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State Treasury Department Enhances User Experience, Tax Form Processing with IBM Upgrade

A Case Study

Client Overview

As a state treasury department, our client is responsible for collecting, disbursing, and investing all state monies. In addition, our client informs the Governor on all tax and revenue policy, collects and administers over $20 billion a year in state taxes, as well as, protects the credit of the state. The treasury department is also responsible for the fiscal health of local governments and schools.

The Challenge

During tax season our client faced a number of challenges especially when it came to ingesting all the documents related to processing taxes. This was the result of working with an outdated environment: IBM Datacap 8.1, which was incapable of making any changes without rewriting the whole program. The outdated system caused a host of issues including data entry errors, onboarding hiccups, and the inability to efficiently process new forms.

Our client was paying a hefty price as a result of their inefficient system with a lot of wasted time performing continuous regression testing after every tiny change.

To fix this issue, they decided the right course of action would be to update their IBM Datacap platform. To ensure a successful update, our client sought out a partner that had the proven experience to work with IBM applications, and chose Pyramid Solutions to spearhead the project. 

 

Our Innovative Solution

Pyramid Solutions started off by pre-planning the best way to update IBM Datacap 8.1 to the new IBM Datacap 9.1 environment. This involved putting together design, customization, integration, implementation, migration and production support plans.

After the pre-planning was wrapped, Pyramid Solutions moved forward with the update and implemented a new repository, IBM FileNet P8. With the IBM Datacap update and a new repository, Pyramid Solutions added a number of capabilities to simplify the environment as much as possible and provide better user experience for the employees. 

Since going live, the department has seen a multitude of benefits including less dependency on employee accuracy and having simplified onboarding process

In addition, they are now able to easily add forms as new tax types are created — something that was unheard of before. It’s safe to say when tax seasons approach, our client is ready!

Technology Used

  • EIBM Datacap 9.1
  • EIBM FileNet P8

    Our Exceptional Results

    Better user experience and capabilities

    1

    Agile and scalable system that requires less maintenance

    N

    Reduced data entry errors

    We helped our client achieve better user experience with an  IBM Datacap upgrade

    How can we help you?

    If you find that you’re not meeting your business objectives due to an outdated system or slow business processes, reach out to see how we can help.