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Case Study

Managing SDLC for Tax Credit Application


A large financial services client became eligible for a new tax credit, and needed to create an application to claim the credit. We worked hand-in-hand with the client’s development teams and stakeholders to deliver this application.


The tax act, signed into law in December 2017, established a new employer credit for which our client was eligible. As the tax credit was determined by a multitude of qualifications, a manual calculation was challenging and prone to human error. The client needed an automated solution to calculate the tax credit for the annual earnings report. Our team was engaged for its experience with human resources and Software Development Life Cycle (SDLC).

Satori Solution

We project managed the Benefits and the Automation team to deliver a user defined application (UDA) that calculated the tax credit for Tax division. We worked with multiple stakeholders to integrate federal and state policies with the client’s Benefit programs and determine the tax credit eligibility requirements. Our team also managed and executed the creation of a UDA, including designing the calculation process, creating the UDA logic, performing UAT, and tracking progress throughout. Lastly, we also managed the operational transfer by communicating to stakeholders, holding working sessions, and creating process documentation.


We successfully delivered a stabilized UDA and transferred the operational process to another division. The UDA minimized risk of incorrect tax reporting for tax audits.


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