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Since 2001, our client has helped businesses claim the tax credits and incentives they’re entitled to receive. From their offices in multiple locations across the globe, their tax specialists have saved hundreds of millions of dollars for thousands of US companies through detailed analysis and deep industry knowledge.
Our client works with CPAs, HR consultants, and payroll companies to discover often overlooked tax
credits for their clients. This practical approach, combined with excellent customer service, has built them a reputation as experts that companies rely on to lower their tax burden.
The previous platform was built on an outdated technology stack that was becoming increasingly expensive to maintain and difficult to update. The user interface’s monolithic design could not meet modern standards and lacked the scalability and flexibility necessary to manage their changing commercial needs. These limitations hindered our client’s strategic goal of shifting to a SaaS model that would create new business opportunities and new income streams. The legacy system’s inefficiencies impacted productivity and customer satisfaction. Employees experienced system response delays and had to rely on manual efforts and workarounds to complete their responsibilities. Integration problems with the international legacy development team exacerbated the operational challenges. Communication difficulties based on geographical and linguistic differences, combined with complications regarding phasing out existing staff, resulted in delays and inaccurate expectations. A comprehensive solution was needed to upgrade the platform, improve operational efficiency, and position our client for future growth.
Our client selected us to design and implement an entirely new cloud-native platform. The goal was to provide an innovative, scalable solution that could service internal and external users while setting the framework for a future SaaS offering. Kanda used cloud technology, specifically Microsoft Azure, to create an infrastructure with high availability and on-demand scalability. The new architecture included multi-tenancy and role-based access from the start. A critical component of the approach was creating a modern user interface and experience. Kanda’s UX designers worked closely with our client’s subject matter experts to create intuitive and efficient interfaces that were consistent with existing business processes and operational needs. React 18 and TypeScript 5 combined created a strong frontend framework for constructing responsive and dynamic applications.
Kanda recognized the importance of teamwork and promoted adaptive management and open communication. Regular meetings with our client’s leadership, including the Director of Product, CTO, and CEO, were scheduled to ensure goal alignment and timely resolution of complaints. Bi-weekly sprint demonstrations included important stakeholders, allowing for regular feedback and ensuring that development aligned with business goals. Daily discussions between Kanda’s team and our client’s Director of Product allowed for the revision of requirements and real-time review of features under development. This close involvement included merging with their internal teams and handling the transition from the international legacy development team.
A significant challenge was staffing an additional layer of engineering management when we realized that our client’s Product Manager required significant support to establish a viable product roadmap and implement Agile processes. This support included many weekly meetings to recognize and discuss difficulties, guidance on good product management processes, and addressing internal dynamics. Another challenge was balancing the CEO’s wish to be deeply involved in the new platform’s design with the need to keep the development going. Implementing Scrum methodologies enabled the team to receive regular feedback from the CEO during sprint revisions without delaying development. This method helped to accommodate the CEO’s vision while allowing the development team to execute quickly.
The new platform significantly improved our client’s operational efficiency. Employees reported faster system responses and fewer manual workarounds after replacing the outdated system with the new cloud-native one. The intuitive user interface increased user satisfaction and productivity. Automation played a vital part in streamlining processes. AI form processing, particularly for routine forms such as W-2s, reduced manual input while boosting processing speed. Introducing a “template project” approach into the platform’s design allowed them to quickly add new projects by cloning and expanding from a template, greatly reducing the time needed to create new initiatives and allowing for a rapid response to market opportunities.
Creating new client-facing portals improved the customer experience by allowing clients faster access to information and services. Improved portals allowed for speedier onboarding of new clients and increased interaction with existing ones. The upgraded platform enabled them to adopt and capitalize on new federal government incentives, broadening their service offerings. Positioning the new platform as a SaaS brought new business opportunities to our client. The platform’s multi-tenancy capabilities and scalable architecture make it suitable for providing services to other companies. This strategic transformation allows them to go from a service company to a software provider, opening new revenue streams and market opportunities.
This collaborative approach resulted in a successful cooperation based on mutual respect and shared goals. Our client’s leadership praised Kanda for its professionalism, work quality, and seamless team integration into its processes. Kanda’s straightforward communication techniques and adaptive management made it feasible to quickly overcome difficulties and keep the project on schedule to meet the client’s strategic goals. The successful modernization project has positioned our client better to grow its business, increase customer satisfaction, and pursue new business opportunities.
