Large Professional and Administrative Services Firm

Professional Services Firm Unlocks $330K Annual Productivity Value.

Discover how Allata transformed a professional services firm’s tax data management processes, unlocking $330K in annual productivity value. By implementing an enterprise-scale Databricks solution with medallion architecture and automation, the client recovered 6,000 hours of capacity and streamlined tax calculations.

Services

Data & Insights

Industry

Professional & Administrative

OVERVIEW

Transforming Tax Data, Driving Efficiency

Allata transformed the client’s tax data management processes through an enterprise-scale Databricks solution that delivered both efficiency and governance excellence. The implementation featured a sophisticated medallion architecture (bronze, silver, and gold layers) coupled with a streamlined “lite pipeline” for accelerated data ingestion. The solution established robust governance controls and PII protection by deploying Unity Catalog, while custom operational metrics tracking provided deep visibility into pipeline performance. The automated retirement management tax calculations system (RMR) was a standout feature, enabling year-over-year comparisons. This comprehensive solution dramatically reduced processing time from 4 hours to 1 hour per tax dataset across 2000+ clients, yielding 6000 hours of annual productivity gains—translating to $330K in recovered capacity.

situation

Complex Tax Data Management Strains Manual Processes

The client’s data team was managing data from multiple systems and teams, consuming information from different sources throughout the organization. Their role was critical as the middleman, holding and processing various types of tax data including federal tax, state tax, and personal tax returns containing sensitive PII information. The existing process was highly manual, with teams working primarily in Excel and manually passing files between groups.

Critical challenges:

Manual Excel-based processing of tax data.
Complex data flows across multiple systems.
Lack of visibility into data processing status.

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Impact

Manual Processes Threaten Growth and Efficiency

The manual nature of existing processes was creating significant business challenges as data volumes grew. Teams were struggling with the time-intensive nature of data handling and the lack of transparency in data processing. Without a modern solution, the client faced increasing difficulties in meeting their commitment to process tax data, limiting their ability to serve a growing client base efficiently and accurately.

Resolution

Automated Platform Streamlines Tax Data Processing

Allata implemented a comprehensive data platform using Databricks, establishing a medallion architecture where data moves through distinct processing layers. Data progresses from the initial landing zone through bronze, silver and finally to the gold layer, where it becomes available for producers and consumers. Once the data was standardized, processed, and transformed, it was consumed by various teams or applications within the organization. The gold layer was consumed by the analytics team for their Power BI dashboards, or by other teams who consumed the data via an API.

Results

RMR Solution Enables Dynamic Tax Calculations

The retirement management reporting (RMR) use case was a key example of the solution’s impact. Allata automated complex state tax calculations that previously required manual processing. The team implemented rule-based calculations that automatically adjust for year-over-year tax changes, enabling the client to quickly adapt to new tax percentages and requirements across different states. This automation helps track and calculate state-level income tax changes efficiently, with built-in capabilities to compare calculations across different tax years.

Technology

Unified Tech for Scalable Solutions

Data Processing: Databricks, Unity Catalog, Azure Event Hub
Cloud Infrastructure: Microsoft Azure, GIF Platform
Visualization & Frontend: Power BI, React

Ready to Transform Your Data Management?

If your organization is struggling with manual processes or inefficient data workflows, we can help. Explore our Data & Insights services or contact us today to learn how we can help you unlock the full potential of your data and drive measurable business value.