Travel Management
Travel is often necessary in order to engage in face-to-face conversations with customers, partners and project team members – especially at companies that have operations in distributed locations.
Business Goals
- Ensure compliance with corporate travel policies
- Reduce the cost related to travel expense and administration
- Improve collaboration when negotiating contracts with travel vendors
- Eliminate unnecessary travel through virtual meetings
OpenText solutions let you manage the processes around travel. The cost and effort required for employee expense report processing can be reduced by enabling employees to submit and approve expense reports and credit card purchases directly from their email client. Paper can be reduced or eliminated by supporting image, fax, and electronic document capture and workflow processes for the expense report and associated receipts. Travel administration can ensure compliance by providing access to policies and procedures, delivering training in travel systems and procedures, and collaborating with travel providers in secure, Web-based workspaces. And management can monitor the performance of travel providers, as well as incurred travel costs, by looking at reports delivered directly to their desktops.
OpenText Travel Management delivers this functionality with the following components:
Software: Collaboration & Content Management, Document Management, Process Management, Project Management
Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring workstreams and processes, Consulting Services, Training and Support tailored to meet your requirements.
Activities
Travel Management includes Travel Expense Management, Travel Planning, Supplier Collaboration and Virtual Meetings.
Travel Expense Management
OpenText ECM solutions enable organizations to manage employee expense report processing for travel and one-off expense-related items. The solutions feature:
- Imaging solutions for out-of-pocket expense receipts
- Process integration for manager approval
- Integration with corporate credit card vendor records for automated receipt management
- Posting to your ERP system
- Credit card statement capture and processing
- Workflow routing for review, approval and exception handling
- Integration to accounts payable
Solution Adaptations: Document Management, Process Management
Travel Planning
OpenText ECM solutions enable organizations to control travel-planning activities, steering employees toward existing travel-related contracts for airline, hotel and rental car contracts. The solutions’ features include:
- An employee self-service portal for posting policies, procedures and forms
- Employee communities for news and bi-directional communications
- Learning management solutions for introduction of new procedures
- Workflow initiation for travel-related processes
Solution Adaptations: Document Management, Process Management
Supplier Collaboration
OpenText ECM collaborative solutions support the processes that take place when negotiating contracts with travel-related vendors, and include:
- Contract management solutions for creating, reviewing, approving, and tracking contracts and obligations
- Report management and distribution to monitor supplier performance and employee utilization
- Extranet collaboration for exchange of requests, bids, contracts and performance reports
Solution Adaptations: Collaboration & Content Management, Project Management
Virtual Meetings
OpenText ECM solutions help you reduce travel costs by enabling you to conduct meetings over the Web. Your staff can collaborate together across the network and include customers, suppliers and partners. As a result, travel can be reduced or eliminated, and work can proceed effectively. The Livelink solution features:
- Secure, collaborative workspaces accessed via a standard Web browser
- Real-time Web conferencing
- Meeting artifacts and recorded meetings saved as project history
Solution Adaptations: Collaboration & Content Management
