Process & Technology Services
Our workshops
Whether improving tax processes, shaping tax technology strategy, or getting a stalled implementation back on track, we design and facilitate workshops that get the right people in the room, surface what’s blocking progress, and produce a prioritised action list with clear ownership.
Cape is technology and vendor agnostic. We help you get clear on what matters for your business.
Recent Workshop Topics
The following are examples of topics we cover. Get in touch if you’d like to discuss a custom workshop tailored to your team’s specific needs.
Vendor Selection
Alignment and discovery workshop to establish vendor selection criteria suitable to particular needs of business.
Tax Technology Strategy
Multi-team and location workshop for system mapping, alignment and agreement on future tax tech strategy following merger.
Cross-Functional Compliance Alignment
Workshop to establish shared understanding of compliance obligations, agree on roles and responsibilities, and produce a coordinated action plan.
Tax Process Mapping and Improvement
Facilitated session to document current-state tax processes, identify inefficiencies and control gaps, and prioritise improvement actions with assigned responsibility.
Stalled Implementation Recovery
Workshop to diagnose why an implementation has stalled, surface competing priorities and misaligned expectations, and produce an agreed path forward with clear ownership.
ERP Migration Impact Assessment
Structured session to surface tax and compliance implications of an ERP migration, ensuring tax requirements are captured before technical design is locked.