As a Concur Travel expert, you ensure the long-term success of every implementation. Implementing Concur Travel translates a customer’s business structure, policies, and traveler needs into a system that supports efficient, compliant, and user-friendly travel management.
This course introduces the core elements of implementation and highlights the areas where your expertise is most essential. Successful implementation requires a clear understanding of the customer's organization, booking processes, and travel policies. Configuration choices, from company profiles and travel configurations to approval workflows and vendor preferences, shape the travel experience.
During implementation, you should pay close attention to:
- Understanding the customer's business requirements
The requirements define why the configuration is being set up in a particular way. Taking time to understand the business logic behind policies, approvals, and travel behavior ensures that the design aligns with real‑world needs.
- Mapping company structure correctly
Company profiles, configurations, travel policies and agency settings form the backbone of the site. Accuracy here avoids downstream issues such as incorrect content, missing traveler options, or policy overrides.
- Ensuring compliance without compromising usability
Travelers need a seamless experience, but the company needs oversight. Your role is to balance both—configuring intuitive search defaults, meaningful pop‑ups, and clear enforcement rules while maintaining a smooth booking flow.
- Recognizing interdependencies across system components
Air, hotel, car, and rail configurations affect policy enforcement, vendor content, and approval routing. A change in one area often influences behavior in another, and part of your expertise is understanding these connections.
- Documenting and validating decisions
Proper documentation of requirements, assumptions, and configuration choices ensures transparency, supports future audits, and helps customers manage their program as it evolves.
As you progress through this course, you'll adopt a structured, analytical approach to implementations. This ensures that each configuration reflects the customer’s goals, supports compliance, and improves the traveler experience. Your guidance, attention to detail, and ability to anticipate customer needs transform a standard configuration into a high-quality travel program.
Project Contact List
Effective project management drives successful Concur Travel implementations by offering the structure, coordination, and visibility needed to guide all stakeholders through each phase. A well-maintained Project Contact List forms the foundation of this coordination. It identifies key contributors, owners, and decision-makers and captures their availability across the project lifecycle, including kick-off, requirements gathering, configuration, testing, go-live, and hypercare.
This list goes beyond a simple directory by capturing the full picture of involvement: roles, responsibilities, and availability across the project timeline. This includes identifying which key contributors are needed at each phase: SMEs for requirements, technical resources during configuration, business testers during User Acceptance Testing (UAT), and executive sponsors during milestones and approvals. By maintaining an accurate and up-to-date contact list, you can proactively schedule workshops, anticipate bottlenecks, and ensure that the right people are present for the right discussions at the right time.
Project Plan and Task List
Equally important is a detailed Project Plan and Task List, which outlines every required deliverable across all phases, assigns responsible owners, sets task duration, highlights dependencies, and marks major milestones. Regular status tracking within the plan provides visibility into progress, delays, and risks, allowing the project team to intervene early and keep the timeline on track.
Together, these tools enable consistent status tracking, early identification of risks or delays, and clear communication across teams. Strong project management ensures that every phase progresses smoothly, stakeholders remain aligned, and the customer receives a well-structured, high-quality implementation experience.