Workflow and process mapping for (SR&ED) tax firm

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 & midsized 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.

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.