Annual TOCICO conference - Small changes, Big results

Home>Conferences>Annual conference TOCICO 2021 TaxValet

TOCICO conference presented by Alyssa Martin on 22nd of June 2021

 

Small Changes, Big Results:
Maximizing Client Throughput in a Complex Tax Environment

TOCICO 2021 The Goal & Beyond

Dates & Information

  • Tuesday 22nd of June 2021*
  • Conference in English
  • Conference followed by a Q&A session

Registration for this event are no longer available

The conference replay is available below


Find out more about

TOCICO


(Theory Of Constraints International Certification Organization)

TaxValet conference


Marris Consulting is proud that one of its customer shared its experience during the 2021 TOCICO annual conference: TaxValet.

TaxValet is a service provider that eliminates the hassle and stress of U.S. based sales tax for ecommerce and software companies.  In 2020, it became apparent to them that the Onboarding team was a major bottleneck to growing the business.  They had plenty of companies ready to sign up and work with them, but overloading the Onboarding team’s capacity came at a high cost: reduced quality, high stress levels, longer delivery times, and longer work hours for the team. 

They explored Critical Chain Project Management as a possible solution to help them identify the issues in Onboarding and allow them the ability to move clients through that process on a more efficient timeline. After implementing CCPM, the vast majority of their clients move through the onboarding process in significantly less than the fixed objective of 90 days and they have now the tools they need to identify early the projects that are moving off track. 

Covered during the conference:

  • What solutions have been implemented to reduce the level of multitasking

  • The tools created to manage the portfolio of new clients, in particular the portfolio Fever Chart

  • The routines implemented to manage the portfolio, resolve problems and implement improvement measures

Watch the replay of the conference

About Alyssa Martin

Alyssa Martin

 

Manager of the new clients "Onboarding" team, Alyssa was responsible for setting up Critical Chain Project Management within TaxValet.

to learn more about TaxValet


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About Marris Consulting

Marris Consulting is an industry consulting and training company specialized in the Theory of Constraints (ToC) and Critical Chain Project Management. We focus on improving the performance of manufacturing and process industries by using Constraints Management combined with Lean and Six Sigma. To boost project performance, we also use Critical Chain Project Management (CCPM), which we sometimes combine with Lean Engineering. Our 2-day performance audits, our performance consulting services and our project management, Lean & ToC training by our industry consultants offer a wide range of solutions to help our clients around the world reach the highest possible levels of performance.

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