SAP Concur: Transforming Expense Management

Complexity to Clarity

Transforming Expense Management with SAP Concur

Challenge

The client is in digital engineering industry present in 12+ countries and having 6000 employees worldwide. Client struggling with some outdated, manual travel and expense management system that offered minimal control over internal travel expenditure and limited visibility for both approvers and finance teams. Below are the challenges with existing tool.

  • Paper based travel request approvals and manual cash advance process disconnected from travel requests
  • Per diem calculations were frequently delayed and employees are frustrated with late allowance reimbursements
  • No ability to have real time exchange rates in the existing tool which leads to lengthy reimbursement cycles
  • Employee spend dashboards were not available to executive team to take informed decisions
  • The absence of seamless integration between the travel reimbursement tool and the ERP system is creating bottlenecks and delays in the reimbursement process

Solutions proposed Outcomes

As the existing travel and expense management tool was hindering the organizations growth and innovation goals, client leadership team sought our expertise to suggest us the best cloud-based travel reimbursement tool. Following the comprehensive assessment of the current system and processes, we identified areas that could be immediately integrated into the automation solution and other that required streamlining before automation.

Outcomes

97 %
Paperless claims
58 %
Faster reimbursement
99 %
Policy adherence
85 %
Automated process

How We Contributed

The client aimed for a comprehensive view of travel and expense and sought to empower employees to submit expenses from any location, facilitating swift approvals and automated reimbursements. As a tech-driven company, they desired a complete transition to paperless T&E management. Below are the key aspects of SAP Concur implementation Project.

  • Supervision of overall project management
  • Validation of processes and policies to ensure compliance
  • Requirement Gathering and documentation
  • Designing and configuration system build
  • Developed system integration utilizing CPI with precise field-to-field mappings.
  • Integration data validation and testing support
  • Coordination and credit card feed implementation
  • Configuration validation and user acceptance testing support
  • Implementation of adoption and change management strategies
  • Train the trainer & end user training support
  • Three-week post GO-Live hyper care support for smooth transition

Read More on Our Expenses Management Solutions on this page

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