CCH Tagetik: Consultancy Service

Experienced Finance Management Consultancy

CCH Tagetik Consulting

AIS Consulting are experts in project and implementation consulting for CCH Tagetik – the robust and scalable Cloud-based Finance Management Platform.

Adding Value to a Best In Class Finance Solution

The key element of our consulting is to help adopt leading practices in finance with a structured methodology that is founded on:

▸ Finance Process Design
▸ Technical Excellence
▸ Project Management
▸ Communication

The key element of our consulting is to help adopt leading practices in finance with a structured methodology that is founded on:

▸ Finance Process Design
▸ Technical Excellence
▸ Project Management
▸ Communication

Project Preparation

Short phase to make sure we have agreed the right approach, understand how we will work together and have a plan of action.

Focus: How we work together

▸ Rules of engagement
▸ Agreeing roles
▸ Understanding objectives
▸ Communications
▸ Working timetable
▸ Project tools and governance
▸ Agree project approach (training lead,
joint approach, built-to-order or turn-key)

Definition & Design

The blueprint phase is critical to get the most from your finance project. The more effectively we can make the design the more value will result from the end process.

Focus: Key Objectives

▸ A structured approach to requirements
▸ Process blueprints
▸ Illustrations, mock-ups, prototyping
▸ Implement feedback loop to make sure we meet the objectives

Configure

Here’s where we both take part in building the solution – communication is important so we will have reviews and prototypes to demonstrate what the end product will look like.

Focus: Configure the Design

▸ Prototypes become working models
▸ We train and share knowledge
▸ Address practical issues and resolutions
▸ We jointly configure your solution
▸ As a project team we test, test and test
▸ We demonstrate to stakeholders and validate to get feedback

Handover

Training and testing; getting everything ready for go-live. Ensuring users are supported and hand- held to get familiar with the dashboard.

Focus: Handover & Monitor

▸ User Acceptance Testing
▸ Everyone is trained up
▸ Guides and training materials are in place
▸ Support framework is in place for go-live
▸ Production system is up and ready for live business processes

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