Integration Capabilities

Best practices used to ensure your tax  Service project stays on time and on budget

As one of our core competencies, UPF provides at no cost, data integration options with our clients.  We employ best practice project management using the “Traditional Approach”.  Five developmental components of the integration project are distinguished, (four stages plus control).

  • Phase I – Initiation
  • Phase II – Planning
  • Phase III – Execution
  • Phase IV – Close-out

Best practices used:

  • Implement in incremental phases
  • Start with 1 or 2 non-mission critical systems
  • Begin with minimal application integration
  • Understand roles and responsibilities for all affected in organization
  • Conduct workshops to gather requirements and educate
  • Include business and technical representatives
  • Identify key technical challenges and risks
  • Include all stakeholders in test, planning and execution

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