Key takeaways:

  • Organizations across manufacturing, banking, retail, and financial services modernized budgeting, planning, forecasting with CCH Tagetik.
  • Customers achieved measurable outcomes, including up to 90% faster data aggregation, $400K in operational savings, standardized reporting across 70+ entities, and a 12% reduction in inventory levels. 
  • CCH Tagetik replaced legacy CPM systems, spreadsheets, databases, and disconnected planning tools with a unified planning platform. 
  • Finance teams improved forecasting accuracy, accelerated reporting cycles, increased data visibility, and enabled faster decision-making. 
  • These customer stories highlight real-world examples of enterprise planning transformation across different industries, regions, and business complexity levels.

More than 2,000 organizations worldwide rely on CCH Tagetik to modernize their financial processes, including budgeting, planning and forecasting, through connected enterprise-wide planning.

Every planning transformation is unique.  Explore these four sample customer success stories to see how organizations similar to yours achieved real-world results with CCH Tagetik. 

Take a closer look at real budgeting and planning success stories

toyota menu customer hub planningToyota Finance

member 1st menu customer hub planning
Members 1st

agfa menu customer hub planningAgfa

imgHastings Deering


                   toyota finance logo


Industry: Manufacturing
Region: Japan
Previous system: A legacy database software 
Current software: CCH Tagetik Budgeting, Planning and Forecasting
CCH Tagetik customer since 2022
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How Toyota Finance Corporation sped up data aggregation by 90%

Toyota’s transformation began with replacing a legacy database system that made data aggregation laborious and lengthy and was riddled with inefficiencies that bogged the finance team down. Fast forward to planning after their CCH Tagetik transformation, and the right people can now access the right data — right when they need it.

CCH Tagetik seamlessly connects budget and actual data with a remarkable level of analytical versatility. Its user-friendly setup, code-free operation, intuitive interface, and flexibly allocations make it stand out as a superior solution compared to other CPM systems.
Project Owner
CCH Tagetik Implementation Project at Toyota
  • Planning Challenges
  • Results with CCH Tagetik
  • Data collected manually from Excel, emails, and legacy databases
  • Data aggregation took ~10 business days and report production ~20 days post-close
  • Legacy database software couldn’t handle growing volumes of financial and management data
  • “Black box” processing logic meant Finance staff couldn’t easily trace allocation rules or calculation methods
  • Rigid allocation setup and reporting structures required IT-led coding or system changes
cch-tagetik-toyota-banner-customer-hub-planning
cch-tagetik-toyota-banner-customer-hub-planning
  • Automated data aggregation and straight-through data flows
  • Data aggregation reduced to one day, and reporting time reduced by 50% — over 10 days
  • High-performance CPM engine scaled easily to large, complex data volumes without system slowdowns
  • “Glass box” processing means allocation and calculation logic is visible within the platform, ensuring traceability and auditability
  • Allocations and reporting rules can be easily configured by finance users without coding
Customer Story | 
Discover more about Toyota's finance transformation

The transformative power of CCH Tagetik for Toyota Finance

Executive summary

Toyota Finance modernized budgeting and planning by replacing a legacy system with CCH Tagetik, reducing data aggregation times by 90%, accelerating reporting, and improving access to trusted financial data.

Data aggregation reduced by 10 days

Reporting completed in half the time

Rapid info sharing across BUs

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member 1st logo.png


Industry: Banking
Region: North America
Previous system: Legacy CPM system and spreadsheets
Current software: CCH Tagetik Budgeting, Planning and Forecasting, Intelligent Foundation, Intelligent Insights
CCH Tagetik customer since 2018
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How improving accuracy by 3% saved Members 1st $400K
​

Members 1st embarked on a finance transformation with a lean team responsible for meeting the planning needs of 80 departments. After implementing CCH Tagetik, the small team automated time-consuming tasks — including predictive analytics, anomaly detection, board reporting, and scenario modeling — enabling them to better serve the business and uncover $400K in operational savings, all without increasing headcount.

The first iteration of our predictive model that we ran on one of our large income accounts fared 3% better overall for accuracy, which equated to over $400,000.
Brian D. Strohecker
AVP Budget and Accounts Payable at Member 1st
  • Planning Challenges
  • Results with CCH Tagetik
  • Manual spreadsheets for predictive models and forecasting consumed hours each month 
  • Finance team of three supporting 80 departments which was an unsustainable workload 
  • Couldn’t run or compare multiple scenarios quickly 
  • Legacy CPM system couldn’t support growth or report line-level detail 
  • Slow reporting cycle that was prone to manual errors 
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cch-tagetik-member-1st-banner-customer-hub-planning
  • Automated predictive analytics and anomaly detection improved accuracy by +3%, which had a +$400 K benefit to the company 
  • Advanced automation allowed the same small team to manage all departments without increasing headcount 
  • On-demand scenario modeling allows leadership to rerun and compare consolidated plans within minutes 
  • Scalability enables detailed, initiative-level and line-level reporting and can grow with the organization 
  • Cut one full day off month-end close because of the Collaborative Office’s tools and automated board reports 
Customer Interview | 
Hear more about Members 1st's finance transformation

The transformative power of CCH Tagetik for Members 1st

Executive summary

Members 1st improved forecasting accuracy, automated planning processes, and generated $400K in operational savings using CCH Tagetik predictive analytics and scenario modeling capabilities. 

