steve jarvis - concur - boosting productivity for travel & expense management
DESCRIPTION
Steve Jarvis - Concur - Boosting Productivity For Travel & Expense ManagementTRANSCRIPT
Integrated Travel & Expense SolutionsHelping You Make the Most of Your Time
What does Concur do?
We enable organizations to control costs by automating the processes they use to manage employee spending
Concur Brings Broad Expertise and Capability
Process $50 billion in
T&E spend a year
15 million users
worldwide
55 million transactions
annually
Clients in more than 90 countries
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Concur Solutions Overview
Integrated travel and expense for medium and
large businesses
E-receipts Smart Expenses Extensive reporting Rich set of one-time or
extended services Web-based and mobile
Simplified expense reporting for
small businesses
Quick and easy setup Corporate and personal
card support Pre-populate
expense report Web-based and mobile
Mobile trip management service
Master itinerary with maps, directions, and more
Flight alerts Refund monitoring Collaboration
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Concur Breeze
Innovation At Our Core
First to automate expense
First Software
as a Service solution
First end-to-end
T&E solution
First mobile
T&E solution
1994 1999 2006 2009 2010
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Integrated = Control
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
T&E =
8-10%of average budget
According to Aberdeen
20% is controllable &
out of policy*
Average business:
Integrated = Control
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
T&E Budget =
$1MThere is as much as
$200Kper year that’s spent outside of policy &
without control
$10M business:
T&E =
8-10%of average budget
According to Aberdeen
20% is controllable &
out of policy*
Average business:
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
A manual process…
BookFlight
BookHotel
RentCar
OtherPurchases
TrackReceipts
Expense Report
Copy Receipts
Mgr. Approval
Send to AP
AP Review
AP Approval
Pay Employee
Pay Credit Card
Pay Invoices
Reporting
…is the picture of inefficiency.
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
…create barriers and data gaps.
Travel Finance
Separate systems…
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Travel Finance
System A
System B
System C
System D
…are redundant and inaccurate.Multiple systems…
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
…into a single system.Integrate the process…
BookTrip
ManageTrip
ExpenseReport Audit Pay Reporting
Integrated Travel & Expense Solutions
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Book corporatetravel
Manageitinerary
Automateexpense reports
Review, approve and audit
Reimburse employee andcorporate card
Report andanalyze
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Integrated travel and
expense = Saving time
Web-based and Mobile Apps to Manage Your Travel and Complete Your Expense Reports
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Easy and Convenient to Access Information or to Make Changes On the Fly
Manage itineraries
Full expense functionality
Directions, maps, and more
Flight status
Integration with social apps
© 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.
A Picture Is Worth $1,000
© 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.
planThe timely insight to
forecastnegotiate
Timely Information Helps You Manage Your Overall Spend
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Reporting Tools Provide Clear Insight Into How You Spend T&E Budgets
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Use New Technology to Focus on Traveler Experience
The traveler-centric future will change our views
Mobile Socialness Interoperability
© 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.
Expense Management Best Practices
Develop, communicate & administer an effective travel policy Revisit as business conditions change
Automate entire financial process Do not simply replicate your current manual process Many expense reports begin with Travel, your expense
management program should also Corporate card program must be part of automation strategy
Eliminate cash advance and or use of personal cards Develop a receipt management strategy
Leverage the electronic information available to eliminate paper management
Expense Management Best Practices
Integrate payments & reimbursements Payment strategies can drive savings and minimize risks
Implement multi-level audit strategy Systemic (Audit rules) and independent Human audit
Analyze your spend and return to the first bullet and re-visit all of the other components
Smartphone must be a component of you expense automation strategy 7 of 10 travelers use a Smartphone today, so should your
expense management process
© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.