Onboarding

Preparation is the key to success.

The implementation is one of the most critical phases of a successful software project. It’s a good time for the organization to pause and reflect on what the new software is truly meant to achieve. Should the old, familiar process simply be layered onto the new system, or is the organization ready to embrace process changes that the new software may enable?

Here are some key questions worth considering before reaching out:

• What would be the optimal approval workflow to ensure expenses are reviewed both from a business and accounting perspective?
• What kind of payment schedule do you prefer?
• How should HR data be integrated into the system?
• Do you want to continue with expense reimbursements, or would you prefer to issue company cards to employees?

We’ve helped hundreds of companies find their ideal expense claim process, and we’d be happy to help you too. Don’t hesitate to contact us, if you need help.