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© 2013 SAP AG. All rights reserved. 1 Internal WELCOME TO TODAY’S WEBCAST 5 Benchmarks to Travel Expense Management Success For audio, please turn on your laptop, PC or tablet speakers. Tweet about today’s event: @SAPcloud

[Slides] 5 Benchmarks for Travel Expense Management Success : by Paystream advisors for SAP Cloud for Travel

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5 Benchmarks for Travel Expense Management Success - presented by Paystream Advisors on JUNE 19, 2013 AT 10:00AM PT/1:00PM ET [Slides] Finance executives believe travel is one of the highest single expenditures for their company, and therefore, one of the largest opportunities for savings. Join industry experts, Paystream Advisors, as they share the latest trends and benchmarks for improving travel expense management. Plus, hear how a leading organization, Port of San Diego, is bringing innovation to their travel expense operations. Topics: •Controlling costs while managing global corporate travel policies •Integration and aspects of travel and expense management automation •Growth and ease in mobility plus real-time reporting and analytics •Adoption of best-of-breed travel and expense management solutions For more details on : SAP Cloud for Travel - visit http://goo.gl/a3vSU

Text of [Slides] 5 Benchmarks for Travel Expense Management Success : by Paystream advisors for SAP Cloud...

  • 1. 2013 SAP AG. All rights reserved. 1InternalWELCOME TO TODAYS WEBCAST5 Benchmarks to Travel Expense ManagementSuccessFor audio, please turn on your laptop, PC or tablet speakers.Tweet about todays event: @SAPcloud

