Slavko Kastelić, senior sales manager u Tagetiku, je govorio kako BI alat može da pomogne finansijskim direktorima u radu. Predstavio je Tagetik i softver koji ta firma pravi.

1. Product Overview
Tagetik
EMPOWERING CFO WITH
A UNIFIED PERFORMANCE
MANAGEMENT SOLUTION
Slavko Kastelic, Business Development, Tagetik
Beograd, 17.5.2013, ICV Conference

2. About CRMT
100 %focus in Performance management &
Business Analytics Kot podjetje delujemo od leta 2005
> 217 cumulative years
25 consultants
Business process expertise
Standard, global proven solutions
> 30 satisfied customers

3. CRMT: Področje delovanja in rešitve

4. References & Izkušnje >182 človek let
4
Retail&Whosale
Insurance
Banking
Manufacturing
Energy
Telco
PublicServices

6. Lucca, Italy

7. 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

8. 20 Global Markets
Italy
UK
France
North America
DACH
Netherlands
Adriatic Region
Spain
Portugal
South Africa
Brazil
Middle East
Nordic
South East Asia
Turkey
Australia
GCC
Singapore
Greece
20 Operations covering more than 50 countries

9. Tagetik Strategic Partners

10. «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»

11. INNOVATIVE
INDEPENDENT
VISIONARY

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

13. Overall satisfaction (Source: 2011 BPM Pulse Survey)

15. Implementacije v Sloveniji

16. Product Overview

17. Corporate performance management

18. Unified Business Process

19. Tagetik 4.0

20. Typical Performance Management Architecture

21. Tagetik Architecture

22. Last Mile of Finance

23. Typical Last Mile of Finance

24. Tagetik Collaborative Disclosure Management
Full Audit Trail
Scaling, Rounding and Balancing

25. 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 ECOSYSTEM
A Complete & Unified Solution

26. SAP Ecosystem:
Hana Certified – from 13.5.2013

27. • 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

28. Metro Group
Microsoft World 2012

29. 29
Slavko Kastelic
M: + 386 40 437 111
E: slavko.kastelic@int.tagetik.com