Case Study: Steadfast Group Limited achieves unified consolidation and flexible management reporting with CCH Tagetik

Steadfast modernizes their consolidation with CCH Tagetik accelerating their close process across all business entities

Steadfast Group is the largest general insurance broker network and group of underwriting agencies in Australasia, with three business units and growing operations in New Zealand, Singapore, London and Europe. Facing an end-of-life consolidation tool and limitations with SAP BPC—which handled statutory consolidation but struggled to provide the management “slice-and-dice” insights without exporting to Excel—Steadfast went back to market for a more flexible, long-lived solution.

They chose CCH Tagetik for Consolidation and Collaborative Office to bring consolidation and management reporting together in one platform. The implementation gave Steadfast the flexibility to analyze and reconcile data without manual Excel workarounds, delivered long-term scalability and innovation, and earned a strong recommendation from the CFO for its value and market-leading capabilities.

Steadfast Group Limited

Stephen Humphrys

Chief Financial Officer