SOLUTION // EPM
CCH Tagetik
saason-premiseprivate-cloudUnified CPM platform covering close, consolidation, planning, tax and ESG. Gartner Leader 5th year. Dresner Premier Leader 3 consecutive years (score 4.71/5). Backed by Wolters Kluwer (6.1B euros revenue). Absolute reference in statutory consolidation and regulatory reporting. Integrated AI (Expert AI).
GLOBAL SCORE
3.8
Top 3 Enterprise Performance Management (EPM)Strengths and weaknesses
Detailed evaluation across 40 criteria
Vendor vision and market positioning 4.3
Intelligent Platform vision powered by Expert AI. End-to-end CPM coverage. Integrated AI. Solid and coherent roadmap.
Gartner Leader 5th year (Planning + Close). Dresner Premier Leader 3 years (4.71/5). Nucleus Leader 5th year.
Wolters Kluwer (Euronext, 6.1B euros). PeerSpot mindshare rising (+50%). North American expansion.
Functional capabilities 4.0
Complete budgeting and forecasting. Predictive AI (Smart Budgeting). Well integrated with consolidation.
Modeling supported but models complex to build and maintain. Planning UX less intuitive than dedicated tools.
Workforce planning available. Functional for standard needs. Not a differentiator.
Supply chain planning recognized (Dresner 5 years). Operational coverage less extensive than Anaplan or SAP SAC.
Absolute reference. Multi-entity, multi-currency, multi-GAAP. IFRS, US GAAP, Solvency II. Exhaustive audit trail. Pre-built processes.
Alignment via conso+planning+reporting integration. Profitability analysis (Analytic Information Hub).
Intelligent Disclosure for regulatory. Intelligent Analytics, Ask AI. Good level but less modern visualizations.
Close and consolidation workflows among the most mature. Multi-level circuits, task management, complete audit trail.
Granular control, RBAC. Solvency II, IFRS, SOX compliance. Adapted to most regulated environments.
Powerful embedded ETL. SAP, Microsoft, Oracle integration. REST API. Fast implementations thanks to ETL.
Technical fit 3.8
SSO, SAML, MFA. Enterprise standards. Strict regulatory compliance.
SaaS, private cloud and on-premise. Encryption, audit trail. GDPR, SOC. Sovereignty flexibility.
Degradation reported with complex models and many dimensions. Continuous technical tuning needed.
SAP (S/4HANA, Datasphere), Microsoft (Power BI, Excel), Qlik. Solid SAP and Microsoft ecosystem.
Support appreciated in Italy. Delays in Central Europe. Insufficient in North America. Uneven by region.
Decent documentation. Complexity often requires consultant support beyond docs.
Solution adoption 3.5
Functional interface but UX perceived as less intuitive than modern solutions. Excel-like interface facilitates finance adoption.
Appreciated Excel-like interface. Excel integration for reporting and entry. Eases learning curve.
Intelligent Analytics, Ask AI. Functional but visualizations less modern than Board or SAP SAC.
Significant enterprise clients in finance, insurance, manufacturing, hospitality. Strong Europe, NA expansion.
Exceptional vendor communication. Dedicated team, responsiveness on critical topics.
Significant curve for advanced modules. Manageable without IT for standard processes. Consultant dependency.
Vendor robustness 4.5
Wolters Kluwer, Euronext (WKL). 6.1B euros revenue. Zero viability risk.
Significant European base. NA and Asia expansion. Finance, insurance, industry. Volume below Oracle/SAP but growing.
Continuous innovation (Expert AI, ESG, regulatory). Aligned with regulatory changes (CSRD, Global Minimum Tax).
Exceptional communication. Dresner Premier Leader 3 years (4.71/5). Partnership relationship excellence.
Solution deployment 3.0
Complex implementation. Specialized consultants needed. 6-12 months for conso+planning.
Training available. Finance-administrable for standard processes. Advanced modules require in-depth training.
REST API. Embedded ETL. SAP, Microsoft integration standards. Open architecture.
Growing partners (Column5, Darwin Analytics). Limited specialized consultants. Dependency risk.
Legal and contractual terms 4.0
Solid Wolters Kluwer T&Cs. European vendor, native GDPR. Rigorous approach.
Flexible licensing options. SaaS, private cloud, on-premise with migration. Better flexibility than major US vendors.
Pricing and costs 3.0
Mid-to-high. Competitive for the covered scope (conso+planning+close in one tool).
High implementation costs for complete scopes. Specialized consultants with limited availability.
Unpublished but relatively readable model. Fewer hidden cost complaints than Oracle or SAP.
SaaS, private cloud, on-premise with migration. Most complete flexibility in EPM market.
Significant consulting, training, evolution costs. Consultant specialization limits choice and inflates day rates.
Recommended use cases
- Regulatory statutory consolidation (insurance, banking, regulated industry)
- Organizations needing conso + planning + close on a single platform
- Environments with sovereignty requirements (on-premise/private cloud deployment)
About Wolters Kluwer (Euronext: WKL)
Vendor: Wolters Kluwer (Euronext: WKL)
Headquarters: Lucca, Italy
Founded: 1986
Deployment: saas, on-premise, private-cloud
Category: Enterprise Performance Management (EPM)
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