What are the key steps required to ensure the successful deployment of a T&E solution?

Every project and every client is different, so looking for the magic standardised formula for deployment of a solution would be both futile and presumptuous. The keys to success lies in a strong partnership between the client and the platform provider, based on the real issues at stake in the project.

Having said that, it is important to lay the groundwork for a successful roll-out with three critical steps for success. Together, these factors support the optimal deployment of a business travel management solution: a Product/Service suited to the client’s needs, support for its users, and management backing throughout the project.

A Product/Service suited to the client’s needs

To provide the best fit for the client’s needs, the first step is to select the right provider offering the most suitable product/service and flexible support, but the work does not stop there!

SaaS providers offer a high degree of personalisation, so the design phase is essential when it comes to transforming the needs of the different internal clients into configuration and a target process. This is one of the key issues in the implementation plan.

Support for users

This may be another cliché, but identification of the users and the support provided to each category of user is key. In the first instance, the users are the travellers and booking managers, but we should not overlook the travel agent, line managers, accountants and those involved in the financial process, travel managers, etc.

Good support includes:

  • Involvement of users from the outset of the project
  • Targeted communication during the project
  • A suitable support structure during the start-up and run phase (help-desk / tier 2 support / etc.)

Strong backing from management

T&E platform providers invest massively each year in making the travel booking and expense account process simpler and more user-friendly. Looking back a few years, we can see how far we have come on the road to greater simplicity. Nevertheless, we are still talking about a business transformation, requiring strong management backing so that everyone has a clear understanding of the issues at stake in the project. Companies also frequently take advantage of the implementation of a solution to improve their processes and implement new checks, which much be supported by management.

A SaaS platform frees the company from the technical constraints of installation by hosting the service, giving clients and decision-makers the opportunity to focus on the real issues, the transformation of processes and the adoption of new habits. The project phase allows us to put these conditions for success in place in order to achieve an optimal deployment of the solution and to build a lasting partnership.

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