Transcript Concur Pilot Update Fin UL Meeting November 20, 2009 Concur Pilot Overview: • Pre-pilot conducted 8/15–10/15/09 (small central office group ) • Conducted pilot.

Concur Pilot Update
Fin UL Meeting
November 20, 2009
Concur Pilot Overview:
• Pre-pilot conducted 8/15–10/15/09 (small central office group )
• Conducted pilot unit readiness and interchange sessions Sept/Oct
• Departmental pilot began 10/15/09
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Finance
ITS subset (Fin CPU)
LS&A subset (4 departments)
Medical School subset (5 departments)
School of Dentistry
School of Information
School of Social Work
University Audits
Approx. 4,000 employees currently have access to Concur
Approx. 400 P-Cards linked to Concur
Approx. 700 expense reports submitted to date
Approx. 100 travel bookings made through Cliqbook to date
Further campus rollout approach will be defined based on evaluation
of pilot results
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Some Feedback and Findings from the
Concur Pilot to Date:
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Many users happy with turnaround time on reimbursements for
approved expense reports (1-2 days after approval)
Approvers using the system to send expense reports back to users if
they have questions or need additional information (with comments
captured)
Averaging about 14 calls per day to ITS help desk (majority are routine
system navigation and process questions)
Some issues identifying which users (and their P-Card) are in or out of
the Pilot (partial units in pilot, temps, students, P-Card selection criteria)
Adding expense types based on user feedback and central office
analysis
Working to develop better Concur data reporting options for users
Some concerns regarding booking fees for Cliqbook reservations ($7
online, $18 agent assisted) – Continue to communicate benefits/value
of Cliqbook
Monitoring P-Card charges which have not been worked/expensed
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Travel and Expense Web Site
• The new Travel and Expense web site was created to
provide information and resources about:
– The revised travel and business hosting expense policy
– The new Concur travel and expense management system
• Link to Concur System training
– Frequently Asked Questions
– Expense – Account Map
– Travel tips and information, best practices, and links to key
resources
– Updated forms and training for both Concur and Non-Concur users
http://www.procurement.umich.edu/travelexpense.html
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Questions / Feedback?
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