A common issue with mergers is tax technology: two companies means two systems. Which system should survive, or should you start from scratch? In this case, the company decided to migrate from its legacy systems to a new system – then, the migration stalled.  

That’s when KSM was tapped to get things moving – quickly. Working under a distinct timeline, we mapped out a migration strategy, completing the new system configuration along with testing and results validation to deliver a more efficient solution that met jurisdictional filing requirements.

We started by strategizing with the client to determine when to utilize existing configurations and when “starting from scratch” was necessary. Existing defects were identified in the legacy system to ensure those issues were resolved in the new platform.

Alteryx workflows and ad hoc technology tools were also developed to simplify the process for diagnosing discrepancies and automatically compare tax reporting details between the legacy system and the new platform. Documentation and training materials were provided by KSM as well to facilitate adoption of the new system, and the company was able to successfully retire its legacy platform. 

The solution resulted in savings of both time and money. Our client eliminated the costs and administrative burdens that came with maintaining two separate systems. Records were maintained in one place instead of multiple systems, and training was streamlined as they moved to a single platform. Most importantly, the company freed up budget dollars and resources to allocate toward other business priorities.

KSM appreciates and nurtures this relationship, and we continue to discuss motor fuels tax reporting solutions as the technology climate evolves.