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INTERNAL
Isaac Abbs, Director of IT Enterprise Systems, Pima Community College
September 2018
Smarter Spend Management AcrossHigher Education
Robert Raucci, AVP Financial ServicesThomas Jefferson University and Jefferson Health System
2INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Introductions
Smarter Spend Management in Higher Education
Evaluating Solutions and Technology
Deployment and Implementation
Designing Strategic Policies for the campus
Reporting and Benchmarking
Constantly Evolving…
Agenda
3INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Thomas Jefferson University:
• Student Enrollment: 7,000 Full time
• Employee Count: 30,000 (approx. 1,200 full time Faculty)
• Established: 1824
• ERP For Financials: PeopleSoft
• TMC Partner: Travizon
• P-Card Provider: AMEX for T&E, JP Morgan P-Card
4INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Pima Community College:
• Student Enrollment: 43,129
• Employee Count: 2,200 (915 Staff + 315 Faculty)
• Established: 1966
• ERP For Financials: Banner by Ellucian
• TMC Partner: Shorts Travel
• P-Card Provider: JP Morgan Chase
5INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
The Complexities of Protecting Financial Health in Higher Ed
6INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
The Business Challenges of Spend Management
7INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Evaluating Solutions and Technology
8INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Getting Buy-In
Understand the pain points of the College with regard to spend
management
Communicate the overall ROI of a
new system – not simply the cost
Provide information from which data-
driven decisions can be made
Focus on the end-user experience
Shore up complianceEmphasize an opportunity to
improve and modernize outdated business processes
Ability to create revenue streams through rebate
programs
9INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Approaching Deployment and Implementation
10INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Designing Strategic Policies for the Campus
Reporting and Benchmarking with Concur Data
12INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Metrics
Spend• By category• Card vs cash
Utilization• Expense• Travel• Expense Pay• Mobile• Audit• Invoice
Productivity• Time to process• Time to approve• Time to pay
Where Are You?
GoLive
Adopt
Optimize
13INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Metrics
Spend• By category• Card vs cash
Utilization• Expense• Travel• Expense Pay• Mobile• Audit• Invoice
Productivity• Time to process• Time to approve• Time to pay
Where Are You?
GoLive
Adopt
Optimize
14INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Reports: Dashboards
15INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Metrics
Spend• By category• Card vs cash
Utilization• Expense• Travel• Expense Pay• Mobile• Audit• Invoice
Productivity• Time to process• Time to approve• Time to pay
Where Are You?
GoLive
Adopt
Optimize
16INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
MetricsAudit
• Utilization• Failures, reasons
Airline Spend, Domestic/International Tickets, Domestic/International Vendor, Booking Window, Class,
Ancillary FeesHotel
Spend Average Daily Rate
Car Rental Spend Average Daily Rate
Meals Spend
Mileage Spend
App Center Partners
Where Are You?
GoLive
Adopt
Optimize
17INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀConstantly Evolving the Traveler Experience
18INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Next steps for Spend Management
19INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Cross-Platform Services
Add-on Solutions Scale with Your Business and Support Your People
Intelligence (reporting) Consultative Intelligence User Support Desk Service Administration
Concur® Expense Concur® InvoiceConcur® Travel• Concur® Request• Drive• Budget• ExpenseIt in Concur mobile• P-card Integration• Expense Pay Global• Expense Report Auditing• Central Reconciliation
• Concur® Request• Concur ® Locate & Active
Monitoring• Concur® TripLink• TripIt® Pro• TMC Services & Integrations
• Purchase Request• Invoice Capture• Three-Way Match• Invoice Pay
20INTERNAL© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Partners in Higher Ed
Learn More:
https://www.concur.com/app-center
https://www.concur.com/en-us/partners
https://www.concur.com/en-us/partners/travel
https://www.concur.com/en-us/partners/travel-supplier
Thank you.Panelist:
Robert RaucciAVP Financial ServicesThomas Jefferson [email protected]
Moderator:
Laurel StillerSenior Field Marketing Manager, Higher EdSAP [email protected]
Panelist:
Isaac AbbsDirector of IT Enterprise SystemsPima Community [email protected]