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©2016 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc. All other company and product names are the property of their respective manufacturers. Specifications and other details listed are accurate as of
printing, but may change without notice.
The presentation will begin shortly. Audio will be streamed
directly via your computer speakers. Enjoy the webcast!
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Communicating with your Users:How to Manage Change and Promote your T&E Program
Clay Thompson, Client Marketing Manager for Concur
Cathy Sharpe, Director of Global Travel & Expense
Management Services for ITW
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Where we’re going
Change management
How Concur supports you
Communication tactics
Outcomes to look for
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The People vs the Project
Project management is only a part of the change management plan.
Change management looks at the people who are sponsoring,
executing and affected by the change.
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People are ice cubesMelt. Change. Freeze. Repeat.
MELT
CHANGE
FREEZE
Create motivation. Start communicating.
Empower people. Identify problems. Implement tools.
Confidence restored. Culture intact. Benefits realized.
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Tips of the icebergDon’t let your project sink!
• Communicate vision
• Include all types in the planning process – even cynics!
• Establish two-way communication and support channels
• Active listening with your emotional intelligence
• Manage your own feelings and motivations
• Celebrate success!
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How Concur supports you
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Currently
Professional
edition only
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Deployment & Training ToolkitsLearn. Teach. Optimize.
• Deployment and transition for core services
• Learn how to administer Concur
– Get to know the basics of Concur® Travel,
Concur ® Expense and Concur ® Invoice
– Back office tools and configurations
– Reporting
• Customer Learning series
www.concurtraining.com/
Professional► /pr
► /prdeployment
Standard► /standard
► /standarddeployment
GO TO
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Promotional guidesfor Concur mobile app and TripLink
• Find in the Training Toolkit
• End user and admin materials
• Sample promotion plans
• Reporting!
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Communication tactics
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Tips of the icebergDon’t let your project sink!
GLOBAL TRAVEL ADOPTION
87%
Expanded stellar US adoption to drive Concur Travel
bookings across regions—reducing incurred fees!
Easy to access policy that shares the “why”
Focus on Concur during in-person T&E trainings
Strong dynamic messaging for ease of use
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Midsized industrial company
MOBILE ADOPTION
89%
This recycling and waste materials company used their
portal, email, live training, newsletters and a pilot group.
Built into the onboarding process
Strong executive support
Used the Concur Mobile training site
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Send an email!...and other tactics we may have missed
INTRANET/PORTAL
NEWSLETTERS & EMAIL SIGNATURES
INTERNAL SOCIAL MEDIA
ONLINE & IN PERSON TRAININGS
POSTERS
COMPANY EVENTS
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Outcomes to look for
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Tracking your progressthrough business metrics
• Identify where your communication tactics
have been successful in driving adoption or
compliance
• Are there areas where you have found
success? Where there’s room for
improvement?
FIND RESOURCES IN YOUR TRAINING TOOLKIT!
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Mobile utilization
Optimize mobile adoption to…
• Increase employee satisfaction with an easy
user experience
• Increase adoption of your T&E program
• Drive compliance to your preferred vendors
• Drive more accurate, compliant expense reports
• Better understand your outstanding liabilities
REPORTS
Mobile Mobile Registrations
Mobile usage Expense mobile metrics summary Travel mobile metrics summary
Applies to:
Travel Expense Analysis &Intelligence
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Travel policy compliance
View list of users that violated company travel policy
based on “violation code” and “violation reason.”
Actions:
• Review employees use of critical reason codes like
declined lowest fare due to obtaining frequent flyer
points. Hone in on key users for you to watch and
potentially educate
• Analyze top utilized reason codes and adjust your
policy to streamline program and booking process
• Remove underutilized reason codes
REPORTS
Compliance Travel policy exceptions Top exception violators
Applies to:
Travel Analysis &Intelligence
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Business efficiency
Accruals – determine the amount of expenses not assigned to
expense reports and those assigned to a report but not yet paid
• Gain visibility for accurate financial reporting
• Better manage cash flow
Workflow cycle time* – monitor how long it takes an expense report
to move through the major workflow steps so you can…
• Identify bottlenecks in the process
• Justify your investment
* Intelligence only
REPORTS
Accrual Expense accrual Expense Accrual by date range
Expense processing Workflow cycle time details
Applies to:
Expense Analysis &Intelligence
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Click on the arrow to open link
• Change management activities guide
• Training Toolkit
– Professional
– Standard
• Adoption toolkits
– Mobile app
– TripLink
• Customer Learning Series
Links to key resources
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©2016 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc. All other company and product names are the property of their respective manufacturers. Specifications and other details listed are accurate as of
printing, but may change without notice.