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3,000+

entities supported globally

Lower

costs

A leading global professional services firm specializing in tax, advisory, and consulting services operates a large-scale enterprise tax platform for large-scale complex multi-entity tax workflows across financial services engagements.

Challenge

A fragmented enterprise tax platform built on disparate applications and Excel-based processes limited scalability and consistency, resulting in: 

  • Siloed and disjointed workflows across teams 
  • Inconsistent user experience and capabilities 
  • Manual, repetitive processes (document handling, status tracking, tax execution) 

Solution

Orion Innovation modernized the platform through three focused interventions: 

1. Implemented an Enterprise Design System 

  • Standardized UI patterns through a reusable component library 
  • Aligned design and engineering to speed up prototyping and development while minimizing duplication  

2. UX Simplification & Workflow Optimization 

  • Enabled users to group and complete repetitive tasks (uploads, status updates, and task execution) more efficiently 
  • Improved navigation and enhanced task visibility for complex tax workflows 

3. Established a DesignOps Program  

  • Established a scalable DesignOps model across product teams 
  • Enabled continuous iteration and feature expansion without fragmentation 

Impact

The modernized platform now provides a scalable foundation with measurable impact: 

  • Scaled platform adoption to support 3,000+ entities globally 
  • Reduced manual effort and improved operational efficiency across workflows 
  • Accelerated time-to-market through standardized components and shared assets 
  • Extended reuse across the enterprise, enabling faster rollouts of new initiatives 
  • Established a scalable, future-ready platform foundation for continuous evolution 

Proffesional Services

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FAQs

Your questions,
answered.

An enterprise design system is a shared library of reusable UI components, design standards, and development guidelines that create consistency across applications. It helps large organizations reduce duplication, improve user experiences, accelerate product delivery, and simplify maintenance as platforms grow.

Organizations replace Excel-based workflows when manual processes become difficult to scale, govern, and manage. Enterprise platforms improve data consistency, automate repetitive tasks, increase visibility across teams, and reduce operational risks in complex business processes such as tax, finance, and compliance.

Workflow optimization improves operational efficiency by reducing unnecessary manual steps and simplifying repetitive activities. Features such as bulk task execution, streamlined navigation, and better status tracking help employees complete work faster while improving accuracy and visibility across large operational teams.

DesignOps is the practice of creating standardized processes, tools, and governance for design teams. Organizations should adopt it when multiple teams contribute to the same products and need consistent user experiences, faster collaboration, and scalable product development without creating fragmented designs.

Standardized UI components allow development teams to reuse proven design patterns instead of creating new interfaces for every feature. This reduces development effort, shortens testing cycles, improves design consistency, and enables faster releases across enterprise applications.

Simplifying complex workflows helps users complete tasks more efficiently while reducing errors and training time. In enterprise environments such as tax, finance, or compliance, streamlined workflows improve productivity, increase user adoption, and make large-scale operations easier to manage.

An enterprise should modernize a legacy platform when fragmented systems, inconsistent user experiences, or manual processes begin limiting scalability and productivity. Modernization helps create a more flexible foundation that supports future growth, automation, and evolving business requirements.

Platform standardization creates a consistent foundation that makes it easier to scale products, onboard new users, and introduce new capabilities. Shared components, common workflows, and reusable assets reduce duplication while enabling faster rollout of initiatives across business units and geographic regions.

Answer