Sessions

V16 ~ Vertex O Series: Keys to a Successful Implementation

Description

Hear how a large retailer upgraded from Vertex Sales Tax L Series to Vertex Sales Tax O Series. 

Vertex clients planning their own Vertex O Series implementations can get an insider's experience on an actual deployment.

The focus of this session will be on IT project planning and execution.

Audience

All

Objectives

By the end of this session you will be able to:

  • Identify project team roles and departmental responsibilities.
  • Understand pitfalls to avoid and best practice implementation approaches.
  • Gain awareness on how to partner with Vertex and Vertex Consulting for your implementation.
  • Learn about key project work drivers such as data conversion, testing, parallel production systems with low risk cutover, and work-arounds.
  • Discuss deployment options and relative costs.
  • Participate in a Q&A session.

Prerequisites

N/A

Session Level

Basic

CPE Credits

2

Tax Type

Transaction

Delivery Method

Presentation