Tagetik Allocations: Where True Profitability Begins

We get Finance. You get Results.
TAGETIK ALLOCATIONS
WHERE TRUE PROFITABILITY BEGINS

Identifying the most (and least) profitable areas of your business typically involves pulling data from multiple sources and
making generic high-level assumptions about allocating costs. But that doesnt give you insights at a level of detail that is
actionable. With Tagetik Allocations, you can easily identify your fixed costs and allocate variable costs at a very detailed
level that deliver real insights for decision-making. With capabilities that enable you to drive forward-looking plans and
models, this robust allocation engine can help you put the bottom line top of mind at all levels of your business.
TAGETIK ALLOCATIONS
Analyze profitability Gain operational insights Create business and

profitability models
With Tagetik Allocations, you can allocate What are your real costs for a given customer By generating detailed profitability models, you
direct and indirect costs even down to or product? Where can you save or reallocate can analyze, predict and respond to changing
customer, product or even SKU level of to optimize returns? By generating detailed customer demands and market conditions
detail see the financial impact of key P&Ls by product, division, delivery channel and model the financial impact of multiple
business drivers, and better understand or LoB, you can better understand how your scenarios. At both corporate/group and
the profitability of your customers, LoBs, operations are impacting cost and revenue individual division, department, or individual
channel, plants, branches, stores or drivers across the organization. The result: product or levels. Easily see how different
whatever detailed drivers are the key to Finance and Operations can work together detailed scenarios will impact profitability
your business performance. proactively to maximize profitability. across the entire organization.
Conduct what-if analyses Allocate resources intelligently Align profitability with planning
Why is it critical to have robust profitability
Getting answers to what-if scenarios With Tagetik providing the ability to analysis and planning in the same solution?
has never been easier. Run multiple attribute and allocate costs at a detailed Because plans and profitability analysis are
what-if scenarios, then visually compare level, your department managers and based on the same data, business rules and
and contrast the results side by side. LoB leaders can gain clear visibility into reports. Profitability analysis incorporates
See both the impact on operational their total costs and profitability and actual results, original plans, reforecasts
performance and the upstream impact can more intelligently allocate resources and what-if modeling. Having it all in one
on departmental, divisional, and to optimize both operational and financial solution ensures you are are using the same
corporate P&Ls, balance sheets and cash performance. logic whether analyzing actual performance,
flow statements. a quarterly forecast or a what-if scenario.
TAGETIK ALLOCATIONS
WWW.TAGETIK.COM
Release Date: June 2016
We get Finance. You get Results.
We have moved to forecasting our profit/loss and financial position (by)

individual customer job, resulting in a significant reduction in manual
processes by 50%.
Group Planning and Control Manager, ASTALDI
TAGETIK ALLOCATIONS CAPABILITIES

Our customers take advantage of the following and many other features of Tagetik Allocations to allocate costs and
analyze profitability:
Allocation Rules: Allocate direct costs and revenues to departments, products, projects, activities or virtually any other business dimension. The
intuitive allocation engine handle basic driver-based allocations or complex waterfall allocations down to a very granular level of detail.
Advanced Hierarchy Management: Easily manage and update unlimited hierarchies to ensure allocations can be done at whatever level makes
business sense. Flexible hierarchies and allocation rules give Finance complete control and confidence in the allocation methodology and results.
Statistical Information: Capture virtually any statistical information needed for driving allocations headcount, revenue, quantity and more
and automate the updating of these drivers to streamline the process and provide an audit trail of the source and data stamp of all statistical
allocation drivers.
Data Entry Forms: Develop standard forms to involve business users in entering or importing local business drivers that drive detailed allocations.
Provide flexibility with control to ensure control and accountability of all drivers used in the allocation process.
Shared Services: Allocate shared services costs to ensure fully weighted costs for profitability analysis. Use visibility into shared services cost to
analyze consumption and maximize available resources and spend.
Double Entry Logic: Provide Finance with full visibility and easy auditability of all allocations. Double entry logic ensures all allocations are
balanced and complete without the need for redundant data or dummy accounts.
Traceback Transparency: Gain complete transparency into the consumption patterns of individual business units. Provide business units with
the ability to traceback and view the source of every allocation they receive.
Process Driven Workflow: Track progress and completion of the allocation process with an intuitive dashboard that allows administrators and
users to view allocations and their financial controls, checks, balances and audit log.
Single Version of the Truth: Eliminate inconsistency of allocation logic with a single data source that applies the same allocation rules across
actuals, plans, and what-if models.
Reporting: Easily create standard reports for analyzing allocations and profitability at any level in the organization. Users can easily turn any report
into a dashboard with just a few clicks giving them the autonomy to analyze profitability on their own.
Learn more about Tagetiks allocation engine or sign up for a personalized demo at
http://www.tagetik.com/resources/demo
ABOUT TAGETIK
Tagetik understands the complex challenges that face the Office of Finance. And we translate that knowledge into intuitive, enterprise-scale performance management
software solutions that drive business results. With Tagetik, you gain the simplicity of the Cloud and the power to: unify financial and operational planning; shorten the
consolidation and close process; immediately analyze results, model and compare full financial statement impact of business scenarios; adjust strategic plans; seamlessly
update rolling forecasts; produce formatted and auditable financial statements and management reports; collaborate on business reviews, and automate disclosure and
board reporting. Using Tagetiks built-in financial intelligence, CFOs, finance managers and operations executives can orchestrate multiple or all processes in one software
solution. More than 850 customers across 35 countries count on Tagetik to improve efficiency, reduce risk, save money and deliver results.
For more information, visit www.tagetik.com
TAGETIK ALLOCATIONS
WWW.TAGETIK.COM
Release Date: June 2016

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We get Finance. You get Results.

WHERE TRUE PROFITABILITY BEGINS

Analyze profitability Gain operational insights Create business and

We have moved to forecasting our profit/loss and financial position (by)

TAGETIK ALLOCATIONS CAPABILITIES

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