CHALLENGES
- Migrating IS Oracle to Tagetik
- Homogenize IS environment
- Controlling data entry and closing schedules
- Have a flexible tool that adapts to the needs of different teams
- Keep the amounts on a fine level of accounting
![](https://21707327.fs1.hubspotusercontent-na1.net/hubfs/21707327/Solution%20BI%20Teams%20(12).jpg)
![](https://21707327.fs1.hubspotusercontent-na1.net/hubfs/21707327/Solution%20BI%20Teams%20(6).jpg)
SOLUTION
- 1 Tagetik application, with 2 processes: Closing and Budget&Forecast
- 1 local workflow + 1 central workflow
- Complete and diverse reports for each team
- Customized allocation and reconciliation rules
- Time-dependent hierarchies for entities to differentiate their consolidation type
- A Datavisualization part on Tableau to make reports more dynamic and readable
BENEFITS
- Saves time once the application is mastered
- Consistent data
- Budget schedule respected
- Users are responsible and familiar with the element codes since the repository is shared between applications
![](https://21707327.fs1.hubspotusercontent-na1.net/hubfs/21707327/Solution%20BI%20Teams%20(1).jpg)