Managing Spend with Concur's Integrated T&E Solution
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This webinar provided an overview of how SAP Concur solutions can help manage spending by integrating travel, expense, and invoice processes. The presentation covered booking travel according to company policies, capturing expenses on mobile devices, approving expense reports digitally, and gaining insights into spending through integrated reporting and dashboards. Attendees learned how Concur solutions streamline processes, increase compliance, and provide end-to-end visibility for various stakeholders including travelers, managers, accounting, and executives. The presentation concluded by highlighting positive user reviews and contact information for following up.
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Managing Spend with Concur's Integrated T&E Solution
- 1. 1Start Time: 2:00pm EST Welcome! Managing Your Spend with Concur Smoothing Out an Uneven Process We will begin shortly Webinar Audio: You can dial the telephone numbers located on your webinar control panel. Or listen in using your computer speakers.
- 2. 2 Today’s Presenters Nicholas Wong | SAP Concur Consultant Mary Orefice | Net@Work Account Executive – Compliance Catherine Boyer | SAP Concur Partner Solutions
- 3. 3 Webinar Details • Today’s Webinar is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
- 4. 4 180+ Business Technology Architects and Consultants IT Road Mapping & Strategic Planning Business Process Review Ecosystem BI, Analytics & Reporting Cloud & IT Managed Services ERP/ Accounting Web Development & e-Commerce Sister Company Payment Processing SWYPE Sister Company CRM & Marketing Automation HRMS/ Employer Solutions Document Management Nonprofit Solutions Managed Print Services Sister Company
- 5. 5 Net@Work + Concur Partnership
- 6. INTERNAL Catherine Boyer Partner Solutions, SAP Concur Travel and Expense Management Made Easy Nicholas Wong Presales Consultant, SAP Concur
- 7. 7 Payroll T&E Everything else Typical spending breakdown 35% 10% 55%
- 8. 8 ▪ Employees are spending far too much time filling out and tracking expenses ▪ Your finance team is buried in spreadsheets and paper receipts ▪ Expense reports are often late, missing receipts or missing details ▪ Travel or expense policies aren’t followed Does this sound familiar?
- 9. 9 Expense Reports $2065 Source: Aberdeen Expense Management for a New Decade What is this “free” process costing you?
- 10. 10 Increasing revenue growth Source: Economist Intelligence Unit Attracting and retaining talent Improving operational efficiency Developing new products or services Entering new markets or distribution channels 78% 56% 53% 49% 40% What do SMB Organizations care about?
- 11. 11 Employee ▪ Capture expenses on the go ▪ Save time ▪ Get paid faster Managers ▪ Visibility into spend ▪ Quick approvals ▪ Create profitable customers Benefits for all stakeholders Executive Leadership ▪ Visibility into spend ▪ Scale to grow ▪ Set vision for the future Accounting ▪ Save time ▪ Increase compliance ▪ Improve control
- 12. 12 Heavy investment in R&D and value-added partnerships 25,000+ SMN clients located in North America 40M+ Users High client satisfaction with over 95% client retention Trusted by 40,000+ Clients located in over 150 countries Global company + Local support
- 13. 13 We take security SERIOUSLY Security & Service Management Compliances ▪ ISO 27001 ▪ ISO 20000 ▪ SOC1 Type II ▪ PCI DSS ▪ Sarbanes Oxley ▪ FISMA (Financial Information Security Management Act) Privacy Policies and Practices ▪ EU Privacy Directive 95/46/EC & Safe Harbor Certification ▪ UK Data Protection Act of 1998 ▪ Canada PIPEDA (Personal Information Protection and Electronic Documents Act) ▪ US state PII privacy, security, information protection
- 14. 14 One platform from beginning to end… Travel ExpenseInvoice
