CONCUR & P-CARD IMPLEMENTATION

Opportunity

As a result of a number of acquisitions, disparate systems, and non-standard processes, the need for consistency, a single system, and consolidation of administration was required.

Risk

Manual reporting on disparate systems reduced efficiencies. A failed consolidation could have resulted in failure to pay vendors and process charges in a timely manner.

Our Role

Stache & Associates was responsible for Project Management and Change Management for a Fortune 100 organization to transition travel and purchasing cards from multiple locations to a centralized shared services facility in conjunction with managing the supporting system implementation.

Action

Stache & Associates managed the Concur implementation process by coordinating, scheduling and facilitating meetings with key stakeholders and Concur to ensure all departments, processes and procedures were implemented in the combined Concur platform. Additionally, we developed the communication and training materials required for the cardholders as 90% of them processed reports manually and had little experience with computers. As a part of our Project Management role, we facilitated proactive identification and mitigation of project risks and issues. Our Change Management role included stakeholder alignment, communications, training, clear roles and responsibilities definition for P-Card coordinators as well as metrics for their work loads.

Benefit

Stache & Associates successfully transitioned the travel and purchasing card functions to the shared services center and then implemented Concur for approximately 1,000 cardholders. The outcome for both the transition, and go-live were successful.