A leading public company sought to modernize its lifecycle talent management and tax operations, aiming to improve visibility, collaboration, and automation across multiple workstreams. The organization needed a centralized solution to manage talent acquisition, engagement tracking, tax compliance, international taxation, and audit responses. By partnering with M2, a Smartsheet Platinum Partner, the company implemented a customized solution powered by Smartsheet that automated workflows, enhanced collaboration, and optimized both talent management and tax oversight. This transformation resulted in greater efficiency, streamlined processes, and real-time insights, significantly reducing manual efforts, improving tax governance, and increasing organizational alignment.
Client Challenges
Fragmented Talent & Tax Oversight
The company struggled with disconnected processes in talent management and tax compliance, making it difficult to track ongoing initiatives, centralize communication, and align internal teams.
Limited Visibility & Collaboration Gaps
Without a centralized hub, key stakeholders lacked real-time visibility into: Talent acquisition & engagement tracking, Tax liabilities across multiple jurisdictions, IRS audits & international tax processes, Collaboration with external partners on tax compliance.
Manual, Time-Consuming Processes
Key workflows, including talent searches, international tax management, and compliance tracking relied heavily on manual data entry and email-based communication, resulting in delays, inefficiencies, and an increased risk of errors.
Complex Regulatory & Tax Compliance Management
With operations spanning multiple countries and states, the company required an automated system to track: International taxes for all jurisdictions, IRS audits & their outcomes, Tax-related steps for mergers & acquisitions, State tax lifecycle management, Collaboration on tax issues with external partners.
M2's Customized Solutions & Implementation
Solution 1
Centralized Talent & Engagement Management System
We developed and implemented a Smartsheet-powered engagement pipeline, allowing leadership to:
- Track talent acquisition & engagement progress in real-time
- Enhance collaboration across HR, finance, and hiring managers
- Automate proposal & contract workflows to expedite hiring and workforce planning.
Solution 2
Tax Compliance & Oversight Dashboards
We built an extensive library of tax-related dashboards and trackers, including:
- International tax processing for all jurisdictions where the company operates
- A system to track IRS audits, responses, and outcomes
- A structured workflow for lifecycle management of state taxes
- A dedicated M&A tax tracking system, ensuring visibility into tax-related steps in transactions.
Solution 3
Automated Collaboration Hub for External Partners
To enhance coordination with tax advisors, we developed a shared collaboration platform, improving communication and tracking. And we automated key tax workflows, reducing delays and eliminating redundant administrative tasks.
Solution 4
Real-Time Reporting & Compliance Automation
We automated compliance reporting, ensuring timely submission of tax-related filings. And we integrated real-time alerts, notifying stakeholders of changes in tax laws, compliance deadlines, or hiring pipeline updates.
Results Achieved
Operational Efficiency & Transparency
- 100% centralized pipeline visibility, eliminating information silos for both talent management & tax operations
- Automated tax compliance tracking, ensuring timely responses to audits and filings
- Reduced manual data entry & administrative overhead across departments
Enhanced Collaboration & Engagement
- Improved cross-team collaboration, allowing leadership, HR, and finance teams to work in sync
- Automated engagement tracking & tax management workflows, reducing process bottlenecks
- Faster response times for both hiring decisions and audit compliance
Optimized Business Processes & Compliance Management
- 50% reduction in time spent managing tax-related steps for M&A transactions
- Seamless integration of tax workflows, ensuring accurate reporting & compliance
- Real-time dashboards enabled data-driven decision-making for leadership & finance teams
Are you Ready to Revolutionize Your Talent & Tax Operations?
Contact M2 today to learn how our tailored tax and talent solutions can drive efficiency, compliance, and transparency for your organization