- 15. 15 Travel ExpenseInvoice Accounting Manager Controller CFO Department Manager Department Director AP Specialist Manager One platform from beginning to end… Integration & Visibility End User
- 16. 16 One platform from beginning to end… Travel Expense Seamless integration and total spend visibility
- 17. 17 Brad Traveler / Expense Filer Maggie Approving Manager Anna AP Specialist / SAP Concur Admin
- 18. 18 BRAD MAGGIE ANNA Employee Manager AP Specialist
- 19. 19 One platform from beginning to end… Travel Expense ▪ Book a Flight within your company’s guidelines ▪ E-Receipts for Airfare, Car Rental, and Hotel booking Traveler ▪ Duty of CareSeamless integration and total spend visibility
- 20. 20 BRAD Traveler
- 21. 21 BRAD Traveler
- 22. 22 BRAD Traveler
- 23. 23 BRAD Traveler
- 24. 24 BRAD Traveler
- 25. 25 BRAD Traveler
- 26. 26 BRAD Traveler
- 27. 27 BRAD Traveler
- 28. 28 BRAD Traveler
- 29. 29 BRAD Traveler
- 30. 30 BRAD Traveler
- 31. 31 BRAD Traveler
- 32. 32 BRAD Traveler
- 33. 33 BRAD Traveler
- 34. 34 BRAD Traveler
- 36. 36 Top Exception Violators Sent for Payment Date Between Jan 1, 2017 and Sept 17, 2017 Reporting Currency: USD Travel Policy Exceptions First Travel Date Between Jan 1, 2017 and Sept 17, 2017 Track Policy Exceptions ANNA AP Mangr Controller
- 38. 38 Do Nothing SAP Concur Travel + TMC • Travel Management Company (TMC) • Integrated T&E solution • Increased Visibility • Policy Enforcement • Approval Workflows • Duty of Care Consolidated buying power Integrated T&E Solution Increased Visibility Minimal Administration • Consumer sites & rates • Little to no visibility • Less integration with expense tools • Travel Management Company (TMC) • Integrated T&E solution • Increased Visibility • Policy Enforcement • Approval Workflows • Duty of Care • Consumer sites & rates • Little to no visibility • Less integration with expense tools
- 39. 39 …when you can travel like this!!Why travel like this… BRAD Traveler
- 40. 40 BRAD Traveler
- 42. 42 Employee Location Agency bookings Outside bookings, via TripLink Approved requests Location check in Work locations Risk intelligence Riskline FlightStats GDACS Communication Automated and manual 1-way and 2-way Text, email, phone call SAP Concur Locate and Active Monitoring
- 44. 44 One platform from beginning to end… Employee Freedom with Company Compliance Traveler Travel ▪ Book a Flight within your company’s guidelines ▪ E-Receipts for Airfare, Car Rental, and Hotel booking ▪ Duty of Care
- 45. 45 One platform from beginning to end… Travel Expense Seamless integration and total spend visibility Expense filer ▪ Capture Receipts on the go ▪ Expense Report Approval Workflow ▪ Discuss visibility to Expense Reports via the Processor Role ▪ Reimbursing Employees / Paying Corporate Cards Manager AP / Admin ▪ Create an Expense Report ▪ Using visual icons to approve an Expense Report
- 46. 46 BRAD Expense Filer / Traveler
- 47. 47 Credit Card Transactions Report Credit Card Reconciliation ANNA
- 48. 48 BRAD Expense Filer / Traveler
- 49. 49 BRAD Expense Filer / Traveler
- 50. 50 BRAD Expense Filer / Traveler
- 51. 51 BRAD Expense Filer / Traveler
- 52. 52 BRAD Expense Filer / Traveler
- 53. 53 BRAD Expense Filer / Traveler
- 54. 54 BRAD Expense Filer / Traveler
- 55. 55 BRAD Expense Filer / Traveler
- 56. 56 BRAD Expense Filer / Traveler
- 57. 57 BRAD Expense Filer / Traveler
- 58. 58 BRAD Expense Filer / Traveler
- 59. 59 Track Expenses to Cost Centers MAGGIE Dep Mngr Dep Dir Project Phase Task Breakdown Cloudy Moon Phase 1 Task A Cloudy Moon Phase 1 Task B Cloudy Moon Phase 2 Task A Cloudy Moon Phase 2 Task B Ostrich Remote Phase 1 Task A Ostrich Remote Phase 1 Task B
- 60. 60 BRAD Expense Filer / Traveler
- 61. 61 BRAD Expense Filer / Traveler
- 62. 62 Expense Accruals ANNA Accrual Date: Apr 15, 2018
- 63. 63 BRAD Expense Filer / Traveler
- 64. 64 BRAD Expense Filer / Traveler
- 65. 65 BRAD Expense Filer / Traveler
- 66. 66 BRAD Expense Filer / Traveler
- 67. 67 BRAD Expense Filer / Traveler
- 68. 68 BRAD Expense Filer / Traveler
