Lessons Learned from Integrated Tax Projects: New ... · PDF fileETM SAP TRM Revenue Premier ....
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Lessons Learned from Integrated Tax Projects: New, Improved and Totally Solution-Agnostic Chuck Adelman Tax & Revenue Lead
Transcript of Lessons Learned from Integrated Tax Projects: New ... · PDF fileETM SAP TRM Revenue Premier ....
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”.
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20 Lessons Learned
Trade bad requirements for good.
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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.
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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.
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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.
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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.
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Questions?
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Chuck Adelman, Principal
(908) 397-2112
