买家指南：CPM软件解决方案（英文版）_10页_10mb

CPM Software Buyers Guide Summary

Core Content Overview

This document serves as a comprehensive guide for businesses evaluating CPM (Corporate Performance Management) and FP&A (Financial Planning and Analysis) software solutions. It provides tools and resources to help users understand the current vendor landscape, define their software requirements, shortlist vendors, and ask the right questions during the evaluation process.

Main Sections and Key Information

Getting Started

• The guide helps users navigate the software buying process.
• It emphasizes the importance of assessing the current vendor landscape and using key tools to support decision-making.

Analyst Reports

• A variety of analyst reports are provided to assist in understanding the market and narrowing down vendor options.

• Key reports include:

  • Gartner Magic Quadrant for Cloud FP&A Solutions (2020)
  • Nucleus Research CPM Value Matrix (2021)
  • Gartner Strategic Roadmap for Cloud FP&A Solutions (2020)
  • BPM Partners Vendor Landscape Matrix (2020)

• These reports are recommended to be used in conjunction with an infographic titled: "6 Critical Next Steps For After You've Read An Analyst Report".

Migration Kits

• Outdated CPM solutions like SAP BPC and Oracle HFM are highlighted as time and cost drains.
• Migration toolkits are provided to assist in transitioning to CCH Tagetik:
  • 1. Moving from Oracle HFM to CCH Tagetik
  • 2. Moving from SAP BPC to CCH Tagetik
• A complimentary eBook titled: "4 Critical Steps to Enhance Your Company's FP&A Technology" is also recommended to accompany the migration toolkits.

RFP Guidance

• Wolters Kluwer offers an RFP template with an in-depth vendor checklist and questionnaire.
• This document supports the entire evaluation process by ensuring users identify the right features to look for in a CPM solution.
• Due to its high value, the RFP template is available via email request only.

Featured Articles

• A collection of articles offering insights into selecting and implementing CPM solutions:
  • 10 Things to Consider When Purchasing a CPM Solution for Financial Close
  • 5 Essential Capabilities to Look for When Selecting Your CPM Solution
  • What to Look for While Selecting a CPM Solution
  • 5 Reasons why CCH Tagetik is the Best Solution for your Finance Transformation
  • What Gives CCH Tagetik the Leading Edge in Financial Planning

These articles focus on the importance of aligning financial and operational data, enhancing performance through better insights, and choosing the right CPM solution for digital transformation.

2-Minute Demo Library

• A series of short product demos are available to showcase CCH Tagetik's capabilities:
  • Budgeting & Planning Demo
  • Financial Close & Consolidation Demo
  • Working with Excel Demo
  • Intercompany Matching & Reconciliation Demo
  • Data Integration Demo
  • Predictive Analytics for Sales Forecasting Demo

These demos provide a quick overview of the software's features and functionalities.

About CCH Tagetik

• CCH Tagetik is an extensible and unified Finance Transformation Platform that aligns financial and operational data.
• It offers a single version of the truth, enabling faster financial processes, a complete organizational view, and better insights for performance improvement.
• The platform includes a wide range of solutions such as:
  • Finance Transformation Platform
  • Cash Flow Planning and Analysis
  • Account Reconciliation
  • Budgeting Planning & Forecasting
  • Production Cost Planning and Control
  • Financial Reporting
  • Profitability Analysis
  • Financial Close & Consolidation
  • Disclosure Management
  • Compliance Regulatory Reporting
  • Advanced Analytics & Dashboarding

Additional Resources

• Demo Library: Access a variety of product demos to explore CCH Tagetik's features.
• Customer Case Studies: Learn from real-world experiences of other businesses using CCH Tagetik.
• Brochure: Download the brochure for an overview of the CCH Tagetik Finance Transformation Platform.
• Contact: Reach out for more information or support.

About Wolters Kluwer

• Wolters Kluwer is a global leader in professional information and software solutions across multiple industries, including healthcare, finance, tax, legal, and compliance.
• The company employs approximately 19,000 people worldwide and operates in over 40 countries.
• It reported €4.6 billion in annual revenues in 2019.
• CCH Tagetik is part of Wolters Kluwer's award-winning solutions, supporting digital transformation in the CFO's office through a comprehensive, data-driven platform.