Infor Expense Management

Transcription

1 Infor Expense Management Dhruv Parekh, Solution Consultant, Infor

2 Why Expense Management 2

3 Knowledge is power Manual or home-grown systems Spend ~$41 processing each expense claim Have trouble reimbursing employees quickly Have 55% compliance to corporate travel policies Actively manage less than 45% of business travel spend against budgets and projects Best in class automated systems Spend ~$7 processing each expense claim Reimburse employees 34% faster than average Have 81% compliance to corporate travel policies Actively manage almost 90% of business travel spend against budgets and projects

4 Business challenges we see Costly and inefficient processing of expenses Inconsistent policy enforcement Traveler frustration with current processes No visibility or control of spending

5 How Infor meets these..? Reduce Costs Provide Better Insight Enforce Policy Improve Traveler Satisfaction Increase efficiency Understand vendor volumes Flexible, configurable rules Easy and efficient approvals Reduce administrative burden Lower bank fees Decrease postage cost Negotiate supplier discounts Track usage over time Reduce unnecessary travel Consistent application for all users Advanced audit Deep, insightful reporting Efficient reimbursement Integrate with corporate card, travel booking and others Mobile apps

6 KEY IMPROVEMENTS I II AUTO Control on Policy Compliance Control points can be set in system to avoid manual checking mistake True Sense Budget Control Strong budget and actual spending control can be set into system Comprehensive and useful management reporting tool Key improvement directions III User friendliness and process efficiency Multiple options to access XM (browser, mobile & ) Travel plan application / Flight booking at the same time IV System Integration Corporate Credit Card / Financial / Travel Agency / Online Booking / Google map can be integrated in one system Company needs rules to ensure a fair execution All employees' business needs are fully supported 6

7 Infor Expense Management Building on a strong foundation

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9 Infor Expense Management Travel Plans Expense Reports Time Tracking Expense Analytics Policy Compliance Mobile Cloud On premise Accounts Payable General Ledger HR Credit Cards Online Bookings Other systems & data sources

10 Capability to Integrate Multiple Integration Options: Open technology (staging tables) that allows flat-file integration Direct database integration to multiple systems ION ERP

11 Business Vault Analytics Reporting Search In-context BI Integrate disparate systems simply with greater business process flexibility. Upgrade independence Workflow and alerts across systems Change business processes as needed Create real time data repository Built to OAGIS and internet standards Application Application Cloud Motion Infor has improved the ease of interfacing with other systems and they are constantly moving forward with Copyright technology Infor. All Rights Reserved.

12 Pre-built connectors to ERP Example: Connection to Infor Lawson modules Lawson Corporate Data Data Feeds XM Lawson AP Lawson Payroll Lawson GL

13 Plugs into any business Deploy on own terms On-premises, cloud, and hybrid solutions Multiple integration choices ESB, HTTP, FTP, Web Services, XML, Table to Table, Flat file Application integration General ledger, Accounts payable Travel booking Corporate card Reporting and more

14 Matches DNA Configurable screens, fields, workflow, policy, and audit rules Group based architecture allows for process customization Systems Admin Tool allows to adapt over time Meets unique needs, such as: Layout preferences Establishing required information Setting audit criteria Creating employee groups Integrating business partners Configuring to meet regulatory & policy requirements

15 Helps gain control Time and Expense management Exception based routing Intelligent audit Proxy management Silent policy testing Expense visibility

16 Mobility.. Need of the hour..

17 Mobile Inbox Page After user signs in successfully, the landing page will show inbox Inbox page contains 3 sections: Header section: in the header section, user can click Settings button to modify the settings, and click Sign Out button to sign off. Body section: in this section, user can view/edit documents Footer section: a toolbar that shows different tabs: Expense Create new expense report Time Create new timesheet Receipts View/upload receipts Camera Take receipt picture for uploading Camera Roll Allow user to select multiple receipts from local media store to upload

18 Menu options Create Quick Expense Voice Expense Expense Report ( Conventional way) Timesheets

19 Expense report creation

20 XM Mobile Inbox Page Expense(2) Add attachments Click Add button, a popup file chooser window appears, it contains: Camera used to take picture File Explorer used to find a file to upload Gallery used to select a picture from Gallery store to upload

21 Adherence to the Corporate policies Corporate policy is to use United Airlines but in this case the user for certain reason has used the American Airlines & the user is alerted to provide an explanation to the Manager for approval

22 Review & Submit the Expense report for approval The user can review the ER before submitting The user submits the ER for managers approval

23 Why Infor Expense Management 23

24 Only Infor One unified solution From one provider With end-to-end functionality Built for micro-verticals Wherever you need it Easy to learn and use Beautiful to look at Cost effective to maintain

25 The Infor Advantage Integration Process Issue Impact Infor Difference Lower TCO Costly, inefficient reimbursements Inconsistent policy enforcement No visibility or control over spending Travellers dissatisfied with current processes Employee time, extra resources, liquidity Higher costs, missed opportunities Reactive management, runaway costs Lower morale, less willingness to travel XM will automate the process, freeing your resources to be productive XM applies all policies and rules uniformly for all users and groups Leverage XM reporting to find savings and spot opportunities for improvement XM is your one-stop shop to provide your users an intuitive, consistent, efficient system

26 Infor Expense Management Roadmap

27 Disclaimer This document reflects the direction Infor may take with regard to the specific product(s) described in this document, all of which is subject to change by Infor in its sole discretion, with or without notice to you. This document is not a commitment to you in any way and you should not rely on this document or any of its content in making any decision. Infor is not committing to develop or deliver anything described herein. 27 Copyright 2011 Infor. All rights reserved.

28 Expense Management HTML Timesheets audit Guest groups CC dual currency support Expense Quick Add Mobile receipt capture Mobile UI overhaul HTML System Admin Guest list enhancements iphone native app for Expense and Timesheets HTML Payment Request audit Report recall Line item receiots 8.3 Itinerary data capture HTML SystemAdmin ipad/android native apps Guest list enhancements Travel Plan HTML Audit Budget controls 9.0 On demand analytics Usability overhaul Timesheet data feeding ERP costing Map/GPS and voice recognition via mobile Integration/Technology Integration/Technology Integration/Technology ION 2.1 Lawson, SunSystems, SyteLine ION integration Workspace 10.1 Blue 2.0 Contextual Web Parts Infor Reporting Lawson ION integration enhancements Java 1.7 certification Infor Reporting via SaaS LN ION integration UX 3.0 Integration/Technology Approva Infinium ION integration Architecture

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