IBM Global Technology Services

IBM Global Expense Reporting Solutions (GERS)Proven expense management tools and services

®

Proven expensemanagement tools and services

GLOBAL EXPENSE REPORTING SOLUTIONS (GERS)

As one of the truly global expense management technology and service delivery leaders, IBM brings unmatched

experience and consultative expertise to your organization. We help drive both process and policy transformation

for uncompromising control and compliance, as well as create measurable reductions of your total expense

management cost.

Tools and TechnologyIBM’s industry leading, Global Expense Reporting Solutions (GERS), contains a comprehensive business policy engine, integrated receipt imaging and scanning service, and a robust data analysis toolset to create a seamless automated workflow across your enterprise. IBM simplifies your expense management process by also linking to any online reservation service and corporate card provider for systematic pre-population and policy review of travel reservation and card data.

Services and SupportIBM’s global service delivery excellence centers for expense management hosting, monitoring, and reporting services, as well as our expense management Managed Business Process Services organization, which handles the out-tasking of back office processing support functions, allow your organization to focus on its core competencies while eliminating unnecessary cost.

Our CustomersIBM’s existing global client base boasts many leaders in expense management best practices, architects of enterprise global employment and masters of business process outsourcing.

END-TO-END T&E MANAGEMENTFlexible Compliance ControlsUnderstand how IBM's expense management solutionscan help enforce tighter controls and consistent complianceacross your corporate enterprise.

Extensive Business AnalyticsLeverage your expense data to negotiate better contractswith suppliers, identify potential fraud and communicateexpense trends with management.

Full Service Business Process Management

help desk processing support, application administration,

Signi�cantly reduce your expense processing cost withe�cient receipt veri�cation audits, records management,

and additional outsourcing opportunities.

Experienced Consultative Project Delivery Process

implementing successful expense management solutionsRealize the bene�ts of more than 20 years of experience

for clients representing more than 5 million users and15 million annual expense reports on a worldwide basis.

Comprehensive Systems IntegrationUtilize a set of common system interfaces from yourorganization's existing systems for real time data validation.

GLOBAL AVAILABILITY& SUPPORT

GERS Application Hosting& Infrastructure

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GERS Managed Business Process

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GERS provides a comprehensive Systems Integration capabilityGERS implements Global Functionality through a combination of dynamic user profiling and a multi- tiered framework for defining the varying country, language, tax, fiscal, technical, organizational and business requirements of your global enterprise, all seamlessly within a single application code base.

GERS operates in more than 85 countries and 35 languages on a worldwide basis while supporting country specific tax rules and reclamation requirements.

IBM’s GERS Application Hosting ServicesThe GERS application hosting service is a managed IBM service that leaves you free to concentrate on what matters most: the long-term growth of your company.

IBM’s GERS hosting service delivers the reliability, availability and expertise you need today, plus the flexibility to change as you grow – all without major investments. We have solutions for business of all sizes, and the skills to keep you up and running, from traditional hosting options to new Virtual and On Demand hosting services. And you avoid IT management headaches, because IBM oversees the underlying infrastructure, providing 24x7 monitoring and management services, routine maintenance, and the implementation of enhancements as new technologies emerge.

Customers of all sizes depend on the quality of services available from IBM GERS application hosting services:

• Dedicated and shared hardware/infrastructure configuration options• Baseline monthly availability objectives of 99.5% (less than 4

hours a month)• 24x7 Application and Infrastructure Monitoring• Network, System and Database Administration• Change Control Management• Problem Management• Storage Management• Internet Security Management• Seamless integration into your corporate intranet• 24x7 User access via internet or intranet• Monthly volume and trend analysis reports• 24x7 physical and logical security• Reduced operating costs and overhead• Best practices with leading industry and application knowledge• Corporate card vendor file management• Annual SAS 70 type II facility and process control reviews

Let our experience managing the GERS application speed your time to market and allow you to focus on your core business. IBM’s hosting service allows you to get what you need today and prepare for tomorrow with modular, scalable hosting solutions managed only by IBM.

