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Our client, a Seattle-based non-profit organization, must align with tax regulations in multiple countries in order to maintain its non-profit status globally. Due to the complexity of juggling multiple tax codes, the organization was missing deadlines even with the use of a standard SharePoint task list. Simply connecting tasks to Outlook wasn’t sufficient for ensuring compliance with the numerous weekly, monthly and quarterly tax requirements.
Plaster Group’s Enterprise Software team was tasked with developing a notification solution that would provide automated scheduling and sufficient reminders using out of box technology. Consultants needed to develop adequate tools and processes to automate our client’s finance group workflows, reduce the need for managerial oversight, and eliminate the missed deadlines.
Plaster Group’s Enterprise Content Management consultants advocated for delivering fewer, more pertinent notifications so that they would be simultaneously visible and valued among our client’s employees and demonstrated the out of box SharePoint functionality that could create the necessary solution.
As such, our client’s tax compliance risk has been reduced across the entire enterprise, as have the risks to their non-profit status. Employees are able to perform their duties more easily and effectively.
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