The document discusses the challenges of managing travel and expense spending for companies. It states that expenses are increasingly occurring outside of traditional channels, and businesses must balance enforcement of compliance policies with empowering employees. A cloud-based solution is needed to connect spending data in real-time. Common challenges include lack of visibility and control over spending, cost overruns, and non-compliance. The SAP Concur solution aims to simplify expense management and provide total visibility and control over spending through integrated workflow and approval processes, as well as reporting and analytics tools.

1. PUBLIC
Gladys Chiu, SAP Concur
August 30, 2018
Beyond Automation:
How Your Company Drives Business Value from Spend Management

2. 2PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Managing Travel and Expense is Challenging
• Increasingly, employees are driving expenses
outside of traditional channels.
• Businesses are caught between enforcing
compliance and empowering employees.
• Globally, business practices, taxes and legal
requirements change constantly.
• Understanding what is being spent,
driving efficiency, and increasing
productivity is critical.
• Only a cloud-based solution can connect all the
data points in near real-time.

3. 3PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Deployment and user-experience
• Network security and reliability
• Difficulty integrating with current applications
• Lengthy setup, implementation, and
maintenance
• Disparate data sources across system
landscape
• Poor end-user experience
• Lack of mobile tools
Common challenges with managing travel in your enterprise
Financial and compliance
• Lack of visibility and control of spending
▪ Cost overruns
▪ Late fees
▪ Missing or incomplete financial data
• Slowness of financial processing, posting,
and payments
• Increased end-to-end costs
• Loss of productivity
• Prone to compliance issues

4. 4PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SAP Concur Simplifies Travel and
Expense to Provide Total Visibility
and Greater Control
Industry-leading
innovation for
your business
Expertise you
won’t outgrow
Open ecosystem
expands your view

5. 5PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Request Budget Expense Approval Payment/Posting Analysis
Itinerary Corp Card Exchange Rate Receipts Data Interchange
Travel
Policy
Audit
Expense
Pay
End User
Support
Service
Admin
Custom
Report
Risk Advisory
Itinerary
Management
Risk
Messaging
End-to-End Employee Expense Management

6. Finance Processing, Audit and Policy
Compliance

7. 7PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Workflow best practice for audit
Spend Expense
system
Internal and
manager
approval
Reimbursement
Audit service
Change
user behavior
Utilize manager
time effectively
Minimize risk of
overpayment

8. 8PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Finance Verification Processing

9. 9PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Configure which reports to audit
Verify that the selected items are
properly supported by a receipt
▪ Date
▪ Amount
▪ Expense type reasonableness
▪ Vendor
Configure audit receipt and policy
criteria
Utilize AI to apply the audit criteria
and identify reports for further
review
Identify high-risk entries and have
them reviewed by your team or by
the SAP Concur Audit team
Configure which reports to audit
Verify that the selected items are
properly supported by a receipt
Verify expense against company
T&E policy
Support VAT
▪ Receipt status review
▪ Tax amount check
Concur Audit solutions
Receipt Audit Policy Audit Concur Detect

10. Reporting

11. 11PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Leverage Analytics and Insights to Make Fact-Based Decisions
Dashboards provide simplistic,
yet robust, metrics that matter.
Have more power to negotiate
discounts because you’ll have the
data that shows exactly what you’re
spending with each supplier.
Leverage budget triggers to receive
data and insights delivered to
your inbox.
Compare company-wide spending
levels and trends so you can see
how each line of business stacks up.

12. 12PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Executive Overview

13. 13PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Department Manager – Spend Tab
Tool tips show how
metric is calculated
Visual indicators
suggest areas for
further exploration
Located at Persona Dashboard tab

14. 14PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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

15. 15PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Budget overview
▪ Real time
▪ Easy access
▪ Fully integrated
▪ My budgets
▪ Shared budget

16. 16PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Expense Accrual
Value: Gain visibility into your outstanding liabilities and target communications.
(Accrual folder & Department Manager Dashboard)

17. 17PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Exception Reporting
Value: Gain visibility into your outstanding liabilities and target communications.
(Accrual folder & Department Manager Dashboard)

18. 18PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
SERVICES
Consultative Intelligence:
Gain more Insight with Customized Reports
Reduce costs
and save time
Get the
right data
Includes
Intelligence
See the
entire picture

19. Leverage Innovative Partner Apps
in the Concur App Center

20. 20PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
An Integrated Solution
Travelers Experience
Meeting Management
ERP/ITzIndustry Solutions
Spend Optimization
Tax Management Fraud, Risk, &
Compliance

21. 21PUBLIC© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ
• Average of $2.78 million per organization in
benefits during three years
• Average three-year ROI of 482%
• Payback period of 7.3 months
• 49% time savings on travel planning
• 70% time savings on expense reports
• 35% more employees complying with
internal report and travel rules
• 54% fewer receipts lost
Source: IDC Research, Driving Business Value Through Travel and
Expense Management Maturity
Concur cloud-based solutions yield
increased savings and faster growth
options
74% of companies believe business
complexity hurts their ability to meet
goals, but only 17% believe current
simplification efforts are very effective.
Source: CFO Research, The Next Stage in Creating the
Value-Added Finance Function
87% of finance executives believe they need
to analyze financial and performance data
much more quickly.
Source: Knowledge@Wharton, Business Simplification
2015: The Unmet Strategic Imperative

22. Thank you.