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TRANSCRIPT
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©2016 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc. All other company and product names are the property of their respective manufacturers. Specifications and other details listed are accurate as of
printing, but may change without notice.
The presentation will begin shortly. Audio will be streamed
directly via your computer speakers. Enjoy the webcast!
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Concur Intelligence: Using Analytics to
Drive Decision-making
Marsha Calfee
Sr. Manager, Global Products
Reporting & Analytics
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• Vision and approach
• Best practices
• Recent enhancements
• Upcoming innovations
Agenda
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To provide actionable insights.
Integrates your expense, travel and invoice data.
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Concur’s Vision & Approach to Analytics & Reporting
Connected, cleansed
& normalized data
elements
Make the data work for
you, not you working
for data
Persona-based
dashboards & reports
Persona-focused,
problem-solving
solutions
Make decisionsthat lead to action
Automated triggers
Actionable Alerts
Integration back to core
systems & apps
Enrichment Services
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Elements of a Good Business Decision
Problem Action
DEPARTMENT MANAGER
EXPENSE MANAGEMENT
FINANCE MANAGEMENT
TRAVELMANAGEMENT
VENDOR MANAGEMENT
LEGAL & TAX MANAGEMENT
Insight
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Actionable Alert Framework
Employee submits
expense or books travel
Budget threshold
is triggered
Manager receives
email alert
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Best Practices in Reporting
• Map expense types to spend categories
• Map expense types to travel reservation
(trip) types
• Enable travel-related options:
– Allow import bookings
– Allow pre-expense airfare
• Enable the “Allow users to combine
expense into a single merged expense”
site setting
• Map expense types to match categories
Best Practices – Expense Configuration for
Analysis/Intelligence
Setup Guide
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Currently Available in Concur Intelligence
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2Once in the Persona
Dashboards folder, click on
Department Manager Overview
Accessing the dashboard
Look for Persona
Dashboards in the Public
Folders/Standard Reports.3
To view the dashboard, click on
Dashboard – Department Manager
Overview
4You can run the drill reports from the dashboard, but
if you want to run them separately, click on the Detail
Reports folder to access each report.
1
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Quicker and Easier Access to Dashboards
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Department Manager Dashboard
Spend Tab► Budget vs Spend
► Future Trips
► Top Spending Employees
Embedded Education
Drill Reports
Expense Tab► Average Life Cycle
► Unsubmitted Transactions
► Credit Card Adoption
► Average Spend by Spend
Category
► Policy Exceptions by
Employee
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Credit Card
Transaction
Alert
Budget
Alert
Manager
Dashboard
Alert
Actionable Analytics
1 2 3
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Upcoming Product Innovations• Spend Management Dashboards
• Fiscal Year
• Localization
• NextGen
• Data Platform & Enrichment Services
• Integration Back to Core Product
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Expense
Persona
Dashboard
Mockup
► Spend Management
Dashboards
►Expense
►Invoice
►Audit
►Finance
►Cash Management
►Invoice Processor
►Credit Card
Optimization
► Color palette for
visually impaired
► Tool tips
► Drill reports
This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.
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Spend
Dashboard
Mock Up
► Combined
Expense and
Invoice spend
This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement
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Invoice
Persona
Dashboard
This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement
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Audit
Persona
Dashboard
This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement
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Calendar Year Fiscal Year
1.Change UI in Reporting Configurations
• Targeting December
2.Change reports with embedded calendar year filter
• ~100 reports
• Phased approach
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French
November
German
December
Traditional and
Simplified Chinese
January
Japanese
December
English
September
Translations
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• Brazilian Portuguese
• Korean
• Italian
• Spanish – Latin America
• Danish
• Swedish
• Dutch
• Finnish
• Norwegian
Additional Languages
• French – Canada
• Spanish – Europe
• Polish
• Russian
• Czech
• Hungarian
• Portuguese – Europe
• Turkish
• Thai
• Indonesia
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Next Generation Analytics
Enhanced technology
► SAP HANA
► UI / UX overhaul
Connected, transparent, and effortless
► Real-time Data Pipeline
► Decoupled UX from Reporting Engine
Best-in-class
These are product development themes being considered and there is no commitment for delivery of these features.
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Enterprise Architecture / Platform
SMN
Premium
Edition
SMN
Free
Edition
Enterprise
Free
Edition
Enterprise
Premium
Edition
Technology
Roll-out
Product
Roll-out
How
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NextGen
SMN
Dashboard
Q1 2017
Release
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Vendor Normalization
Data Platform Team Focused on Data
Quality
TripLink Data Quality
Configuration Analysis
Data quality
Data Platform
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Data Platform - Services & Master Data
How much could my small
business save if I switched
telecommunication
providers?
What is my total lodging spend with the
Seattle Marriott Waterfront in 2016?
Who are the Marriott
users I should be
targeting with
messaging?
How does my company’s spending
on rail between Paris Nord and
Amsterdam Central compare to
other similar companies?
Am I fulfilling my air travel
contract for the Chicago
O’Hare to Dulles route with
United?
Does my company spend more on business
class airfare than other enterprise
customers?
Is the $400 daily rate for
Vienna something I should
pay more attention to?
How does SMN air spend
compare to Enterprise
customers?
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Alerts to integrated Action
Manager sets threshold for budget
notification2
Email alert sent to manager when
budget threshold met/exceeded3
Travel Request automatically
enabled for manager AND/OR4
Workflow approval automatically
realigned to support Travel
Request
5
Manager enters budget1
This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. Thisdocument is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties ofmerchantability, fitness for a particular purpose, or non-infringement
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Legal Disclaimer
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without
the permission of SAP. This presentation is not subject to your license agreement or any other service
or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in
this document or any related presentation, or to develop or release any functionality mentioned therein.
This document, or any related presentation and SAP’s strategy and possible future developments, products
and or platforms directions and functionality are all subject to change and may be changed by SAP at any
time for any reason without notice. The information in this document is not a commitment, promise or legal
obligation to deliver any material, code or functionality. This document is provided without a warranty of any
kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness
for a particular purpose, or non-infringement. This document is for informational purposes and may not
be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document,
except if such damages were caused by SAP’s willful misconduct or gross negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual
results to differ materially from expectations. Readers are cautioned not to place undue reliance on these
forward-looking statements, which speak only as of their dates, and they should not be relied upon in
making purchasing decisions.
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without
the permission of SAP. This presentation is not subject to your license agreement or any other service
or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in
this document or any related presentation, or to develop or release any functionality mentioned therein.
This document, or any related presentation and SAP’s strategy and possible future developments, products
and or platforms directions and functionality are all subject to change and may be changed by SAP at any
time for any reason without notice. The information in this document is not a commitment, promise or legal
obligation to deliver any material, code or functionality. This document is provided without a warranty of any
kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness
for a particular purpose, or non-infringement. This document is for informational purposes and may not
be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document,
except if such damages were caused by SAP’s willful misconduct or gross negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual
results to differ materially from expectations. Readers are cautioned not to place undue reliance on these
forward-looking statements, which speak only as of their dates, and they should not be relied upon in
making purchasing decisions.
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©2016 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc. All other company and product names are the property of their respective manufacturers. Specifications and other details listed are accurate as of
printing, but may change without notice.