Steve Jarvis - Concur - Boosting Productivity For Travel & Expense Management

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Steve Jarvis - Concur - Boosting Productivity For Travel & Expense Management

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  • For many companies, a manual, “man-power” driven process is the norm – it’s the way it’s always been done and it works.This approach may function fine…but does it function well? Does it make sure your employees are able to focus on their jobs?Does it consume too much of your finance and travel team’s time?Is it accurate?Does it give you the information you need…when you need it…to manage budgets and negotiate with vendors?
  • For many companies, org structure and technical barriers have been created between the disciplines of travel and expense – those barriers are difficult to break down.
  • Many companies find themselves with multiple travel and expense systems and processes as a result of acquisitions, mergers or simply growth.Without consolidating, you risk: Redundant processes, technology and dataInaccuracies as information gets locked up in silo’d systemsIncreased time and costs of managing multiple software systems
  • We’ve created a seamless system that pulls it all together – from booking travel or making a purchase on a corporate card through payment and the audit , reporting and analysis of your company’s spend. So this is why Concur is different…It’s one platform, one user experience, one service, and one set of reconciled data
  • We’ve created a seamless system that pulls it all together – from booking travel or making a purchase on a corporate card through payment and the audit , reporting and analysis of your company’s spend. So this is why Concur is different…It’s one platform, one user experience, one service, and one set of reconciled data
  • But of course travel is only one piece of the puzzle. We also have an expense app, so users can create, review and approve expense reports and manage receipts right from their smartphone. Here’s how it works:NEED TO ADD DETAILS HERE.
  • Put another way: you need insight. With insight into how your company and employees are spending their budgets, you can more effectively negotiate with vendors, create budgets and manage compliance.But you can’t spend hours, days and weeks compiling reports. You need to put that time into ANALYZING your company’s spending and PLANNING for tomorrow.
  • Optimize Corporate Card usageDetermine supplier volumes and share to set negotiated contract goalsImplement configuration and processes to steer travelers toward cost-efficient optionsIdentify travelers whose spending is out of policy or above the normEnsure negotiated rates are offered and applied to transactions
  • Steve Jarvis - Concur - Boosting Productivity For Travel & Expense Management

    1. 1. Integrated Travel & Expense Solutions<br />Helping You Make the Most of Your Time<br />
    2. 2. What does Concur do?<br />We enable organizations to control costs by automating the processes they use to manage employee spending<br />
    3. 3. Concur Brings Broad Expertise and Capability<br />Process $50 billion in T&E spend a year<br />55 million transactions annually<br />15 million usersworldwide<br />Clients in more than 90 countries<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />
    4. 4. Concur Solutions Overview<br />Integrated travel and expense for medium and large businesses<br />Simplified expense reporting for small businesses<br />Mobile trip management service<br /><ul><li>E-receipts
    5. 5. Smart Expenses
    6. 6. Extensive reporting
    7. 7. Rich set of one-time or extended services
    8. 8. Web-based and mobile
    9. 9. Quick and easy setup
    10. 10. Corporate and personal card support
    11. 11. Pre-populate expense report
    12. 12. Web-based and mobile
    13. 13. Master itinerary with maps, directions, and more
    14. 14. Flight alerts
    15. 15. Refund monitoring
    16. 16. Collaboration</li></ul>© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />
    17. 17. Innovation At Our Core<br />1994<br />1999<br />2006<br />2009<br />2010<br />Concur Breeze<br />Firstto automate expense<br />FirstSoftware as a Service solution<br />Firstend-to-end T&E solution<br />Firstmobile T&E solution<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />
    18. 18. Integrated = Control<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />T&E =<br />According to Aberdeen<br /> 8-10%<br /> 20%<br />Average business:<br /> is controllable & <br /> out of policy*<br />of average budget<br />
    19. 19. Integrated = Control<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />T&E =<br />According to Aberdeen<br /> 8-10%<br /> 20%<br />Average business:<br /> is controllable & <br /> out of policy*<br />of average budget<br />T&E Budget =<br />There is as much as<br />$1M<br />$200K<br /> $10M business:<br />per year that’s spent outside of policy & without control<br />
    20. 20. © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />A manual process…<br />…is the picture of inefficiency.<br />Book<br />Flight<br />Mgr. Approval<br />Pay Employee<br />Expense Report<br />Pay Invoices<br />AP <br />Approval<br />Book<br />Hotel<br />Other<br />Purchases<br />Copy Receipts<br />Pay <br />Credit Card<br />Send to <br />AP<br />Track<br />Receipts<br />AP <br />Review<br />Reporting<br />Rent<br />Car<br />
    21. 21. © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />Separate systems…<br />…create barriers and data gaps.<br />Travel<br />Finance<br />
    22. 22. © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />Multiple systems…<br />…are redundant and inaccurate.<br />System <br />B<br />System <br />C<br />System <br />A<br />System <br />D<br />Travel<br />Finance<br />
    23. 23. © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />Integrate the process…<br />…into a single system.<br />Book<br />Trip<br />Manage<br />Trip<br />Expense<br />Report<br />Audit<br />Pay<br />Reporting<br />
    24. 24. Integrated Travel & Expense Solutions<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />Book corporate<br />travel<br />Manage<br />itinerary<br />Automateexpense reports<br />Review, approve and audit<br />Reimburse employee andcorporate card<br />Report andanalyze<br />
    25. 25. © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />Integrated travel and expense = Saving time<br />
    26. 26. Web-based and Mobile Apps to Manage Your Travel and Complete Your Expense Reports<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />
    27. 27. Easy and Convenient to Access Information or to Make Changes On the Fly<br />Manage itineraries<br />Full expense functionality<br />Directions, maps, and more<br />Flight status<br />Integration with social apps<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />
    28. 28. Mobile Expense<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />
    29. 29. A Picture Is Worth $1,000<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />
    30. 30. © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />The timely insight to<br />plan<br />forecast<br />negotiate<br />
    31. 31. Timely Information Helps You Manage Your Overall Spend<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />
    32. 32. Reporting Tools Provide Clear Insight Into How You Spend T&E Budgets<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />
    33. 33. Use New Technology to Focus on Traveler Experience<br />Socialness<br />Mobile<br />Interoperability<br />The traveler-centricfuture will change our views<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />
    34. 34. Most people travel like this…<br />…when they could travel like this!<br />© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />
    35. 35. Expense Management Best Practices<br />Develop, communicate & administer an effective travel policy<br />Revisit as business conditions change<br />Automate entire financial process<br />Do not simply replicate your current manual process<br />Many expense reports begin with Travel, your expense management program should also<br />Corporate card program must be part of automation strategy<br />Eliminate cash advance and or use of personal cards<br />Develop a receipt management strategy<br />Leverage the electronic information available to eliminate paper management<br />
    36. 36. Expense Management Best Practices<br />Integrate payments & reimbursements<br />Payment strategies can drive savings and minimize risks<br />Implement multi-level audit strategy<br />Systemic (Audit rules) and independent Human audit<br />Analyze your spend and return to the first bullet and re-visit all of the other components <br />Smartphone must be a component of you expense automation strategy<br />7 of 10 travelers use a Smartphone today, so should your expense management process<br />
    37. 37. © 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.<br />

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