PCM

Policy Compliance ManagerWith Scott Clayton & Sheri EllisSpecial guest Edie Grosz

Monitor Your Business Better

AgendaIntroduction

Why Do You Need It

What Does It Deliver

How It Works

Questions and Answers

IntroductionHow to better monitor your business and ensure your travelers are kept abreast of you current corporate travel policies.

Why Do You Need It?• Travelers traveling all over our Globe

• Need to know who is traveling

• When, Where and Why

• Proactively control cost

What Does It Deliver?

• Notification/Authorization options of non-compliance activity

• Non-Compliance Email Alerts with Re-Notification

• Escalation Function• Multiple Levels of Approvers

Approver Logs into PCM to review Trip NotificationPolicy Business Rules Inspect Trip Trip Notification Emailed to

Approver(s)

PNR Documented

Reservation is Made in Agency Workflow

Reservation Returned to Agency Workflow

Process for a notification only

Process when an authorization request is approved/declined

Approver Logs into PCM to Inspect TripPolicy Business Rules Inspect Trip Trip Authorization Request Emailed to Approver(s)

PNR Documented

Reservation is Made in Agency Workflow

Reservation Returned to Agency Workflow

Trip Approved/Declined Email Sent to Traveler Trip Approved/Declined

Configurable ChecksAIR CAR HOTEL MISC

First Class not allowed

Car rental size 

No hotel in booking with overnight stay

Online adoption – domestic or simple International was not booked online

First Class flight time

Car Reason Code 

Maximum hotel rate exceeded

High Risk Destination 

Business Class not allowed

Car Vendor not preferred vendor

Hotel Threshold  

Business Class flight time

  Hotel Reason Code  

Business Class may be booked for International only

Advance purchase requirements

Maximum airfare exceeded

Airfare is greater than lowest logical

Air Reason Code      International – arrival country is different than departure country

Policy Exceptions• Policy Exceptions

– Last Minute Travel (trips booked within 1 business day of departure)

– Same Day Travel– Weekend/Holidays (weekends – Friday 5pm

local time to Monday 1am/Standard holidays)– Department/Division Exceptions– VIPs

Travel Authorization Request via Email

TRAVELER’S NAME

APPROVER’S EMAIL

FARING DATA

CLICK to APRROVE

OUT OF POLICY REASON

Travel Authorization Request via Website

Report Query

Request Activity Report

Traveler Detail Report

Thank you for your interest in Policy Compliance Manager.  I hope this session has shown what a valuable, cost saving tool this can be for your customers.  Please feel free to follow up with us on any questions you may have.  Have a great day!