Case Study: Modernizing Property Assessments with Microsoft Dynamics

By - November 20, 2024

In the ever-evolving landscape of public service, organizations responsible for managing property assessments face significant challenges. Manual processes, limited data accessibility, and inconsistent procedures often hinder their ability to deliver efficient and accurate valuations. To address these challenges, one state’s Department of Revenue (DOR) partnered with RSM to implement a cutting-edge Microsoft Dynamics solution.

Project Background

The DOR is tasked with valuing industrial properties exceeding $1 million in value. This involves appraising buildings, structures, and equipment related to production facilities. Property owners submit detailed cost reports annually, and appraisers conduct periodic on-site visits or audits to ensure data accuracy.

Recognizing the need for modernization, the DOR sought a technology-driven solution to enhance its capabilities in managing industrial property assessments, streamline communication with stakeholders, and reduce administrative burdens.

The Solution

To transform its processes, the DOR adopted a tailored Microsoft Dynamics business solution. Key features of the implementation included:

  • Lifecycle Management: The system enables appraisers to efficiently manage the full lifecycle of property returns filed by owners.
  • Mobile Accessibility: Comprehensive site visits can now be conducted using mobile devices, improving data capture and on-site efficiency.
  • Automation: Manual processes are automated, reducing administrative overhead and allowing appraisers to focus on their core responsibilities.
  • Power Pages Integration: A user-friendly portal streamlines communication between appraisers, county officials, and property owners. This ensures smoother data submission and enhanced user experiences.

Key Outcomes

The project delivered transformative results:

  1. Increased Efficiency: Automation minimized manual workloads, empowering appraisers to dedicate their time to high-value tasks.
  2. Improved Accuracy: A consistent business process for valuations ensured precision across all assessments.
  3. Enhanced Data Accessibility: Centralized reporting capabilities provided appraisers with actionable insights and a holistic view of industrial property data.
  4. Better User Experience: County officials and property owners now benefit from an intuitive portal that simplifies property data management.

Conclusion

The collaboration between the DOR and RSM highlights the impact of modern digital tools in enhancing operational efficiency. By embracing Microsoft Dynamics and innovative features like Power Pages, the DOR not only improved its internal processes but also fostered better relationships with stakeholders through transparency and ease of use.

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