CA S E S T U DY:

SABRIX MANAGED TAX SERVICEMarketing, Training, and Knowledge Sharing Require UnderstandingIndustry: Financial Services Solution: Process Map

“Visual process mapping increases understanding by over 89% and moves

audiences to take desired actions 43% faster.”

—U.S. Bureau of Labor and Statistics

OPPORTUNITYSabrix provides transaction tax solutions for companies of all sizes. Sabrix Managed Tax Service (MTS) was a new service launched in 2007 for small and mid-market companies.

The service provides three advantages: industry leading software, tax research, and live support from tax experts.

Sabrix marketing leaders recognized the diffi culty of effec-tively conveying the advantages of this service and how they uniquely support a client’s tax process. An illustration was developed to convey the benefi ts quickly.

The original diagram was confusing and obscured the benefi ts of MTS.

Alternative sketches explore the benefi ts of live support.

uniquelyy suppdevelopeed to

106 South Neil StreetChampaign, Illinois 61820 USA

Phone: 217.359.6655Fax: 217.398.3037

email: info@precisiongraphics.com

This saves somuch time on each

transaction!

These are Sabrixapproved so they

are ready.

TAXES

SENT!

Tax

returns

Tax

policy

Plan

options

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nexus policy?

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to DO:

SAS 70Certified

Audit

That’s aniron-clad defense!

SAS 70Certified

to DO:

Sabrix Managed Tax ServiceFocus your finance team on value-added activities while highly skilled tax

professionals manage your compliance process and ensure best-practice results.

Contact us to learn more:

TEL: 1-866-472-2749

EMAIL: inforequest@sabrix.com

www.sabrix.com

Sabrix MTS is an outsourced sales and use tax servicemanaged by highly skilled tax professionals.

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Transactions

“Launching a new and unique service in the marketplace requires giving your sales team an effective sales tool to convey

the value—this illustration does just that.” —Patrick Grogan, Director of Marketing, Sabrix MTS

ACTIONInformation was gathered from key Sabrix stakehold-ers to understand the way MTS operates. The pre-sentation was streamlined and made more engaging by representing implementation steps visually.

• Alternative information design thumbnails were submitted for discussion.

• A complete sketch of the selected direction was reviewed with suggested copy.

• The fi nal illustrated process was produced for testing.

RESULTSSabrix has observed increased excitement and con-versation based on the images and presentations provided. Client prospects now have clear visuals that they can discuss and understand. Sabrix identifi ed several desired outcomes:

• Demonstrate the value of outsourcing taxes.• Clarify the benefi ts of live help in preparing

returns.• Improve Sabrix sales volume with better

storytelling.

Please contact us for more information on how visual process mapping can help market services, train employees, and share knowledge.

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This saves sohhhhhhhmuch time on eachhhhhhhh

transaction!

These are Sabrixapproved so they

are ready.

TAXES

SENT!

Tax

The MTS software saves time and money.

Live support is available when needed.

Tax experts triple-check all returns.