Case Study: Green Courte Partners achieves rapid, consolidated reporting and streamlined budgeting with CCH Tagetik

How Green Courte Partners can now focus on their business with CCH Tagetik's Budgeting, Planning & Forecasting

Green Courte Partners, a private equity real estate firm formed in 2002 that builds and monetizes niche portfolio companies, struggled with acquisition-driven complexity: acquired businesses ran on disparate systems, forcing manual Excel consolidation across four to five platforms, creating version‑control problems, errors and slow week‑long reporting and budgeting cycles.

They implemented CCH Tagetik in phases—first reporting, then budgeting, and now weekly reporting—using its Excel‑like, user‑friendly interface and multiple budgeting templates to involve more users. The result: the finance team owns the system, report and budget production moved from days or weeks to minutes, manual manipulation and errors were reduced, and implementation was fast and collaborative with Delbridge and CCH Tagetik.

Green Courte Partners

Petia Rodewald

Vice President of Systems