Adaptive Insights vs CCH Tagetik comparison

Workday and Wolters Kluwer are both solutions in the Business Performance Management category. Workday is ranked #8 with an average rating of 8.2, while Wolters Kluwer is ranked #11 with an average rating of 7.5. Workday holds a 4.5% mindshare in BPM, compared to Wolters Kluwer’s 7.9% mindshare. Additionally, 100% of Workday users are willing to recommend the solution, compared to 87% of Wolters Kluwer users who would recommend it.

Adaptive Insights

Read 18 Adaptive Insights reviews

703 Views
443 Comparison Views

100% willing to recommend

CCH Tagetik

Read 7 CCH Tagetik reviews

1,056 Views
722 Comparison Views

87% willing to recommend

Adaptive Insights

CCH Tagetik

Comparison Buyer's Guide

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Executive SummaryUpdated on Dec 19, 2024

Adaptive Insights and CCH Tagetik are key players in the financial planning and enterprise performance management market. CCH Tagetik has an edge with its extensive feature set, offering robust functionalities worth the investment despite its higher pricing.

Features: Adaptive Insights is valuable for budgeting, forecasting, and scenario planning. It offers an intuitive cloud-based platform, simplifying user experience and ensuring rapid implementation. CCH Tagetik provides advanced consolidation features, comprehensive reporting capabilities, and seamless ERP integration, creating a holistic solution for complex enterprise needs.

Room for Improvement: Adaptive Insights could improve by offering more advanced consolidation features and enhancing ERP system integration. CCH Tagetik would benefit from simplifying its complex workflow features and reducing deployment time. Both offerings could expand user support documentation for ease of transition during system updates.

Ease of Deployment and Customer Service: Adaptive Insights offers a straightforward deployment process supported by strong cloud infrastructure, facilitating quick onboarding. Its customer service is responsive, providing excellent setup guidance. CCH Tagetik requires more time and technical effort for deployment due to its extensive features but compensates with expert support services praised for navigating complex implementations.

Pricing and ROI: Adaptive Insights offers competitive pricing with lower upfront costs, appealing to organizations seeking cost-effective solutions with a favorable ROI. CCH Tagetik, while higher in cost, delivers robust ROI through its extensive features, especially for large enterprises with sophisticated financial management needs. The investment in CCH Tagetik is justified by long-term efficiency gains and strategic financial insights.

To learn more, read our detailed Adaptive Insights vs. CCH Tagetik Report (Updated: June 2025).

Buyer's Guide

Adaptive Insights vs. CCH Tagetik

June 2025

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Helped 858,469 peers since 2012

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Categories and Ranking

Adaptive Insights

Ranking in Business Performance Management

8th

Average Rating

8.4

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

Financial Performance and Strategy Management (3rd), Reporting (10th), Data Visualization (11th), ESG Reporting Software (5th)

CCH Tagetik

Ranking in Business Performance Management

11th

Average Rating

7.8

Reviews Sentiment

6.8

Number of Reviews

Ranking in other categories

Financial Close Software (7th)

Mindshare comparison

As of June 2025, in the Business Performance Management category, the mindshare of Adaptive Insights is 4.5%, up from 3.1% compared to the previous year. The mindshare of CCH Tagetik is 7.9%, up from 5.5% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Business Performance Management

Featured Reviews

Andrew Rosenberg

Adaptive Planning Manager at Alight

Adaptive scales well, simple to create new budget versions and models

For the organization I used to work at, it streamlined the process of creating budgets. It's very simple to create a new version and do some more modeling based on your need for planning things like headcount, other expenses, and revenue, everything is configurable within Workday. So that made it easy. Reporting was pretty easy to set up as well. It streamlined the amount of time it took to do the budget as well as kind of making it simple to implement a rolling forecast process. So, it really was more just a productivity increase and time shortening for the budgeting and forecasting process.

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Julia Lupidii

Senior EPM Consultant at Solution BI France

User-friendly performance management with intuitive approach

I appreciate its user-friendliness, especially for business users who may not be very tech-savvy. In many organizations, there's a mix of IT professionals and business users with varying levels of technical expertise. One of the strengths of the solution includes a feature similar to SmartView, is that it allows users to work with Excel. Since Excel is a widely familiar tool, it reduces the learning curve and makes it more accessible to a broader audience within the organization. The workflow feature within the solution is particularly valuable. It simplifies complex processes into a step-by-step sequence, making it easy for users to follow along.

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Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"The integration with our payroll system to complete staff modeling during our budget and forecast processes."

"It's very stable."

"It's very simple to create a new version and do some more modeling based on your need for planning things like headcount, other expenses, and revenue, everything is configurable within Workday."

"The important feature is integration with source data. It connects to various ERP systems, including Workday, Intact, and others. It can also import actuals and compare them to PlanPoint quite easily."

"We utilize planning on a daily basis, therefore we find it to be the most valuable product for our organization."

"Forecasting changes that instantly flow through all financial statements."

"The biggest feature is the source of truth for all of our budget and forecast versions."

"Changes to corporate structure, account codes are updated in all versions including prior years, hence "one-version of truth" as claimed."

More Adaptive Insights pros

"I've primarily worked with CCH Tagetik as a consultant, handling implementations and not providing day-to-day user support. I initially appreciated the unified platform, the Ownership Structure Register, which benefits certain entities. The workflow feature is great, but it can become overly detailed and lacks clear guidance on design. The solution is good in terms of storage."

"I appreciate its user-friendliness, especially for business users who may not be very tech-savvy."

"The ability for integration and automatic loading from the Oracle system into CCH Tagetik is very valuable."

"The most valuable feature of CCH Tagetik is form creation."

"Has an APM, which deals with the details of data and has calculation functions included."

