Industry
Tax Preparation Services
Adobe Tagging & Adobe Launch Website Configuration for a
U.S-Based Tax Firm
Category
Adobe Analytics, Adobe Launch, and Adobe Target Services
Based In
United States
Introduction
To improvise its traditional website elements, a tax firm based in the States was keen on implementing robust functionalities such as Adobe tagging and testing production environments. The customer wanted to elevate their productivity with the help of Adobe-certified professionals at Grazitti Interactive. Therefore, our team did a 360-degree review of the customer’s requirements, enabling them to deploy Adobe Launch and Target for personalized content delivery.
The Customer
The customer is a leading US-based tax firm offering consumer tax preparation services globally. They have a network of professional tax preparers who offer tax preparation services through company-owned and franchise retail tax offices. They also provide tax software packages for do-it-yourself (DIY) consumers. Additionally, the customer offers online courses designed to educate users about the process of filing taxes.
The Context
Owing to the dynamic nature of the tax industry, the customer had to regularly update their website with new modules and tax preparation sections. They wanted to eliminate outdated elements, enhance their webpages, and precisely track user journeys. The customer wanted an implementation like Adobe tagging that could help them streamline documentation processes and facilitate an accurate upload of older tax documents in certain sections.
The Objective
The customer was keen on implementing Adobe solutions for their website, primarily Adobe tagging. With this implementation, they wanted to achieve a streamlined documentation and user journey tracking process. The customer was looking to incorporate the elements specific to Adobe tagging such as button clicks, form submissions, and page sections. They wanted to test this implementation on staging and production environments to ensure that it is working seamlessly.
The Solution
Research and Audit
We began analyzing the customer’s business requirements, KPIs, and existing data challenges. A comprehensive website audit provided us with further insights into the optimization required.
Testing and Deployment
Once Adobe tagging was implemented, we thoroughly tested it on both the staging and production environments to identify potential bugs or issues and resolve them promptly.
Tagging Implementation
To monitor user interactions, we strategically configured Adobe tagging to certain webpage components such as button clicks, form submissions, and various page sections.
Analysis and Reporting
In the final phase, reports were generated using Adobe Analysis Workspace to explore user journeys and analyze emerging tax trends, offering valuable insights for further optimization.
Documentation and Specifications
We established clear documentation processes to ensure that uploaded tax documents are accurate. We also created technical specifications for specific pages and implemented the required code accordingly to resolve the challenge in document uploads.
The Impact
10.28%
Improvement in
Documentation Processes
68.72%
User Journey
Tracking Streamlined
21%
Enhancement in Personalized
User Experiences
Conclusion
The collaborative effort by the customer and Grazitti experts led to the successful implementation of Adobe tagging. The customer was able to eliminate documentation challenges, enable comprehensive user journey tracking, and facilitate personalized user experiences through Adobe Target.
The subsequent integration of Adobe Launch elevated the web analytics infrastructure and provided a robust toolset to execute optimization and make informed decisions. The customer significantly improved their documentation processes and achieved accurate results. Moreover, the Adobe Target integration enabled the user to streamline user journey tracking and enhance personalized user experiences.
Unleash Your Adobe Experience Cloud Potential
Book a complimentary consultation to unify your Adobe Analytics, Launch, and Target for maximum ROI
Get Started Now
