david boyd & associates tax agency re- engineering services david boyd & associates
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David Boyd &
Associates
Tax Agency Re-Engineering Services
David Boyd & Associates
David Boyd & Associates
David Boyd &
Associates
•Our Firm
•Services for Tax Agencies
•IT Strategy
•Procurement Planning, RFP Preparation, and Bid Evaluation
•Process Design
•Return Forms Analysis and Business Rule Documentation
•Independent Project Management Services
•Re-engineering
David Boyd &
Associates
CompleteSolutions
TAX AGENCY EXPERTISE
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David Boyd & Associates
Our Services For Tax Agencies
Services Before and During Large Projects
• Integrated Tax System
• Audit Selection
• Non Filer Discovery
• CRM
• Data Warehouse
• Channel Management
• IT Strategy and Standards
We Focus on the Highest Value Added Activities
• Defining the Strategy and Project
• Defining the Business Case
• Designing Improved Processes and Organization Structures
• Selecting the Right Software and Integrator
• Designing Improved Business Rules
• Performance Reporting
All Services Performed by Senior Professionals With Tax Agency Experience
You Never Start From Scratch. We have methodologies, tools, templates, and examples developed explicitly for tax agencies
Four Things You Should Know About Our Services
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2
3
Our People and Tools
Make the Difference4
David Boyd &
Associates
ITS Design Methodology: Process Design (Using Our Standard Processes)
Our Standard Process Designs offer a starting point for the design of most major process types. Included are:•Appeals
•Audit Case Management
•Bankruptcy
•Billing and Assessments
•Cancellation
•Collections
•Delinquencies
•Dissolution
•Refunds/Offsets
•Initial Registration
•Non Filer Discovery Case Mgt
•Returns Processing
•Payments
•Registration Updates
•Revenue Accounting
Our Standard Process Designs offer a starting point for the design of most major process types. Included are:•Appeals
•Audit Case Management
•Bankruptcy
•Billing and Assessments
•Cancellation
•Collections
•Delinquencies
•Dissolution
•Refunds/Offsets
•Initial Registration
•Non Filer Discovery Case Mgt
•Returns Processing
•Payments
•Registration Updates
•Revenue Accounting
Our process design methodology identifies process steps, work lists, ITS components needed, correspondence generated, and key process metrics needed.
David Boyd &
Associates
Process Design: Work List Analysis
Worklist Analysis•Done for each process work list defined
•Provides the following information:
•Who owns the work list
•Who works the work list
•Work list type
•Work list elements
•Screened launched when work item selected
•Work list entry and exit rules
•Options available to users working the list
•Expected volume
•Number of staff needed to work the list
Keys to the Analysis
•How does the item get on and off the work list?
•What options are available to the work list user>
David Boyd &
Associates
Service Line: Re-engineering
Our Methodology focuses on all key aspects of improvement:
•Development of Baselines and Targets
•Organization
•Process
•Technology
•Performance Metrics
David Boyd &
Associates
David Boyd &
Associates
Our Re-engineering Methodology covers all aspects of enterprise transformation including process, technology, and organization. It is opportunity and business case driven and is supported by a variety of tools and templates:
•Tax Agency Best Practices Library
•Performance Metrics Library
•Templates and Samples for All Steps
•Model ‘To Be’ Processes for Tax Agencies
•Sample Project Definitions for Integrated Tax System, CRM, EDMS, and Data Warehouse Projects
Service Line: Re-engineering
Full CoverageFull Coverage Tailored Specifically for Tax and Revenue AgenciesVision, Goals & Design
David Boyd &
Associates
Our As Is Assessment: An Opportunity Driven Approach
Our As Is Assessment culminates in situation assessments that describe the opportunity, the applicable baseline, and other pertinent data
David Boyd &
Associates
Our As Is Assessment: Solid Baseline
Our efforts start with a solid baseline. It is essential for the opportunity identification and the future business case.
Service Availability by ChannelRASDPhoneCenter
andCRIS
PROTaxpayer
AssistanceForms
DistributionCollections Registration IIT
SUW&
SBT
FinancialOperations
MotorFuel
Discovery
Telephone,TDD
Correspon-dence
Electronicfiling
SUW
Internet FAQand forms
Internet filing
Fax
Walk-in
Service Availability by Channel
David Boyd &
Associates
Our As Is Assessment: As Is Process Documentation
As Is Assessment•Process has two many steps, is heavily manual, and takes over 100 days from start to finish
•Process has numerous manual review and decision points that slow processing
•Late cancellations drive extensive back end review and correction
•Delinquencies for taxpayers with audits, appeals, and bankruptcies are manually intercepted and diverted to other units
Path to Improvement
•Substantially improve automation, speed and accuracy by doing the following:
•Automate cancellations and run consistently before delinquency runs
•Automate checks for bankruptcy, audit, and appeals and perform in a consolidated step
•Run address corrections before delinquency run to reduce returned mail
•Clear suspense before running delinquencies
Manual review step
Our As Is Review of Processes identifies weaknesses and the keys to improvement
David Boyd &
Associates
To Be Process Designs: Using Our Standard Processes
Our Standard Process Designs offer a starting point for the design of most major process types. Included are:•Appeals
•Audit Case Management
•Bankruptcy
•Billing and Assessments
•Cancellation
•Collections
•Delinquencies
•Dissolution
•Refunds/Offsets
•Initial Registration
•Non Filer Discovery Case Mgt
•Returns Processing
•Payments
•Registration Updates
•Revenue Accounting
Our Standard Process Designs offer a starting point for the design of most major process types. Included are:•Appeals
•Audit Case Management
•Bankruptcy
•Billing and Assessments
•Cancellation
•Collections
•Delinquencies
•Dissolution
•Refunds/Offsets
•Initial Registration
•Non Filer Discovery Case Mgt
•Returns Processing
•Payments
•Registration Updates
•Revenue Accounting
Our process design methodology identifies process steps, work lists, Technology components needed, correspondence generated, and key process metrics needed.
David Boyd &
Associates
ITS Design Methodology: Component Inventory
ITS Component Inventory
•The ITS component inventory translates requirements into screens, transactions, views, process controls at the design level.
•It specifies which components must operate online, in batch, or both
•The reference inventory provided by David Boyd & Associates has over 600 components
David Boyd &
Associates
ITS Design Methodology: System Flows
Our System Flows
•We provide templates and samples for key system flows.
•Included are:
• Registration
• Returns
• Payments
• Refunds
• Offsets
• Billing and Assessments
• Collections
Our System Flows
•We provide templates and samples for key system flows.
•Included are:
• Registration
• Returns
• Payments
• Refunds
• Offsets
• Billing and Assessments
• Collections
How System Flows Are Used
•Provides a method for documenting flow and sequence in non user driven processes
•Provides a method of dividing system based processes into functions prior to the definition of business rules
David Boyd &
Associates
Business Case: A Comprehensive Perspective
Our business case approach combines analysis of benefits and costs with an analysis of obstacles and information on what has worked in other states.
David Boyd &
Associates
Contact Us:
David Boyd
724-713-5950
Visit Our Website: http://www.boydassociates.org
How to Get In Touch