Billing System Upgrades for Enterprise Content Management System

A Case Study

Industry: Enterprise Content  Management

Synthesis Service: Integration and  Managed Services

Products: Zuora, CCH

The Client

The client is the leading SaaS provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document management, and analytics, The platform eliminates manual processes and automates repetitive tasks, accelerating how business gets done.

The Context & Challenge

  • The client began expanding into international markets, such as Canada, Mexico, The UK, and China. They quickly realized they would need to upgrade their taxation system to a tax solution that would meet their local and international requirements. They would also need to re-configure their product catalog to launch new products for these geographical regions rapidly.
  • They had custom CRM solution, a separate Order Management system, and a reseller model in the U.S, and Europe
  • Their integrations were unsuitable for their international initiative hindering their internal systems and go-to-market strategy.

The Solution

  • Synthesis successfully installed and configured SureTax CCH which included configuration of CCH tax templates, refunds, credits, and setting up taxation codes.
  • Additionally, Synthesis made sure the tax engine and the Zuora Product Catalog were integrated and set up correctly supporting future scenarios

Value Delivered

  • The client now has an automated taxation system and can tax in multiple international territories.
  • Additionally, the time to launch new products in these regions has become significantly quicker.

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