Lessons Learned from

Integrated Tax Projects:

New, Improved and

Totally Solution-Agnostic

Chuck Adelman

Tax & Revenue Lead

1 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

Where were these lessons learned?

Puerto Rico

Singapore

Malaysia

Australia

Ireland

CA

ME

MO

PA

TN AZ

KS KY

NC Los Angeles

Detroit

MD

NJ

New York City

Washington DC

MA

CT

2 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

System Agnostic

Custom

TAS

Oracle ETM

SAP TRM

Revenue Premier

GenTax GenTax

Custom

TAS Oracle ETM

SAP TRM

Revenue Premier

Revenue Premier

GenTax

Custom TAS

Oracle ETM

SAP TRM

SAP TRM

Revenue Premier

GenTax Custom

TAS

Oracle ETM

Oracle ETM

SAP TRM

Revenue Premier

GenTax

Custom

TAS TAS

Oracle ETM

SAP TRM

Revenue Premier

GenTax

Custom Custom

TAS

Oracle ETM

SAP TRM

Revenue Premier

GenTax

3 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

“We should have converted more data…”

…said no client, ever.

4 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Before implementation, clean up your SSNs and FEINs, even if it means neglecting all other data purification efforts.

5 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Keep the volume of requirements manageable, and make sure each requirement is “testable”.

6 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Trade bad requirements for good.

7 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Integrate agency staff with vendor staff.

8 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

The integrated tax project is a job, not a hobby.

9 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Assign your best people to the project, not just available people.

10 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Rollout by tax, but make as many software changes and configurations upfront as possible.

11 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Any change (even “positive change”) can be disconcerting, especially for taxpayers.

12 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Start with small taxes first, but treat them as if they were big.

13 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

“That’s the way we have always done it” is not a business requirement.

14 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Keep formal training as short as possible.

15 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

For business tax testing, it is all about the notices.

For income tax, it is all about the refunds….and notices.

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20 Lessons Learned

This is a good time to write off small, old, and/or uncollectible debt.

17 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Make decisions based on imperfect information.

18 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

If you are behind schedule, then you are behind budget.

19 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Test with real data as much as possible.

20 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

User acceptance test should not be a regurgitation of system test.

21 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Save Individual Income Tax for dessert.

22 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

20 Lessons Learned

Plan 1075 compliance now, not later.

23 The information contained in this document is proprietary. Copyright © 2014 Capgemini. All rights reserved.

Questions?

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Chuck Adelman, Principal

Chuck.Adelman@capgemini-gs.com

(908) 397-2112