Excellence Center Demand Management & Purchasing


Claire Boursier


Marie-Line Ardito



General Description

The T&E Dashboard has the objective to :

  • Create transparency on T&E Spend and travelers’ behaviors, with details for each GBU and functions

  • Monitor monthly Spend Evolution

The dashboard is providing different angles of analysis :

  1. Executive summary & group benchmark

  2. Financial overview - spend evolution (controlling data)

  3. Expenses overview (Concur data) - incl top spenders

  4. Bookings behaviors (AmexGBT/travel agency data ) - incl top non compliant travelers  

  5. Bookings overview (AmexGBT/travel agency data )  

  6. My reports

There are some accesses restrictions to employee level information in accordance to GDPR regulations.
Sources:
This dashboard has been build using 3 different data sources:


* list to attached

**clarify amount between Spend report & O&D report

Dashboard is providing N-1 data, as well as current year YTD M-1 data.


Data of M-1 are available on the 15th day of M.


Dashboard is only available in EUR.








  • ExCom
  • Leadership team
  • Financial Directors
  • Global Buyers
  • WW Controllers
  • Site Controllers


All the accesses must be validated by:

Excellence Center / Purchasing Click here for the Access form to get access to the T&E Dashboard..



Dimensions Overview:

QlikviewComments

GBU / Function

 
Company 
RegionAPAC, EMEA, LAM, NAM
CountryCompany country
YearY-1, Y
Quarter
Month

Cost Center


Fixed Cost Group 2
VendorName, Number


 

 Details on sources:


Expenses :Concur Data 

There are two different Concur systems; one from Solvay and the other from Cytec legacy (expected to run until 2020). Concur is a tool were employees are claiming T&E for reimbursement. This tool is still under implementation and therefore not covering 100% of the scope. 

INCLUDE LINK TO CONCUR SCOPE AND DEPLOYMENT PLAN



Finance/Controlling data: P&L 


It has been agreed that controlling data are the reference to measure the spend evolution and will only be adjusted with FX effect and not scope.


Also note that there is an average of 35 days lagging effect between a booking and its impact in BW, with the assumption that travellers are expensing at least once a month (policy recommendation).


FX effect methodology

TO DO


Booking information: Travel Agency data AmexGBT Insight


 Detail files with different spend references