTIVE SUMMARY Tagetik 4 Enabled by Microsoft SharePoint is a unified platform for: + Performance Management + Extended Business Intelligence + Collaboration + Communication + Task Sharing + Searching = Collaborative Performance Management A reliable and scalable solution for collaborative decisionmaking that empowers CFOs to: Manage complex financial processes, reporting and compliances Link operational activities with business strategy Communicate and collaborate with teams, sharing information, tasks, activities, and deadlines Improve decision-making: Searching + Collaboration + Performance Management Support pervasive business processes across the whole organization (operations, production, ) Generate advanced reports and enable easy, intuitive analysis Increase individual productivity Maximize existing investments in Tagetik and Microsoft technology Reduce the total cost of ownership (TCO)
Enabled by Microsoft SharePoint INTERNAL AND EXTERNAL SCENARIO COMPLEXITY Beyond managing financial performance, CFOs are now expected to work side by side with CEOs and business managers in executing the corporate strategy, reconcile financial and operational data by providing maximum support to business operations as well as ensuring compliance with governance regulations and transparency to the financial market. With the CFOs role quickly evolving, they need to provide organizations with a collaborative decision-making software aimed to communicate goals and deadlines with teams, share information, manage financial processes and analyze data. CFOs need an Enterprise 2.0 solution to simplify the growing business complexity in highly competitive markets, manage large international teams, meet faster deadlines and pressing governance regulations. External scenario Internal scenario Assist the CEO in implementing the corporate strategy Collaborate & Communicate with teams Allow full reconciliation of business views Aling Finance and Operations through pervasive processes Share information, activities and deadlines Comply with governance requirements
TAGETIK 4 ENABLED BY MICROSOFT SHAREPOINT Based on these requirements, Tagetik and Microsoft have partnered to deliver a complete solution, Tagetik 4 Enabled by Microsoft SharePoint, to: Homepage Tagetik 4 Enabled by Microsoft SharePoint Manage business performance (e.g. budgeting, planning, forecasting, closing, profitability modeling, consolidation, reporting) Meet compliance requirements Coordinate, collaborate, and communicate with increasingly large teams, through the sharing of activities, calendars, deadlines, etc. Increase productivity through collaborative decision-making software Analyze data in a simple and intuitive way Share structured and unstructured information from a highly collaborative tool across all the enterprise from production to sales departments Leverage your existing IT infrastructure
Enabled by Microsoft SharePoint TAGETIK 4 BUSINESS SIMPLEXITY Tagetik 4 Enabled by Microsoft Office SharePoint is a complete collaborative decision-making software to support multiple areas within the organization: Performance Management + Governance, Risk & Compliance + Collaborative Disclosure Management Business Intelligence Communication Collaboration Unified Performance Management + Governance, Risk & Compliance: Performance Management: Budgeting, Planning & Forecasting, Cash Flow Planning, Statutory and Management Consolidation, Cost Allocation & Profitability Analysis, Financial Close & Fast Closing, Dashboard e Scorecarding Collaborative Disclosure Management: 10Q 10K, Multi-GAAP reporting (IAS, IFRS, US GAAP...), XBRL, Management reporting, Regulatory reporting Enterprise Governance, Risk and Compliance: SOX, Law 262/2005, Law 231/2001, Internal audit, Risk Management Collaboration: Directly access to Tagetik 4 processes from Microsoft SharePoint Server (e.g. workflow, data entry form, reports) Custom to support decision-making Better management of international teams distributed tasks (e.g. managing budgeting activities) Sharing calendars and deadlines (e.g. for monthly closings) Managing different document versions and approvals
Advanced Reporting and Business Intelligence: Complete integration between Tagetik 4 and Microsoft SQL Server Analysis Services and Reporting Services (e.g. OLAP modeling, data extraction, analysis and reporting) Detailed data analysis with Microsoft PowerPivot Dynamic graphical tools (e.g. dashboards, KPIs) for and operational reporting Microsoft front end Easy access to structured and unstructured information in multiple, heterogeneous systems Data sharing features that safeguard information Stronger ties between and operational data Communication: Integrated audio, video and web-conferencing Instant messaging and group chat to contact users Share the user group information (i.e. email, phone) Announcements and main links GO TO THE TAGETIK WEBSITE DEDICATED SECTION AND LEARN MORE ABOUT THIS SOFTWARE: www.tagetik.com
Enabled by Microsoft SharePoint BENEFITS Deliver unified Performance Management processes & regulatory compliances Integrate Microsoft s standard technology and Tagetik 4 s built-in processes to reduce implementation time Align business operations to corporate strategy through planning, consolidation, scorecards, and reporting tools Manage complex teams and processes through collaboration and process management Improve overall business performance with a pervasive and innovative use of Performance Management systems Increase personal productivity in a highly collaborative, easy-to-use solution Leverage standard Microsoft technology Reduce Total Cost of Ownership (TCO) and increase Return on Investment (ROI) Sample of navigation: Tagetik 4 report Microsoft Office SharePoint Server 2010 enables you to display Tagetik 4 s data and processes as well as information from Microsoft Dynamics software solutions. Through a seamless integration with Microsoft Dynamics CRM you can leverage extended capabilities for collaborative and analytical CRM within one fully integrated, user-friendly system. A single interface will make it easier to manage structured and unstructured data to support sales, marketing and customer service management processes. In addition, web-connecting with Microsoft Dynamics ERP solutions enables you to drive down implementation costs by empowering people to access the relevant tasks, information, processes, and tools they need through a role-tailored user interface. Employees can personalize their Role Centers according to business needs, such as viewing KPIs, while customers and suppliers can view company or product information, communicate and work efficiently with your business by initiating transactions electronically. The tight integration with the Tagetik 4 platform makes it possible to manage transactional and financial processes within one technological environment, automate data and table collection, improve data analysis, navigation and reporting capabilities - directly on data stored in the Tagetik database - while maximizing the power of Microsoft BI infrastructure. For more info on Microsoft Dynamics solutions: www.microsoft.com/dynamics/
Corporate Headquarters Tagetik Corporate Via Farnesi, 141 55100 Lucca - ITALY Tel: +39 0583 96811 Fax: +39 0583 91199 Email: info@tagetik.com Regional Headquarters Tagetik North America 1055 Summer Street 3rd Floor Stamford, CT 06905 - USA Tel: +1-203-391-7520 Fax: +1-203-355-2628 Email: usa@int.tagetik.com Tagetik France 33, rue Galilée 75116 Paris - FRANCE Tel: +33 144 435 241 Fax: +33 144 435 256 Email: france@int.tagetik.com Tagetik UK 8 The Square, Stockley Park - Uxbridge Middlesex - UB11 1PW Tel: +44 (0)8708 510540 Fax: +44 (0)8708 510541 Email: unitedkingdom@int.tagetik.com 2011 Microsoft Corporation. All rights reserved. All mentioned trademarks are property of their respective owners.