“How Many Hats                                             Do You Wear?”                                                A ...
Introductions and Agenda    Jenny                  Kelley    Matt    Kristina    O’Brien                Smith    Osgood   ...
Introduction to Xybix   Designs and manufactures    ergonomic dispatch furniture and    consoles for 24/7 mission critica...
National Installation Manager   Formally Dispatch Supervisor   Installation Project Manager        Team of 5 Installati...
Former Travel Management Culture at Xybix   Independence - Each employee    makes their own travel    arrangements   Tra...
Xybix Best Practice Tips   Grant C-level employees own    access   Accelerate approval for travel    requests with TripC...
Introduction to Summer Search   Founded in San Francisco in 1990,    Summer Search now operates    seven offices nationwi...
Introduction to Matt Osgood   Hanover, IN   South Korea   Kansas City, KS   San Francisco, CA                         ...
National Summer Program Coordinator   Program Development and    Scholarship Management   Program Management   Logistic...
Former Process to Book Travel                            Student                                       Travel             ...
Current Program Utilizing Egencia                            Student                                                      ...
Summer Search Best Practice Tips    Empower your travelers - allow     them to book their own travel    Automate approva...
Who is Club Assist?    Club Assist is the world leader in     automotive club-branded roadside     and support services  ...
Kristina Myers, Executive Admin to President    Studied Behavior Management    Organizational Psychology    Incentive p...
Current Program Utilizing Egencia    Travel Policy    Travel Spend    Negotiated Rates    Reporting & Cost Centers    ...
Club Assist Best Practice Tips    Internal Help Desk Team of Five     Across US                                      ...
Club Assist Internal Travel Help Desk    Travel Team Conference Calls    Monthly Newsletters    Reduce Travel Expenses ...
Takeaways    Kelley at Xybix          Grant C-level employees access          Accelerate approval for travel requests  ...
Takeaways    Kelley at Xybix          Grant C-level employees access          Accelerate approval for travel requests  ...
Takeaways    Kelley at Xybix          Grant C-level employees access          Accelerate approval for travel requests  ...
Questions?      Jenny                 Kelley    Matt    Kristina      O’Brien               Smith    Osgood   Myers     Di...
Thank You!Jenny O’BrienDistrict Sales ManagerEgencia
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Webinar: How Many Hats Do You Wear?

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Presentation of Egencia's Webinar: How Many Hats Do You Wear?

Guest Speakers: Kelley Smith from Xybix, Matt Osgood from Summer Search, and Kristina Myers from Club Assist.

These three speakers share their challenges and successes in setting up a travel program for their companies, while managing all their other responsibilities!

Published in: Travel, Technology, Business
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Webinar: How Many Hats Do You Wear?

  1. 1. “How Many Hats Do You Wear?” A Best Practices in Travel Management Webinar Wednesday Sept 21 10am PT | 1pm ET For Audio Dial Toll free (877) 397-0297 Passcode: 6869954If dialing from outside the United States (719) 325-4900 Passcode: 6869954
  2. 2. Introductions and Agenda Jenny Kelley Matt Kristina O’Brien Smith Osgood Myers District Sales Manager2 | Egencia Confidential
  3. 3. Introduction to Xybix Designs and manufactures ergonomic dispatch furniture and consoles for 24/7 mission critical environments Approximately 55 employees Kelley 22 employees travel for business Smith3 | Egencia Confidential
  4. 4. National Installation Manager Formally Dispatch Supervisor Installation Project Manager  Team of 5 Installation Supervisors Design, Manufacturing and Marketing Sales Support Kelley Smith Consulting4 | Egencia Confidential
  5. 5. Former Travel Management Culture at Xybix Independence - Each employee makes their own travel arrangements Travel Policy was written, but not enforceable in “real-time” Kelley Accounting Team struggled to Smith reconcile Job Costing5 | Egencia Confidential
  6. 6. Xybix Best Practice Tips Grant C-level employees own access Accelerate approval for travel requests with TripController™ Simplify job costing for accounting Kelley team with Custom Data Fields Smith Spend less than 90 minutes per week managing travel6 | Egencia Confidential
  7. 7. Introduction to Summer Search Founded in San Francisco in 1990, Summer Search now operates seven offices nationwide helping to place more than 1,100 high school students annually on a path of positive change. Matt Osgood College Alumni 2 summer advisory support Weekly experiential services throughout mentoring education throughout college and programs high school beyond7 | Egencia Confidential
  8. 8. Introduction to Matt Osgood Hanover, IN South Korea Kansas City, KS San Francisco, CA Matt Osgood8 | Egencia Confidential
  9. 9. National Summer Program Coordinator Program Development and Scholarship Management Program Management Logistics Insurance Matt Osgood Foreign Policies9 | Egencia Confidential
  10. 10. Former Process to Book Travel Student Travel Matt Agency Matt Osgood Travel Mentor Agency Matt10 | Egencia Confidential
  11. 11. Current Program Utilizing Egencia Student Matt Osgood Egencia Mentor (Online) Real-Time Visibility11 | Egencia Confidential
  12. 12. Summer Search Best Practice Tips Empower your travelers - allow them to book their own travel Automate approval requests to eliminate steps in the process Leverage the platform across Matt various departments - students & Osgood staff12 | Egencia Confidential
  13. 13. Who is Club Assist? Club Assist is the world leader in automotive club-branded roadside and support services Kristina Myers13 | Egencia Confidential
  14. 14. Kristina Myers, Executive Admin to President Studied Behavior Management Organizational Psychology Incentive programs, Team Building Events Kristina Myers14 | Egencia Confidential
  15. 15. Current Program Utilizing Egencia Travel Policy Travel Spend Negotiated Rates Reporting & Cost Centers Kristina Myers15 | Egencia Confidential
  16. 16. Club Assist Best Practice Tips Internal Help Desk Team of Five Across US     Kristina Myers  Various Communication Channels    Skype Phone Email16 | Egencia Confidential
  17. 17. Club Assist Internal Travel Help Desk Travel Team Conference Calls Monthly Newsletters Reduce Travel Expenses Kristina Myers17 | Egencia Confidential
  18. 18. Takeaways Kelley at Xybix  Grant C-level employees access  Accelerate approval for travel requests  Simplify job costing for accounting team Kelley Smith18 | Egencia Confidential
  19. 19. Takeaways Kelley at Xybix  Grant C-level employees access  Accelerate approval for travel requests  Simplify job costing for accounting team Matt at Summer Search  Empower your travelers to book their own travel  Automate approval requests Matt  Leverage the platform Osgood19 | Egencia Confidential
  20. 20. Takeaways Kelley at Xybix  Grant C-level employees access  Accelerate approval for travel requests  Simplify job costing for accounting team Matt at Summer Search  Empower your travelers to book their own travel  Automate approval requests Kristina  Leverage the platform Myers Kristina at Club Assist  Create an internal travel support team  Highlight improvements in a newsletter  Track missed savings opportunities20 | Egencia Confidential
  21. 21. Questions? Jenny Kelley Matt Kristina O’Brien Smith Osgood Myers District Sales Manager21 | Egencia Confidential
  22. 22. Thank You!Jenny O’BrienDistrict Sales ManagerEgencia

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