Tax and Treasury Performance Assessment

Effort:
20 hours
Duration:
2 weeks
Task:
Detailed process assessment

There may be a fee associated with this assessment, learn more.

Gain best practices insight into the efficiency and effectiveness of your business entity's tax and treasury process groups by completing the Tax and Treasury Open Standards Benchmarking Assessment.

Key metrics aligned to this assessment include:

  • Number of banks used in cash collection network per FTE that performs the process group "Manage treasury operations"
  • Total cost of the process group "Manage treasury operations" per bank used to cash collection network
  • Number of FTEs that perform the process group "manage treasury operations" per $1 billion revenue

All submissions to APQC's benchmarking database, both Open Standards Benchmarking and Rapid Performance Assessments, must be collected using APQC's easy-to-use Microsoft Excel data collection instruments. Please download a fresh copy of the assessment file by clicking the “Download Survey to Start Assessment” button.

Each benchmarking assessment offers an Excel-based data collection tool consisting of the survey itself, the measures associated with the survey, the glossary terms needed to understand the survey, and a copy of the Process Classification Framework (PCF) relevant to the data collection instrument. The consolidated data collection tool is intended to simplify the collection of benchmarking data within your organization. 

How it works:

ASSESSMENT SUBMISSION GUIDE

ASSESSMENT SUBMISSION GUIDE - PROFESSIONAL SERVICES FIRMS

Once you have completed the data collection instrument, simply upload the file using APQC's secure file upload tool. Visit this URL to upload your file: https://zurl.co/8Rg92. If you are unable to connect to that web site, please contact the helpdesk for more information by sending an email to osb@apqc.org. Please do not send privileged, confidential, or non-public data to APQC via email. Please contact the helpdesk on osb@apqc.org if you have any further questions.

APQC analysts will immediately begin validation of your submission.

Download Survey to Start Assessment