Case Study: Generali Group cuts reporting time by 75% and improves data accuracy with CCH Tagetik

Generali Group - Customer Case Study

Generali Participations Netherlands (GPN), the Amsterdam‑based investment and financing arm of the Generali Group, faced a time‑consuming, error‑prone reporting process: producing 18 separate monthly Excel reports with manual data entry, strict formatting requirements and poor version control made submissions to head office slow and fragile. GPN wanted a single source of truth to reduce manual work, improve accuracy and streamline version management.

Working with PwC, GPN implemented the CCH Tagetik Analytic Information Hub to centralize metadata and transactional data in one database, using an Excel‑like interface, automated workflows and drop‑down fields to enforce correct codes and formats. The change let GPN merge reports and enter data once, greatly improving accuracy and collaboration; the end‑to‑end reporting process now takes just 25% of the time it did previously, with standardized workflows and clearer version and progress tracking.

Generali Group

Erik Fiselier

Financial Controller and Information Manager