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Travel and Reimbursement Processes

Project Scope:
Team will reconvene to review current processes, relating to departmental request/reimbursement process and travelers who use Shared Service Center. Determine where processes can be streamline, eliminate paper and evaluate Travel/Expense software options. Update 'AS IS' maps, create 'TO Be' maps.

PROPOSED TIMELINE: May 2018

Project Outcomes:
  • Team reviewed current paper process.
  • Electronic travel expense process - currently only the SGA Travel Process Improvement team has implemented a paperless process for requesting, submitting travel expense forms for approval routing using DocuSign.
  • Team evaluated three travel/expense software solutions:
    • Comdata
    • Concur
    • Chrome River
  • Team determined the University would benefit using Travel Pcards to be implemented with a software solution. The Pcard team will determine policy and usage.
  • Team recommends that the software have the ability to include Pcard transactions, Hotel eFolio, Direct Pay for Guest travelers and Duty of Care solutions. 
  • Travel Center - team recommends identifying resources to provide training and assistance to faculty/staff on use of the software. 
  • Travel team submitted a formal recommendation to the CFO November 2018.
 
Project Team:

  Phone: 901.678.2213  |   E-mail: processimprovement@memphis.edu