Did you know travel and entertainment (T&E) costs are the second-most difficult operating expense line item for businesses to control? You can make more proactive decisions to better manage that spend and at the same time provide stakeholders with analytics that help drive policy decisions. In this session, Concur will also demonstrate how you can deliver insights to targeted personas and make sure you’re delivering the right information to the right stakeholder at the right time.

1. Laura Houldsworth, Regional Manager, Concur SEA / August 30, 2016
Applying Procurement Best Practices to
Travel and Entertainment Reporting
Public

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Solving problems and taking action
“A real decision is measured by the fact that
you’ve taken a new action. If there’s no action,
you haven’t truly decided.”
Tony Robbins

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Blueprint to success in analytics
Connect, clean, and
normalize all relevant
data elements
Make the data work
for you, not you
working for data
Persona-based
dashboards and reports
Take a persona-
focused problem-
solving approach
Make decisions that
lead to action
Automated triggers
Actionable alerts
Integration back to core
travel and entertainment
(T&E) systems

4. Persona-focused problem solving

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Who are the personas?
Department
manager
Expense
management
Finance
overview
Travel
management
Vendor
management
Legal and tax
management
 Managers and
above
responsible for a
T&E budget
 Set up as BI
managers in
Cognos software
 T&E budget
entered in profile
 Expense reports
 Spend
 Card programs
 Analysis and
communication of
the financial health
of an organization,
company, or
business unit (BU)
 Assisting BUs with
budget mgmt. and
PL awareness
 Program
development and
management
 Policy
compliance
 Budget
management
 Program
optimization
 Reporting
 Correct supplier
footprint
 Compliance
 Vendor
negotiation
 Reporting
 Duty of care
 Adherence to
tax regulations
and law
 Passport and
visa
management

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Action Insight
Persona Problem
Elements of a good business decision

7. Connect, clean, and normalize data

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Single source of truth
Clean,
organize, and
normalize

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Real-world example
Global
distribution
system (GDS)
Agency and
supplier.com
Credit
cards
HR/
hierarchy
Expense

10. Data working for you, not you
working for data

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Effortless
Easier access to dashboards and reports
Smart triggers based on data and events
Visualization driven into natural work flow and line of sight
Integration and configuration

12. © 2016 SAP SE or an SAP affiliate company. All rights reserved. 12Public
Department manager – spend tab
Visual indicators
suggest areas for
further exploration
Tool tips show how
metric is calculated

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Department manager – expense reports tab
Drill report icon displays list of primary drill
report and existing related reports – all
hyperlinked for immediate access to the report
Hover over graph for
details on data point

14. © 2016 SAP SE or an SAP affiliate company. All rights reserved. 14Public
 Budget owners
 BI managers
 “Set it and forget it”
 Context, details to make better decisions
 Recurring e-mail report
Who
Benefit
 Monitoring of key performance metrics
related to T&E, quarterly budget
Actionable alerts in line of sight
Why

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Alerts to integrated action
Credit card
Travel
Expense
Invoice
ERP
Consolidated data Product integration
Reporting, data triggers,
and automated alerts

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Effortless
What’s
happening?
Why is it
happening?
What’s going
to happen?
What can I
do to affect
change?
Action
Decision
Data
Descriptive
Monitoring
Diagnostic
Understanding
Predictive
Anticipating
Prescriptive
Controlling
Decision support
Decision automation

17. Tying it all together

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Anatomy of a department manager persona
Action
 Make choices on my team’s travel
 Evaluate spend with employee
 Manage any fraudulent activity
Insight
 When am I close to budget?
 Who is potentially violating
spend policy?
 What is the adoption rate for
card and travel programs?
 Where can I improve process
efficiency?
Persona
 Department manager
 Typically the owner of a T&E
budget
 Usually an expense approver
Problems
 Managing T&E budget
 Visibility into fraud, compliance,
and adoption
 Employee productivity

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856
228
1854
2100
3000
1200
5600
3520
863
150
1652
1563
6849
6201
3904
7600
Department manager dashboard package

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Department manager dashboard package

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Department manager dashboard package

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Alerts to integrated action
Manager sets threshold for
budget notification2
E-mail alert is sent to manager when
budget threshold met or exceeded
3
Travel request is automatically
enabled for manager AND
4
Workflow approval is automatically
realigned to support travel request
5
Manager enters budget1

23. Thank you
Contact information:
Laura Houldsworth
Regional Manager
Concur South East Asia
Laura.Houldsworth@concur.com
#SAPAribaLive

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