Tax Systems Project Process Improvement ??? April, 2011.

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Presentation transcript:

Tax Systems Project Process Improvement ??? April, 2011

page - 2 Functional Tax Teams Tax Systems Project Vehicle to manage “Touch-Points” between Functional Tax Teams Coordinates efforts & communication between teams Provides mechanism to ID, qualify & act on improvement opportunities – Takes opportunities form concept to “Actionable” o Standard process to capture & qualify opportunities o ID & Assignment to Owner – Implement solution – Monitor & track progress

page - 3 Bringing People Along Vendor Demos KBR Site Visit (4/19) Initial Demos: OneSource (3/24) CorpTax (3/31) Initial Demos: OneSource (3/24) CorpTax (3/31) Follow-up “proof of concept” workshops: OneSource (4/22) CorpTax (4/27) Follow-up “proof of concept” workshops: OneSource (4/22) CorpTax (4/27) Vendor References OneSource DuPont (4/7) State Street (4/13) GM OneSource DuPont (4/7) State Street (4/13) GM CorpTax Adecco (4/1) KBR (4/1) Oracle (4/1) Anadarko (4/12) MedAssets (4/13) CorpTax Adecco (4/1) KBR (4/1) Oracle (4/1) Anadarko (4/12) MedAssets (4/13) Meetings/Workshops Core Team+ (4/12) PI Opportunities Compliance (4/11) Team Coordination Core Team+ (4/5) PI Opportunities Compliance (4/4) Initial Coordination Core Team (3/29) OneSource Feedback/Scoring Core Team (3/22) Requirements Core Team (3/8) Initial Project Discussion Meetings/Workshops Core Team+ (4/12) PI Opportunities Compliance (4/11) Team Coordination Core Team+ (4/5) PI Opportunities Compliance (4/4) Initial Coordination Core Team (3/29) OneSource Feedback/Scoring Core Team (3/22) Requirements Core Team (3/8) Initial Project Discussion Project Charter – Establish The Objective & Ownership

page - 4 Continuous Improvement Organization

page - 5 DirectionDirection ResultsResults Tax Systems Project Business Objects Process Improve ments ProjectsProjects ResultsResults Translate opportunities into actionable projects Ensure alignment with Tax Strategy Interface & communicate with Functions as needed Assign Projects to appropriate Leaders Monitor Projects – provide oversight Breakdown barriers Highlight successes Set Project Priorities Ensure alignment with Tax Strategy Breakdown organizational barriers Identify Opportunities Monitor progress Celebrate success Steering Committee Executive Board Strategy Governance Execution PMOPMO