Assessment of the current process
We review your current disclosure process, which involves looking into the existing solution and pain points. Typical challenges include manual copy paste across documents, fragmented files, poor version control, late changes with no automatic validation of numbers, and tight deadlines.
Definition
Together we define which reports will be built (financial, regulatory, ESG, board presentations), identify required data sources — both Tagetik and external — and establish user roles and access.
Configuration and system integration
We configure the report structure and connections to the centralized Tagetik database, or external sources. The platform ensures up-to-date and consistent disclosures across all outputs.
Design of templates, disclosures, and controls
We design Microsoft based templates (Word, PowerPoint, Excel) with dynamic datalinks, narrative sections, and embedded controls. With the help of secure AI functionality, narrative sections can also be populated automatically.
Testing, training
We perform functional and user acceptance testing to confirm correct data flows, validation, and workflow behavior. Training ensures your teams can confidently maintain disclosures and collaborate efficiently.
Go live & support
We train users to create, update, and manage disclosures directly in Word, Powerpoint and Excel, leveraging Tagetik’s data‑linking and AI capabilities. Post‑go‑live, we provide hypercare assistance and guidance as your team becomes fully self‑sufficient.
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