- 69. 69 Expense Filer Direct Manager Department Manager(s) CFO Department Director(s) Accounting Manager Controller Employee/ CC Payment ERP update Expense Report Workflow AP Specialist SAP Concur Audit Services
- 70. 70 Department Manager Dashboard MAGGIE George Costanza September Expenses Monthly Expenses $967.38
- 82. 82 Flitton, Kammie Koplan, Angie Nelson, Brooke Erickson, Chris Figler, Erik Gallanar, Mandy Lindley, Shaugn Dawson, Kevin Vestal, Patrick Byrens, Katie Department Manager Dashboard MAGGIE
- 83. 83 Flitton, Kammie Koplan, Angie Nelson, Brooke Erickson, Chris Figler, Erik Gallanar, Mandy Byrnes, Katie Dawson, Kevin Lindley, Shaugn Vestal, Patrick Angie Koplan Chris Smith Chris Smith Chris Smith Angie Koplan Angie Koplan Angie Koplan Angie Koplan Cindy Baker Angie Koplan Department Manager Dashboard MAGGIE
- 84. 84 Manager Approval Times ANNA AP Mangr
- 85. 85 AP Specialist AP Manager ANNA AP Mangr Controller Controller
- 86. 86 3 Day ACH Payment Cycle Expense report gets submitted Verified & fully approved Concur pays employees & corporate card
- 87. 87 Expense filer ▪ Capture Receipts on the go ▪ Expense Report Approval Workflow ▪ Discuss visibility to Expense Reports via the Processor Role ▪ Reimbursing Employees / Paying Corporate Cards Manager AP / Admin ▪ Create an Expense Report ▪ Using visual icons to approve an Expense Report One platform from beginning to end… Expense Expense Reports that Practically Write Themselves
- 88. 88 One platform from beginning to end… Travel Expense Seamless integration and total spend visibility
- 89. 89 One platform from beginning to end… Integration & Visibility ▪ Integration with Sage ▪ Dashboards and Customized Reports AP / Admin
- 90. 90 ANNA Customized for Your ERP AP Specialist / Admin
- 91. 91 Spend Data No typing required!! AP Specialist / Admin ANNA Your ERP
- 94. 94 Total Spend: Invoice and T&E CFO Controller
- 95. 95 Schedule reports auto sent via e-mail E-mail Accounting Manager Controller CFO Department Manager Department Director AP Specialist Manager
- 96. 96 One platform from beginning to end… Integration & Visibility ▪ Integration with your Accounting Software ▪ Dashboards and Customized Reports AP / Admin Total Spend Visibility & Seamless Integration
- 97. 97 One platform from beginning to end… Travel Expense Seamless integration and total spend visibility
- 98. 98 One platform from beginning to end… Traveler Travel Employee Freedom with Company Compliance
- 99. 99 One platform from beginning to end… Expense Expense Reports that Practically Write Themselves Expense Filer Manager AP Specialist Controller AP Manager
- 100. 100 “Very very easy, efficient and quality app. This is a must-have for anyone that does expense reports… great job Concur” – Nov 7, 2017 “I’m so picky that I’ve never rated anything with 5 stars, but this app deserves it! Easy to use, fully functional. – Dec 6th, 2017 “As someone who’s chronically late submitting expenses…I was psyched to discover this mobile app when someone I sat next to on a plane showed it to me…being able to do reports during random down time and easy interface made this chore a lot more fun” – December 28, 2017 “It’s made my life so much easier since my company has made the switch” – Oct 26, 2017 “The mobile app was a piece of cake! Add all levels of detail necessary to properly expense each item…it’s a clean interface and much faster than old school manually printing things out” – December 6, 2017 The reviews speak for themselves…
- 101. 101 One platform from beginning to end… Travel ExpenseInvoice Seamless integration and total spend visibility
- 102. Thank You For Attending! Please type in your questions
- 103. How To Contact Us: Connect with 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Mary Orefice | Net@Work Account Executive – Compliance (P) 804-298-3810 morefice@netatwork.com For More Information: Contact your Net@Work Account Manager for any questions or concerns. Or you can reach out to us via the information below!