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Webinar Recording

The Cloud & Excel for Budgeting and Planning: The Best of Both Worlds

Date: Thursday, February 26, 2015
Time: 2:00 pm - 3:00 pm EST There are no CPE Credits for this Solution Demonstration.
The supposed evils of using Excel are commonly talked about by providers of cloud-based budgeting and planning applications. However, there is no dispute that Excel is the most widely used tool for budgeting and planning, and many cloud-based budgeting solutions like to provide an “Excel-like” experience to make them seem easy to use and roll-out. But as most users realize quickly, ‘Excel-like’ does not equal Excel.

Join us as Alessio Lolli, Director of Advanced Applications for Tagetik North America, demonstrates how Tagetik’s industry leading enterprise performance management solution allows companies to get the best of both worlds, the cloud and Excel—without compromise:

  • End-users can use Excel or a web form that is based on the foundation of Excel, making the roll-out to end-users easy
  • Experience the power of an advanced budgeting and planning solution that meets your business needs today and into the future.
  • Leverage what-if scenario building and analysis that enables business agility
  • Empower dynamic collaboration across the enterprise


Alessio Lolli, Director of Advanced Applications, Tagetik
Alessio Lolli
Director of Advanced Applications, Tagetik
Alessio Lolli is the Director of Advanced Applications for Tagetik North America, and has over 10 years’ experience implementing and enhancing Tagetik software solutions. Before he became involved in custom application design, he worked as a consultant on some of the largest Global 500 planning customers in Europe, and helped companies across a wide range of industries identify and solve problems using CPM and BI solutions.
Paul Giardina, Vice President,Tagetik
Paul Giardina
Vice President,Tagetik
Paul is Vice President at Tagetik. He has 15 years of enterprise financial software (CPM) experience including several services and marketing management roles at Hyperion Solutions, now a division of Oracle; and at Cartesis, a Paris-based financial software company (now part of SAP), where he was executive vice president of marketing.
Moderated by: John Kogan, CEO,  Proformative
Moderated by: John Kogan
CEO, Proformative
John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.


Event Sponsor Tagetik
Tagetik - Tagetik is one of the fastest growing global software companies in the Performance Management industry, with operations in more than 30 countries and over 600 customers worldwide. Tagetik delivers enterprise solutions while providing a ‘boutique’ experience, resulting in the highest level of client satisfaction in the industry.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.