DIMCON helped Liberty Tax Service improve their budgeting and forecasting process using PBCS, resulting in P&L and balance sheet budgeting by store, drill-back and consolidated view, and faster data availability

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LibertyTax Service is a tax services/financial services company in North America with a revenue of approximately $200 million. They were facing several challenges related to their budgeting and forecasting process, including managing everything in Excel for each store in a very manual process, tedious data consolidation from 4000+ stores, and the need for automation, efficiencies, and better reporting capabilities, along with the ability to have a consolidated view with the ability to look at transactions

Business Need

LibertyTax Service needed a solution that could provide them with P&L and BalanceSheet budgeting by store, with the ability to drill back to transaction level data sourced from MS Great Plains. They required automation, efficiencies, better reporting capabilities, and a consolidated view with the ability to look at transactions

Snapshot

·     PBCS (Planning and Budgeting Cloud Service)

·     Reusing Integration

·     Consolidated View

Technologies Used

Business Solution:

DIMCON implemented PBCS using its rapid development model, which provided Liberty TaxService with P&L and Balance Sheet budgeting, including drill-back access to transaction level data sourced from MS Great Plains. This implementation resulted in an improved budgeting and forecasting process for Liberty TaxService, with a consolidated view that allowed drill-back to transactions and a user-friendly, step-by-step input approach. As a result, the overall optimization of the entire process increased

Key Benefits Achieved

DIMCON's solution helped Liberty Tax Service achieve the following key benefits:

·     P&L and Balance Sheet Budgeting by store

·     Drill-back and consolidated view

·     Faster data availability

·     Reusing integration

Key Benefits Achieved

DIMCON's solution helped Eminent Group achieve the following key benefits:

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About Dimcon

DIMCON is a leading IT services provider and Oracle Gold Partner that is minority and diversely-owned. Our focus is on Business Process Transformation, CloudStrategy, Sales Force, Oracle Cloud, and Application Development andMaintenance Services (ADMS). We specialize in providing Onsite, Offsite, andOffshore Consulting services, and have a talent pool of over 100 highly qualified and dedicated technical consultants and recruiters

AtDIMCON, we take pride in our customer-centric approach, which ensures that our clients receive quick and precise responses, meet their deadlines, and have access to 24x7 support solutions and services. Our goal is to provide the best possible solutions for our clients and to help them improve their business processes and overall performance

We understand that every business is unique, and that's why we offer customized services that are tailored to meet the specific needs of our clients. Whether you need Onsite, Offsite, or Offshore Consulting services, we have the expertise and resources to help you achieve your goals

If you're looking for a reliable and trusted partner to help you with your IT needs, look no further than DIMCON. Contact us today to learn more about our services and how we can help your business succeed

Liberty Tax Service

Full name
11 Jan 2022
5 min read

DIMCON is a leading IT services provider and Oracle Gold Partner that is minority and diversely-owned. Our focus is on Business Process Transformation, CloudStrategy, Sales Force, Oracle Cloud, and Application Development andMaintenance Services (ADMS). We specialize in providing Onsite, Offsite, andOffshore Consulting services, and have a talent pool of over 100 highly qualified and dedicated technical consultants and recruiters

AtDIMCON, we take pride in our customer-centric approach, which ensures that our clients receive quick and precise responses, meet their deadlines, and have access to 24x7 support solutions and services. Our goal is to provide the best possible solutions for our clients and to help them improve their business processes and overall performance

We understand that every business is unique, and that's why we offer customized services that are tailored to meet the specific needs of our clients. Whether you need Onsite, Offsite, or Offshore Consulting services, we have the expertise and resources to help you achieve your goals

If you're looking for a reliable and trusted partner to help you with your IT needs, look no further than DIMCON. Contact us today to learn more about our services and how we can help your business succeed

Table of contents

Client Introduction

LibertyTax Service is a tax services/financial services company in North America with a revenue of approximately $200 million. They were facing several challenges related to their budgeting and forecasting process, including managing everything in Excel for each store in a very manual process, tedious data consolidation from 4000+ stores, and the need for automation, efficiencies, and better reporting capabilities, along with the ability to have a consolidated view with the ability to look at transactions

Business Need

LibertyTax Service needed a solution that could provide them with P&L and BalanceSheet budgeting by store, with the ability to drill back to transaction level data sourced from MS Great Plains. They required automation, efficiencies, better reporting capabilities, and a consolidated view with the ability to look at transactions

Snapshot

·     PBCS (Planning and Budgeting Cloud Service)

·     Reusing Integration

·     Consolidated View

Business Solution

DIMCON implemented PBCS using its rapid development model, which provided Liberty TaxService with P&L and Balance Sheet budgeting, including drill-back access to transaction level data sourced from MS Great Plains. This implementation resulted in an improved budgeting and forecasting process for Liberty TaxService, with a consolidated view that allowed drill-back to transactions and a user-friendly, step-by-step input approach. As a result, the overall optimization of the entire process increased

Key Benefits Achieved

DIMCON's solution helped Liberty Tax Service achieve the following key benefits:

·     P&L and Balance Sheet Budgeting by store

·     Drill-back and consolidated view

·     Faster data availability

·     Reusing integration

About Dimcon

DIMCON is a leading IT services provider and Oracle Gold Partner that is minority and diversely-owned. Our focus is on Business Process Transformation, CloudStrategy, Sales Force, Oracle Cloud, and Application Development andMaintenance Services (ADMS). We specialize in providing Onsite, Offsite, andOffshore Consulting services, and have a talent pool of over 100 highly qualified and dedicated technical consultants and recruiters

AtDIMCON, we take pride in our customer-centric approach, which ensures that our clients receive quick and precise responses, meet their deadlines, and have access to 24x7 support solutions and services. Our goal is to provide the best possible solutions for our clients and to help them improve their business processes and overall performance

We understand that every business is unique, and that's why we offer customized services that are tailored to meet the specific needs of our clients. Whether you need Onsite, Offsite, or Offshore Consulting services, we have the expertise and resources to help you achieve your goals

If you're looking for a reliable and trusted partner to help you with your IT needs, look no further than DIMCON. Contact us today to learn more about our services and how we can help your business succeed