Data automation can take your tax function beyond the spreadsheet

Accelerating digital transformations for tax organizations through citizen-led strategy.

Tax Reporting and Strategy (TRS) for Data Automation empowers teams to automate the process of discovering, blending, analyzing and operationalizing analytic models through a collaborative and governed platform - all without writing any code.

Thriving, citizen-led data automation teams generate analytic and automation ‘quick-wins’, which serve as a catalyst for larger enterprise-wide buy-in and accelerated digital transformation.

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Why focus on tax automation and process now?

Only 8% of respondents to a poll on our September 22 webcast understand their return on investment (ROI) measures and have implemented a process to track ROI. 

In our latest spotlight, we cover 4 actions Tax should take to capture ROI and sustain value on automation investments. 

Learn more

Our approach: Launching and scaling digital transformation programs

Launch your automation program

  • Digital Academies - PwC’s Virtual Digital Academies provide demonstrations and hands-on exercises that guide participants through the latest tools for data analytics, visualization and automation. Relevant use case examples help teams discover new ways to solve complex data processing needs. We configure the  academy to fit your organization's specific needs.
  • Opportunity Assessment and Intake - Building on the momentum post the initial Digital Academy, we work with organizations to develop model building workshops and sprints that align with the launch of an automation program and solve specific challenges you’re facing today.  We help your teams select pilot use cases and jumpstart the automation model build phase.
  • Pilot Execution of Automation & Analytic Models -  We work hand-in-hand with your teams to automate processes and build data automation models.
  • Leadership strategy workshops - We showcase automated processes and learnings identified in the pilot phase and brainstorm the next list of target use cases and opportunity areas.
  • Supporting Citizen Automation Sprints - We maintain the momentum of your automation sprints with ongoing “flexible support” that is determined by your teams as new automation ideas emerge and your teams embark on more complex models. We  continue to assist your teams with rapid development and deployment.

Accelerate and scale your automation Journey

  • Acceleration Center - Advanced training through PwC’s Masters Academy in Automation and Robotics. We continue offering ongoing “flexible support” that is determined by your teams as new automation ideas emerge and your teams embark on more complex models. We  continue to assist your teams with rapid development and deployment.
  • Governance Framework - Governance playbook with guidelines, best practices and standards in workflow development.
  • Functional Expansion - Standard and masters digital academies for additional territories and departments as well as ongoing “flexible support” that is determined by newly trained departments as new automation ideas emerge and your  teams embark on more complex models. 

Enterprise Expansion

  • Enterprise Expansion - Standard and masters digital academies for additional territories as well as ongoing “flexible support” that is determined by newly trained territories as new automation ideas emerge and your  teams embark on more complex models.
  • Digital Marketplace - Support to establish an automation curation function and digital marketplace to further accelerate your automation journey
  • Infinite Learning - Access to PwC’s online learning platform

Technology Accelerators

  • PwC and Alteryx - Visit our website to learn about leveraging analytics process automation to power digital transformation.
  • Spreadsheet Automation Model - Manual processes are often buried in spreadsheets, preventing organizations from realizing the benefits of automation.  Contact us for a demo of PwC’s proprietary analytic, which quickly analyzes your spreadsheets for automation opportunities to eliminate hours and costs through Alteryx. 

Why data automation

Significant reduction in effort on legacy manual, data-driven processes

Provides quick wins with relatively low spend to your organization

Create a catalyst for driving process improvement initiatives

Reduce reliance on IT for technology solutions and retain control of your department’s automation outcomes

Workforce shift from mundane process execution to innovation strategy and other value added activities

Enhance transparency and visibility into source data, improving auditability of calculations

Drive shorter cycle times and more accurate/timely processes

Immediate results and ability to create ad-hoc reporting and analytics

Contact us

Andy Ruggles

Andy Ruggles

US Data Automation and Global Alteryx Alliance Leader, PwC US

Dom Megna

Dom Megna

Data Automation Partner, PwC US

Justin Femmer

Justin Femmer

Data Automation Partner, PwC US

Marjorie Dhunjishah

Marjorie Dhunjishah

US Tax Reporting & Strategy (TRS) Leader, McLean, PwC US

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