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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.
Concur Intelligence: Using Analytics to
Drive Decision-making
Marsha Calfee
Sr. Manager, Global Products
Reporting & Analytics
2
Agenda
• Vision and approach
• Best practices
• Recent enhancements
• Upcoming innovations
3
Integrates your To provide actionable expense, travel and insights. invoice data.
Concur’s Vision & Approach to Analytics & Reporting
Persona-focused,
problem-solving
solutions
Persona-based
dashboards & reports
Connected, cleansed Automated triggers
& normalized data
elements
Actionable Alerts
Enrichment Services
Make the data work for
you, not you working Integration back to core Make decisions
for data systems & apps that lead to action
5
Elements of a Good Business Decision
DEPARTMENT
MANAGER
EXPENSE
Insight MANAGEMENT
Problem Action FINANCE
MANAGEMENT
TRAVEL
MANAGEMENT
VENDOR
MANAGEMENT
LEGAL & TAX
MANAGEMENT
6
Actionable Alert Framework
Employee submits Budget threshold Manager receives
expense or books travel is triggered email alert
7
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
Currently Available in Concur Intelligence
9
Accessing the dashboard
Look for Persona Once in the Persona To view the dashboard, click on
1 Dashboards in the Public
Folders/Standard Reports.
2 Dashboards folder, click on
Department Manager Overview
3 Dashboard – Department Manager
Overview
You can run the drill reports from the dashboard, but
4 if you want to run them separately, click on the Detail
Reports folder to access each report.
10Quicker and Easier Access to Dashboards
11Department 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
12Actionable Analytics
1 2 3
Manager Budget Credit Card
Dashboard Alert Transaction
Alert Alert
13Upcoming Product Innovations
• Spend Management Dashboards
• Fiscal Year
• Localization
• NextGen
• Data Platform & Enrichment Services
• Integration Back to Core Product
14► Spend Management Expense
Dashboards
Persona
►Expense
Dashboard
►Invoice Mockup
►Audit
►Finance
►Cash Management
►Invoice Processor
►CreditCard
Optimization
► Color palette for
visually impaired
► Tool tips This presentation and SAP‘s
strategy and possible future
developments are subject to
► Drill reports 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,
15 fitness for a particular purpose,
or non-infringement.► Combined Spend
Expense and
Dashboard
Invoice spend
Mock Up
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,
16 fitness for a particular purpose,
or non-infringementInvoice
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,
17 fitness for a particular purpose,
or non-infringementAudit
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,
18 fitness for a particular purpose,
or non-infringementCalendar Year Fiscal Year
1.Change UI in Reporting Configurations
• Targeting December
2.Change reports with embedded calendar year filter
• ~100 reports
• Phased approach
19Translations
English French German Japanese Traditional and
September November December December Simplified Chinese
January 20Additional Languages
• Brazilian Portuguese • French – Canada
• Korean • Spanish – Europe
• Italian • Polish
• Spanish – Latin America • Russian
• Danish • Czech
• Swedish • Hungarian
• Dutch • Portuguese – Europe
• Finnish • Turkish
• Norwegian • Thai
• Indonesia
21Next Generation Analytics
Connected, transparent, and effortless
► Real-time Data Pipeline
► Decoupled UX from Reporting Engine
Enhanced technology
► SAP HANA
► UI / UX overhaul
Best-in-class
These are product development themes being considered and there is no commitment for delivery of these features.How
Technology
Roll-out
Enterprise Architecture / Platform
SMN SMN Enterprise Enterprise
Product Free Premium Free Premium
Roll-out Edition Edition Edition Edition
23NextGen
SMN
Dashboard
Q1 2017
Release
24Data Platform
Data
quality
Data Platform Team
Vendor TripLink Configuration
Focused on Data
Normalization Data Quality Analysis
QualityData Platform - Services & Master Data
What is my total lodging spend with the Does my company spend more on business
Seattle Marriott Waterfront in 2016? class airfare than other enterprise
customers?
Is the $400 daily rate for
How much could my small Vienna something I should
Who are the Marriott
users I should be business save if I switched pay more attention to?
targeting with
messaging?
telecommunication
providers?
How does SMN air spend
compare to Enterprise
How does my company’s spending Am I fulfilling my air travel customers?
on rail between Paris Nord and contract for the Chicago
Amsterdam Central compare to O’Hare to Dulles route with
other similar companies? United?Alerts to integrated Action
1 Manager enters budget
Manager sets threshold for budget
2 notification
Email alert sent to manager when
3
budget threshold met/exceeded
Travel Request automatically
4
enabled for manager AND/OR
Workflow approval automatically
5
realigned to support Travel
Request
reason without notice. This
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
document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of 27
merchantability, fitness for a particular purpose, or non-infringement28
Legal Disclaimer
The information in
The information in this
this presentation
presentation is is confidential
confidential and
and proprietary
proprietary to to SAP
SAP and and may
may not
not be
be disclosed
disclosed without
without
the
the permission
permission of of SAP.
SAP. This
This presentation
presentation isis not
not subject
subject to to your
your license
license agreement
agreement or or any
any other
other service
service
or
or subscription
subscription agreement
agreement with with SAP.
SAP. SAP
SAP has
has nono obligation
obligation to to pursue
pursue any any course
course of
of business
business outlined
outlined inin
this document or any related presentation, or to develop or release any functionality
this document or any related presentation, or to develop or release any functionality mentioned therein. mentioned therein.
This
This document,
document, or or any
any related
related presentation
presentation andand SAP’s
SAP’s strategy
strategy andand possible
possible future
future developments,
developments, products
products
and
and or platforms directions and functionality are all subject to change and may be changed by SAP at
or platforms directions and functionality are all subject to change and may be changed by SAP at any
any
time for any reason without notice. The information in this document is not a commitment,
time for any reason without notice. The information in this document is not a commitment, promise or legal promise or legal
obligation
obligation toto deliver
deliver any
any material,
material, code
code or
or functionality.
functionality. ThisThis document
document is is provided
provided without
without a a warranty
warranty ofof any
any
kind, either express or implied, including but not limited to, the implied warranties of merchantability,
kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness fitness
for
for a particular purpose,
a particular purpose, oror non-infringement.
non-infringement. ThisThis document
document is is for
for informational
informational purposes
purposes andand may
may not
not
be incorporated into a contract. SAP assumes no responsibility for errors or omissions
be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, in this document,
except
except ifif such
such damages
damages werewere caused
caused by by SAP’s
SAP’s willful
willful misconduct
misconduct or or gross
gross negligence.
negligence.
All forward-looking statements
All forward-looking statements areare subject
subject to various risks
to various risks and
and uncertainties
uncertainties that that could
could cause
cause actual
actual
results
results toto differ
differ materially
materially from
from expectations.
expectations. Readers
Readers are are cautioned
cautioned not not toto place
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undue reliance
reliance on
on these
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forward-looking statements, which
forward-looking statements, which speak
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of their
their dates,
dates, andand they
they should not be
should not be relied
relied upon
upon inin
making purchasing decisions.
making purchasing decisions.
29©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.
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