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:
- , Undergraduate Programs
- , Information Technology Services
- , Information Technology Services
- , University Process Improvement, Business Analyst
- , University Process Improvement, Project Manager
- , Accounting
- Heather Winters, Research
- , Shared Services Center
- , Shared Services Center
- , College Arts & Sciences
- Robin Stewart, Planning and Assessment
- , Business Development
- Terrice Watson, Accounting
- , Arts and Sciences
- , School of Urban Affairs, Team Lead
Phone: 901.678.2213 | E-mail: processimprovement@memphis.edu