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40% increase in efficiency
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Increase in data accuracy
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Cost savings
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Less or no time spent on admin tasks
CLIENT CHALLENGES
- Manage daily entitlement requests in CRM system (Workday/Concur)
- Create and approve expense reports and invoices in a timely manner
- Maintain contact information, include research preferences and handle recurring client requests
- Track T&E budgets to ensure yearly goals
OUR APPROACH
- Efficiently reviewed and approved incoming expenses for expense reports and invoices for timely payment to vendors
- Expedited responses to email requests
- Validated requests with representatives and various sources to ensure accuracy of data provided
- Created monthly spending reports for all analysts
- Analysed consumption reports across the client base
- Reconciled attendee data for marketing events
IMPACT DELIVERED
- Resolved 90 requests daily, on average
- Reduced travel and entertainment spending y/y
- Reduced average submission-approval-payment process time
- Reduced workload of client employees and systematically completed processes
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