Communication and event management platform

Communication and event management platform

Client
Governmental tax authorities from among 44 countries

Európska organizácia daňových správ (Intra-European Organisation of Tax Administrations, IOTA)

Európska organizácia daňových správ (IOTA) je nezisková medzivládna organizácia, ktorá poskytuje fórum na pomoc svojim členom pri zlepšovaní daňovej správy. Hlavnou oblasťou činnosti je organizovanie workshopov, ktoré poskytujú účastníkom z rôznych členských daňových správ možnosť výmeny názorov, skúseností a osvedčených postupov týkajúcich sa najdôležitejších a aktuálnych otázok v oblastí daní. IOTA tiež povzbudzuje spoluprácu medzi daňovými správami v európskom regióne a podporuje ich rozvoj podľa ich individuálnych potrieb.

The scope

The scope

News portal and communication platform for the members, but also for the public. It serves as an intranet for the IOTA staff to support their event planning and organizing workflow by allowing them to create, collect and store documentation. It serves as a registration interface for all potential event attendees by allowing them access to event information, receiving notifications and signing up.

Event management

Event management

Organizing several kinds of events is one of the core functions of IOTA. Website is used not only for announcing future programs but also for managing participant admission, helping them in preparation for an upcoming event, document the outcome of each gathering, and save past occasions as an archive timeline.

Technical Enquiry

My notifications screen

The feature allows the Principal Contact Persons of the member countries to share their know-how on specific tax-related topics. Furthermore, they can invite professional outsiders to resolve definite cases or to ask specific questions from the related countries' delegates. 

The component's specific and strict workflow makes the international work easier and improves the communication between the partner countries.

To see the full process working scroll a bit down.

Technical Enquiry

1. Managing several roles with different user interfaces and authorities

Journey:

On the previous site, there were 23 different roles and authorities. To manage them we had to merge some of the roles, unlike what has recently been done with the site's 8 main roles, which can have some sub-roles as well. The main roles are Secretariat, Technical Advisory Committee (TAC), Principal Contact Person (PCP), back office user, group member, PCP extended, authenticated user and Anonymous.

Solution:

Drupal's role and permission system combined with custom modules for task delegatoin inside of the organizations.

2. Custom forms, surveys built by the users

Solution:

Custom form handling by form builder based on Entityforms, extended functionality of the module and interface via custom modules.

3. Replace the legacy workflows

Solution:

Custom rules, components.

4. REST API for a mobile application

Solution:

RestWS module with some customization.

Challenges

Statistics

 

Od júla 2017 používa platformu 3000 profesionálnych daňových expertov zo 47 členských krajín.

graph

 

 

Nepretržitá podpora a správa
  • Budeme aj naďalej pomáhať pri využívaní a adaptácii systému v celej organizácii prostredníctvom jemného ladenia a priebežnej podpory a správy systému.

  • Pracujeme na automatizovanom testovacom balíku pre regresné testy.

  • Redesign a priebežné vylepšenia UX.

  • Na pláne sú tiež ďalšie úpravy a iné zaujímavé prvky.

  • Issue Management –  built-in support channel for end-users and administrators
     
  • Custom Reports – event statistics, annual reports.
     
  • Custom Notifications – Highly customizable email and web-based notifications, reminders managed by the IOTA Secretariat.
     
  • Form Builder – for creating and cloning custom forms as well as result analysis.
     
  • Numerous user groups with sub-groups – Special task delegating rules and workflows for the member organizations.
     
  • Knowledge Base – Categorized searchable content, constantly growing from multiple sources and discussed by the members.

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