Unlock Financial Insights in Weeks

Accelerate Monthly Close with Tagetik + Data platform + Power BI

Still managing slow, manual, and disconnected financial close processes? This ready-to-deploy data product connects directly to your CCH® Tagetik EPM, automates financial data extraction, and delivers timely Power BI dashboards for actuals, budgets, and consolidated views, all in just 6–8 weeks.

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By integrating Tagetik with Power BI, finance teams gain:

Streamlined reporting workflows

With timely data in Power BI

Automated reconciliations

Aligned with Tagetik actuals

Improved governance and auditability

Across financial data

Interactive dashboards and drill-downs

By scenario, company, cost center, account, and more

Self-service analytics

For controllers and FP&A teams

Scalable deployment

In just 6–8 weeks, built on Microsoft Fabric or your preferred platform

Key Features

This solution is ideal for CFOs, controllers, FP&A professionals, and finance system owners looking to simplify their monthly close, improve data confidence, and empower their teams with smarter tools.

Plug-and-play setup with your Tagetik EPM
Supports local and consolidated financials
Supports actuals and budgeted financials
Exploration and drill-down by relevant dimensions: scenario, category, period, company, CTP company, cost center, account, etc.
Interactive dashboards (e.g. P&L, balance sheet, period comparisons)
Self-service analytics for finance and controlling teams
Scalable platform built on Microsoft Fabric (or alternatives)

Interactive dashboard example

Project Activities

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6–8 weeks implementation.
Includes support for 2 financial period closes.

Business workshops

Chart of accounts, dimensions, period close, accruals, intercompany

IT workshops

Technical architecture, setup, and pre-requisites

Automated data extraction

From Tagetik EPM

Data exploration

Data modeling and transformation logic

Interactive dashboard deployment

Training

For business users and self-service analytics

Documentation and handover

DELIVERABLES

Deployed data model and architecture

Automated data ingestion and transformation

Business-oriented semantic model

Power BI dashboards

Training and documentation

List of next recommended action items

technology stack

Microsoft fabric

A new, revolutionary, lake architecture-powered way to handle enterprise data needs, from A to Z, with state-of-the-art performance, tools and capabilities.

Power BI

Scandic Fusion has implemented Power BI Pro, Premium per user and Embedded for 10+ clients. We are well aware of Power BI's capabilities, limitations, and can advise on the suitable setup for different goals and architectures.

Alternative data platforms

Databricks, SnowFlake, Google BigQuery, Azure Synapse, Azure SQL.

Deployment Assumptions

Single Tagetik EPM instance, one or two financial workspaces with unified dimensionality
Automatic data extraction is supported
Simplistic row-level security and access control
Cloud capacity and BI licenses are available (or subject to procurement)
Tagetik download capacity is available (or subject to procurement)
Scope covers Tagetik financial workspace transactions with related dimensions and hierarchies, FST summable positions

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Optional Add-Ons

Additional ERP GLs for reconciliation purposes, more details and more fresh data.
Additional source systems/modules for blended management KPIs.
• Advanced row-level security and access control.
• Advanced calculations or derived metrics.
Custom hierarchies and master data management.

What's next?

Contact us to schedule a discovery call and explore how your Tagetik EPM data can start working for you, not the other way around.