Tax Systems Project

Process Improvement ???

April, 2011

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Compliance

Tax

Acct’g.Data Mgt.

Functional Tax Teams Tax Systems Project

• Vehicle to manage “Touch-Points” between Functional Tax Teams

• Coordinates efforts & communication between teams

• Provides mechanism to ID, qualify & act on improvement opportunities

– Takes opportunities form concept to “Actionable”

o Standard process to capture & qualify opportunities

o ID & Assignment to Owner– Implement solution– Monitor & track progress

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Bringing People Along

Vendor Demos

KBR Site Visit (4/19)

Initial Demos:• OneSource (3/24)

• CorpTax (3/31)

Follow-up “proof of concept” workshops:

• OneSource (4/22)• CorpTax (4/27)

Vendor References

OneSource• DuPont (4/7)

• State Street (4/13)

• GM

CorpTax• Adecco (4/1)• KBR (4/1)

• Oracle (4/1)

• Anadarko (4/12)

• MedAssets (4/13)

Meetings/Workshops

Core Team+ (4/12)• PI Opportunities

Compliance (4/11)• Team Coordination

Core Team+ (4/5)• PI Opportunities

Compliance (4/4)• Initial Coordination

Core Team (3/29)• OneSource

Feedback/ScoringCore Team (3/22)

• RequirementsCore Team (3/8)

• Initial Project Discussion

Project Charter – Establish The Objective & Ownership

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Continuous Improvement Organization

Executive Board Steering CommitteeSVP Joe Andolino

Chair Daniel Garcia Daniel Garcia

Tax Compliance & Accounting

Randy MillerKenny McorquodaleMike Thacker

Randy Miller (Sara?)Kenny (Rob Wilson?)Gary SellaRandy PhillipsLyle Maddox

RTMs Mark Purnell Steve Axler

Planning Steve Pipkin

Audit/Controversy Janet Wilson Ronni?

Data Management Kevin Shea Kevin Shea

Meeting Frequency Quarterly – Staff Meeting Agenda Item? Bi-Monthly

Responsibilities • Set Project Priorities• Ensure alignment with Tax Strategy• Breakdown organizational barriers• Monitor progress • Celebrate success

• Translate opportunities into actionable projects• Ensure alignment with Tax Strategy• Interface & communicate with Functions as needed• Assign Projects to appropriate Leaders• Monitor Projects – provide oversight• Breakdown barriers• Highlight successes

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Direction

Results

Tax Systems Project

Business Objects

Process Improvements

Projects

Results

• Translate opportunities into actionable projects

• Ensure alignment with Tax Strategy• Interface & communicate with

Functions as needed• Assign Projects to appropriate

Leaders• Monitor Projects – provide oversight• Breakdown barriers• Highlight successes

• Set Project Priorities• Ensure alignment with Tax

Strategy• Breakdown organizational

barriers• Identify Opportunities• Monitor progress • Celebrate success

Steering Committee

Executive Board

StrategyGovernance

Execution

PMO