Item: Vertex
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

Our organization consults on the purchase of O Series for our clients and also assists clients with the implementation of O Series. It helps our clients solve their complex business problems in the indirect tax space of U.S. sales and use tax as well as international VAT and GST. We see our clients starting to utilize O Series on a more global basis.

Pros and Cons

The content is very detailed and helps companies make the correct indirect tax decisions.
The interfaces that O Series has with the major ERPs as well as the smaller ones gives it an advantage in the marketplace.
The user interface is very intuitive and easy to use.

I think that O Series can expand its content for the more complex countries like India and Brazil.
The new GUI for Version 9.0 will be interesting to see how it compares to the old GUI that many people are familiar with.
O Series could do a little better job with exposing the taxability matrices worldwide to an Excel format.

Return on Investment

Vertex has helped our clients have a positive impact on their ROI by reducing the manual burdens of indirect tax compliance.
Vertex O Series has helped us put our clients in a better financial position by reducing the burdens of the indirect tax determination/calculation.

Key Differentiators

Product Features
Product Usability
Product Reputation
Prior Experience with the Product
Vendor Reputation
Existing Relationship with the Vendor

The content and ease of use of O Series has been a very important factor in our clients' decisions to purchase O Series.

Alternatives Considered

ONESOURCE

Vertex and ONESOURCE are neck and neck in the marketplace. Some clients choose Vertex over ONESOURCE due to the GUI ease of use and the ability and friendliness of the Tax Assist rules.

Innovative Uses

I have seen our clients utilize O Series by coupling with other technologies such as Alteryx and PowerBI to reduce the manual data collection efforts.

Product Configurability

I think the configuration is just about right and has helped many of our clients in complex implementations. The Tax Assist rules are simple to use but powerful enough to handle complex situations.

Exceptional Examples of Vertex Support

We had a very tight go-live timeline and the Vertex support was available at odd off-hours of the day to ensure that my client's timeline could be met with minimal disruptions to their operations.

Systems Integrated With

SAP
Oracle
Ariba
PeopleSoft

Likelihood to Recommend

I think Vertex O Series is very well suited to a U.S.-based country and would like to see more appropriate compatibility in the VAT/GST world. Vertex O Series has been well known to handle the U.S.-based indirect tax structure but can improve on its international capabilities and content.

Vertex O Series stacks up as best in class!

Software Version

Overall Satisfaction with Vertex