2. Henry Ijams Managing DirectorPayStream Advisors, Inc.25 Benchmarks for Travel ExpenseManagement Success 3. Henry IjamsHenry Ijams, CAPP/APMManaging DirectorPayStream Advisors, Inc.Mr. Ijams 28 years of experience focuses on trends and technologies in financialoperations automation including strategies regarding the automation andbenchmarking of Purchasing and Payables processes.Through PayStream Advisors, Mr. Ijams consults with domestic and internationalorganizations that want to take advantage of leading practices and automationsolutions.About the SpeakerCraig 4. Agenda 5 common benchmarks aspects of travel and expensemanagement Growth and ease in mobility plus real-time reporting andanalytics Adoption of best-of-breed travel and expense managementsolutions4 5. PAYSTREAMADVISORSResearch and Advisory Services forFinancial Operations:- Travel & Expense Management- AP Automation- P2P Peer Benchmarking- Electronic Payments- Receivables Document Management- eBilling- PayStream P2P SummitPayStream Researchwww.paystreamadvisors.com 6. Achieve Operational Excellence!Fact:Employee Expenses arethe second largestcontrollable expenseProblem:Need to lower operatingexpenseSolution:Automate SpendManagementBenefit:Significant Bottom lineimpact 7. PayStreams Travel & ExpenseBenchmarking Report April 2013This survey report is designed to: Help accounting and finance practitioners familiarizethemselves with the current Travel & Expense Management(TEM) landscape; Allow companies to benchmark their operations againstsimilar businesses.7Footnote: PayStreams Travel and Expense Management Benchmark Survey was conducted in Q1 2011 8. Spend on TEM is growing 9. The Top 5 Benchmarks Use of Automation Policy Expense Leakage Travel Management Company Compliance Cost per Voucher Electronic Settlement 10. Cost Control Pressure Economy is focused attention on costreduction Companys should focus on where themoney is not trying to get blood out of a stoneThe economicdownturn may not beconsidered a trend;but, pressure on costhas permeatedcorporate travel andspend management. 11. Manual data entryand inefficientprocesses are thebiggest challengesin the manual T&Eprocess, followedby inability toenforce corporatetravel policies andlack of visibilityinto spend.What are the biggest challengesyour organization faces in theexpense management process? 12. Policy Mandates Take the spend policy off the shelf. The business case for mandating usage of toolswhich provide immediate spend visibility isclear. Improved compliance and suppliermanagement drives control and reduces cost.Mandating policy,such as the use ofspend solutionsnowthe rule rather thanthe exception. 13. Employee PurchasesMeals, gifts, incentives, services, supplies,fees, maintenance, utilities, etc.Business TravelAirfare, car, hotel, meals,entertainment, etc.Expense ReportsP-CardInvoicesAre you capturing all youremployee spend? 14. Policy MandatesOnly 31 percentmandate the use ofcorporate cards, butthis is up 10 percent inthe last 3 years. 15. Which of the following automation features do you currently use?Approval is going mobile 16. What are the biggest benefits you have achieved with your TEM Solution?Benefits?Lower Processing Costs Ranks #1 17. High Costs = CompellingOpportunityManual data entry and inefficient processes nearly triple the cost ofmanaging expense reports. 18. PayStream Summit: Expedition to P2PAutomationJoin Your Peers at:PayStreams Annual Procure to Pay Summit: September 15-17, 2013 Charlotte NC 18 Workshops 3 Learning Labs 3 Days of Networking 100% fun! Join PayStream Summit 2013 on LinkedIn 19. SAP Cloud for Travel OverviewControl Costs, Facilitate Compliance, Increase Efficiency inTravel and Expense ManagementNeil KrefskySr Director Product Marketing,SAP Cloud 20. 2013 SAP AG or an SAP affiliate company. All rights reserved. 20Speaker IntroductionsNeil Krefsky, Sr Director Product Marketing, SAP CloudSAP Cloud for Travel and SAP Cloud for Financials CPA & Accounting Background + Sustainability Reporting experience 20+ years in Presales, Product Mgmt/Mrktg in Software/Systems including 15 at SAP [email protected] 21. 2013 SAP AG or an SAP affiliate company. All rights reserved. 21Plan the tripTrip approvalBook the tripOn TripExpense ReportAuditApprovalReimbursementSAP Cloud for Travel for the entire lifecycle of a tripA people -centric end-to-end solution for travel and expense management 2013 SAP AG. All rights reserved. 22. 2013 SAP AG or an SAP affiliate company. All rights reserved. 22SAP Cloud for TravelPeople -centric UI and designed for the mobile workforce 2013 SAP AG. All rights reserved. 23. 2013 SAP AG or an SAP affiliate company. All rights reserved. 23Designed for CFOs whoneed to better manageexpenses and cash flowDesigned for linemanagers who needto make the mosteffective use of travelbudgetsDesigned for travelerswho need to meet theirbusiness goalsDesigned for the way people workWhile helping control cost, facilitate compliance and increase efficiencyCFOManagerTravelers OperationsDesigned forauditors toeffectively audittravel spends 2013 SAP AG. All rights reserved. 24. 2013 SAP AG or an SAP affiliate company. All rights reserved. 