SAP Concur : Discovery Process
Workshops(s) with key individuals engaged in the expense process including claimants, approvers, and administrative personnel
Walk through and mapping of the current ‘As Is’ process, including identification of dependencies.
A list of identified issues to be addressed from both an end user and an administrative perspective.
End user and Administrative staff ‘wish list’ for any future changes to the current process.
Identification of any risks that may be inherent in the current process.
Exploration and identification of potential benefits and savings that may be available by a change in process as a result of the Concur deployment.
Analysis and presentation of various process scenarios and options to agree a process design most relevant to the client (workflow, credit card feeds, payment options)
Completion of Concur questionnaire (Workbook template)