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ESG & Sustainability with CCH Tagetik

Manage ESG data, sustainability planning, and regulatory requirements on a single platform
Discuss the target vision and requirements
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Classification

CCH Tagetik: ESG Data, Reporting, and Planning on a Single Platform

For CFOs, ESG and sustainability leaders, group accounting, controlling, and finance transformation teams—in other words, for anyone who wants to integrate ESG into their finance and management architecture.

CCH Tagetik integrates ESG and sustainability into its Intelligent Platform for reporting, planning, analytics, and regulatory compliance. Financial and sustainability-related data converge on a common governance framework, alongside ESG reporting, scenario planning, and performance management. Wolters Kluwer states this explicitly: In addition to regulatory requirements, ESG also affects month-end closing, consolidation, planning, reporting, and reputation. The extent to which this integrated approach is effective depends on the availability of data in the source systems. If consumption, supplier, or asset data is missing in a format suitable for analysis, this remains an issue to be addressed before the software is implemented. BLUEBIRD supports the vision, design, and implementation as an independent consulting partner.

In many companies, ESG data is still generated through distributed sources, Excel-based logic, manual data collection, and separate reporting channels. This results in inconsistencies, a high reconciliation burden, and limited transparency regarding the connection between sustainability goals, operational measures, and financial impacts. CCH Tagetik addresses this structural weakness by consolidating ESG data management, reporting, disclosure, planning, and analytics into a single platform.

PLATFORM ADVANTAGE

Your Added Value with CCH Tagetik for ESG & Sustainability

CCH Tagetik’s structural advantage in the ESG landscape lies in the integration of ESG data, target systems, scenario logic, and regulatory reporting logic within a single platform. Specifically, this means:

Shared Database

ESG and financial data in a single database rather than in separate ESG silos

Compliance & Governance

A stronger link between compliance, governance, and sustainability planning

Scenarios & Paths to Goals

Faster scenario analysis and more informed decisions regarding actions and target paths

Transparency

Greater transparency regarding ESG KPIs, progress, and financial impacts

Fewer media breaks

Fewer gaps between ESG reporting, disclosure, and finance

Connectivity

Greater interoperability with Planning, Analytics, and Annual Reporting

Carbon Emissions

Integrated carbon emissions logic for Scope 1, 2, and 3

ESG Disclosure

Automated, narrative ESG disclosure based on central data hubs

Background

Why CCH Tagetik Is Relevant for ESG & Sustainability

ESG becomes particularly relevant when sustainability requirements extend beyond reporting obligations to influence target systems, operational management, and capital market communications. As soon as ESG data, emissions, targets, measures, and reports are organized separately from one another, the workload, risk of errors, and inconsistencies increase.

CCH Tagetik addresses this very issue by explicitly aligning ESG & Sustainability with Planning & Analytics, going beyond mere disclosure. Companies can embed ESG KPIs into financial and operational plans, simulate scenarios, track progress, and assess the impact on the bottom line, departmental plans, and business strategy. This is particularly relevant for companies that want to strategically manage ESG and align sustainability measures more closely with finance and performance management.

Features

What CCH Tagetik Offers in the Area of ESG & Sustainability


CCH Tagetik addresses ESG & Sustainability with a clearly defined range of features. These include, in particular:
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ESG Data, Planning & Analytics

  • ESG Data Management and KPI Monitoring Based on a Centralized Data Repository

  • ESG Planning & Analytics with scenario planning, what-if analyses, and materiality assessments

  • Integration of financial, non-financial, and ESG data

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ESG Disclosure & Carbon Emissions

  • ESG Disclosure and Narrative Reports, AI-Powered and Cascaded from Central Data Hubs
  • Carbon emissions management for Scope 1, 2, and 3 with preconfigured calculation logic
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Regulatory Affairs & Governance

  • Support for regulatory frameworks such as CSRD, the EU Taxonomy, IFRS S1, and S2
  • Workflow, governance, and auditable ESG processes
  • Extensions for CBAM and other specific regulatory requirements

CLASSIFICATION

ESG is more than just regulation: Connecting data, understanding impact, managing performance

Key Message

CCH Tagetik integrates ESG into the processes of the Office of Finance. The topic impacts month-end closing, consolidation, planning, and reporting, while also influencing perceptions among investors, customers, and employees. Regulatory reporting requirements remain unaffected; they are part of the same process. This is the core strategic message behind the platform’s positioning. This is particularly relevant for companies that embed ESG within the Office of Finance and view sustainability as a factor in financing and market position.

