Patagonia Works with Vertex Consulting to Implement a Centralized Tax System

Learn how our trusted consultants used their expertise to simplify tax across this retail leader's ERP, Order Management, and ERP systems.

Patagonia implemented Microsoft Dynamics 365 for ERP, Order Management, and Retail to create a seamless experience for customers, no matter where they reached Patagonia. To simplify tax processes, Patagonia connected Vertex to their Microsoft and Salesforce platforms for sales tax.

Patagonia, a market leader in outdoor apparel, was using several systems across its sales channels—for e-commerce, retail, and wholesale. This was causing major issues for the customer experience. A customer stopping by a Patagonia retail store to pick up an online order experienced a disconnected experience where the retail associate had no way of finding any information about the original, online purchase.

On top of that, the internal IT and tax teams were burdened with constantly trying to maintain these systems.

In this video, Shelley Chase, International Director of Tax at Patagonia, outlines how her team collaborated with Vertex Consulting to create a more connected experience for Patagonia's customers and internal teams.

Working with Vertex Consulting

To improve the customer experience and create efficiencies across selling channels, Patagonia underwent a project to consolidate its systems into one company, Microsoft Dynamics 365—a top Vertex partner—for ERP, Order Management, and Retail. As part of this project, Patagonia worked with Vertex Consulting, a trusted team of professionals with the expertise needed to help our customers' tax systems operate at the highest level.

Implementing with Ease

Our consultants worked hand-in-hand with developers to make sure that all the connectors worked properly for Patagonia's implementation. The consultants were right by Patagonia's side to accommodate their customizations and unique business needs, helping the retail leader get tax handled on one, on-demand system.

Benefits Achieved

  • Elimination of the work that was draining the Tax and IT departments 
  • A true, seamless omnichannel experience for customers, setting Patagonia apart from its competitors
  • Increased efficiency, reduced costs, minimized risk
  • A centralized tax engine that connects seamlessly to ERP, Order Management, and Retail

Explore Vertex Consulting

Vertex Consulting delivers a unique combination of expertise in ERP systems, technology, our tax automation solutions, and tax operations to help your Vertex tax system operate at the highest level.

Vertex Consulting for tax technology implementations