John Wiley & Sons Limited
The Challenge
Configuring workflow tools to centralise the tax function.
Wiley came to us after looking at tax workflow tools for some time, unsure of which to pursue. They wanted a platform that aligned with their strategy on enterprise moderation, AI-enabled and able to integrate with other tools.
Finding the right technology solution
It was our job to figure out which technology platform would be best for Wiley and to implement it so they could manage compliance and maintain risk in a fully integrated way.
We worked with Wiley to:
- Learn their challenges through workshops and reviewing their tax processes to look for any areas of strain.
- Present clear technology solutions using ilumis’ platform solution on Monday.com, showing that it could work as a tax compliance tool while being easy to configure.
- Integrate technology so that Wiley could easily create better processes that would enhance their use of tax within the organisation.
- Train the team and on project completion, leaving the team with materials and guidance so they could evolve along the way.
The Solution
A platform that performs and flexes over time
Monday became central to Wiley’s tax function. Not only does it work operationally, it’s able to modify and flex as their needs change over time. Wiley are now able to manage and maintain visibility of tax compliance, with a strong framework to maintain their risk and controls register. They’re also able to manage internal tax queries and manage their data more efficiently.
“The team are super bright and knowledgeable and have communicated with us throughout, providing clear direction and solving for all our requirements as they have evolved along the way.”
Anna Weaver, Tax Director, Wiley