Finance Transformation for Professional Services with CCH® Tagetik
Book a 20-minute intro callConnect financial planning with people, projects, utilization and profitability through CCH® Tagetik, implemented by Inulta.
Runs on People and Profitability
When people are your largest cost and your main source of revenue, small changes in utilization, rates, capacity or project delivery can quickly change financial performance.
Protect Project Profitability
Understand how rates, billable hours, staffing and delivery costs affect margin across clients, projects and service lines.
Balance Capacity & Demand
Match resource capacity with expected project demand while identifying hiring needs, underutilization and potential delivery gaps.
Improve Revenue Realization
Align finance with asset management, operations and maintenance planning.
Plan Workforce Costs
Connect hiring, salaries, roles and available capacity with financial targets instead of planning workforce costs separately.
Turn Capacity into Profitable Growth
Professional services firms sell expertise and time. Finance therefore needs a clear view of how pipeline, people, utilization and rates translate into revenue, margin and cash flow. With CCH® Tagetik, Inulta helps bring these decisions into one governed performance management environment.
For CFOs, FP&A leaders, Heads of Consolidation, Reporting Managers, and Finance Transformation teams in:
Financial Planning & Forecasting
Resource & Capacity Planning
Project & Client Profitability
Finance Transformation
One Connected Finance Platform for Professional Services
Bring financial, workforce and operational planning together to understand how people and projects translate into business performance.
CCH Tagetik connects the numbers.
Inulta makes them work for professional services.
Why CCH® Tagetik for consultancy companies?
Resource & Capacity Planning
Match workforce availability and skills with project demand, hiring plans and financial targets.
Utilization Forecasting
Model billable and non-billable capacity and understand its impact on revenue and margin.
Project Profitability
Analyze project economics using rates, hours, staffing costs and allocation rules.
Revenue & Cash Flow Forecasting
Connect pipeline, project delivery and billing assumptions with revenue realization and cash flow.
Workforce Planning
Plan headcount, compensation, new hires and organizational changes alongside the financial plan.
Scenario Analysis
Test changes in rates, utilization, hiring or project demand before committing resources.
Finance That Turns Capacity into Performance
See how changes in demand, staffing, rates and utilization affect revenue, profitability and cash before they reach the P&L.
Faster Planning
Replace disconnected planning cycles with shared assumptions and controlled workflows.
Smarter Resource Decisions
Understand where capacity supports growth and where it puts margins under pressure.
Better Profitability Visibility
See performance across clients, projects, practices and offices.
More Confident Forecasts
Update assumptions as demand, staffing and project delivery change.
See how organizations modernize finance with Inulta and CCH® Tagetik.
Request a personalized demo walkthrough
Book a demoValue Across the C-Suite
For the CFO
Connect workforce economics, project performance and cash flow to understand what is really driving profitability.
For FP&A Teams
Build forecasts around operational drivers such as utilization, billable hours, rates, headcount and project demand.
For Practice Leaders
Understand capacity, revenue and profitability across practices, clients and projects.
For Resource & Operations Teams
Align staffing and hiring decisions with demand forecasts, capacity requirements and financial targets.
Why Professional Services Planning Needs a Connected Approach
Traditional Approach
- ✕ Finance and resource plans maintained separately
- ✕ Revenue forecasts disconnected from capacity
- ✕ Utilization tracked after decisions are made
- ✕ Project profitability assembled manually
- ✕ Hiring decisions based on incomplete demand visibility
- ✕ Limited scenario analysis
- ✕ Spreadsheet-heavy forecasting cycles
Driver-Based Planning
- ✓ Revenue, workforce and capacity planned together
- ✓ Utilization linked directly to financial outcomes
- ✓ Profitability visible by client, project and practice
- ✓ Hiring aligned with forecast demand
- ✓ Rates and staffing modeled before decisions are made
- ✓ Rolling forecasts respond to changing pipelines
- ✓ Finance and operational teams work from shared assumptions
WHY PROFESSIONAL SERVICES FIRMS CHOOSE INULTA
Technology matters. How it is implemented around your finance and operational model matters just as much.
We’re the implementation partner finance teams call when
they need clarity, control and fewer surprises.
Real Results. Real Finance Teams.
Discover how organizations modernize planning, financial close and performance management with CCH® Tagetik and Inulta.
Securitas Enhances Global Financial Consolidation with CCH Tagetik and Inulta
How did Securitas modernize financial consolidation and tax compliance? With CCH Tagetik and Inulta, on a secure, scalable Azure cloud platform.
House of HR Unifies IFRS Reporting with CCH® Tagetik
House of HR brings Group and divisional IFRS reporting together in one streamlined CCH® Tagetik environment.
German Consulting Company Builds a Finance-Owned Planning Platform with CCH® Tagetik
With CCH Tagetik and Inulta, our consulting customer improved forecasting, consolidation and reporting while giving finance greater control.
Trusted by leading organizations worldwide
Frequently Asked Questions
What is CCH Tagetik for Professional Services?
CCH® Tagetik is a corporate performance management platform that helps professional services firms connect financial planning, workforce and capacity planning, profitability analysis, forecasting, financial close and reporting in one governed environment.
How does CCH Tagetik help professional services firms improve profitability?
CCH® Tagetik connects rates, billable hours, utilization, staffing costs and project performance with financial results. Finance teams can analyze profitability by client, project, practice or office and model how operational decisions could affect margin, cash flow and the P&L.
Can CCH Tagetik be used for workforce and capacity planning?
Yes. Professional services firms can use CCH® Tagetik to plan headcount, salaries, new hires, workforce capacity and utilization alongside project demand and financial targets. Workforce planning is included among the platform’s extended planning capabilities.
How can professional services firms forecast billable utilization?
CCH® Tagetik allows organizations to model workforce capacity, billable hours, rates and project demand together. Different assumptions can be tested to understand how changes in utilization could affect revenue, profitability and resource requirements.
Can CCH Tagetik calculate project and client profitability?
CCH® Tagetik supports driver-based and activity-based allocations that can be used to allocate direct and indirect costs across multiple levels. This helps finance teams analyze profitability across clients, projects, practices and other relevant dimensions.
How does CCH Tagetik support scenario planning in Professional Services?
Finance teams can create multiple scenarios and adjust assumptions such as utilization, rates, hiring, project demand or operating costs to assess their potential impact on the P&L, cash flow and balance sheet before decisions are made.
Does CCH Tagetik support rolling forecasts?
Yes. CCH® Tagetik supports periodic and rolling forecasts that combine budgets, plans and actuals, allowing professional services finance teams to update forecasts as project pipelines, capacity and business conditions change.
Does CCH Tagetik integrate with existing ERP and finance systems?
Yes. CCH® Tagetik has an open architecture and built-in integration capabilities designed to connect with existing technology environments, including Microsoft, SAP and mixed-system landscapes.
Who implements CCH Tagetik for Professional Services?
Inulta provides CCH® Tagetik licenses, implementation and consulting services. The implementation can cover planning, forecasting, profitability, financial close, reporting and other performance management processes based on the organization’s requirements.
Why work with Inulta for a CCH Tagetik implementation?
Inulta combines CCH® Tagetik expertise with finance and performance management experience, helping organizations design the solution around their actual planning, reporting and decision-making processes rather than treating implementation as a purely technical project.
