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Taming the Travel & Entertainment Expense Beast: Benchmarks & Best Practices

• Understand current and emerging technologies available for T&E management

• Learn how to best leverage technology in establishing visibility and control of T&E expenses

• Discover how to build an effective business case for T&E management automation by understating key components of the ROI

• Identify how to manage and mitigate T&E expenses at your company including improved policy compliance rates, a higher frequency of report submissions, and the elimination of hours of accounting work

Learning Objectives

After attending this event you will be able to:

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Taming the Travel & Entertainment Expense Beast: Benchmarks & Best PracticesRobert Neveu, President & Co-founder, Certify

Featured in:

About Certify

• Providing travel & expense solutions since 2008

• 64 languages, 140+ currencies, clients in 18 countries

• Highest User Satisfaction Rating , G2Crowd 4.8 out of 5

• Over 15 million expense transactions in 2013

• Processing over $5 billion/ year in expense reports

T&E Expense Management Trends

Reference: Certify Annual Travel & Expense Management Survey 2014

• Travel and entertainment (T&E)—second only to payroll as the largest business expense, accounts for 10%-12% of total annual budget

• Roughly 50% of organizations in U.S. are using manual processes to manage their T&E spend and budgets

• 59% of organizations want to improve their expense management process

• 62% of organizations want better analytics and insight into T&E spend

• Only 30% of organizations utilize mobile expense applications

T&E Expense Management Trends

Reference: Certify Annual Travel & Expense Management Survey 2014

43%

29%

18%

5%4%

Cloud/Web-Based

Excel/Spreadsheets

ERP

Home-Grown

Pen & Paper

How do organizations currently manage their travel and expense reporting?

43%

29%

18%

5%4%

Cloud/Web-Based

Excel/Spreadsheets

ERP

Home-Grown

Pen & Paper

T&E Expense Management Trends

Reference: Certify Annual Travel & Expense Management Survey 2014

How do organizations currently manage their travel and expense reporting?

2013 to 2014 Comparison

Reference: Certify Annual Travel & Expense Management Survey 2014

43%

29%

18%

5% 4%

Cloud/Web-BasedExcel/SpreadsheetsERP

35%

35%

12%

7%11%

Cloud/Web-BasedExcel/ SpreadsheetsERP

2013 2014

44% of organizations in 2014

are using web-based expense

systems, compared to 35% in

2013

The move to cloud expense

management is here:

Reference: Certify Annual Travel & Expense Management Survey 2014

The Divide Between Small Business & Enterprise

17%

67%

8% 8%

Pen & Paper - 17%Excel/Spreadsheets - 67%Home-Grown - 0%ERP - 8%Cloud/Web-Based - 8%

2%16%

8%

22%

52%

Pen & Paper - 2%Excel/Spreadsheets - 16%Home-Grown - 8%ERP - 22%Cloud/Web-Based - 52%

2%

29%

4%16%

49%

Pen & Paper - 2%Excel/Spreadsheets - 29%Home-Grown - 4%ERP - 16%Cloud/Web-Based - 49%

T&E Expense Management Trends

T&E Expense Management: Looking Forward

Within the next two years, how do organizations expect to manage T&E?

Pen & Paper Excel/ Spreadsheets

Home Grown Cloud/Web-Based ERP0%

10%20%30%40%50%60%70%80%90%

100%

2% 6% 5%

74%

13%

0% 0% 4%

89%

7%

SMBEnterprise

Reference: Certify Annual Travel & Expense Management Survey 2014

Thank you for your interest in this presentation. View the on-demand webinar or download the full

presentation at:www.Proformative.com

Taming the Travel & Entertainment Expense Beast: Benchmarks & Best Practices