Case Study: Liberty Tax Service improves budgeting and forecasting with DIMCON's PBCS solution

Liberty Tax Service streamlines budgeting for 4,000+ stores with DIMCON

Liberty Tax Service, a North American tax and financial services company, faced challenges with a highly manual budgeting and forecasting process managed in Excel for over 4,000 stores. This led to tedious data consolidation and a lack of automation, efficiencies, and robust reporting. DIMCON was engaged to address these needs.

DIMCON implemented Oracle's Planning and Budgeting Cloud Service (PBCS) using a rapid development model. The solution provided Liberty Tax Service with P&L and balance sheet budgeting by store, featuring a consolidated view with the ability to drill back to transactional data. This resulted in an optimized process with faster data availability and improved forecasting.

Liberty Tax Service