Nine Tips for a Successful SAP Concur Implementation
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These 9 major practical tips help you ensure a fast and successful SAP Concur implementation, avoiding the cost and budget overruns. Check Now!
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Nine Tips for a Successful SAP Concur Implementation
- 1. 1 9 Tips for a Successful SAP Concur Implementation
- 2. 2 Introduction SAP Concur is the world’s leading brand for integrated travel, expense, and invoice management solutions, which doesn’t only seamlessly automates the entire expense reimbursement process and makes travel bookings simple and hassle-free, while automating invoice approvals.
- 3. 3 Manual Processing of Expense Reports – Manually entering expenses in an expense report without following proper guidelines is time-consuming and prone to errors. Unclear Policies and Lack of Enforcement – It may be challenging for employees to fully understand the rules that have been established by their company, and policies are frequently not strictly upheld. Lost Receipts and Expense Reports – After completing a transaction, there is a chance that the employee may misplace the paper receipt. This results in exception approvals and long delays in getting reimbursed, and downstream, the Finance team also faces problems during check and audits. Travel and Expense Management Business Challenges For the Employees:
- 4. 4 Lack of Business Data Visibility – It becomes difficult to monitor the costs incurred by the employees without enough visibility into the finances. Inadequate Business Reporting – In order to make critical decisions about spending and budgets, it is essential for every organization to continuously analyze its financial accounts. Outdated and Poorly Integrated Systems – Many businesses still rely on their outdated systems having technological inadequacy, which makes the reimbursements hectic and cumbersome. For the Managers/Finance Team:
- 5. Benefits of an SAP Concur Implementation 5 SAP Concur Benefits –Travel Management One of the key SAP Concur benefits is that it makes arranging travel bookings simple and convenient for employees and travel managers. SAP Concur Benefits – Expense Management With the highly-rated SAP Concur mobile app, every part of an employee’s travel is managed. Tips for using the SAP Concur mobile app to manage expenses: OCR receipt recognition and email integration Automatic expense classification Credit card integration for quick expense conversion Regulation enforcement and entitlement tracking Mileage tracking with GPS integration Fraud and duplicate expense detection Configuration adjustment for policy changes
- 6. SAP Concur Benefits – Business Reporting 6 It presents the functionality of real-time business analytics used in understanding the trends of the expenditures, using AI technology. Because such a solution offers more visibility over spending, it supports a business not only in expanding, but also in making better financial decisions. SAP Concur Implementation Tips 1. Define Boundaries – It is essential to consult all stakeholders and define the scope of the project because a focused implementation is more likely to succeed within time and budget constraints. Sometimes the stakeholders are not aware of the terminology used in SAP Concur; make sure they understand and visualize the solution. User Training and live demo sessions are also effective tools.
- 7. 7 2. Phase the Rollouts – Businesses generally have operations in multiple countries, so grouping them according to the business needs and deploying them in phases rather than all at once, is more advantageous from a project management perspective. It’s also possible that some countries might require similar configurations because of the same policies. 3. Ensure Compliance – Specific employees (like CEO, CFO, etc.)/group of employees in a company may be subject to certain regulations and SAP Concur allows the implementation of different policies for different employee groups. Fully comprehend the local regulations that each group is subject to and map the policies accordingly. 4. Avoid Over-Customization – There may be situations where a customer wants a functionality that is unattainable, given the way SAP Concur is designed. In such scenarios, avoid over- customization and provide a workable solution to achieve it. It’s preferrable to take advantage of best practices and to prevent deviations.
- 8. 8 5. Document Clearly – A Configuration Document Workbook (CDW) is provided to the customer, requiring them to specify their requirements. Maintaining proper documentation to keep track of all the information and to ensure no deviations is crucial for any project. 6. Design Workflows – SAP Concur gives the flexibility to implement approval workflows in accordance with the organization’s needs. It provides a variety of approval rules pertaining to either approver level within an organization or approver’s signing authority of expense limit and many more. 7. Leverage Intelligent Features – SAP Concur offers more intelligent features such as automatic expense creation via receipts, map integration for tracking mileage costs, and many others. Become familiar with the features and make the solution future-proof by implementing such features into your solution.
- 9. 9 8. Test Robustly – To ensure that all configurations are made flawlessly, testing is vital. Create Test Users and perform testing of all the configurations by processing Test Expense Reports. Test to confirm that SAP Concur can synchronize and automatically communicate with other systems, so that the expense data import and export happen without manual intervention. 9. Choose the Right Partner – Perhaps the most important tip. Choose the right SAP Concur implementation partner. They should help you build a robust business case for your SAP Concur implementation, help identify scope, define clear timelines and schedule, and provide certified consultants with prior experience who can design and deploy the system.
- 10. 10 Jade Global offers SAP Concur implementation, advisory, and transformation services. The dedicated team of SAP consultants at Jade makes your transition to SAP Concur seamless by executing an expedited implementation approach, templates, and tools. Additionally, the team assists with rollouts and configuration changes, while managing and supporting ongoing operations. End Note By following these simple SAP Concur tips, avoid getting overwhelmed with your T&E implementation. Ensure you are working with Concur-certified implementation partners to assist you in your successful SAP Concur implementation journey! Jade’s SAP Concur implementation solution captivates with advanced technology. It possesses qualities that not only eliminate the manual, tedious T&E management process that has been in use for so long but also support businesses to operate at their best.
- 11. 11 Headquarters 1731 Technology Drive, Suite 350 San Jose, CA 95110, USA Phone +1-408-899-7200 Email [email protected] Website www.jadeglobal.com USA I CANADA I UK I AUSTRIA I INDIA www.jadeglobal.com Read the Blog Read the Complete Blog
- 12. 12 Headquarters 1731 Technology Drive, Suite 350 San Jose, CA 95110, USA Phone +1-408-899-7200 Email [email protected] Website www.jadeglobal.com USA I CANADA I UK I AUSTRIA I INDIA www.jadeglobal.com THANK YOU To Know More About our Services, Visit: https://www.jadeglobal.com/sap