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At CCH Tagetik we undestand the importance of workflow and its management, especially for large and decentralized organizations to manage financial and operational processes.

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Leveraging our built-in process cockpit we're able to moderate any of the organizations processes at a glance, from management view as well as

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guide your end users out there in the field into completing these activities with a very granular to do flow chart diagram. All of this, along with

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a performance dashboard, is automatically generated as a result of our intuitive work flow set up. Now, let's take a look. Setting up the steps or phases of our

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annual budget process in this example, is as easy as drag and drop. Think of these as milestone within your process, for each a sub set of data has to be submitted on a certain day.

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By clicking on each milestone we're able to set up individual activities that need to be performed for this particular step of our annual budget process.

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Of course these activities could differ by entity, so we can accommodate for the unique requirements of different parts of your organization. Our development team 

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made sure to make the process of adding a new workflow or modifying an existing one as user friendly as possible. By clicking on edit 

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I have a number of activities that I'm able to add to my workflow, this could be related to data integration where I can run an ETL routine or quickly 

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load data, as well as the ability to add different forms or data entry templates to my workflow. We can also incorporate data validations 

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as well as submission steps with multiple levels of approval. Your finance users can simply drag and drop an activity to add another level of approval, for example.

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If I want the EVP approval to be in parallel with VP approval, all I have to do is logically organize the arrows and add a join node, if needed.

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After automatically formatting, my workflow is ready to go and my end users can start using it right away.