CiS - Business Trip Management

CIS: CONIM Integration Software

Conim Integration Software (CIS) is a product developed by Conim LLC, partner of SAP and Microsoft.

The solution creates integrated business environment simplifying access to the required information and processes.

CIS helps to increase efficiency of operations which business user normally does in SAP by giving easy and secure way to work from email or mobile agent.

CONIM Integration Software

*- process realize is coming

1. Budgets Management

2. Purchase Requests Management

3. Business Trip Management

4. Vacation and Absence Management

5. Plant Maintenance Management*

6. SAP Project System Integration with MS Project*

7. Treasury Management*

Business Trip Management

CIS: Business Trip Management

Business trip approval result

Business trip request: Creation

Business trip request:

Revision/Approval

Accounts and HR departments Notification / Documents Templates

The Case

First Employee – Mark Tompson Second Employee – Jeff Gordon Head of Department – John Smith Director – Mac Dowell 1. Head of Department assigns one of his

employees to a business trip 2. Director has to approve the trip

Business Trip Request

Head of Department marks in Outlook calendar days of the business trip using context menu.

Using CIS panel Head of Department selects the first employee and the correspondent approver. Employees’ data are taken from SAP.

The Request Details

Employee Availability Check

The request is check against SAP calendar [of the first employee]. The first employee is on vacation.

Head of Department selects the second employee [available]. The request is sent to Director for approval.

Alternative Selection

Request Rejection

Director declines the request with the reason: “This employee is working in the other project”.

Head of Department receives email with notification about rejection and specified reason.

Rejection Notification

Second Attempt

The decision is made to cancel vacation of the first employee and send his to the important trip.

Approval Notification

The new request is approved by Director. Head of Department receives the correspondent notification.

Business Trip Notification

The first employee receives notification about upcoming business trip. Terms and destination information is displayed.

Outlook: Period Blocked

The correspondent period is blocked in the employee’s calendar.

SAP: Calendar Updated

The business trip details are reflected in SAP.

Request to Accounts Department

Automatic request to Accounts Department is generated. Accounting can issue the papers and authorize the trip.

Documents Templates

For convenience accounting documents are auto-generated based on templates: Order and Authority.

Request to HR Department

Automatic request to HR Department is generated. HR can do tickets and hotel booking.

iPad Application

iPad application is available.

iPad Application

iPad application provide easy and convenient way to track HR-requests and perform evaluation.

iPad Application

HR-request’s view provides details about the destination and purpose of the trip with ability to approve or reject.

iPad Application

Any decision can be provided with comments.

iPad Application

iPad application keeps HR-requests history. Sort and filter features help to search and track requests.

iPad Application

Example: Approved request in the archive.

iPad Application

Example: Rejected request in the archive.

Thank you! Questions?

CiS - Business Trip Management

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