Three-person team successfully serves 80 departments

$400,000 ROI on accuracy gains
​

Scalable architecture supports rapid growth to $8B in assets

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agfa logo.png



Industry: Manufacturing
Region: Benelux (Belgium)
Pre-transformation system: Several systems, including SAP modules, IBM Cognos Controller, and a separate budgeting tool
Current software: CCH Tagetik Budgeting and Planning, Close and Consolidation, Global Minimum Tax, ESG & Sustainability Performance Management
CCH Tagetik customer since 2016
See the winning results →

How Agfa harmonized reporting across 70+ entities
​

Agfa’s finance processes faced the common challenges of a fragmented enterprise tech stack: limited visibility, resource-intensive data collection, and inconsistent reporting. No departments or divisions were on the same page. After implementing CCH Tagetik, all financial processes were unified under one roof and harmonized to meet the needs of 70 entities. 

CCH Tagetik was chosen for its capabilities and self-service, its business-oriented approach, and its combination of budgeting, planning, consolidation, and regulatory processes. It allows us to replace multiple tools with one, streamline workflows, and run fully on SAP HANA while integrating with our existing systems.
Chantal Luyts
Head Corporate Controlling & Reporting at Agfa
  • Planning Challenges
  • Results with CCH Tagetik
  • Many fragmented solutions, including end-of-life SAP modules, IBM Cognos Controller, and a separate budgeting tool 
  • Limited visibility into intercompany balances and cross-charges 
  • Manual lease accounting for 4,000–5,000 contracts 
  • Disjointed reporting between accounting and management views 
  • 70 entities with varied and highly manual reporting structures 
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cch-tagetik-member-agfa-customer-hub-planning
  • A single, unified CPM platform for consolidation, budgeting, planning, tax, and reporting that runs on SAP HANA 
  • Built-in intercompany reconciliation cockpit automatically enforces matching and transparency 
  • Pre-configured lease accounting solution to automate and streamline reporting 
  • Integrated financial and management reporting with shared data and flexible presentation options 
  • Risk-based, rule-driven reporting, standardized workflows, and hierarchies across all 70 entities 

Customer Interview | 
Hear more about Agfa's finance transformation

The transformative power of CCH Tagetik for Agfa

Executive summary

Agfa unified budgeting, planning, consolidation, and reporting processes across more than 70 entities, replacing fragmented legacy systems with a single performance management platform.

Standardized reporting across 70 entities

Streamlined reporting of 5,000+ lease contracts

Modernized defunct legacy systems with a long-term, modern solution

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hastings deering

Industry: Retail
Region: APAC (Australia)
Previous system: Excel
Current software: CCH Tagetik Integrated Business Planning (Supply Chain Planning, Demand Planning)
CCH Tagetik customer since 2021
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How Hastings Deering became insight rich with a 'golden thread' of data
​

Before its planning transformation, Hastings Deering had a vast trove of data but no way to make sense of it or put it to good use. By integrating supply chain and demand planning processes in CCH Tagetik, the company now extracts deeper insights from near-term data and leverages historical data to improve forecasting precision well into the future.

We were very much data rich but insight poor, with many disparate Excel-based functions across the business. Consolidating all these data attributes in one system created a ‘golden thread’ of data, where single records now pull together information from multiple sources, instead of being scattered across individual Excel files.
James Hewitt
Integrated Business Planning Manager at Hastings Deering
  • Planning Challenges
  • Result with CCH Tagetik
  • Planning horizon limited to 9–12 months, preventing long-term financial visibility 
  • No formal demand planning process with forecasts based only on historical orders 
  • Finance and supply chain data and planning processes were managed manually in Excel and other systems, leading to inefficiencies and accuracy issues 
  • Abundance of data but unable to generate meaningful insights due to disparate planning processes and systems 
  • No visibility into inventory projections and higher than necessary inventory levels 

cch-tagetik-member-hastings-budapest-customer-hub-planning
cch-tagetik-member-hastings-budapest-customer-hub-planning
  • Planning horizon extended from nine months to two years, allowing for better long-term planning and forecasting 
  • Implemented an integrated business planning process and demand planning which brought structure and predictability to an automated forecasting process 
  • Consolidation of sub-processes into a single workflow and integration of data from various systems improved planning and reporting accuracy
  • Unified platform and integrated data created a single source of truth, improving planning accuracy and insights 
  • Deep visibility into inventory projections, leading to a reduction in inventory levels by about 12% within the financial year 

Customer Interview | 
Hear more about Hastings Deering's finance transformation

The transformative power of CCH Tagetik for Hastings Deering

Executive summary

Hastings Deering implemented integrated business planning with CCH Tagetik to connect demand planning, supply chain planning, and financial planning, extending planning horizons from 9 months to 2 years.

Planning horizon extended from nine months to two years

12% reduction in annual inventory levels

Demand, supply, and financial planning now completed in one platform

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