The 6765 Business Component Solution

Level I: Essential

The Level I Essential solution works best when business components and subject matter experts (SMEs) already exist. It focuses on structure, efficiency, and execution.

H3: Why Teams Choose Level I

Improved Efficiency: You already understand your R&D tax credit. This solution helps you manage it more efficiently. MASSIE uses Microsoft Teams to streamline SME communication. As a result, workflows improve and response rates increase.

Microsoft Teams Strategy and Setup: MASSIE works directly with your tax champion to design a Teams structure that fits your study. This approach ensures the platform supports your goals from day one.

Prior Study Review: To understand your business components, SMEs, and interview approach, MASSIE reviews your prior studies. This review creates a strong foundation for the Collaboration Hub.

Customized Collaboration Hub: MASSIE builds a workspace that supports communication, data sharing, and collaboration. Every element reflects how your team actually works.

Overall, this 6765 business component solution helps you apply your existing R&D knowledge more efficiently. It brings structure to SME collaboration and keeps the process organized.

Level I Key Features

Custom R&D landing page tailored to your branding and study needs
SME department and channel setup organized by activity or function
Activity-based four-part test questionnaires focused on specific R&D work
Planner task setup to track progress and deadlines
Power Platform integration using Power Apps, Power Automate, and Power BI
Power BI dashboards for clear data visualization
Questionnaire portal page designed for easy SME access
SME instructions and FAQ page written for clarity and consistency
Hover-over sample answers pulled from strong prior-year responses
Dropdown documentation lists for contemporaneous records
SME user testing sessions to validate usability
Tax champion feedback session to refine the system
Custom page revisions based on real feedback
Tax champion technology roadmap with step-by-step guidance
Post-launch support from the MASSIE team

This approach delivers a structured and repeatable process for your study.

What Level II Adds

Strategic Business Component Analysis: MASSIE leads strategy sessions focused on how components are identified and grouped. This structure supports Form 6765 business component reporting requirements.

SME Identification and Review: We conduct a detailed SME analysis to ensure the right experts participate. This step improves data quality and relevance.

Comprehensive SME Training: MASSIE trains SMEs on R&D basics, Form 6765 requirements, and how to use the Collaboration Hub. As a result, SMEs provide clearer and more useful responses.

Together, these elements improve study efficiency and data quality. The result is a stronger study that aligns with current reporting expectations.

Level III: Premier

The Level III Premier solution includes Levels I and II, plus full SME management by MASSIE.

At this level, MASSIE reviews all qualitative and quantitative inputs. We also work directly with SMEs to validate Form 6765 requirements.

Why Level III Stands Out

MASSIE Help Desk support for direct SME guidance
Ongoing project oversight to keep timelines on track
Direct SME support for platform and process questions
Quality assurance reviews of all questionnaires and data requests
Proactive SME follow-ups to clarify responses
Participation reminders to improve completion rates
Organized data by business component
Centralized SME communication managed by MASSIE
Comprehensive final reporting delivered in an Excel master matrix

This level of the 6765 business component solution provides the highest degree of oversight and support. It reduces internal burden while maintaining data quality and compliance.