ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost...

23
ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal Government Ellen Trotochaud Senior Director, Federal Government, TMC Services Roger Williams Director, User Experience, Federal Government © 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trade of Concur Technologies, Inc.

Transcript of ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost...

Page 1: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings

PANELIST:

Jim LucierSenior Vice President, Federal GovernmentEllen TrotochaudSenior Director, Federal Government, TMC ServicesRoger WilliamsDirector, User Experience, Federal Government

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 2: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings

PANELIST:

Jim LucierSenior Vice President, Federal Government

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 3: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 4: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 5: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 6: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Concur Travel Concur Travel Manager

Concur Government Edition

Take TripComplete Voucher

Audit/Back Office

Payment ReportingBook TripComplete Authorization

a One Platforma One Service

a One User Experiencea One Set of Reconciled Data

Concur Intelligence

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 7: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Manage itineraries

Directions, maps, and

more

Capture Receipts

Enter Out of Pocket

Expenses

Approve Documents

Concur's Mobile Platform

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 8: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

E-Receipts

CARD CHARGES

ITINERARY E-RECEIPT

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 9: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Concur Technologies Proprietary and Confidential. Not to be shared without written permission . Copyright 2013.

Cloud Computing

© 2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 10: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Metrics on a Typical Day

Over 850,000 users log into Concur

Our clients book over 120,000 trips

We archive 200,000,000 records

Our clients submit 300,000 expense reports

We send about $52,000,000 to banks daily

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 11: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings

PANELIST:

Roger WilliamsDirector, User Experience, Federal Government

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 12: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Concur Government Edition: Building the Community •Managing Change from ETS1 to ETS2•Communicate! Communicate!• Timeliness of Messaging & Execution

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 13: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Using the Government

Toolbox•Marketing collateral•Distribute materials to all users• Training schedules

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 14: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Usability

Is it Intuitive?• Usability is the overriding theme of the ETS 2 Master Contract

• More formalized than ETS 1• Usability Assurance Plan is an MC requirement

• Continuous UX reviews• Concur has a fully staffed team of UX experts• At least 2 formal studies a year

• Local and remote capabilities• Focus Groups

Delighting our customers. Delivering “The Perfect Trip.”

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 15: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Growing End User Involvement

•Monthly user groups•National user gatherings for customers

from all lines of business – FUSION•DC located gatherings specific to

government - ELEVATE

Delighting our customers. Delivering “The Perfect Trip.”

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 16: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings

PANELIST:

Ellen TrotochaudSenior Director, Federal Government, TMC Services

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 17: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Consolidation

Data DrivenTransparency

Reliable

Usability

Configurable

Secure

Customer Centric

EnhancedCompliance

Strategic Sourcing

Excellent Service

Facilitate & Simplify

Expert travel capabilities

Customer Satisfaction

Best practices

Total Cost Savings

…consolidate and standardize travel processes at the Government-wide level

ETS2 Overriding Objectives…

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 18: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Agencies

TMCs Concur

Suppliers

Concur Government Edition

an ecosystem of integrated solutions

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 19: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

ETS 2 Travel Services

• Technology Platform• Managed implementation

timeline and transition plans• Reporting• CBA reconciliation reports• Account Management• Travel services operational

oversight • Monitored TMC service delivery• Uniform QC Processes• Achieving cost savings

• Traveler Assistance• Online reservation fulfillment and

ticketing• Agent-assisted reservations• Foreign travel assistance• After-hours emergency service• VIP service• Onsite travel support• Unused ticket tracking• Special travel types• Support• Training

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 20: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Standard Operational Process

• PNR Acquisition Specifications – Online and offline reservations always in sync

• PNR reporting fields– Consistent roll-up of reporting

• Profile synchronization• Reservation process flow• Quality Control

– Online and offline reservations are consistent and streamlined

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 21: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Concur Oversight

• Staff management• Accommodating new releases and agency program

changes• Support • Training• Security• Established report requirements and methodology

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 22: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Benefits ofIntegrated Travel & Expense

Significant Efficiency Gains Faster authorization and voucher creation, submission, and approval Fewer keystrokes, fewer errors Fully mobile enabled (travel & vouchers)

T&E “3 Way Match” Itineraries, card data, and e-receipts Automatically matched & reconciled at the line item level

Business Intelligence: Travel Spend Visibility & Management Booked vs. actual Travel, e-receipts, credit card and voucher data Leakage reporting

Supplier E-Receipts Detailed electronic folio data from leading travel suppliers Air, hotels, rental cars, rail, ground transportation

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.

Page 23: ETS 2: Driving Innovation, High-quality Service Delivery & Improved Usability, to achieve Cost Savings PANELIST: Jim Lucier Senior Vice President, Federal.

Delightful user experience = satisfaction = adoption

Delighting our customers. Delivering “The Perfect Trip.”

© 2013 Concur, all rights reserved. Concur Proprietary Information. Concur is a registered trademark of Concur Technologies, Inc.