Connect

Financial, non-financial, and ESG data are consolidated into a single database. ESG data can be financial or operational, internal or external, qualitative or quantitative. The solution collects this information organization-wide, standardizes it, and converts it into metrics that comply with common frameworks. The result is a centralized and traceable data source. This is particularly relevant for companies that manage ESG data within the same model as their financial data and want to integrate different data types using a common logic.

Understand

The link to financial impact is established through scenario planning and “what-if” analyses. This reveals how an ESG decision affects financial statements, divisional planning, and corporate strategy. Materiality assessments and ongoing evaluations are part of this process. This is particularly relevant for companies that want to evaluate ESG measures from a financial and operational perspective and set priorities based on impact and costs.

Taxes

CCH Tagetik derives the following strategic benefits from this: engaging investors, improving access to capital, mitigating financial risks, and managing corporate performance. This requires that sustainability initiatives and their impact on earnings be considered together. This is particularly relevant for companies that treat ESG as a performance metric and manage financial and sustainability-related goals together.
Solution Components

Compliance, Emissions, Disclosure, and Governance

Simplify Compliance

Simplify Compliance addresses regulatory requirements in a structured manner: CCH Tagetik explicitly highlights support for the EU Taxonomy, CSRD, IFRS S1/S2, and other standards, as well as preconfigured greenhouse gas calculations and predefined content for disclosures. This is particularly relevant for companies that do not rely on numerous individual tools to manage ESG regulations and want to incorporate regulatory changes into their processes and reports more quickly.
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Application Scenarios

Where CCH Tagetik Delivers the Greatest Value in the ESG Process

The practical benefits arise when companies want to track and disclose ESG data while simultaneously integrating it with planning, KPI management, and finance.

This is particularly relevant for:

  • distributed ESG data sources and manual reporting processes

  • the need for KPI-driven ESG performance management

  • Requirements for scenario analysis, goal tracking, and financial impact analysis

  • the desire to integrate ESG disclosure with annual reporting
    the need to manage carbon emissions data in a more structured way

  • The goal of embedding ESG more deeply within the Office of Finance

  • Regulatory pressure from CSRD, IFRS S1/S2, the EU Taxonomy, or CBAM


The concrete benefits are primarily reflected in greater transparency, improved manageability, more informed decisions, reduced manual effort, and a stronger integration of sustainability and the finance architecture.

TARGET AUDIENCES

For Which Companies Is CCH Tagetik Particularly Well-Suited?

In the ESG landscape, CCH Tagetik is particularly well-suited for companies that no longer wish to manage ESG data, reporting, and sustainability planning using separate solutions. These include, in particular:

  • Conglomerates and larger mid-market companies with increasing ESG and reporting requirements

  • Companies that need integrated ESG planning and KPI management

  • Organizations that want to integrate ESG more closely with finance and performance management

  • Finance departments in need of modernization in ESG governance, disclosure, and analytics

  • Companies that want to manage carbon emissions, CSRD, and CBAM requirements more systematically

Relevant roles:

  • Roles closely associated with the CFO

  • FP&A, Controlling

  • Business Finance

  • Finance transformation teams

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PLATTFORMLOGIK

CCH Tagetik im Zusammenspiel mit weiteren Finance-Prozessen

CCH Tagetik verbindet Planung, Forecasting, Konsolidierung, Reporting und weitere Finance-Prozesse auf einer gemeinsamen Plattform. Daten, Annahmen und Ergebnisse können dadurch über verschiedene Anwendungsbereiche hinweg genutzt und ausgewertet werden.

