BDO USA revolutionizes tax project management and workflow efficiency
BDO USA, a leading accounting and advisory firm, faced challenges with fragmented and inefficient tax project management systems. Seeking to enhance client service and boost employee satisfaction, BDO consolidated workflow, document management, and scheduling onto a single unified platform—BDO Tax UserVerse—built on Microsoft Dynamics 365 Project Operations. The implementation leveraged Microsoft Power Platform, Copilot for AI assistance, and SharePoint for centralized data management. The new solution introduced automated meeting notes, action items, task management, and advanced analytics. BDO experienced substantial gains in workflow execution speed, data quality, collaboration, and project transparency. The system enables over 4,000 tax professionals to work on a standardized process, improves knowledge sharing, and has contributed to more effective talent acquisition. The solution reflects a broader commitment to using AI innovation for better business and employee outcomes. BDO's innovative approach places AI at the heart of its operations, attracting and retaining tech-forward employees and ensuring clients benefit from consistent, high-quality service. The partnership with Microsoft drives digital transformation and sets new standards in project management within the professional services sector.
- Organization
- BDO USA
- Industry
- Professional Services
- Location
- United States
- Published
- May 2024
Reported outcomes
−50%
quantified impactOther quantified impact
Strategic outcomes
Primary read
Use case focus
Showing 3 of 4
- 1Automated Meeting Documentation and Task Management for Tax Projects
- 2Unified Workflow and Document Management Across Service Lines
- 3Standardized Talent Management with Analytics-Driven Insights
- Fragmented tax project management systems hindered efficiency and insights.
- Separate platforms for workflow, document management, and scheduling led to operational silos.
- Prior systems failed to adequately support the consulting business (40% of the work).
- Difficulties in talent recruitment and retention due to outdated technology.
- Limited analytics and lack of a standardized dataset hampered project planning and progress tracking.
- Developed BDO Tax UserVerse on Dynamics 365 Project Operations as a unified project management platform.
- Integrated Microsoft Power Platform and SharePoint for data management and collaboration.
- Leveraged Microsoft Copilot to automate meeting notes, action items, and post-meeting communications.
- Established standardized datasets and central documentation folders accessible to all professionals.
- Augmented platforms with model-driven apps and dashboards for transparency, analytics, and progress tracking.
- Achieved up to 20% faster workflow creation and execution across tax projects.
- Approval processes were reduced by 50%.
- Improved collaboration, decision-making, and knowledge sharing for nearly 4,000 professionals.
- Boosted employee satisfaction and employer appeal for tech-forward talent.
- Enhanced project assessment, resource management, and overall data-driven insights.
Architecture
BDO Tax UserVerse is built on Dynamics 365 Project Operations, integrating Microsoft Power Platform, Copilot, and SharePoint. Data from tax service lines is centralized in a core repository with SharePoint, accessible via model-driven apps. Copilot AI automates tasks, meeting notes, and documentation. The solution provides standardized workflows and dashboards within Teams, accessible to all tax professionals. Out-of-the-box and customized extensions (30%) ensure platform-wide consistency and adaptability. Security and scalability are ensured by deploying all functions within the Microsoft cloud ecosystem.
Sources & evidence1
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