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ConnectWise Finds Scalable, Unified Travel & Expense Solution in TripActions

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Since unifying its travel & expense solution with TripActions, ConnectWise has enjoyed 100% employee adoption, automated expense reconciliation, and saved 9% on travel bookings.

ConnectWise provides cybersecurity management, unified monitoring, and integrated services to its clients through an all-in-one flexible platform that backs all IT solution provider needs. When the rapidly scaling company acquired another organization and doubled its head count, the larger group needed a better travel and expense solution to support its expansive, overnight growth.

As the company evaluated options, TripActions quickly became the front-runner. Ultimately, ConnectWise chose TripActions for its ease of use and the efficiencies made possible by an all-in-one T&E solution.

“As we’re a software company, a tech-forward solution like TripActions was a must for us,” said Mindy Owen, ConnectWise’s Travel and Expense Manager.

Challenges

  • Inefficient and labor-intensive expense process
  • Manual and lengthy reimbursement
  • Limited inventory and travel options
  • Low platform adoption

Results with TripActions

  • Time savings with automated expensing
  • Reimbursement period slashed from months to within 24 hours
  • Robust inventory led to 14% net savings on hotels
  • 100% adoption by employees

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100% Employee Adoption

With TripActions, ConnectWise employees get an intuitive solution they’re happy to use, and Owen and her team benefit from improved efficiency and cost savings that come from 100% employee adoption of the booking platform. Because employees are consistently booking in-solution, ConnectWise has realized 9% in net savings on bookings and is averaging an impressive 18-day booking lead time, despite the tentative nature of travel during the pandemic.

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Farewell, Expense Reports

By using TripActions Liquid™ virtual cards to pay for 80% of hotel bookings and 100% of flights, TripActions has eliminated whole swaths of transaction reviews from ConnectWise's expense processes. “Liquid really streamlines employee travel, because itineraries are reconciled automatically and employees don’t have to expense bookings, which leaves me one less charge to review,” Owen said.

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Efficiencies Achieved With Real-Time Visibility

Thanks to TripActions, Owen can generate expense reports with just a few clicks, while in the past, the same processes took upwards of a month. The streamlined reporting afforded by TripActions has made for better visibility into ConnectWise’s travel spend and enables more strategic T&E decisions.

“A tech-forward solution like TripActions was a must for us. Bringing efficiencies to our entire travel and expense ecosystem, TripActions has freed up my time and allowed me to focus on the more impactful and strategic aspects of my job,” said Owen.

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Liquid really streamlines employee travel, because itineraries are reconciled automatically and employees don’t have to expense bookings, which leaves me one less charge to review,

- Mindy Owen, Travel & Expense, Connectwise, ConnectWise

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