Overall Satisfaction with Vertex
Vertex O Series is used as the tax calculation engine for all business units in the US except for food and agriculture in our Dean Moines office.
- Risk reduction through automation of tax calculations.
- Facilitates customer service capabilities.
- Product Features
- Product Usability
- Product Reputation
- Vendor Reputation
I was not here when the decision was made to purchase Vertex O Series, but I believe a big factor was the robustness of the leasing solution.
- Integration with other systems for easier analytics and reconciliations.
- Strengthen the relationships between Tax, IT and the business.
Configurability is relatively easy.
Exceptional support does not need to be tied to a big issue, but the everyday responses to our needs. We have had complicated situations where large set of transactions were taxed incorrectly and we had to use the TAM and the support team to help us solution the plan for remediation. There were other situations where we needed assistance from VC. All have been positive experiences.
- Oracle Lease Management, v11i
- In-house lease origination system
Vertex is very easy to configure, although building tax assist rules could be a little easier. I recommend adding some examples directly on the screens or fields.