SCOPE OF THE TRAVEL MANAGER… WHAT SUPPLIERS NEED TO … · 2019. 11. 21. · scope of the travel...

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SCOPE OF THE TRAVEL MANAGER… WHAT SUPPLIERS NEED TO KNOW CINDY SHUMATE TRAVEL MANAGER & INDUSTRY CONSULTANT Puget Sound BTA November 20, 2019

Transcript of SCOPE OF THE TRAVEL MANAGER… WHAT SUPPLIERS NEED TO … · 2019. 11. 21. · scope of the travel...

Page 1: SCOPE OF THE TRAVEL MANAGER… WHAT SUPPLIERS NEED TO … · 2019. 11. 21. · scope of the travel manager… what suppliers need to know cindy shumate travel manager & industry consultant.

SCOPE OF THE TRAVEL MANAGER…WHAT SUPPLIERS NEED TO KNOWCINDY SHUMATETRAVEL MANAGER & INDUSTRY CONSULTANT

Puget Sound BTANovember 20, 2019

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CINDY’S TRAVEL MANAGEMENT JOURNEYDIFFERENT MARKET SEGMENTS… SIMILAR TRAVEL PROGRAM NEEDS

© Cynthia Shumate LLC 2019

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WHY MANAGE CORPORATE TRAVEL?

Risk

Service

Cost

Compliance

Reporting

© Cynthia Shumate LLC 2019

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GLOBAL TRAVEL SPEND IS HEADED UP!

Source: GBTA 2018

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STANDARD TRAVEL PROGRAM ELEMENTSWHAT A TRAVEL MANAGER DEALS WITH ON A DAILY BASIS…

Travel Program

SuppliersAir/HotelGround

Parking/Tech…

Policy

Technologyy

Communications Training

Reporting

Integrations -Expense

RiskSafety

Service

Savings

Satisfaction

© Cynthia Shumate LLC 2019

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TRAVEL BOOKING MIRRORS TRAVEL PROGRAM

• TMC/Online• Supplier

Contract• Technologies

• Charge card• Travel risk

monitoring• Supplier support

• Policy• Exceptions• Communication

• Expense tool• Monthly/Qtrly

reporting

4Reporting

1Approval

2Booking

3Traveling

© Cynthia Shumate LLC 2019

POLICY…PROCESS…PROGRAM…

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SIMPLEST POLICY… SIMPLEST GUIDANCE

1. Use company-preferred travel agency and/or online booking tool.a. Should be inclusive of all best fares, plus provides invaluable support for travelers.

2. Use company-preferred suppliers.a. Should fit travelers’ needs, be fully vetted, and offer consistent/competitive pricing.

3. Use company-preferred charge card.a. Easy for travelers, provides efficiencies with Expense tool, as well as valuable reporting.

4. Submit expenses on time.a. Ability to report and be accountable is critical.

Love –Your CEOThe rest is just procedure and how-to’s…

© Cynthia Shumate LLC 2019

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WHO IS THE TRAVEL MANAGER?… WONDERING WHY IT’S HARD TO GET AN APPT?

Sometimes 1 person performing all rolesSometimes shared amongst departmentsMany hats – on/off

Does this person really exist?

Travel ManagerCalm-Cool-Collected

Customer ServiceFriendly

Empathetic

CommunicationsDynamic - Timely Supplier Negotiator

Tough but Fair

Technology GuruCapableInformed

TrainingClear

Complete

Data ExpertAnalytical

© Cynthia Shumate LLC 2019

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MANAGING UP, SIDEWAYS AND DOWN

WHO NEEDS WHAT… Senior Management – Reporting, Policy

Compliance Dept Heads/Admins – Policy/Process

training, Cost Control, key advocates Travelers – Ease of use, Support when

needed, Flexibility

Senior Management

Dept HeadsAdmins

Travelers

© Cynthia Shumate LLC 2019

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WHERE TRAVEL FITS INKNOWING THIS MAY HELP YOU DESIGN YOUR SALES APPROACH

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REPORTING SOURCESMEASURE… MANAGE… MAKE DECISIONS

TMC – booked but not flown/used

CARD – shows only purchases on card

SUPPLIER – shows only travelers/activity attached to corp accounts, could be many

others

3rd PARTY DATA CONSOLIDATORS – comprehensive scope depends on accuracy of

implementation

EXPENSE TOOL – shows all card, AND cash (travelers always want to be reimbursed!)

BENCHMARKING – helps validate data, negotiation offers© Cynthia Shumate LLC 2019

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COMPLEXITY OF AN INTEGRATED END-TO-END TRAVEL/MEETINGS PROGRAM

IT’S ABOUT A CENTRALIZED DATA FUNNEL - INTEGRATED TECHNOLOGIES!

All of this requires communication/training to users!

SUPPLIER ENTRY

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HOW’S YOUR RELATIONSHIP DOING?Is your contract being used by all travelers? Or only by certain departments? What % of total travel spend does this represent?

Do you know if there is a centralized TMC for the company?

Have the contractual discounts been loaded in to a GDS system?

Has the company provided user trainings? Or distributed communications to inform travelers how and where to book to access discounts? Over the phone with TMC counselors? Using an online booking tool connected to TMC? Direct on supplier sites? Or, is the message “you’re on your own……….?”

Are you providing monthly reporting? Are the numbers growing?

Are you talking to the right person? Does the company support an end-to-end travel concept?

© Cynthia Shumate LLC 2019

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ARE YOU RELEVANT?QUESTIONS SUPPLIERS CAN ASK THEIR TRAVEL MANAGERS…

© Cynthia Shumate LLC 2019

Do you have Program goals that align with overall Company goals? Can you explain those to me?

How can I help you?

What do you need?

What’s most important?

I’m here for the long term!

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THANK YOU!QUESTIONS?

[email protected](203) 253-3683

Suppliers – Consider this presentation for your sales teams.

Buyers – Consider this presentation for your senior leaders who make decisions about your Travel program.