24SAP Cloud for TravelA people -centric end-to-end solution for travel expense managementPlanning Request trip Approve trip Maintain teambudgetsAnalyzing Analyze travel spend Plan travel budgetsExpensing Capture expenses Submit expenses Audit expenses Approve expenses Reimburse expensesBooking Book trip Manage itinerary 25. 2013 SAP AG or an SAP affiliate company. All rights reserved. 25SAP Cloud for TravelIntegrates to external systems and your existing SAP ERP- Receipt itemization- E-InvoiceBooking status updateImport of credit card feedsCreation of itinerariesFI: Expense Report &Journal Entries- Reimbursement data- FI G/L postingsHCM: Expense Report- Reimbursement data- Taxable amounts (payroll)FI: Updates- Payment status update- Exchange rate updateCO: Master data- Cost center, Project- Internal Order, Sales OrderHCM: Master Data- Payment status updateSAP ERPCost Object: MasterData- Cost center, ProjectSAP Cloud forFinancialsFI: Expense Report &Journal Entries- Reimbursement data- FI G/L postingsMileage calculationScanning andOEM Partners OCRSAPCloud for TravelOpen to otherERP systemsVia Web Services, XML, etc.Out-of the boxOut-of the box 26. 2013 SAP AG or an SAP affiliate company. All rights reserved. 26SAP Cloud for Travel around the worldAvailability of country versionsUSA UK Germany FranceIndiaChinaCanadaAustria SwitzerlandMexicoAustraliaSpainBrazil DenmarkNetherlandsItaly 20 dedicated country versionssupporting specific regulations for both local tax and locallegal requirements out-of-the-box With the International templatethe solution is ready to be used in more than 100 countriesAvailable country versionsBelgiumNew Zealand Ireland Sweden 27. 2013 SAP AG or an SAP affiliate company. All rights reserved. 27Intuitive user experienceConsistent experience of managing travel from end to end withan intuitive, consumer-grade applicationFlexible integrationLeverages SAP ERP FI, SAP Cloud for Financials and HCMsystem landscape for faster reimbursement and acceleratedreconciliationDesigned for mobilityLowers administrative burden of processing expenses by reducingpaper-based, offline processes through mobile applicationsWhy SAP Cloud for Travel?Comprehensive complianceConform with localized tax and legal regulations for travelexpenses and supports corporate travel policies 28. 2013 SAP AG or an SAP affiliate company. All rights reserved. 28SAP Cloud for Travel Fits Well Across IndustriesOur customers are in many industriesTravel & Logistics ManufacturingAutomotive High TechUtilities Pharmaceuticals Professional Services 29. 2013 SAP AG or an SAP affiliate company. All rights reserved. 29For more informationvisit www.sap.com/cloudfortravel Solution overview Benefits Customer testimonials Videos Solution demos Free trial registration 30. 2012 SAP AG. All rights reserved. 30Who Are WeSan Diego Unified Port District Port Act of 1962 Five Member Cities: San Diego, Chula Vista, National City, Coronado,Imperial Beach Economic Engine:$1.7 billion invested since 1963 Environmental Stewardship Maritime Business and Trade Cruise Business Port Tenant Businesses 31. 2012 SAP AG. All rights reserved. 31T&E Challenges (or Why We Looked at T&E Solution) In 2012 Technology Strategic Plan (TSP) Study was done Management described the 61% of the significant business challenges were technologyrelated. Need for newer, cutting edge technology. 5 Year Technology Plan developed Project for new Travel System in year 1 of the plan. Why a new Travel System? Reduction in Port workforce Need for a more efficient and effective process Process time and paper intensive Small project with big payoff for staff 32. 2012 SAP AG. All rights reserved. 32Innovation and Approach We Took Port IT team met with Port Staff on requirements in a new Travel System #1 User Friendly Interface Reduce redundant steps in process Integrates with our SAP On premise systems Utilizes smart phone apps Paperless process Management requirement Low implementation and integration costs Demoed different Travel Systems Integrationintegration integration Development Time Cost 33. 2012 SAP AG. All rights reserved. 33Why SAP Cloud for Travel First decision to go with a competitor SAP Cloud for Travel released right aftercontract signed Project planning stage discoveredintegration was limited and alldevelopment to connect to SAP wouldcost 3 times the cost of the system wepurchased. Discovery of SAP Cloud for Travel Purchase of system included everything:Smart phone apps, receipt storage, access tosystem from anywhere. Cost effective #1 Native integration between SAP andCloud system included! 34. 2012 SAP AG. All rights reserved. 34Future Vision and Strategy Continued process improvement as SAP Cloud for Travel creates newenhancements. Implement other non-travel reimbursement processes with in SAP Cloudfor Travel. Develop enhanced reporting with SAP Cloud for Travel reporting andintegration to SAP BI/BW 35. 2013 SAP AG. All rights reserved. 35InternalTHANK YOUQ & AResources to learn more: Watch SAP Cloud for Travel demos Connect with us: 36. 2013 SAP AG. All rights reserved. 36Internal 2013 SAP AG. 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