Cons

"Adaptive Insights could improve the data designer interface to make integrations easier to set up."

"It's a Workday product; they could do a little bit better to integrate a pure-play integration with Workday, which really doesn't do that."

"Users continue to become more advanced and are looking for more advanced solutions."

"Their customer support team is slow to respond and not extremely confident."

"The product's configuration process could be faster."

"Better user interface (UI)."

"Being able to drill down when using OfficeConnect needs work."

"Discovery (the data visualization module): Needs to catch up with BI leaders, such as MS and Tableau. E.g., sorting by amounts in column charts and page slicers to control all visuals."

More Adaptive Insights cons

"The tool's major drawback is the ETL process, which is not up to par with other solutions."

"There is a need for improvement in the ability to generate all reports from one click, like both P&L and balance sheets, to be available together in Excel."

"We faced difficulties while uploading data."

"There is room for improvement, especially on the settings side of the solution."

"Analytics function is weak. Other products have sum(irate) function and forecasting help function, but Tagetik does not have this clarity."

Pricing and Cost Advice

"It's affordable."

"Adaptive Insights' pricing is reasonable."

"Everything is negotiable, but this solution is low cost compared to others."

"Licensing seems to be worth the cost considering the efficiency Adaptive brings."

"Pricing is in line with other cloud-based EPM tools. It is a subscription-based model based upon the number of users and site type if it's an admin or end-user type thing."

"Adaptive Insights' pricing is relative to its peer competitors. It's certainly competitive compared to a spreadsheet template that you build in Excel. It can be expensive if you need to have 100-500 budget holders giving input and building financial plans. However, in that case, it becomes an extremely good bargain. Compared to its competitors, it offers an excellent value."

"Prior to purchasing licenses, make sure you understand which users will only need planning and which users will need both planning and OfficeConnect."

"Ensure that you have the proper pricing plan in place."

"The solution's pricing is affordable."

"The solution is quite expensive."

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Top Industries

By visitors reading reviews

Computer Software Company

11%

Real Estate/Law Firm

10%

Financial Services Firm

10%

Non Profit

Manufacturing Company

12%

Financial Services Firm

10%

Computer Software Company

Retailer

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

What do you like most about Adaptive Insights?

It's very simple to create a new version and do some more modeling based on your need for planning things like headcount, other expenses, and revenue, everything is configurable within Workday.

See all answers

What is your experience regarding pricing and costs for Adaptive Insights?

12 years ago, it was very affordable. Workday has definitely increased its price since it acquired Adaptive a few years ago. So, it's affordable. But there are other more affordable solutions that ...

See all answers

What needs improvement with Adaptive Insights?

The integrations could be simpler. It takes quite a bit of internal and IT know-how to set up. So, there could be room for just improving the integrations, making it easier to integrate outside sys...

See all answers

What do you like most about CCH Tagetik?

I've primarily worked with CCH Tagetik as a consultant, handling implementations and not providing day-to-day user support. I initially appreciated the unified platform, the Ownership Structure Reg...

See all answers

What is your experience regarding pricing and costs for CCH Tagetik?

I am not informed about pricing, but CCH Tagetik was chosen over HFM due to more comprehensive functionalities related to IFRS 17. For larger companies, pricing might be less important compared to ...

See all answers

What needs improvement with CCH Tagetik?

There is a need for improvement in the ability to generate all reports from one click, like both P&L and balance sheets, to be available together in Excel. It would also be helpful if the syste...

See all answers

Comparisons

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Compared 12% of the time

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Oracle Hyperion vs Adaptive Insights

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Microsoft Power BI vs Adaptive Insights

Compared 10% of the time

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Oracle HFM vs CCH Tagetik

Compared 20% of the time

Anaplan vs CCH Tagetik

Compared 16% of the time

SAP Business Planning and Consolidation vs CCH Tagetik

Compared 9% of the time

Workiva Wdesk vs CCH Tagetik

Compared 8% of the time

Oracle Hyperion vs CCH Tagetik

Compared 8% of the time

More CCH Tagetik Competitors

Product Reports

Buyer's Guide

Adaptive Insights

June 2025

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Buyer's Guide

Business Performance Management

May 2025

Download CCH Tagetik product report

Also Known As

Workday Adaptive Planning, Adaptive Discovery , Workday Adaptive Planning

Tagetik

Overview

Adaptive Insights is a cloud-based financial planning and analysis software that helps businesses streamline their budgeting, forecasting, and reporting processes.

With its intuitive interface and powerful analytics, it enables organizations to make data-driven decisions and drive business performance.

Workday

CCH Tagetik goes beyond basic CPM. By aligning financial and operational data in a unified platform, our software ensures you're working with a single version of the truth. The result is faster financial processes and a complete view of your entire organization.

Wolters Kluwer

Sample Customers

1. Cisco Systems 2. Coca-Cola Bottling Co. Consolidated 3. Deloitte 4. DocuSign 5. Dropbox 6. Electronic Arts 7. Fender Musical Instruments Corporation 8. Fitbit 9. Fossil Group 10. Groupon 11. Hilton Worldwide 12. HP Inc. 13. Intuit 14. Johnson & Johnson 15. LinkedIn 16. Lyft 17. McAfee 18. Medtronic 19. Netflix 20. Oracle 21. Pandora 22. PayPal 23. Pinterest 24. Red Hat 25. Salesforce 26. ServiceNow 27. Slack Technologies 28. Spotify 29. Symantec 30. Tableau Software 31. Twitter 32. Workday

Daimler, Randstad, Rabobank, Metro Group

Buyer's Guide

Adaptive Insights vs. CCH Tagetik

June 2025

Free Report: Adaptive Insights vs. CCH Tagetik

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