Policy Compliance Manager With Scott Clayton & Sheri Ellis Special guest Edie Grosz
Monitor Your Business Better
Agenda Introduction Why Do You Need It What Does It Deliver How It Works Questions and Answers
Introduction How to better monitor your business and ensure your travelers are kept abreast of you current corporate travel policies.
Why Do You Need It? • Travelers traveling all over our Globe • Need to know who is traveling • When, Where and Why • Proactively control cost
What Does It Deliver? • Notification/Authorization options of noncompliance activity • Non-Compliance Email Alerts with ReNotification • Escalation Function • Multiple Levels of Approvers
Process for a notification only Reservation is Made in Agency Workflow
Policy Business Rules Inspect Trip
Trip Notification Emailed to Approver(s)
Approver Logs into PCM to review Trip Notification
Reservation Returned to Agency Workflow
PNR Documented
Process when an authorization request is approved/declined Reservation is Made in Agency Workflow
Policy Business Rules Inspect Trip
Trip Approved/Declined Email Sent to Traveler
Trip Authorization Request Emailed to Approver(s)
Approver Logs into PCM to Inspect Trip
PNR Documented
Trip Approved/Declined
Reservation Returned to Agency Workflow
Configurable Checks AIR First Class not
CAR Car rental size
HOTEL No hotel in booking
MISC Online adoption – domestic or
allowed
with overnight stay
simple International was not
First Class flight
Car Reason Code
Maximum hotel rate
booked online High Risk Destination
time Business Class
Car Vendor not
exceeded Hotel Threshold
not allowed Business Class
preferred vendor
Hotel Reason Code
flight time Business Class
requirements Maximum airfare
exceeded Airfare is greater
may be booked for International only Advance purchase
than lowest logical Air Reason Code International – arrival country is different than departure country
Policy Exceptions • Policy Exceptions – Last Minute Travel (trips booked within 1 business day of departure) – Same Day Travel – Weekend/Holidays (weekends – Friday 5pm local time to Monday 1am/Standard holidays) – Department/Division Exceptions – VIPs
Travel Authorization Request via Email
TRAVELER’S NAME
FARING DATA
APPROVER’S EMAIL
CLICK to APRROVE
OUT OF POLICY REASON
Travel Authorization Request via Website
Report Query
Request Activity Report
Traveler Detail Report
Thank you for your interest in Policy Compliance Manager. I hope this session has shown what a valuable, cost saving tool this can be for your customers. Please feel free to follow up with us on any questions you may have. Have a great day!