best practices to enable your travelers to embrace expense management
TRANSCRIPT
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© 2016 GBTA. All rights reserved.
Best Practices to Enable your Travelers to Embrace Expense Management
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Today’s PresentersCindy Heston
Director, Travel and Events
Jeff Devier
Director, Customer Success Management
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How can you reduce friction with expenses…
How can you elevate travelers’ biggest frustrations
How to streamline expense submissions
How can you best engage with your business travelers
How can you keep the back office (A/P and administrators) happy
How mobility and other enhancements drive improvement
What You’ll Learn Today
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Key Challenges Faced
Best Practices to Enable Your Travelers to Embrace Expense Management
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Key Drivers of Expense Procrastination
Daunting prospect matching receipts with expense details (GL codes, etc.)
Labor-intensive manual processes
Cumbersome, unintuitive expense reporting tools
Lack of mobility options
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Nasty surprises with expense limits and exceptions
Lack of clarity around corporate travel polices
Lack of visibility into reimbursement approval
Back-and-forth line item inquiries delaying reimbursement
Travelers’ Expense Frustrations
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Engaging With Travelers
Best Practices to Enable Your Travelers to Embrace Expense Management
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Engage with Travelers: Solutions Straightforward, anytime, anywhere, any device expense
submission
Intuitive solutions that are easy to learn and use
Integration into corporate travel booking, corporate card and ERP / payment systems
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Engage with Travelers: Mobility Solutions Expense solution and experience across all mobile devices
Ability to take pictures of receipts, or forward attachments instantaneously
Mobility technology including OCR, receipt and credit card auto matching
Ability to approve anytime, anywhere
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Engage with Travelers: Processes Clear, fair, objective and well-communicated corporate travel
policies
Built-in compliance rules encourage good behavior
Full visibility into approval and reimbursement status
Expense submission and payment cycle
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Supporting the Back Office
Best Practices to Enable Your Travelers to Embrace Expense Management
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Supporting the Back Office: Solutions Work with established, stable, best-of-breed solution vendors
Ensure flexibility with configuration and business rules
Make fraud prevention and detection easier and more automated
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Automate manual processes – allow more time to be spent on high-level activities
Traveler feedback driving AP engagement and innovation
Streamline approvals: less chasing and happy travelers
Real-time reporting drives better visibility and decision-making
Supporting the Back Office: Processes
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Automation is essential to increase traveler and back office efficiency
Real-time visibility helps with budgeting and planning
Transparency is critical for all parties
Mobility streamlines processes
Summary
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© 2016 GBTA. All rights reserved.
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