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I am looking for feedback on behalf of Oregon State University, as we are interested in understanding how other universities are currently supporting their campus communities in the travel and expense functions.
We would greatly appreciate your insights on the following:
1. Does your university utilize a self-service model or a full-service center to assist faculty, employees, and guests with travel and expense management?
2. Are you currently using Concur or another software platform to support your travel-related functions?
3. What methods do you employ to engage with your campus regarding travel and expense needs? For example, do you use a ticketing system, dedicated support teams, or other tools?
Your feedback will help us enhance our approach and better serve the needs of our community. We appreciate your time and look forward to your response.
Thanks,
Stephanie Smith, Fiscal Coordinator II/Travel Admin
Oregon State University, Corvallis, Oregon
Posted : 28/01/2025 10:53 am
Stephanie,
At UNC-Chapel Hill we have the following in place:
1. self-service with ability to have Delegates. Delegates are permitted to create and submit Travel Requests and create Expense Reports. All employees are required to submit their own Expense Reports for approval.
2. We utilize Concur Request and Expense
3. We have two teams, one for processing expense reports and a second support desk for assisting end-users with questions. The support desk utilizes a ticketing system and has been in place for a year. They also hold weekly virtual office hours and host a monthly webinar.
I hope this helps!
Posted : 28/01/2025 11:22 am
1. Self Service Model, with Expense Delegates and Travel Arrangers features enabled but not used exclusively by end Users. The goal is to have Delegates and Travel Arrangers help out in a pinch but to have the end users knowledgeable in Concur and booking procedures. All Expense users need to submit their own reports
2. We use Concur for booking travel but do not use a pre-travel request authorization and instead have a mandated Concur or TMC booked travel and have rules built out in both so travels stay within program guidelines.
3. We use email as a primary means of answering questions but also have a SalesForce ticket system more for IT Support cases. We have monthly trainings and are available for 1 on 1 trainings when necessary. We also use the Concur Pop Up at Login extensively to communication changes or new vendors to campus.
Hope this helps
Posted : 29/01/2025 11:24 am
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