Process & Technology Services
Our workshops
Whether improving tax processes, shaping tax technology strategy, or getting a stalled implementation back on track, Cape gets the right people in the room, surfaces what’s blocking progress, and produces a prioritised action list with clear ownership. We help create the clarity, alignment and decision structure teams need to move faster.
Example Workshop Topics
The following are examples of workshops we have run. Get in touch if you’d like to discuss a custom workshop tailored to your team’s specific needs.
Vendor Selection
Alignment and discovery to establish vendor selection criteria suitable to particular needs of business.
Tax Technology Strategy
Multi-team and location for system mapping, alignment and agreement on future tax tech strategy following merger.
Cross-Functional Compliance Alignment
Establishing shared understanding of compliance obligations, agreement on roles and responsibilities, and producing 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.
What your team leaves with
- Agreed problem statement and decision scope
- Current-state process and system map
- Pain points and dependencies
- Prioritised requirements decision log
- Ownership / RACI practical next-step roadmap