Vertex API Integration Company
Enabling Seamless Tax Compliance Through Vertex API
Case Details
Industry: Cloud Contact Center Solutions
Company Revenue: ~ $1.6bn
Solutions Implemented: Salesforce Revenue Cloud, Vertex API Integration
Users: 150+ across Sales, Finance, and Tax teams
Project Duration: Dec 2024 – Feb 2025
Delivery Model: Collaborative delivery with Bluvium and Genesys teams across the US and India
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Business Challenges
- The Avalara tax exemption license was expiring, posing a critical compliance and operational risk.
- All quote, order, and tax validation processes were dependent on Avalara’s integration.
- Risk of billion-dollar revenue delays and compliance breaches if the system went offline.
- Only a few weeks to implement a new, scalable solution with zero downtime.
- Existing setup lacked modularity and flexibility, requiring code changes for every update.
Bluvium Solution
- Implemented a modular Vertex API integration using Salesforce’s modern security frameworks (Named & External Credentials).
- Added a configuration-based toggle enabling instant switch between Avalara and Vertex with zero code changes
- Automated certificate retrieval, validation, and upsertion with Apex services and smart XML parsing.
- Delivered a zero-disruption transition, fully compatible with existing Quote workflows.
- Built a scalable, future-ready architecture prepared for multi-region tax compliance needs.
Business Value Delivered
- Ensured zero downtime, with seamless transition unnoticed by business users.
- Reduced validation time from 2–3 days to less than 5 seconds, boosting speed and accuracy (>95%).
- Improved audit readiness and compliance transparency through structured API handling.
- Eliminated dependency on expiring vendor licenses with a future-proof framework.
- Delivered a smoother, faster user experience — instant, automatic tax exemption decisions.
