Case Study: Patagonia achieves a centralized tax system and seamless omnichannel experience with Vertex Inc.

A Vertex Inc. Case Study

Preview of the Patagonia Case Study

Patagonia Works with Vertex Consulting to Implement a Centralized Tax System

Patagonia, a market leader in outdoor apparel, faced fragmented sales systems across e-commerce, retail, and wholesale that created disconnected customer experiences and heavy maintenance burdens for Tax and IT. To address this, Patagonia partnered with Vertex Consulting and consolidated systems onto Microsoft Dynamics 365 for ERP, Order Management, and Retail.

Vertex Consulting implemented a centralized, on‑demand tax engine and built the necessary connectors into Patagonia’s Dynamics 365 environment, accommodating customizations and working hand‑in‑hand with developers. As a result, Vertex helped eliminate the manual work draining Tax and IT, delivered a seamless omnichannel customer experience, and drove increased efficiency, reduced costs, and minimized risk by connecting tax across ERP, Order Management, and Retail.


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Patagonia

Shelley Chase

International Director of Tax


Vertex Inc.

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