Avalara is a SaaS company that makes software products and solutions to help businesses of all sizes get tax compliance right. In partnership with leading ERP, accounting, ecommerce, and other financial management system providers, Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, GST, excise, communications, lodging, and other indirect tax types.
Avalara had already made the decision to move from Atlassian Data Center to Cloud Enterprise and determined that the best way to support their overall business through the transition was through a phased approach. In Phase 1, the engineering teams would make the transition, and the business teams would follow in Phase 2. They required a partner to help them strategize a timeline that would address their need to move quickly and limit downtime, while also minimizing post-migration issues. The migration was a hands-on process that required the use of proprietary tools and custom engineering.
No migration is straightforward, and Avalara’s situation presented some unique challenges. The company had an exceptionally large number of projects and a significant volume of associated data.
One of Avalara’s primary reasons for choosing to migrate to Atlassian Cloud was governance. Over time, different work groups within the organization had made use of the tools’ flexibility and customized them, including implementing numerous third-party apps. Avalara saw the migration as an opportunity to standardize processes, consolidate apps, and clean up data, so they could work more efficiently, gain better transparency, streamline collaboration, and simplify reporting. They were also seeking enhanced scalability—with so many customizations, their current solution was not scaling the way they needed it to support business growth and dynamic business needs.
Thanks to close collaboration between Isos Technology, Atlassian, and third-party vendors, Avalara was able to achieve their primary goals for the program: an efficient migration on a tight timeline, with limited downtime and post-migration issues; a solid foundation for long-term, ongoing governance of the tools; and a more scalable platform. It was one of the most complex migrations both Atlassian and Isos Technology have encountered to date. Results include:
- Successful, streamlined migration with a high volume of complex workflows, a large amount of data, complex, third-party integrations, and a tight timeline with limited downtime.
- Enhanced governance and scalability that brought all areas of the business into a consistent way of working, including consolidating apps.
- Custom engineering and proprietary solutions, partnered closely with Atlassian and third-party app vendors to significantly reduce data processing time
- And more...
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