The RetroTax Challenge
RetroTax is a full service administrator of federal and state tax credit programs, providing services to a variety of industries. RetroTax developed their own unique systems to collect information and prepare reports and submissions to track project statuses. But as the business grew, the system became extremely cumbersome.
Each month three employees worked three full days, compiling complex spreadsheets to complete the necessary reports. Further confounding matters, if an individual client wanted feedback on their compliance level and their tax credits, RetroTax staff had to manually search each of the individual spreadsheets to find the client’s information….
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The Rainmakers Challenge
Rainmakers Marketing Group was founded in 2002 as a business-to-business networking organization. Growing rapidly from an informal monthly networking event to an organization with more than 1,500 members and 40+ events a month, Rainmakers required a robust membership database to track member status, activities, renewals and requests.
Like many small businesses, they began managing their membership information with a series of spreadsheets which they quickly outgrew. As they searched for a more complete solution, they found a membership database application which seemed to have many of the features they required.
While it was a significant improvement over the spreadsheets, it was not as flexible, comprehensive or customizable as the Rainmaker team had hoped.
