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Planning & Discovery

  • Requirements gathering & discovery

  • Approvals workflow

  • Strategy & timeline

  • Governance, Process & Controls

  • Change Management Process

  • Communications

Image by Jo Szczepanska

Design & Configuration

  • Programme Design

  • Recommendations and advice for configuration

  • Policy and Audit Rules

  • Data imports and output

  • Technical integration

  • Testing and Transition

Creatives Discussing Project

Deployment

  • Project Management

  • Knowledge Transfer

  • Training (end-user & back office/admin)

  • Reporting requirements

  • Reconciliation & reimbursement process

Value: Services

Strategy

Reducing ineffective management and issues associated with travel & expenses helps organisations focus on their core activities. Governance Process & Controls is essential to have in place during any Expense implementation. Business strategy requires a robust internal structure to enable the successful ongoing support and maintenance of your new system for your Business.  It is important to consider whether you have resources to support the business transformation you are undertaking, once the new system has been deployed.  Once you have gone 'live', you will need to have either an internal team in place or, services provided by the Vendor that can support your ongoing system.

Implementation

As a Freelancer specialising in Concur, I can lead and support your Business or internal project team and manage the Concur relationship during the deployment phase and during hyper care and transition phases.  If you are at the stage of pre-sales discussions with SAP Concur, I can also support your Business to ensure you are purchasing only the products you need and not the ones that are not going to support your business vision or give you the ROI you need. If you are already an SAP Concur customer you may be considering an optimisation program through the process of business transformation.  As a Concur expert, I can help with your decision making to ensure the most optimal solution, its not one size fits all with Concur!  You may require a scalable design where you opt for a global footprint across all your markets say if you are looking at 'globalisation' as part of the business transformation planning.  I can help you achieve the best possible outcomes whatever stage you are at with Concur.

Management

After delivering a successful 'Go Live' I will ensure the correct management of your Expense system is in place. I can train your internal Shared Services/Finance teams and conduct a full day knowledge transfer session. This will ensure that the team your Business chooses to manage the solution internally, has the right level of knowledge to support the solution going forward.  As part of the knowledge transfer, it is also important to recognise that there are certain Roles that will need to be assigned to the teams that will be involved in the ongoing maintenance if you are using an SAP Concur platform. I will help you to create a structure that fits the needs of your Business and I can offer ongoing ad-hoc support if required.

Value: Services
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