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Area or Function Indicators
Travel •	 What percent of travel is booked outside of policy v. preferred partner
or TMC?
•	 What is our ROI for travel programs?
•	 Are we able to capture early payment discounts?
•	 How do we manage travel policies globally?
•	 What is the traveler/employee experience?
•	 Are we providing mobile access?
Employee Safety
and Security
•	 Do we have a record of all employee locations on company travel, working in
an office or working remotely?
•	 Can we access all employee travel itineraries?
•	 Can we communicate with and receive communications from employees in the
event of an emergency?
•	 Can we proactively assess risk in a location and provide that information to
a traveler?
•	 How many data sets do we need to access to complete these activities today?
How long does that process take?
Employee Travel
and Spend Policies
•	 Can we access a complete view of employee spend occurring outside the
defined process?
•	 How do we monitor and enforce employee spend policy?
•	 Do we have systems in place to prevent fraud?
Company Growth •	 What opportunities are we missing due to lack of data?
•	 Can we support global operations if our company grows?
•	 Can we contain costs without reducing travel?
•	 Can we support additional revenue growth with our current systems?
Spend Management Visibility Discussion Guide
Discussion points and key areas to drive cost reductions, increase compliance, create process efficiencies,
streamline global operations, support organizational growth and uncover opportunities for greater visibility
into spend.
Area or Function Indicators
AP Processes •	 How do we track where invoices and expenses are in the process?
•	 Are we making payments at the right time?
•	 Is our expense policy being followed?
•	 How much are we spending and where?
•	 Are employees using our corporate cards and do we know what is
on them?
•	 Are we able to capture our early payment discounts?
•	 Do we know what our invoice cycle time is?
•	 What is our vendor spend?
•	 Does it take too long for expenses to be accrued?
•	 Are managers able to review expenses before they approve them?
Preferred Vendors
and Systems
(Procurement)
•	 Do we know if employees are purchasing outside our
preferred systems?
•	 Are employees purchasing through our preferred vendors?
•	 What percentage of spend is happening outside our preferred systems
and vendors?
•	 Are we getting the most value from our supplier negotiations?
•	 How can we more efficiently manage our T&E spend?
•	 How can we eliminate or reduce manual processes?
•	 Are we preparing our systems for global expansion?
Data Security and
System Support
•	 Are our T&E systems and data secure?
•	 Do we have enough staff to support our systems and end users?
•	 Is our T&E technology up to date and in compliance?
•	 Do we need to upgrade our financial systems?
•	 Do we have the resources we need for an implementation?
•	 Can our systems handle global growth, mergers or acquisitions?
•	 Do our systems integrate with other systems?
©2015 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc. All other company and product names are the property of their respective manufacturers.
Specifications and other details listed are accurate as of printing, but may change without notice. DISCUSSION GUIDE ENT US 2015/04

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Spend management visibility guide

  • 1. Area or Function Indicators Travel • What percent of travel is booked outside of policy v. preferred partner or TMC? • What is our ROI for travel programs? • Are we able to capture early payment discounts? • How do we manage travel policies globally? • What is the traveler/employee experience? • Are we providing mobile access? Employee Safety and Security • Do we have a record of all employee locations on company travel, working in an office or working remotely? • Can we access all employee travel itineraries? • Can we communicate with and receive communications from employees in the event of an emergency? • Can we proactively assess risk in a location and provide that information to a traveler? • How many data sets do we need to access to complete these activities today? How long does that process take? Employee Travel and Spend Policies • Can we access a complete view of employee spend occurring outside the defined process? • How do we monitor and enforce employee spend policy? • Do we have systems in place to prevent fraud? Company Growth • What opportunities are we missing due to lack of data? • Can we support global operations if our company grows? • Can we contain costs without reducing travel? • Can we support additional revenue growth with our current systems? Spend Management Visibility Discussion Guide Discussion points and key areas to drive cost reductions, increase compliance, create process efficiencies, streamline global operations, support organizational growth and uncover opportunities for greater visibility into spend.
  • 2. Area or Function Indicators AP Processes • How do we track where invoices and expenses are in the process? • Are we making payments at the right time? • Is our expense policy being followed? • How much are we spending and where? • Are employees using our corporate cards and do we know what is on them? • Are we able to capture our early payment discounts? • Do we know what our invoice cycle time is? • What is our vendor spend? • Does it take too long for expenses to be accrued? • Are managers able to review expenses before they approve them? Preferred Vendors and Systems (Procurement) • Do we know if employees are purchasing outside our preferred systems? • Are employees purchasing through our preferred vendors? • What percentage of spend is happening outside our preferred systems and vendors? • Are we getting the most value from our supplier negotiations? • How can we more efficiently manage our T&E spend? • How can we eliminate or reduce manual processes? • Are we preparing our systems for global expansion? Data Security and System Support • Are our T&E systems and data secure? • Do we have enough staff to support our systems and end users? • Is our T&E technology up to date and in compliance? • Do we need to upgrade our financial systems? • Do we have the resources we need for an implementation? • Can our systems handle global growth, mergers or acquisitions? • Do our systems integrate with other systems? ©2015 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc. All other company and product names are the property of their respective manufacturers. Specifications and other details listed are accurate as of printing, but may change without notice. DISCUSSION GUIDE ENT US 2015/04