Case Study: a mechanical systems services provider reduces manual tax labor and speeds processing with BDO tax automation

one mechanical systems services provider cuts overtime 32% with BDO

One Mechanical Systems Services Provider, a company in the professional services industry, was facing a significant challenge with its manual tax processes. They were manually aggregating and processing data from over 50 source files across 86 operating locations, a time-consuming and error-prone task that diverted resources from higher-value work. The vendor, BDO, was engaged to provide tax automation and innovation services, suggesting the use of the Alteryx platform to address these inefficiencies.

BDO implemented a comprehensive tax automation solution using Alteryx and Microsoft Power Query to create a master data file and automate the client's data aggregation, analytics, and reconciliation processes. This resulted in a dramatic reduction in manual labor, including a 32% reduction in overtime hours and an 87% reduction in the time required for fixed asset data consolidation. The solution provided by BDO transformed a process that took weeks into one that takes mere hours, saving hundreds of labor hours and creating a scalable framework for the client's future growth.

One Mechanical Systems Services Provider