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Concur Travel and Expense Review: "Uses Cognos for reporting which is a too complex."
https://www.trustradius.com/expense-managementConcur Travel and ExpenseUnspecified8352101
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October 24, 2012

Concur Travel and Expense Review: "Uses Cognos for reporting which is a too complex."

Score 9 out of 101
Vetted Review
Review Source

Software Version
Premier Edition
Modules Used
Travel, Expense

Overall Satisfaction

  • Good functionality in key areas.
  • It does a nice job of expense report creation and approval.
  • Corporate card integration and processing is very good.
  • Mobile capability has been well received. We have been successful with it.
  • It has good audit functionality.
  • If you create a travel itinerary, it flows directly to expense reports.
  • From an administration perspective, most changes can be done by us. There’s a workflow engine. We have not made any customizations in the workflow we selected.
  • Integration was fairly easy
  • Before the upgrade there were plenty of limitations e.g. multicurrency, # of unique expense types limited, no mobile – but now on the premier edition there are not really any functional limitations.
  • Previously the reporting tool was embedded in Concur. In the new version, they are using a Cognos data warehouse which is separately accessed. It takes another level of sophistication to be able to use. I would rather have both as it’s now more difficult to get data out now.
  • I would like to be able to add more expense types ourselves. Right now, I have to go to Concur for that.
  • It has led to a standardization of how we procure airline, car rentals and hotels.
  • Each user spends 50% less time to do expense report
  • We have reduced the amount of administrative tasks in finance from consuming 2 to 1 person.
  • Mobile has made a big difference
SAP (our ERP) has expense management solution – but there’s no reason to change.

Product Usage

500 - 50% of our company uses it - anyone who travels, incurs expenses.
0.5 - Probably have 0.5 FTE – Account Payables type person (role split across 2 people) to make sure user master updated, do data extracts for SAP, answer questions.
  • Expense Management.
  • Travel Management - we have only used for domestic travel. We also have a 3rd party travel agency that gets called if a user cannot book in Concur.

Evaluation and Selection

Implementation

Most of the implementation occurred in-house with Concur consultant remote, to drive the project plan and milestones. We did no enhancements.
  • Vendor implemented
  • Implemented in-house

Training

For the most part it is pretty self-service. No formal training is required.

There is a suite of online web based help documents (30-40 of them)

We have a FAQ ourselves.

Configuration

We haven’t changed the software as much as the workflow triggers that push data and we have created own fields.

Support

Easy to access from homepage to support

Users can submit tickets.

We have never had an issue.
Yes - We purchased a package for users to access L1 support.

Usability

The homepage allows both travel and expense management access – it is integrated. The homepage also allows you to see what you need to approve, your existing expense reports, travel itineraries etc. A front-end dashboard makes for quick access.

You can upload your receipt images via a scan from your iPhone. The manager approving can see all those receipts.

Reliability

Can’t recall a time that didn’t know it will be down outside of scheduled maintenance.

Integration

  • iVantage HR file/employee roster
  • General Ledger (SAP)
iVantage HR file/employee roster - data gets ported to Success Factors (our performance management system), SAP, Salesforce.com and Concur. Planning on doing automation of employee changes in upload to Concur.

SAP - expenses go into the financial system. There is a weekly dump via 3rd party tool.

Vendor Relationship

We pay according to the # expense reports submitted/month; Pricing is band based. After we exceed our limit, we pay 2x for everything over. 50% of the time we are over a little.

There were no price changes in 5 years leading to upgrade.