concur best practices in travel and expense management
TRANSCRIPT
Concur
Best Practices in Travel and Expense Management
Jon Fimmen| Market Development [email protected] | 952-947-4335
www.concur.com
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Managing Travel with Concur
Best-in-class combination of: Service to the business traveler, assistance to the corporate manager
and savings for the bottom line Automation, security, convenience and visibility via cloud-based
software
Result = Solutions that are Simple Adaptable Insightful
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Manual Process is Inefficient and Labor Intensive
Book Trip
Complete and Submit Expense Report
End-Users
Audit
Managers
Reimbursement
AP
Reporting
AP, Managers, Executives
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Concur’s View of Travel and Expense Management
Complete and Submit
Expense ReportBook Trip Reporting
Pay Employee and
Corporate CardAudit
Manage Trip and Expenses viaMobile Phone
One Platform One Service
Seamless, simple, cost-effective, adaptable.
One User Experience One Set of Reconciled Data
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
One Platform
One User Experience
Concur - Imagine the Perfect Business Trip
Online travel booking tool
Paperless e-receipts
Auto-populated expenses
Automated compliance
One set of reconciled data
Mobility through lifecycle
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Broad Market Expertise and Capability
Process $50 billion in T&E spend a year
1,700+ employees worldwide
28 million transactions
annually
15,000+ clients in more than 90 countries
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
All content in one convenient location
Web Fares
Direct Connect
Multi-GDS
Negotiated and Published
Single Global
Instance
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
E-Receipts Simplify Process and Enable Smart Expenses
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Itinerary Data
E-Receipt Data
Smart ExpenseItinerary data matches card data and e-receipt. Airfare automatically imaged as e-receipt. No action necessary.Coach Airfare Coach Airfare Coach Airfare
Flagged TransactionItinerary data does not match e-receipt. Hotel did not charge negotiated corporate rate creating leakage. Follow-up with hotel for refund.Hotel at
Corporate Rate
No e-Folio data, no way to tell what was charged per night
Auto-itemizes hotel bill, identifies higher rate
Flagged TransactionItinerary data does not match e-Receipt and reported expenses, expense report out of policy. Remind traveler of corporate policy to change behavior.
Compact-Size Rental Car
Rate per day doesn’t show full detail
Rental car e-receipt – full detail shows
traveler upgraded to full size
Booked at
$570.00Charged
$570.00E-Receipt
$570.00
Booked at
$109.99Charged
$543.23E-Receipt
$139.99
Booked at
$59.99Charged
$79.99E-Receipt
$79.99
Smart Expenses Enhanced Auditing
All sources of data is compared to ensure policy compliance and negotiated rates are honored.
Compliant business trip booked
Traveler incurs expenses during business trip
Trusted receipt direct from vendor
+ + =Card Data
Actionable Data: Smart Expenses
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
+
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Most people travel like this:
When they could travel like this:
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Master Itinerary
Calendar Feeds
Mobile Access
Maps & Directions
Travel Statistics
Seating Advice
Twitter, Facebook, LinkedIn
Online Check-in
Sharing
Who’s Close
Apps
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Master ItineraryCalendar Feeds
Mobile Access
Maps & Directions
Travel Statistics
Seating Advice
Twitter, Facebook, LinkedIn
Online Check-in
Sharing
Who’s Close
AppsAlternate Flights
Point Tracker
Flight Alerts
Travel PerksInner Circle
Refund Tracking
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Mobile expense
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Next steps to save time, money and delight your travelers
Contact me on LinkedIn or by Email:
Or Call Me Direct: 952.947.4335
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Jon Fimmen| Market Development [email protected]| 952-947-4335
www.concur.com