CCH Tagetik vs Workiva Wdesk comparison

Wolters Kluwer and Workiva are both solutions in the Business Performance Management category. Wolters Kluwer is ranked #11 with an average rating of 7.5, while Workiva is ranked #12 with an average rating of 6.8. Wolters Kluwer holds a 7.9% mindshare in BPM, compared to Workiva’s 3.0% mindshare. Additionally, 87% of Wolters Kluwer users are willing to recommend the solution, compared to 71% of Workiva users who would recommend it.

CCH Tagetik

Read 7 CCH Tagetik reviews

1,056 Views
722 Comparison Views

87% willing to recommend

Workiva Wdesk

Read 7 Workiva Wdesk reviews

503 Views
287 Comparison Views

71% willing to recommend

CCH Tagetik

Workiva Wdesk

Comparison Buyer's Guide

Download the report

Executive SummaryUpdated on Dec 19, 2024

Workiva Wdesk and CCH Tagetik are strong competitors in enterprise software solutions. While Workiva Wdesk is favored for its consistent pricing and customer support, CCH Tagetik is considered superior in terms of robust features.

Features: Workiva Wdesk provides strong collaboration capabilities, data linking, and real-time reporting for streamlined workflow processes. CCH Tagetik offers financial consolidation, budgeting, and reporting features, excelling in supporting companies focused on financial analytics.

Room for Improvement: Workiva Wdesk could improve in the area of reporting flexibility and expanding financial features. It also has room to enhance integration with diverse financial systems and increase customization options. CCH Tagetik may need to ease its initial deployment complexity, improve user interface simplicity, and streamline integration with non-financial systems for broader operational use.

Ease of Deployment and Customer Service: Workiva Wdesk's cloud-based platform ensures easy integration and swift deployment, supported by reliable customer service. CCH Tagetik requires more initial investment for deployment due to its broad cloud-based financial functions, but offers significant depth in financial expertise.

Pricing and ROI: Workiva Wdesk is noted for its transparent pricing and strong ROI for industries emphasizing collaborative efforts. CCH Tagetik, though potentially needing larger upfront investment, promises long-term ROI with advanced financial functionalities. Thus, Workiva Wdesk suits those managing upfront costs, while CCH Tagetik attracts companies looking for comprehensive financial tools with expectant ROI from deeper investments.

To learn more, read our detailed CCH Tagetik vs. Workiva Wdesk Report (Updated: May 2025).

Buyer's Guide

CCH Tagetik vs. Workiva Wdesk

May 2025

Download the complete report

Helped 857,162 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

CCH Tagetik

Ranking in Business Performance Management

11th

Ranking in Financial Close Software

7th

Average Rating

7.8

Reviews Sentiment

6.8

Number of Reviews

Ranking in other categories

No ranking in other categories

Workiva Wdesk

Ranking in Business Performance Management

12th

Ranking in Financial Close Software

3rd

Average Rating

7.0

Reviews Sentiment

7.0

Number of Reviews

Ranking in other categories

GRC (5th)

Mindshare comparison

As of June 2025, in the Business Performance Management category, the mindshare of CCH Tagetik is 7.9%, up from 5.5% compared to the previous year. The mindshare of Workiva Wdesk is 3.0%, up from 2.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Business Performance Management

Featured Reviews

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.

Read full review

Phillip Gough

Partner, Financial Services at Deloitte TT

The solution is easy to deploy and enables collaboration, but it must improve its speed and enable users to create pivot tables

I rate the ease of setup an eight out of ten. The initial setup was straightforward. The solution is cloud-based. We deployed the product along with Wdata in six months. It was for a lot of use cases. To deploy the tool, we designed the use cases and developed them. Then, we went through unit tests, integration tests, and user acceptance tests. It was an Agile delivery cycle.

Read full review

Quotes from Members

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

Pros

"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."

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

"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."

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

"The collaboration within the platform is valuable."

"The most valuable feature is its ability to easily upload and update financial results, creating a dynamic data sheet."

"It makes the compliance process more efficient and more effective."

"It helps you to maintain a backup of your data, including the connectivity with the tables, which provides a user-friendly way to handle and access your files."

"Workiva Wdesk has a flow diagram that is standardized, making it easy for people to file documents on ECDAs, which are in HTML format."

