SAPPHIRE: INTERACTIVE SESSION OUTLINE

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1 Title: Accelerate Your Digital Transformation Journey Presenter: Kacey Flygare Cognizant s current state: we do 500,000 expense reports and 8.7M line items Working together with Concur on implementations Abstract: Use prebuilt application to help ease trip planning, translation, safety, and automated expense entries. Experience the power of a connected experience, enabled by Concur solutions, which will delight users. Discover open APIs that support deep and meaningful integrations with technology providers that you are already using. Connection to Storyline: Concur s end to end digital solution automates processes and keeps you on the forefront of T&E management. Run live, connect your spend management and ERP system, and connect seamlessly to a world of applications designed to maximize the return on your investment and deliver the best user experience. Key Storylines and Highlights: Reduce TCO, Manage Employee Initiated Spend, Connect Ecosystem, Leverage Partner to Optimize Investment, Stay Current & Improve User Experience. What action do we want the audience to feel after the session? A fear of being left behind in the digital transformation. A sense of urgency to re examine their T&E processes and on premise systems. A sense of opportunity and comfort that SAP and Concur are committed to making the transformation as smooth as possible. What action do we want the audience to take after the session? Go back to their SAP account management team and ask to learn more about Concur. Attend additional Concur ASUG sessions to learn more. Visit the Concur booth to learn more. Examine current T&E process to identify pain points and inefficiencies Content Outline: Why Digital Transformation let s talk about why we are seeing customers go digital Question to the room What does digital transformation mean to you? o Leverage Cognizant to talk about what they are seeing: Some of the top advantages we hear customers cite are speed to market, competitive positioning, revenue growth, employee prod, engage customers etc. We are also seeing some companies grabbing the Digital Transformation and trying to be leaders Based on Cognizant s thought leadership series called The Work ahead Digital Leaders are exploiting Ax2 phenomenon advantages have advantages leader companies advantages of insights from data, which leads to new actions and new insights not yet understood or possible for laggards so it is important be a leader in digital and take action What does a company that has digitally transformed look like? Compete at a higher level

2 Digital Nervous System sensors, mobile devices, tech enabled people, situational analysis, network applications it all means actionable, real time insight data centric decisions that drive the business Productive employees Examples? Let s talk about why Travel & Expense is such a good candidate for digital transformation: o Directly linked to Cost, Employee Productivity, and Compliance Employee Managed Spend we are seeing more and more companies de centralize purchasing decisions and give more control to the employee they need the data and actionable insights to make good decisions on today s reality (not a month ago) WHEN we save you money through spend management it allows you to invest in other areas. Cost Management when we save you money through spend management it allows you to invest in other areas. How can your processes/systems you use for spend management enabling the people that are directly spending the money (or approving the spend to make better decisions? If an employee needs to take a trip to Japan would their manager know how that will impact their budget? What about a marketing meeting? o Imagine if you could bring that all into a single system and as the manager is approving the trip or the purchase request, they can see whether this will put them close or over their budget threshold in real time? that s digital transformation data driven decision making at the line manager level What do you do when your management asks you to reduce budgetary spend by 5%? Where do you start? Do you stop traveling? What does that mean to growth? What if instead you could give managers the ability to see how they could do that without impacting critical business enablers? When your travelers go internationally or you spend with international suppliers how much VAT is being recovered? Cognizant any real life stories that you can share? Total time from submission to payment confirmation got reduced by 30% once we moved from Peoplesoft to Concur First time approval for NA increased from 65% (in PeopleSoft) to 82% (in Concur) Improved first time approval rate from % to % this has helped reduce audit teams effort Concur can receive the ereceipts/efolio from a large range of vendors, which helps for automated matching and itemization of line items to be done. Audit rules are employed upfront on these line items, which helps employees fix any