Die einzelnen Lösungen lassen sich miteinander verbinden und schrittweise erweitern. Welche Bereiche zusammengeführt werden, richtet sich nach den bestehenden Prozessen und Anforderungen der Finance-Organisation.

SUITABILITY AND LIMITATIONS

Where CCH Tagetik Has Its Limitations

CCH Tagetik is not automatically the right solution in every context. Its structural benefits arise when ESG is to be deliberately integrated with the data foundation, governance, disclosure, and control logic. CCH Tagetik is typically less suitable:

  • when only very simple ESG reporting requirements exist without a platform-based approach

  • when ESG is to be organized completely separately from finance and performance management

  • when the target state, KPIs, and responsibilities are not clearly defined

  • when the organization is not willing to support the integrated governance and management approach from a technical standpoint


When evaluating ESG and sustainability solutions, the scope of functionality is just as important as the target architecture, process control, and added value for finance.

BERATUNGSANSATZ

BLUEBIRD und CCH Tagetik

BLUEBIRD verbindet Erfahrung aus Finance-Prozessen mit tiefer CCH-Tagetik- und Integrationskompetenz. Unsere Teams arbeiten zugleich mit weiteren führenden CPM-/EPM-Plattformen und begleiten Unternehmen auch bei der Softwareauswahl.

So beraten wir plattformübergreifend und betrachten CCH Tagetik immer im Kontext der fachlichen Anforderungen und der bestehenden Systemlandschaft. Unsere Platinum-Partnerschaft mit CCH Tagetik steht dabei für tiefes Produktwissen und umfassende Projekterfahrung.

Wir begleiten Unternehmen von der fachlichen Konzeption über die technische Umsetzung bis zur Weiterentwicklung bestehender CCH-Tagetik-Lösungen.

Unsere Leistungen umfassen:

  • fachliche Konzeption und Zielbildentwicklung
  • Prozess- und Datenmodellierung
  • Implementierung und Konfiguration
  • Datenintegration und Anbindung von Vorsystemen
  • Tests und Übergang in den Betrieb
  • Optimierung und Weiterentwicklung bestehender CCH-Tagetik-Umgebungen
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FAQ

Frequently Asked Questions About CCH Tagetik ESG & Sustainability

The solution combines ESG data management, KPI management, scenario planning, analytics, disclosure, and regulatory support on a single platform—embedded within the CCH Tagetik Finance and Regulatory Platform.

No. CCH Tagetik explicitly positions the solution for planning and analytics. Companies can define goals, simulate scenarios, track progress, and analyze financial impacts—making ESG something that can be managed, not just documented.

Yes. The solution defines ESG disclosure as the ability to automatically incorporate ESG information into the annual report and link narrative content to numerical data—all powered by AI and cascaded from a central data hub.

Yes. The solution supports direct and indirect emissions, including Scope 3, and uses preconfigured calculation logic and emission factor libraries—with direct integration capabilities for CSRD- and GRI-compliant reporting.

These include, among others, the EU Taxonomy, CSRD, IFRS S1/S2, GRI, and other ESG frameworks and disclosure requirements. There is also an extension for CBAM.


Because ESG data involves the same processes as financial reporting. ESG impacts the close, consolidation, planning, and reporting processes and also influences the company’s public image with investors, customers, and employees. CCH Tagetik therefore maps ESG data using the same data and governance framework as financial data.

Both work in tandem. The solution supports regulatory requirements while also focusing on planning, analytics, KPI management, and sustainability performance—with a clear link to the bottom line and corporate management.

Ideally, early on—before the ESG data model, KPI logic, reporting, and governance are developed separately. That is precisely where it is determined whether ESG will merely be documented or become structurally manageable.

NÄCHSTER SCHRITT

CCH Tagetik mit BLUEBIRD

Sie planen die Einführung von CCH Tagetik oder möchten eine bestehende Lösung weiterentwickeln? Besprechen Sie Anforderungen, Systemlandschaft und nächste Schritte mit unserem CCH-Tagetik-Team.

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