"Workiva Wdesk is pretty good in terms of getting the data from the system, automating the reporting schedules...It has a very good integration with ERP tools."

"The cross-functionality between connectivity, whether through API connections between different software platforms or the connection of data collection to the actual written ESG report, is highly valuable. The connectivity of all these aspects significantly aids in data assurance, which I consider a bonus."

Cons

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

"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."

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

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

"We faced difficulties while uploading data."

"With this product, it's more about the integrated data model where you can have a one-to-many/many-to-one relationship between your policies and processes, risks, and controls. They need to showcase how you can put those pieces together."

"The most critical issue is the need to shift between uppercase and lowercase."

"At this point, I don't see a compelling reason to invest in Workiva. It may be necessary for compliance and controlling the version of SCC, but not everyone needs its high-end capabilities."

"Regarding the solution, reporting has certain areas that can be considered for improvement."

"One area where Workiva Wdesk could improve is by ensuring that its cloud-based system is fully compatible with the most current versions of PowerPoint and Excel."

"The speed must be improved."

"The tool's script encoding needs to be updated to make it more user-friendly and less of a manual process when changes are made to a company's program. Those changes happen frequently due to mandatory or voluntary reporting requirements, leading to lost linkage connections that must be manually reset each time a change is made. This aspect is not functional now, and I see it as an opportunity for improvement."

Pricing and Cost Advice

"The solution's pricing is affordable."

"The solution is quite expensive."

"Our clients in Asia think that the solution is too expensive."

See which vendors are best for you

Use our free recommendation engine to learn which Business Performance Management solutions are best for your needs.

See recommendations

857,162 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Manufacturing Company

11%

Financial Services Firm

11%

Computer Software Company

Retailer

Financial Services Firm

18%

Educational Organization

Computer Software Company

Insurance Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

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

What do you like most about Workiva Wdesk?

The most valuable feature is its ability to easily upload and update financial results, creating a dynamic data sheet.

See all answers

What is your experience regarding pricing and costs for Workiva Wdesk?

Wdesk is affordable and as far as I'm aware, there were no additional costs beyond the standard license increase. We didn't have to make any other changes; it primarily involved accessing the platf...

See all answers

What needs improvement with Workiva Wdesk?

The tool's script encoding needs to be updated to make it more user-friendly and less of a manual process when changes are made to a company's program. Those changes happen frequently due to mandat...

See all answers

Comparisons

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

Oracle Hyperion vs CCH Tagetik

Compared 8% of the time

Oracle Planning and Budgeting Cloud vs CCH Tagetik

Compared 8% of the time

More CCH Tagetik Competitors

AuditBoard vs Workiva Wdesk

Compared 26% of the time

RSA Archer vs Workiva Wdesk

Compared 8% of the time

Oracle Enterprise Performance Management Cloud vs Workiva Wdesk

Compared 8% of the time

LucaNet vs Workiva Wdesk

Compared 6% of the time

Diligent One Platform (formerly Highbond) vs Workiva Wdesk

Compared 6% of the time

More Workiva Wdesk Competitors

Product Reports

Buyer's Guide

Business Performance Management

May 2025

Download CCH Tagetik product report

Buyer's Guide

Workiva Wdesk

May 2025

Download Workiva Wdesk product report

Also Known As

Tagetik

Wdesk

Overview

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

Wdesk is used across the enterprise to support hundreds of data collaboration, reporting, and compliance processes. Use Wdesk to:

Optimize your structured and composite reports
Improve trust in your data, reports, and presentations
Transform processes to enable insight

Workiva

Sample Customers

Daimler, Randstad, Rabobank, Metro Group

Noodles Company, eBay, Winnebago, American Assets Trust, AmericanEnterprise, Calpian, Capstone Infrastructure, Cascades, Circor International, Coeur Mining, Davey, Dr Pepper Snapple

Buyer's Guide

CCH Tagetik vs. Workiva Wdesk

May 2025

Free Report: CCH Tagetik vs. Workiva Wdesk

Find out what your peers are saying about CCH Tagetik vs. Workiva Wdesk and other solutions. Updated: May 2025.

DOWNLOAD NOW

857,162 professionals have used our research since 2012.

See our CCH Tagetik vs. Workiva Wdesk report.

See our list of best Business Performance Management vendors and best Financial Close Software vendors.

We monitor all Business Performance Management reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.