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Jun 23, 2020

TripActions Academy: Course Three Explores Policy Foundation

Samantha Shankman

Insights & TrendsReturn to blog

A strong foundation is the first step to any productive relationship or enterprise. In Course 3 of the TripActions Academy, we begin to build the foundation for a new way of managing corporate travel and expenses specifically within the TripActions platform.

New users will learn how to successfully set up the foundation of their corporate travel and expense management program while more experienced users can ensure that all their settings, tech integrations, and metadata are in the right place. If you’re not yet a TripActions user, you’ll still walk away with best practices for building a smart corporate T&E policy.

The best corporate travel and expense policies provide you with the ability to identify trends that better protect travelers, improve visibility, save money, and scale as business grows. Ultimately, a well-crafted T&E policy creates a better experience for travelers to drive higher adoption and satisfaction, giving enterprises increased spend visibility, control, data, and insights to optimize their T&E program and policies. It is the ultimate win-win.

What is the TripActions Academy? It is a free series of courses that corporate travel program administrators can take to strengthen their foundation of corporate travel and expense management skills, learn best practices, and bring new focus to their organization’s corporate T&E program. Our goal is to provide access to anyone and everyone that wants a high-level overview of corporate travel and expense fundamentals and user- and technology-first programs, policies, and tech.

Each week two new courses are released: One focuses on the corporate travel and expense industry and best practices at large; the second looks at how TripActions specifically can be used to supercharge your efforts.

Course 3

We start Course 3 by looking at what you, your colleagues, and your company gain from a successful corporate travel and expense program. From gaining visibility into travel spend to keeping employees safe and happy, the beneficial results are worth the relatively short amount of time it takes to lay a strong foundation. We then go through the steps that any program administrator should take to set up their corporate travel and expense management software and integrate it with the other tools in their tech stack. These integrations are what help create a 360-degree view of travel spend and ensure the best possible user experience. We then take a step back to look at the bigger picture of why we travel for business and how a productive policy is needed for optimal results.

The following sections are included in Course 3:

3.1 An Introduction to Program Success at TripActions 3.2 How do I Sign Into TripActions? 3.3 Integrating TripActions with SSO, HRIS, and Other Third Party Tools? 3.4 How to Add Travelers & Metadata to TripActions Platform 3.5 A Quick Introduction to the Mobile App 3.6 Why It Matters and Why You’re Here

Companies with unmanaged or unorganized travel programs limit their travel and expense spend visibility and potential positive impact on growth and the bottom line. Their employees are frustrated by travel and expense policy compliance demands and the confusion caused by unmanaged travel. Poorly managed business travel and expenses cause stress with consequences on employees’ mental health, well-being, productivity, and loyalty.

On the other hand, efficient and productive business travelers means good business. Empowered, well-rested employees are better positioned to succeed, to take on more responsibility, and grow within their role. Successful business T&E management takes the pain out of business travel and expense to increase job satisfaction, boost recruitment objectives, and build employee retention.

Employees are hungry for consumer-like experiences, which means that technology is more visually appealing, naturally intuitive, responsive, and accessible in large part because the users are now the decision-makers. By partnering with TripActions not only do you increase visibility into spend, superpower your strategy, and take better care of employees, but they’re happier too. With machine learning, smart corporate travel and expense solutions give employees the ability to choose the best hotels for their tastes and responsibilities, select the airlines that best build their frequent-flier miles and loyalty status, and book the best flights that fit within their schedule -- all while remaining within the company’s policies.

Join us today in the TripActions Academy to learn about the foundation of modern corporate travel and expense management, and get deep insight into policy, inventory, and success.

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