Get this course

Certifications

Travel & Expense Software Procurement or Purchasing (03)


Description
This course aggregates content geared towards individuals that are responsible for procuring or purchasing Travel & Expense software for their organization.
Content
  • Getting Started
  • Getting Started - Travel & Expense Software Procurement with TripActions
  • A Framework for Modern Corporate Expense Management
  • Pain Points of the Modern Travel and Spend Management Stack
  • Challenges Presented by Outdated Corporate T&E Management
  • A Framework for Modern Spend Management
  • Positive Business Outcomes when Applying A Modern Fintech Framework
  • The Changing Role of a Modern Finance Leader
  • Today's Finance Leader
  • The Evolution of the CFO Role
  • Charting A Course To Modernization
  • Elevating The Finance Function
  • How Modern Technology Empowers Finance Team to Pivot Toward Strategy
  • Quiz: The Changing Role of a Modern Finance Leader (clone)
  • Managing Corporate Travel & Expenses for Travel and Finance Leaders
  • A Day in the Life of a Corporate Travel and Expense Manager
  • How the Travel Manager Role is Evolving
  • Profile: How a Travel Manager Gets It Done
  • How Travel and Expense Managers Help Companies Cut Costs
  • A Travel Manager’s Toolkit and Support Network
  • Exploring the Components and Value of a Modern T&E Program
  • How to set a Travel and Expense Program up for Success
  • SSO, HRIS, and other Third-Party Tools and Integrations
  • The Mobile Approach to Corporate Travel, Card and Expense Programs
  • Check-In Survey
  • Survey 1 - Travel & Expense Software Procurement
  • Creating Efficiencies Through Well Designed T&E Programs
  • The Long Term Outlook on Modern Fintech
  • Fintech Drivers and Trends
  • Implications for Finance Leaders and Businesses
  • How to Move Forward in the Fintech Economy
  • Driving Cost Savings in Modern T&E Programs
  • Generating Program Savings Without Cutting Travel
  • Balancing User Adoption and Cost Savings
  • How to Set Policy to Drive Cost Savings with TripActions
  • How Rewards Work at TripActions
  • Achieving Modern T&E Program Success Through Adoption
  • Why Adoption Matters
  • Set a Dynamic Policy for Savings
  • Balancing Policy & Traveler Sentiment
  • How to Measure Sentiment & Satisfaction
  • A Refresher on Incentives
  • How to Create Internal Alignment
  • A Modern T&E Experience that Exceeds Employee Expectations
  • What is the Next Generation Storefront?
  • Benefits of the Next Generation Storefront
  • Next Generation Storefronts in the Wild
  • How TripActions uses the Next Generation Storefront
  • Shaping Modern T&E Programs through Decentralized Spending
  • Centralized vs. Decentralized Spending
  • What’s Happening In the Real World
  • The Issues that Decentralized Spending Creates
  • The Path Forward
  • Digitally Weaving Proactive Policy into Modern T&E Programs
  • What is Proactive Policy?
  • The Current Challenges Posed by Stagnant Policy
  • How Proactive Policy Can Be Applied to Spend Management
  • The Future of Proactive Policy
  • Empowering Employees Using Seamless Payment Tools
  • The Relationship Between Travel, Payments, and Expense
  • What Is TripActions Liquid?
  • How to Manage Spend with TripActions Liquid™
  • TripActions Liquid™ Outside of the Travel Sphere
  • Benefits of a Full T&E Stack
  • Benefitting from Real-Time Spend Visibility in the Modern Finance Stack
  • The Meaning of Spend Visibility In the Finance Ecosystem
  • Spend Visibility and Traditional Company Spend Workflows
  • Benefits of Real-Time Spend Visibility
  • Instant Spend Visibility Within Travel and Spend Management
  • The Value of Virtual Cards in Modern Corporate Travel & Spend Management
  • What are Virtual Cards?
  • B2B Payments and Applications in Corporate Travel and Spend Management
  • The Benefits of Virtual Cards In Travel and Spend Management
  • Unique Applications for Virtual and Purchase Cards
  • The Rise of Software Subscription in the Modern Workplace
  • The Challenges of Employing Subscription Models without Financial Oversight
  • Why Spend Management Is Key to Making the Most of Software Subscriptions
  • Managing an RFP in the Modern T&E Landscape
  • What is an RFP in Corporate Travel?
  • Why the RFP Process is Important
  • Guide to the Modern RFP Process
  • Final Survey
  • Final Survey - Travel & Expense Software Procurement
  • Next Steps
  • Want to Explore More?
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Prerequisites
Back