Aptitive implements a data integration solution for one of the six global accounting, tax and advisory organizations, with member firms in more than 100 countries

Client Industry

Accounting
Tax
Advisory

Technology Used

Informatica PowerCenter
Informatica PowerExchange
Microsoft SQL Server 2008
Microsoft .Net Web Services

The Challenge

Our client’s tax practitioners used multiple, disparate systems to begin and accept tax engagements. This caused multiple issues including:

  • No clear direction on which process should be completed in which system first.
  • Each tool had a proprietary set of data, policies, processes and definitons.
  • The systems were not integrated and there was a lack of direction on which process should be completed on which system.
  • Caused duplicate efforts, excessive manual data entry, confusion amongst practitioners, and poor perception of the value of the engagement acceptance process.

Our client needed to streamline the transfer of work between their custom tax systems and their global tax acceptance workload management tools to improve the speed, quality, and predictability of collaboration between all tax professionals within the organization.

Our Solution

Aptitive redesigned the data integration architecture to manage data between the systems, reduce administrative burden, and eliminate redundant data entry. Our team…

  • Provided instantaneous integration between the disparate systems for real-time processing of tax engagement information.
  • Used Informatica’s Power Center as the data integration tool and a SQL Server 2008 database to facilitate the storage and coordination of the data integration jobs.
  • Used a combination of Informatica PowerExchange and Microsoft .Net Web Services for integration between the systems.

The Outcome

Our solution had a direct, positive effect on multiple lines of business including Strategic Planning, Tax Service Delivery, Knowledge Process Outsourcing, Engagement and Project Management, Resource Planning and Management, and Talent Acquisition. The technical integration between our client’s tax systems eliminated superfluous data entry, improved planning and scheduling between the client’s global tax practices, and elevated data integrity. The result created massive cost savings in manpower, increased employee morale, and freed the management team to focus on more value added work.

Client Industry

Accounting
Tax
Advisory

Technology Used

Informatica PowerCenter
Informatica PowerExchange
Microsoft SQL Server 2008
Microsoft .Net Web Services