Tagetik Competitors and Alternatives

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Consultant
Consultant at a financial services firm
Apr 22 2018

What is most valuable?

I think it's flexible. I chose this solution because, even though it wasn't out-of-the-box, you can customize it, and the long-term growth potential of the software is where I see the value.

How has it helped my organization?

The benefits are * getting the data in one spot * the ability to report dynamically * version control.

What needs improvement?

More export to Excel functionality. Right now, we're having to build within the cloud-based platform, as well as build within the Excel add-in, because the export to Excel is somewhat ugly. So we're… more»

If you previously used a different solution, which one did you use and why did you switch?

We were just using Excel, there were version control issues, mistakes on copy/paste. We needed a dynamic solution that would be accurate. Our most important criteria when selecting a vendor are *… more»

What other advice do I have?

I think that from talking with other customers here at the BOARDVille 2018 user conference, your consultant, if you're using a BOARD consultant, I think that that person is very important. Also, just… more»

Which other solutions did I evaluate?

The final decision came down between Borg and Tagetik. We chose it because BOARD was a sandbox, instead of out-of-the-box. Tagetik is great, it's ready to go, but three years from now, that's all it… more»
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