Travel and Expense Introduction to Concur Procurement Services
Travel and Expense
Introduction to Concur
Procurement Services
Current UD Travel Program
• UD spent $16 million on travel in FY 2017
• Travel spend booked through current travel partner was less than $1
million
• Travel and expense are separate processes today with no integration
“The process isn’t working; the administrative burden on travelers and staff is
significant – our time could be better spent focusing on our research and
roles at the University“
“The interpretation of the policy is inconsistent across UD. When I travel for
different departments my experience can be different”
UD’s New Travel & Expense Management Solution
• Concur is the leader in integrated travel and expense
management services and solutions within higher
education
• Over 60% of the Fortune 500 use Concur
Travel Request
Travel Booking
Expense Process
Travel and
Goods & ServicesTravel
• SSO Single-Sign-On Integration
• Imports UD Credit Card transactions (UD and DBC Cards)
• Online Booking Tool
• Offers pre-trip authorization requests
• Establishes duty of care - traveler visibility and safety
• Automates the expense management process
• Card transactions, digital receipts, approval workflow
• Introduces mobile technology options
• Digital uploads, OCR technology, itinerary alerts and
price checking
We Make Travel Simple
7th Largest TMC in the Nation
• Founded in 1983 – Now Over $956 Million in Annual Sales
• Focused on Mid-Market Companies
• Global Mid-Market Leader
• Rated Top 1% Nationally – Business Travel News
• Company-Owned 24-Hour Reservation Center
• 5 Customer Call Centers, 33 Onsite Offices
• 500 World Travel, Inc. Associates
Included Servicesfor Simple Travel Management
Global Hotel Program
24/7/365 Reservation Center
Consulting Services
Location and Security Intelligence
Unused Ticket Recovery and Management
No Additional Fees for Refunds or Voids
24-Hour Voiding Capability
WorldMobile™
FlightStats™
Waivers and Favors International Rate Desk WorldReports™
• Why use Concur Travel?• Data flow across modules• Automatic Itineraries• GSA Rates/Per Diems• Duty of Care
• Service Types• $8 service fee for booking
online via Concur• $30 service fee for booking
with a dedicated World Travel agent
• Group travel (10 or more travelers) should utilize World Travel agents
Concur is Fully Supported by World Travel Team Members
Travel Request Report Workflow
• Traveler or delegate prepares travel request in
Concur
• Approval required for travel requests
• Offline approval can be attached to request
• Approval (can be delegated)
TravelerDirect
SupervisorBudgetary Approval
Expense Report Workflow
• Employee/cardholder or delegate prepares
expense report
• Employee/cardholder must certify and attest
to the accuracy of their expense report and
submit for approval
• Approval (can be delegated)
User Submits
Direct Supervisor
Budgetary Approval
Project Timeline
Stage 1
• Assessment
• September 2017 – October 2017
Stage 2
• Planning
• October 2017 – November 2017
Stage 3
• Implementation
• December 2017 – August 2018
Stage 4
• Pilot Deployment
• September 2018 – October 2018
Stage 5
• Campus Deployment
• November 2018