IBM GERS ApplicationThe IBM GERS solution consists of three components:

Traveler Interface: Where expense reports are created by travelers or administrators and reviewed by approvers and auditors.

System Administrator Interface: Where the application support services reside, including business rule and audit policy maintenance, help desk and IT support services, and user role and profile definitions. The GERS system administration interface supports the creation and dissemination of rules at the company, country, organization, and/or pay center levels across the enterprise.

Business Intelligence Tools: Where comprehensive data analysis tools reside to create analytical reports that will leverage expense data, enable more effective sourcing with vendors, provide more visibility for budgeting and forecasting, and expose policy exceptions and fraudulent activity.

Why GERS?• Bottom line cost savings• Reduced processing time and cost• Increased policy compliance• Elimination of redundant processes and FTEs• Reduction in fraud• Increased spend transparency• Improved procurement leverage• Pre-trip, Post-trip, Corporate Card, and Online

Booking workflow automation• World class global support and delivery capabilities

and experience

GERS provides a comprehensive System Integration capability to leverage your organization’s existing HR and Finance Systems within the GERS application through common input and output file formats.

Managed Business Process Services (MBPS), or the out-tasking of the expense management back office processing support functions like auditing, receipt management, corporate card program management and help desk services, has become an extremely viable option to many customers looking to reduce in-house, non-core business functions and partner with an organization that can bring real process transformation and cost savings on a global basis.

MBPS services for expense management are a strategic, comprehensive approach that encompasses the management and streamlining of critical business processes, including transformation of legacy systems and applications to support new, on demand initiatives. IBM provides these services to customers with a menu driven approach that allows clients to choose which services are best kept in-house and which services are best outsourced to IBM.

Help Desk Support (Levels 1, 2, 3) – State-of-the-art call tracking and reporting tools support an experienced staff focused on resolving over 85% of the inquiries on the first call and delivering on high levels of end user satisfaction. Our extensive experience and existing client base utilizing the GERS Application allow our team to minimize time during the training and transition process and tap into a comprehensive KnowledgeBase that creates a transparent layer of support for your traveling population. The IBM MBPS global network allows us to offer local language support or utilization of lower cost geographies for your global population where needed.

Receipt Verification and Policy Compliance Audits – Focusing on your corporate policies and escalation directives, IBM can manage the compliance and verification processes seamlessly. By harnessing the power of Receipt Scanning and Fax Imaging technology and removing the reliance of paper receipt handling and distribution, the audit functions can be performed in any geography.

Receipt Handling and Storage – When paper receipt documentation is required, IBM can offer a comprehensive solution for receipt cataloging, scanning, and storage to meet the needs of your business. IBM can also support global tax reclaim processes by identifying and segregating the receipts eligible for reclaim, distributing the receipts to a third party reclaim processing service and maintaining an audit trail of receipt documentation.

System Administration Support – Business rules and policy maintenance coupled with a proactive approach toward identifying and modifying fraudulent behavior allow IBM to provide a more inclusive service for system administration and support that closes the gap on policy alignment and exception behavior.

Corporate Card Administration and Individual Card Member Reconciliation Services – Experience with a variety of global corporate card vendors and the ability to leverage efficient tools for the daily function of adding and deleting card members and providing individual card member support allow IBM to automate and manage the process for your business.

Travel Procurement and Sourcing – As the world’s largest traveling organization, IBM negotiates with a myriad of travel service vendors around the globe. By harnessing these relationships and the power of data analysis, IBM travel procurement can provide services like travel agency selection and management, analyzing travel spend data to identify gaps in current vendor contracts and policies, and negotiating and maintaining vendor contracts with air, car, and hotel partners.

© Copyright IBM Corporation 2009

IBM CorporationGlobal Expense Reporting Solutions150 Kettletown Road, MD: 269Southbury, CT 06488USA Email: GERS@US.IBM.comPhone: +1-603-778-2786

Produced in the United States of America2009All Rights Reserved

IBM, the IBM logo, and the e-business logo are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both.

Other company, product and service names may be trademarks or servicemarks of others.

References in this publication to IBM products or services do not imply that IBM intends to make them available in all countries in which IBM operates.

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