What do you like best?
The possibilites and adaptability of Tagetik, but also the high level of service provided by the Tagetik Consultants.
The integration of Tagetik with Microsoft Office (Word and Excel) makes it easy to make reports, because most of the time you only need your Word and Excel knowledge, which you probably already have. So the amount of traning you need to make the reports is almos nothing. You only need to learn about the functionalities provided by the Tagetik Word and Excel add-ins, which is very easy to learn, understand and work with.
Furthermore, the practical video's provided by Tagetik on their community are very useful and provide many tips and tricks on how to conduct specific tast in an efficient manner. I like this, since it helps me to do some dailiy tasks very fast.
What do you dislike?
It takes a little bit of time to understand how Tagetik works with regards to its web version, since it has a lot of menu options. Besides of that, sometimes the location of the menu options is a bit confusing and less logical.
Tagetik Excel add-in: it is very difficult to work with styles in the add-in. Creating styles and using them is a bit difficult and is not very clear explained in the PDF manuals. This is a topic which could be very useful if more attention is put on it.
Recommendations to others considering the product
I recommend Tagetik due to the following things:
1. flexibility: Tagetik is flexible in terms of reporting data in the way you want it. It makes it easier to finish your reports in a more professional way.
2. support: The Tagetik support, and more the Tagetik consultants, are very helpful and the support given is very fast. For me it took at maximum 2 days to be helped for a non important problem. Also, the Tagetik support from Lucca is also very fast and professional.
3. Reliable: The software is technically reliable and easy to maintain. As an administrator I love to work with Tagetik ,since most of the problem are easy to solve.
What business problems are you solving with the product? What benefits have you realized?
Financial Reporting, budgeting and forecasting. It makes the whole proces easier and more reliable.
We also use it for the Financial Consolidation, which imporives the quality of our business, both internal and external.
Also, the flexibility of Tagetik makes it easy to outsource other (small) application used in our company. By this you can control many financial processes within one single application.