Gonzaga Webinar V.5
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Transcript of Gonzaga Webinar V.5
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Gonzaga University
Shares their journey in automating
Travel & Expense
Tim Martino, Concur – Sr. Security & Technology Consultant
Linda Wilson, Gonzaga – Financial Systems & Services Manager
Jennifer Frame, Gonzaga – ZAGS T&E and Credit Card Administrator
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Today’s Speakers
Tim Martino Linda Wilson Jennifer Frame
ConcurSr. Security & Technology Consultant
Gonzaga UniversityZAGS T&E and Credit Card Administrator
Gonzaga UniversityFinancial Systems & Services Manager
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Exploring Travel & Expense
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SecureConnected Accessible
The Basics
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Poll Question
Which ERP system do you use….
A. PeopleSoft
B. Banner
C. Colleague
D. Workday
E. Other
F. What is an ERP?
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ERP
HR System
Payroll System
Credit Cards
Connected
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Commitment to Higher Education
All data, March 2016
Dedicated Team of
30+
Higher Ed Advisory Board
Tailored Product/ServiceDevelopment
Higher Ed Customers
400+
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HEADLINE COPY
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GONZAGA UNIVERISTY OFFERS…An exemplary education that develops every student’s
intellectual skills, imaginative capacities and ability to innovate.
SO OUR GRADUATES BECOME…Courageous leaders who shape and serve their professions
and communities for the good of all..
Established in 1887
7,400 +
undergraduate and graduate students
880
staff members
734
faculty members
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Deciding to Automate Expense
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About Us - Prior to Concur
1,000 Monthly Expense Reports
Submitters: Faculty, Staff & Students
7+ Days to Process Reimbursements
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Paper Based Process
RequesterAccounts
Payable
Opened
Approver
Room
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Time for Change
Making the Decision
Building the Business
Case
Switching from Expense
to T&E
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Choosing a T&E Solution
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ERP Integration
Credit Card Integration
Supported In-Office
Low IT Involvement
Travel Management Integration
User Friendly
What We Wanted –
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Considerations –
ERP Travel & Expense Module:
Expense Component Only
Travel Not Fully Developed
ERP P-card Module:
Not robust enough for transactions
to flow into expense
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Implementation Experience
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Purchase Concur
Completed Implementation
Pilot Group Initiated Optimization Assessment
Our Implementation Journey
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Initial Implementation
Robust
Project
Management
Integrated
Seamlessly
with ERP
Simple
Connection
to Credit
Cards
Utilized by
Staff and
Student
Employees
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Optimization
Request
Risk Messaging
Service Admin Elite
Managed Reporting
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Benefits of Concur
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User
Experience
In-house
Administration
Save Money Sustainability
Fast Expense
Processing
Integration
Mobile App
Customizable Configuration
Quicker Reimbursements
Greater Visibility
Branded Concur
Banner
Credit Cards
Reimbursement Payments
Travel Management Company
Duty of Care (Risk Messaging)
Reduced IT Resources
Customizable Configuration
Single Sign-on
Standard Accounting Extract (SAE)
Delivered Workflow
Lower Administration Cost
Travel Vendor Savings
Better Spend Insight
Increased Credit Card Rebate
Reduced Paper
Expense Report & Receipt Storage
“Concur Travel &
Expense has delivered
on everything we
wanted in a solution”
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Why We Concur
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Concur | Higher Ed Vertical Evolution
Dedicated Team
Advisory Board
Product & Service
Enhancements
User Groups
Continued Investment
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Advanced Training
Opportunities
Reporting & Analytics
Superior Configuration
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Opportunity to Network with Peers
Share Ideas & Learn from Other Universities:
Fusion Annual Conference
CHELF - (Concur Higher Ed Leadership Forum)
LinkedIn User Group
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“We appreciate that Concur provides
consulting to support our Travel & Expense
initiatives on campus.”
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Our Process Today
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Update – Process with Concur
700 – 800 Monthly Expense Reports
Built-In Policies & Increased Compliance
Processing time down to 3.7 days
3.7 Days to Process Reimbursements
22% reduction in expense reports processed
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The Road Ahead
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3-Phase Project
T&E Office Advisory GroupsFaculty Needs
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Up Next: Automating Invoice
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Q&A
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Thank you!
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First: Travel & Expense Office
Implement
Concur Risk
Messaging
Implement
Comprehensive
Traveler Duty of
Care Program
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Second: Meeting Faculty Needs
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Third: Consult Advisory Group