How Tyler Technologies uses Klarity to transform M&A integration
Business units analyzed
From 24+ weeks to 3 weeks post-acquisition integration timeline
Automated compliance processes
Tyler Technologies is the leading provider of integrated technology solutions for local and state governments.
Customer
Challenge
Solution
Impact
The Challenge
Jason Durham, CAO at Tyler Technologies, a leading U.S. vertical software company that provides technology solutions for local and state governments (S&P 500, $25B market cap) is always looking for ways emerging tech can improve the business. But he doesn’t have a transformation team just sitting around waiting to drive AI adoption. There was no pressure from the board yet, but that was just a matter of time.
Tyler’s internal audit team—particularly Corri, the internal Klarity champion—was drowning in repetitive manual tasks. SOX compliance walkthroughs, documentation comparisons, and manual verification cycles vampired time without any promise that they’d meet the team’s strategic goals.
To compound matters, the company had recently bought a FinTech company that involved 28 semi-autonomous state enterprises that operated like independent units, each with their own unique and complex processes—a lot to absorb.
A traditional approach to the post-acquisition integration would require months of interviews, current state documentation gathering, and analysis across disparate business units. For a lean team already stretched thin, Jason was staring down a bottleneck that could derail the entire integration timeline.
The Aha! Moment
The breakthrough came during an integration planning meeting when Corri realized Architect could radically shift their approach to post-acquisition integration too. Her small team could use Klarity’s agents to conduct individual interviews with 28 different administrators across multiple locations and gather comprehensive insights concurrently—a process that typically takes 6+ months.
Rather than having to choose between fast, cheap, or good, Klarity offered all three, with the added bonus of consistency. The AI could identify patterns, flag inconsistencies, and surface integration opportunities that human reviewers might miss across such a large dataset, all while maintaining the rigorous documentation standards required for audit compliance.
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The Solution
Rather than taking the traditional route and conducting dozens of individual interviews across business units, Klaity Architect will run AI interviews and gather insights across all 28 enterprises.
The platform is creating a centralized process map with detailed documentation while providing actionable insights and analysis. For Corri’s team, this meant turning repetitive manual tasks into reusable work that you can rinse and repeat.
Key capabilities unlocked:
- Concurrent interviews: Interview 28 business units at the same time
- Template-driven efficiency: Convert one-time compliance documentation into reusable frameworks - massive time saver
- Integration intel: Side-by-side comparison of differences in processes in acquired orgs in a matter of weeks
Take it and go: Upload SOPs documentation and Klarity gives you instant transformation insights
The Journey
Implementation Philosophy: Tyler Technologies traditionally embraces a “skunkworks” or agile approach, identifying the 20% of team members who embrace innovation while working around the 80% who resist ;) For Jason, like for any busy CAO, finding champions like Corri who will experiment and iterate toward templates that genuinely improve daily workflows and get them closer to nailing strategic goals.
Partnership Approach: Rather than treating Architect as a plug-and-play solution, Jason and Corri rely on a deep partnership with the Klarity team. This has been crucial for developing applications that address Tyler Tech’s real operational challenges.
Future Expansion: Jason is developing additional AI use cases, including an AI audit tool for proactive transaction analysis in preparation for their external AI audit of internal capabilities.
The Impact
Immediate Value:
- Process standardization: Converted repetitive annual audit tasks into reusable template frameworks
- Team scalability: Maintained audit coverage without adding headcount
- Integration acceleration: Transformed months-long subsidiary analysis into weeks-long insights gathering
- Documentation efficiency: Eliminated need to outsource documentation work to external consultants
Strategic Transformation:
- Champion led: Identified and empowered internal advocates who drive broader organizational adoption
- Agile finance ops: Created responsive feedback loops for rapid product iteration
- Data-driven prioritization: Enabled team to hit transformation project goals with evidence-based decision-making
Organizational Evolution: Tyler Technologies has shifted from viewing AI as a documentation tool to recognizing it as a strategic intelligence partner that helps it meet strategic goals across complex organizational structures.
The Bottom Line
"You make your product accessible for people. Before it was kind of like a blank slate, and now it's becoming more appified... so we can work with you directly guys to say, this is what I really need it to look like - and you make that happen."
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