3 policy violations early and results in increased first time approvals and turnaround time Due to Integrated T&E, we are matching any local relocation expense to the original itinerary and leverages the relocation date, itenary and sub policies (In transit vs New location) to capture violations upfront e.g going above 14 days of car rental during a relocation relocation claims reports o VAT Reclaim never did It before, with Concur we will benefit from Reclaiming VAT using Concur s plug and play VAT Administration module and saves money for all business expense VAT associates would have paid. Concur s timely update of VAT changes helps to meet all regulatory compliance for finance team. Bristol captures budgets for relocation. Once Bristol is integrated with Concur, now Bristol can compare actual spend on relocation expenses and can use the data for better contract and vendor negotiations which effectively helps Cognizant in saving costs. o We were only using Concur travel see a better cost model for us due to improved transaction costs due to integrated T&E solution from Concur Savings of 28% vs. current Cognizant cost of $3.12 for only Travel and 68% savings for Trizetto cost of $7.02 for Travel + Expense Employee Productivity It touches ALL employees How many of your employees file expense reports? Travel? o Think about how they would manage this in their personal lives? Kayak/Hipmunk, Mint, Online Banking How much time are they spending to comply with the processes set in place to help your organization monitor and measure their spend and to keep them safe? If we could reduce time on these simple/mundane tasks by 30 50% or more? What would you gain? o Happy employees o Productive employees o Empowered employees

4 Employees, they want simple, easy, mobile, and interfaces aligned to the way they manage their personal travel, personal budgets, personal banking they know how to do it with the right tools Consumer expectations directly impact how they want to interact with productivity systems Cognizant what was your experience when you moved to Concur solutions? Productivity is a big deal for service companies Mobile app (Offline capability also) spending my weekends with family Almost +25% of users started using mobile for various expense activities within 3 months of rollout wherein the best in class is +40% Automated expense report creation using the itinerary and receipt matching Simplified approvals due to receipts attached at a line item, also reduced loss of receipt using the receipt feature and storing in the receipt store Almost 30% reduction in receipt loss Due to e folio / e receipts, line items (especially hotel expenses) gets auto itemized which is a big productivity gain for users compared to peoplesoft (where users had to itemize manually) Today we use excel based pre trip approvals which is over s. We plan to implement request module which will integrate with travel and make our lives easier/forecasting expense budgets is more efficient Compliance and Simplicity of Management How do you know if you are complying with all local regulations, Foreign Corruption Act, taxation laws, duty of care responsibilities? How many external systems do you have to connect to and vet to create this value for your organization? What kind of ecosystem can you support with your current solution? How do your current providers integrate with your platform? o Card Providers o Tax compliance & Analysis o Regulatory, corruption, etc. o Solutions to support your travelers on the go (e.g. translation services, app based itinerary, receipt capture, etc.) How do you bring that data back into your ERP today how will you extend that connected data across SAP business applications?

5 o SAP Integration how is it reducing time to realize value driving syncronicity across systems Taking T&E to the cloud with Concur simplifies management and keeps you in compliance: o Single source for spend management directly linked back to your SAP systems for comprehensive data insight/management All in the trusted SAP family o Single source for duty of care most comprehensive data set, in a trusted solution o Connected ecosystem leverage the power of the data to empower additional solutions for things like: VAT reclaim Relocation services Regulatory/corruption (Sunshine act, etc.) Use example across expense and invoice Cognizant how have you seen companies extend the value of this data through a connected ecosystem how is that enabled by being in the cloud vs. having to connect an on prem solution to multiple vendors? What types of time savings could an organization expect? VAT compliance We have implemented the VAT Reclaim process using Concur inbuilt configuration of VAT rates, this helped us in being constantly compliant. We leverage Bristol for our NA global mobility (Vendor aggregator). We have their system now integrated into Concur on a real time web service model. Earlier the relocation tax calculations and reclaims were done annually by manual reconciliation process, but now the relocation tax calculation and reclaims done almost on a real time basis which helps reduce the reconciliation efforts towards the year end. Concur s receipt extraction helps us in consolidating all the receipts for the approved and processed expense reports and undergo internal and external audits successfully. Let s talk about what you learned and what is next? o After hearing the discussions about how best in class organizations are driving spend management to the cloud: What is the biggest missed opportunity of staying status quo? What is the benefit you would expect to achieve by moving this solution to the cloud? What are the top 1 2 pain points in your current systems/processes you want to fix or further investigate as a part of this challenge?

6 What does state of the art digital spend management look like when you roll this out to your employee population? Next Step: Please stop at the Concur both for a demo of any of the functionality we ve discussed today or to learn more about Concur T&E. Attend a demo theater on Going Beyond Automation to a Complete Spend Management Solution. Go to the Concur theater presentation