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manage tax documents

Global Compliance Reporting Solution

Client Profile

A multinational professional services firm with 700+ offices in 100+ countries.  The firm provides assurance, financial audit, tax and advisory consulting services.

Situation

Company needed to manage tax documents for companies that spanned multiple countries and involved multiple parties to gather, prepare, review, and file the tax documents. This functionality needs to be replicated for over 1000 clients.

Solution

Architected and designed a SharePoint solution that made heavy use of out-of-the-box SharePoint functionality including document sets, document libraries, in-place records and search. Created a site definition for easy provisioning across hundreds or thousands of instances. Added dashboards and other key customizations to automate typical processes such as bulk upload and moving/sharing of files.

Business Benefits

  • Provided a solution were some of the elements solution can be maintained by Power Users
  • Provided repeatable engagement model that facilitated communication and central document collaboration
  • Quick provisioning of new engagement workspaces with all repositories created, permissions set up, custom search pages created, and custom features enabled
  • Aggregated view of document status (dashboard)
  • In-place record management preventing changes to documents (with site owner override)
  • Audit trail of what documents were shared with the client
  • Upgradeable process to allow for new changes with hundreds of in-flight engagement workspaces
sharepoint based extranet

Marketing Development Funds Management Solution

Client Profile

Global Telecommunications services and equipment provider to millions of consumers, businesses and other service providers in dozens of countries.

Situation

Cumbersome legacy process for managing joint marketing funds supplied  by original equipment manufactures (OEMs) across multiple regional markets and devices.  Funding requests,  funding approvals, and reconciliation  of available fund balances  needed accurate and timely  reporting to ensure funds did not “slip between the cracks.”

Solution

SharePoint/InfoPath based extranet for OEM partners, marketing employees and supply chain employees.  Workflow enable  request, viewing, editing, approval,  and feedback for all constituents.

Business Benefits

  • Tens of Millions $ of Marketing Funds managed by the solution
  • Audit trail of funding approvals
  • Online “ledger” for monthly funding reconciliation and visibility
  • Faster distribution of cooperative marketing funds to program management and product marketing
sku price management

Retail Solution for Store SKU Price Management

Client Profile

Global Telecom services and equipment provider to millions of consumers, businesses and other service providers in dozens of countries.

Situation

Complicated, error prone process for the national marketing organization to drive price changes down to regional retail stores. Labor intensive edits at the regional level made each price reset difficult.

Solution

SharePoint based input template allows multiple national marketing staff members of various roles to quickly and accurately drive pricing decisions down to the retail stores. This single collaborative input form is also used by regional administrators .  The output of the forms based solution accepts pricing changes by dealers  and is directly printable for in-store shelf labels.

Business Benefits

  • Annual Savings of ~14,000 hours for price resets
  • Business rules enabled for pricing authorization
  • Local dealer pricing agility
  • Improved pricing governance, tracking and visibility
  • Faster Time To Market

Danny RyanGenerate Documents and Presentations