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Portfolio Details

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Images for illustrative purposes only
Images for illustrative purposes only

Project information

  • Category: SAP Business Object
  • Employer: São Paulo State Treasury Department / University of São Paulo (USP)
  • Project date: 2018 - 2024
  • Challenge: Develop and publish management reports to support ICMS accumulated credit audits in São Paulo. ICMS (value added tax) credit refers to tax credits granted to businesses in São Paulo for certain transactions, allowing them to offset future tax liabilities. The goal was to create insightful reports using SAP BusinessObjects to help audit teams efficiently analyze and monitor these credits.

Creating and publishing reports

Approach:

We leveraged SAP BusinessObjects Rich Client to design and develop detailed reports, pulling data from various Datamarts. This involved:
  • Connecting to large-scale databases (Datawarehouse DW Sybase), ensuring proper data extraction and transformation.
  • Creating dynamic and interactive reports to highlight discrepancies and trends in accumulated ICMS credits.
  • Publishing and managing reports on the SAP BusinessObjects Launchpad, enabling easy access for audit teams.
    • By structuring queries efficiently and optimizing report performance, we ensured that the audit teams had real-time access to actionable insights.

    Results:

  • Improved efficiency in credit accumulation audits through structured and automated reporting.
  • Enabled better decision-making by providing clear and data-driven visualizations.
  • Enhanced collaboration between auditors and data teams by centralizing report access.
  • This project significantly strengthened the department’s ability to detect irregularities and ensure compliance with tax regulations, leveraging SAP Business Objects as a robust business intelligence tool.

    • About São Paulo State Treasury Department

    The São Paulo State Department of Treasury (SEFAZ-SP) oversees US$ 55 billion in annual taxpayer revenue, making it the top ICMS (comparable to the GST) revenue collector among Brazilian states.
    With around 8,000 employees, SEFAZ-SP combines modern public management practices with advanced technologies to provide high-quality services both in-person and online.
    Its operations span the entire state, with 18 regional tax units, numerous tax posts, and service centers in all 645 municipalities.