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Case Study For Workflow And Process Mapping For (SR&ED) Tax Firm PowerPoint PPT Presentation


The customer with extensive experience in providing financial and technical expertise to companies claiming R&D taxincentives wanted a process of streamlining claims and mark opportunities against different accounts by creating aworkflow and process mapping.Synergy Technology Services, having delivered a number of workflow management and process agile solutions wasgiven the opportunity to create a process workflow management system.

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Case study for workflow and process mapping for sr ed tax firm

Case Study

Industry: Tax and Accounting

Client

The customer is a value-driven consulting services organization with Scientific Research & Experimental

Development (SR&ED) tax credit claims as their area of expertise. They work closely with majority of the small & mid-

sized R&D firms to help them with their tax claims.

Executive Summary

The customer with extensive experience in providing financial and technical expertise to companies claiming R&D tax

incentives wanted a process of streamlining claims and mark opportunities against different accounts by creating a

workflow and process mapping.

Synergy Technology Services, having delivered a number of workflow management and process agile solutions was

given the opportunity to create a process workflow management system.

Technology

Sharepoint 2007,

C# .Net

.NET Framework 2.0,

SQL Server 2008

Visual Studio 2008,

SSRS

Solution

The process management for tax claims has to be capable of logging the claims, opportunities and invoices

raised against a client. Report generation of the record for technical reviews and financial reviews of SR&ED is

needed.

Developed an application that would create claims and opportunities against different accounts.

This application enables the customer to maintain a flow of activities that will process the claims and invoices.

Claims and invoices raised will be logged for financial review.

Reports are generated for technical and financial review.

Form based authentication unlike windows based.

Custom workflow to perform mathematical calculations based on data pulled from tax analysis.

For more information, please contact [email protected]

www.sts.in

© Synergy Technology Services. All rights reserved.

All brand names and trademarks belong to their respective owners.


Case study for workflow and process mapping for sr ed tax firm

Case Study

Industry: Tax and Accounting

Challenges

To fetching huge volumes of data and display in tabular format without recreating the list as a separate entity

Integrating SSRS (SQL Server Reporting Services) in SharePoint.

Invoice processing using complex mathematical calculations, which otherwise could not be achieved using

designer workflow.

Application required accessibility to internal and external users.

Business Impacts

Efficient claim management and opportunity conversion.

Streamlined financial and technical review from reports generated.

Robust mechanism to calculate and interpolate the tax claims to the workflow.

Reduced time to delivery of tax credits.

For more information, please contact [email protected]

www.sts.in

© Synergy Technology Services. All rights reserved.

All brand names and trademarks belong to their respective owners.


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