
Colleen Guhin to the Association of Corporate Travel Executives
ACTE IX Chicago Conference
April 28, 1997
Improving the Travel Process: Finding the Right Solution
SLIDE 1
What questions or issues do you want addressed in today's session?
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SLIDE 2
What do you think are the most important needs of travelers and travel arrangers today?
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SLIDE 3
What process changes can you or your company make to address these needs?
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SLIDE 4
What are your major concerns with emerging technology in the travel industry today?
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SLIDE 5
PROCESS FLOW CHART
Step 1
Determine where you are
Assess Customer Needs
Step 2
Evaluate Alternatives
Step 3
Select the Right Solution
Step 4
Implement
Step 5
Measure
SLIDE 6
WHERE DID WE START?
- Determine scope of project
- What part of the process will you address - travel reservation, expense reporting, both?
- Put boundaries around your scope
- Establish multi-functional team
- Include information technology, accounting, audits, travelers, agency (if appropriate), etc.
- Critical to long term success
- Identify a Management Champion
- Contract with travel consultant
- Let the experts do the detail work
SLIDE 7
STEP 1: DETERMINE WHERE YOU ARE / ASSESS CUSTOMER NEEDS
- Map reservation and expense reporting process
- Develop a flow chart of the processes to understand each step and all the players
- Flow chart can be used to identify specific areas for improvements
- Determine cycle time, process time and cost of existing travel process
- From the flow chart understand the cycle time (from beginning to end), process time (time actually spent on each activity), and associated costs
- Data can be used for benchmarking with other companies and evaluating impact of changes
SLIDE 8
STEP 1: DETERMINE WHERE YOU ARE / ASSESS CUSTOMER NEEDS
- Conduct focus groups with travelers and arrangers
- Have an objective third party facilitate
- Understand their needs
- Determine their perceptions of automation
- Distribute traveler / arranger surveys
- Ask them to evaluate importance and performance of each element of the travel process
- Which processes should be automated?
- Would they use an automated system?
SLIDE 9
STEP 2: EVALUATE ALTERNATIVES
- Interview corporations and suppliers for outside perspective and product viability
- Attend technology trade shows
- Participate in demos of existing products
- Read, read, read
- Develop company-unique criteria
SLIDE 10
STEP 2: EVALUATE ALTERNATIVES
- Develop company-unique criteria: Things to think about:
- Automated Booking System
- Real time booking
- Fare information displays
- Travel policy controls
- Access to profiles
- Seat selection capability
- User friendliness
- Trip templates
- 24 hour access
- Low fare search
- Etc.
- Automated Expense Reporting
- Electronic approval process
- Integration with accounting system
- Travel policy controls
- Report summaries
- Currency conversion
- Paperless processing
- Electronic reimbursement
- Allocation of expenses
- PC and/or notebook connect, etc.
SLIDE 11
STEP 3: SELECT THE RIGHT SOLUTION
- Establish weighting system
- Solicit Request for Proposal (RFP)
- Host a bidders' conference
- Evaluate proposals based on unique criteria (contractor and multi-functional team)
- Select semi-finalists
- Conduct beta test for final selection
SLIDE 12
STEP 4: IMPLEMENT
- Establish relationship between product supplier(s), company and agency
- Modify software as required to meet your unique requirements
- Train users - both company and agency
- Communicate, communicate, communicate
SLIDE 13
STEP 5: MEASURE
- Measure customer satisfaction
- Measure productivity gains / cost savings
- Communicate your success
SLIDE 14
STEP 6:
Go Back to Step1!
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