webinar: how many hats do you wear?
DESCRIPTION
Presentation of Egencia's Webinar: How Many Hats Do You Wear?Guest Speakers: Kelley Smith from Xybix, Matt Osgood from Summer Search, and Kristina Myers from Club Assist.These three speakers share their challenges and successes in setting up a travel program for their companies, while managing all their other responsibilities!TRANSCRIPT
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“How Many HatsDo You Wear?”
A Best Practices in TravelManagement Webinar
Wednesday Sept 21
10am PT | 1pm ET
2 | Egencia Confidential
Introductions and Agenda
JennyO’BrienDistrict Sales
Manager
KelleySmith
MattOsgood
KristinaMyers
3 | Egencia Confidential
Introduction to Xybix
Designs and manufacturesergonomic dispatch furniture andconsoles for 24/7 mission criticalenvironments
Approximately 55 employees
22 employees travel for businessKelleySmith
4 | Egencia Confidential
Formally Dispatch Supervisor
Installation Project Manager
Team of 5 Installation Supervisors
Design, Manufacturing and Marketing
Sales Support
Consulting
National Installation Manager
KelleySmith
5 | Egencia Confidential
Former Travel Management Culture at Xybix
Independence - Each employeemakes their own travelarrangements
Travel Policy was written, but notenforceable in “real-time”
Accounting Team struggled toreconcile Job Costing
KelleySmith
6 | Egencia Confidential
Xybix Best Practice Tips
Grant C-level employees ownaccess
Accelerate approval for travelrequests with TripController™
Simplify job costing for accountingteam with Custom Data Fields
Spend less than 90 minutesper week managing travel
KelleySmith
7 | Egencia Confidential
Introduction to Summer Search
Founded in San Francisco in 1990,Summer Search now operatesseven offices nationwide helping toplace more than 1,100 high schoolstudents annually on a path ofpositive change.
Weeklymentoring
2 summerexperientialeducationprograms
Collegeadvisoryservices
throughouthigh school
Alumnisupport
throughoutcollege and
beyond
MattOsgood
8 | Egencia Confidential
Introduction to Matt Osgood
Hanover, IN
South Korea
Kansas City, KS
San Francisco, CA
MattOsgood
9 | Egencia Confidential
National Summer Program Coordinator
Program Development andScholarship Management
Program Management
Logistics
Insurance
Foreign Policies
MattOsgood
10 | Egencia Confidential
Student
TravelAgency
Mentor
Matt
TravelAgency
Matt
Former Process to Book Travel
MattOsgood
11 | Egencia Confidential
Current Program Utilizing Egencia
Student
Egencia(Online)
Mentor
Real-TimeVisibility
MattOsgood
12 | Egencia Confidential
Summer Search Best Practice Tips
Empower your travelers - allowthem to book their own travel
Automate approval requests toeliminate steps in the process
Leverage the platform acrossvarious departments - students &staff
MattOsgood
13 | Egencia Confidential
Who is Club Assist?
Club Assist is the world leader inautomotive club-branded roadsideand support services
KristinaMyers
14 | Egencia Confidential
Kristina Myers, Executive Admin to President
Studied Behavior Management
Organizational Psychology
Incentive programs, Team BuildingEvents
KristinaMyers
15 | Egencia Confidential
Current Program Utilizing Egencia
Travel Policy
Travel Spend
Negotiated Rates
Reporting & Cost CentersKristinaMyers
16 | Egencia Confidential
Internal Help Desk Team of FiveAcross US
Club Assist Best Practice Tips
Skype
Various Communication Channels
Phone
KristinaMyers
17 | Egencia Confidential
Travel Team Conference Calls
Monthly Newsletters
Reduce Travel Expenses
KristinaMyers
Club Assist Internal Travel Help Desk
18 | Egencia Confidential
Takeaways
Kelley at Xybix Grant C-level employees access Accelerate approval for travel requests Simplify job costing for accounting team
KelleySmith
19 | Egencia Confidential
Takeaways
Kelley at Xybix Grant C-level employees access Accelerate approval for travel requests Simplify job costing for accounting team
Matt at Summer Search Empower your travelers to book their own travel Automate approval requests Leverage the platform
MattOsgood
20 | Egencia Confidential
Takeaways
Kelley at Xybix Grant C-level employees access Accelerate approval for travel requests Simplify job costing for accounting team
Matt at Summer Search Empower your travelers to book their own travel Automate approval requests Leverage the platform
Kristina at Club Assist Create an internal travel support team Highlight improvements in a newsletter Track missed savings opportunities
KristinaMyers
21 | Egencia Confidential
Questions?
JennyO’BrienDistrict Sales
Manager
KelleySmith
MattOsgood
KristinaMyers
Thank You!
Jenny O’BrienDistrict Sales ManagerEgencia