Case Study: Salt River Project achieves tax automation, increased efficiency, and real-time visibility with Vertex Inc.

Salt River Project Tax Technology Transformation Increases Efficiency

Salt River Project (SRP), a community-based, not-for-profit utility serving more than 2 million people in central Arizona with $4.02B revenue, faced heavy manual tax processes, limited visibility from a homegrown ERP, paper-based exemption certificates, and reliance on IT for reporting. To organize data, reduce risk, and free the tax team for strategic work, Salt River Project engaged Vertex and planned a phased deployment using Vertex O Series for SAP, Vertex Tax Accelerator for SAP ERP, and Vertex PLUS Tools for SAP ERP as part of an SAP implementation.

Vertex integrated its tax engine with SRP’s SAP ECC to automate tax decisioning, stamp purchase orders with tax treatment, manage exemption certificates electronically, and enable weekly use-tax adjustments via flexRFC AP. The Vertex solution gave SRP on-demand logs and reporting, cut manual reviews, shortened adjustment cycles from monthly to weekly, improved accuracy and controls, and increased team productivity — SRP estimates the Vertex O Series, Accelerator, and PLUS Tools have already paid for themselves.

Salt River Project

Manuel Ernesto-Mulato

Manager, Corporate Taxes