David Boyd & Associates Tax Agency Analysis, and Design Services David Boyd & Associates

Our Firm Our Services Analysis and Design Services for Tax and Revenue Agencies

David Boyd & Associates Our Firm Based in Sewickley, Pennsylvania Founded by David Boyd, formerly a Deloitte Consulting Director, AMS Canada General Manager, and Carnegie Mellon faculty member. We focus on providing high quality services to tax and revenue agencies including procurement assistance, independent project management, quality assurance, re- engineering and process design, and professional training. Some of Our Clients:

David Boyd & Associates Our Services For Tax Agencies Services Before and During Large Projects Integrated Tax System Audit Selection Non Filer Discovery CRM Data Warehouse Channel Management IT Strategy and Standards We Focus on the Highest Value Added Activities Defining the Strategy and Project Defining the Business Case Designing Improved Processes and Organization Structures Selecting the Right Software and Integrator Designing Improved Business Rules Performance Reporting All Services Performed by Senior Professionals With Tax Agency Experience You Never Start From Scratch. We have methodologies, tools, templates, and examples developed explicitly for tax agencies Our Focus and Approach Our Services 4

David Boyd & Associates Analysis and Design System Flows Functional Design ITS Component Inventory Forms, Data Capture, and Business Rules Processes General Business Rules Work List Analysis

David Boyd & Associates ITS Design Methodology: System Flows Our System Flows We provide templates and samples for key system flows. Included are: Registration Returns Payments Refunds Offsets Billing and Assessments Collections Our System Flows We provide templates and samples for key system flows. Included are: Registration Returns Payments Refunds Offsets Billing and Assessments Collections How System Flows Are Used Provides a method for documenting flow and sequence in non user driven processes Provides a method of dividing system based processes into functions prior to the definition of business rules

David Boyd & Associates We provide functional design services for those agencies pursuing custom systems design and development. Tax System Design: Functional Design Services

David Boyd & Associates ITS Design Methodology: Component Inventory ITS Component Inventory The ITS component inventory translates requirements into screens, transactions, views, process controls at the design level. It specifies which components must operate online, in batch, or both The reference inventory provided by David Boyd & Associates has over 600 components

David Boyd & Associates ITS Design Methodology: Returns Data Capture and Business Rules We drive forms definition, data capture analysis, and business rule documentation using our templates and our Forms Database.

David Boyd & Associates ITS Design Methodology: Process Design (Using Our Standard Processes) Our Standard Process Designs offer a starting point for the design of most major process types. Included are : Appeals Audit Case Management Bankruptcy Billing and Assessments Cancellation Collections Delinquencies Dissolution Refunds/Offsets Initial Registration Non Filer Discovery Case Mgt Returns Processing Payments Registration Updates Revenue Accounting Our Standard Process Designs offer a starting point for the design of most major process types. Included are : Appeals Audit Case Management Bankruptcy Billing and Assessments Cancellation Collections Delinquencies Dissolution Refunds/Offsets Initial Registration Non Filer Discovery Case Mgt Returns Processing Payments Registration Updates Revenue Accounting Our process design methodology identifies process steps, work lists, ITS components needed, correspondence generated, and key process metrics needed.

David Boyd & Associates Process Design: Work List Analysis Worklist Analysis Done for each process work list defined Provides the following information: Who owns the work list Who works the work list Work list type Work list elements Screened launched when work item selected Work list entry and exit rules Options available to users working the list Expected volume Number of staff needed to work the list Keys to the Analysis How does the item get on and off the work list? What options are available to the work list user>

David Boyd & Associates Business Rule Documentation We start with a process inventory and then drive to business rules for each process. We document the business rules using our standard template and store the results in a business rule database

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