Liberty Tax Umbraco CMS Migration

Liberty Tax Service is one of the fastest-growing tax preparation franchises with over 4300 offices in the United States and Canada.  Liberty is both a tax preparation company during the tax season, and a franchise sales company the rest of the year.  Marathon has been providing Digital Marketing services to Liberty in support of both of these services since 2007 including Website Design & Development, Search Engine Optimization (SEO), and PPC Management.

Challenge

Liberty’s Marketing department had invested heavily in a Content Management System (CMS) to maintain their public websites prior to 2007.  Not only was the CMS expensive, they were frequently dealing with technical & performance issues relating to the product, and it the user base found it difficult to use.  After 11 years, it was time to break ties with their CMS and they turned to Marathon.

Solution

Marathon recommended Liberty Tax migrate all of their public websites to Umbraco to give them relief from the burdensome license fees and the frustration their staff was feeling from using their old CMS.  Marathon took the lead on the project and planned out a 3-phased, yearlong project, that would not only replace their CMS, but would also accomplish the following goals:

  • Minimize the risk and impact to the business during each season
  • Consolidate Liberty’s 34 public websites into 12
  • Design a new, fresh “look and feel” for both LibertyTax.com and LibertyTaxCanada.ca
  • Migrate Liberty’s online assets to a new datacenter

Marathon designed a new high-performance, load balanced infrastructure plan to handle the peak traffic for all of Liberty’s websites.  Once the environment was in place, Marathon developed a base website in the latest version of Umbraco that would provide shared, basic functionality for all of the Liberty websites to serve as a starter site.  Marathon then migrated each website into Umbraco, including refactoring/upgrading each integration point with Liberty’s internal technology and 3rd party APIs. 

As the migration of each website was completed, Marathon performed System Integration Testing and Load Testing on each website.  Finally, each website was turned over to the Liberty Marketing Team for User Acceptance Testing, and then deployed to the production environment.

Marathon successfully completed the project and accomplished all of the stated goals on-time and on-budget.