Steve Jarvis - Concur - Boosting Productivity For Travel & Expense Management

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


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


Integrated = Control


T&E =

8-10%of average budget

According to Aberdeen

20% is controllable &

out of policy*

Average business:

Integrated = Control


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:


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.


…create barriers and data gaps.

Travel Finance

Separate systems…


Travel Finance

System A

System B

System C

System D

…are redundant and inaccurate.Multiple systems…


…into a single system.Integrate the process…

BookTrip

ManageTrip

ExpenseReport Audit Pay Reporting

Integrated Travel & Expense Solutions


Book corporatetravel

Manageitinerary

Automateexpense reports

Review, approve and audit

Reimburse employee andcorporate card

Report andanalyze


Integrated travel and

expense = Saving time

Web-based and Mobile Apps to Manage Your Travel and Complete Your Expense Reports


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


Mobile Expense


A Picture Is Worth $1,000



planThe timely insight to

forecastnegotiate

Timely Information Helps You Manage Your Overall Spend


Reporting Tools Provide Clear Insight Into How You Spend T&E Budgets


Use New Technology to Focus on Traveler Experience

The traveler-centric future will change our views

Mobile Socialness Interoperability


Most people travel like this…

…when they could travel like this!


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

Steve Jarvis - Concur - Boosting Productivity For Travel & Expense Management

Business

Transcript of Steve Jarvis - Concur - Boosting Productivity For Travel & Expense Management