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Client Overview
In Business Since: 2016
Industry: Technology and Software
The Client is an EU-based tech company expanding into the US. With growing sales across multiple states, they needed a way to stay on top of complex US sales tax—without slowing down operations.
The plan? Integrate Avalara with NetSuite to handle tax calculations automatically.But when things didn’t go as planned, they called us.
Challenge
The company implemented Avalara to automate US sales tax calculations within NetSuite, aiming to simplify compliance and reduce manual errors. However, the integration process quickly became a challenge when the key team member leading the project left. The remaining team experienced project delays as they lacked the technical skills and expertise to complete the setup.
As a result, critical issues began to emerge, disrupting financial operations and slowing down transactions.
To maintain compliance and keep business operations running smoothly, the company needed Avalara and NetSuite to work together seamlessly. This implementation needed to be done in a very short period of time.
But several roadblocks made this difficult:
Key Results
To fully implement this optimization, the team conducted a comprehensive update across all transactions, applying the new process to both current and historical records. As a result, there are no longer any old transactions stuck in a rejected status, as all have been successfully reprocessed, and the process now operates seamlessly.
Solutions
