Join this free online course to learn how you can simplify, automate, and streamline spend management processes with SAP Concur.

November 9, 2021 - December 15, 2021
Language: English

Course information

Course Summary

Second only to salaries, Travel and Expense is the largest operational cost a business confronts, and it is the most difficult to manage. Employee-initiated spend – monies originating from and controlled by the employee in the service of their role or job function – has shifted buying decisions from finance teams to individuals. Employees have more power over spending decisions, with less oversight than ever before. Organizations with manual or disparate processes often have limited visibility into when and where spend happens. This leads to finance teams spending their time tracking expenses instead of proactively influencing how their budgets can deliver the most impact.

This course will demonstrate how SAP Concur's powerful, industry-leading products and ecosystem of diverse partner applications simplify, automate, and streamline spend management processes. SAP Concur's combined solutions help organizations reduce complexity, increase productivity and employee satisfaction, and see spending clearly.

In this course, you’ll follow the lifecycle of spend: before spend, during spend, and after spendIn each of these stages, you’ll learn how SAP Concur's combined platform is applied to spend management processes. You’ll discover how to customize these solutions to your unique company requirements. And finally, you’ll have an opportunity to interact with the products in a simulated environment.


Disclaimer: Throughout this course, you will be exposed to scenarios that depict activities in a non-Covid19 environment. Depending on when you take this course, these stories may not match your current circumstances. Normal conditions will return again, thus the scenarios were written to reflect this.


Course Characteristics

Course Content

Week 1: Manage Spend Before It Happens
Week 2: Capture Spend as It Happens
Week 3: Capture Spend Using Expense
Week 4: Process Spend After It Happens
Week 5: Final Exam

Target Audience

  • Accounting and finance leaders
  • Business decision makers and influencers
  • Travel managers
  • Administrators

Course Requirements

An understanding of one or more of the following:

  • Your company's AP process
  • Your company's current expense submittal and payment processes and policies
  • Your company's Travel and Expense challenges

Hands On

At the end of each week, you’ll have the opportunity to explore and interact with the products demonstrated in this course. The hands-on component will allow you to discover firsthand the ease of use, customization and flexibility of our products to meet your unique needs.

About Content Experts

Lauren Marshall

Lauren Marshall

Lauren Marshall is a senior implementation project manager for SAP Concur. She focuses on Expense and Invoice projects with best practice and enhanced configuration.
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Nicole DaPron

Nicole DaPron

Nicole DaPron is a senior activation coach for SAP Concur. She assists customers through the implementation process to configure Concur Travel for integration to Concur Travel & Expense within Service Delivery. Her focus is on core Travel for standard and professional platforms including integrated Concur Request.
With over 25 years of experience in the corporate travel industry, Nicole has worked at five major TMCs. She is working on various travel initiatives, process development, and TMC relationship building as a senior resource.
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Jon Salmon

Jon Salmon

Jon Salmon is a small business activation coach for SAP Concur. His focus is on core Expense and Invoice with best practice and enhanced configuration.

Jacque Akers

Jacque Akers

Jacque Akers is a senior educational consultant at SAP Concur. She offers training to internal partners and customers on both advanced back-office configurations and end-user experiences.
Jacque has a big passion for SAP Concur solutions. She spent several years as a customer, implementing and administering SAP Concur with multiple companies in different industries, both domestic and global. She went on to become a senior implementation project manager with SAP Concur, enabling customers with Expense, Request, and Invoice on both SAP Concur platforms. Jacque was also an SAP Catalyst for many years.

Haleigh Clevenger

Haleigh Clevenger

Haleigh Clevenger is an activation coach for SAP Concur. Her focus is on guiding clients through the configuration, deployment, and adoption of core Expense and Invoice services.
Since joining SAP Concur in 2018, Haleigh has helped over 80 clients get up and running. She is also a new hire mentor, member of Concur’s Internal Product Expert Network, and recipient of the 2020 Coach of the Year award.

Jillian Leon

Jillian Leon

Jillian Leon is an activation coach for SAP Concur. She manages remote implementations of Concur Expense and Invoice services and extended services for North American-based clients. She consults with a variety of Concur and client resources to identify solutions for each client. Jillian also takes responsibility for managing all project deliverables, completing implementations, and delivering exceptional levels of work quality and client satisfaction. Her focus is on core Expense and Invoice services.
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François Adamczyk

François Adamczyk

Francois Adamczyk is an implementation project manager and has been working for SAP Concur for almost three years. He is also one of the global SMEs for Budget.
In addition to his project management work, Francois focuses on how to simplify the integration between Budget and SAP modules like Funds Management, as well as how to enhance the Budget module based on feedback from delivery teams and tickets created on the SME Budget forum. He is passionate about knowledge transfer on all things related to Budget.
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Denise Roseberry

Denise Roseberry

Denise Roseberry is a travel activation coach in mid-market for SAP Concur. Her focus is on Travel and Request.
Denise had been implementing Concur Travel for over five years. Request is one of her areas of expertise, and she has a deep knowledge and understanding of how it integrates with Travel.
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Craig Dillon

Craig Dillon

Craig Dillon is a senior instructional designer on the SAP Concur Global Learning Services team. He manages the Global Services Accreditation program and all onboarding content for Invoice Professional, both for internal employees.
Craig spent nine years implementing and training external customers on Concur Invoice, Expense, and Request products, and has spent the past three years creating content for internal employees with a focus on Concur Invoice.
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Connie Hoen

Connie Hoen

Connie Hoen is the program director for Global Audit Services at SAP Concur. She works with the executive leadership of the global service centers to ensure compliance is being met for all existing clients. She is also engaged by SAP Concur sales/distribution teams to provide expert feedback and industry best practices to prospects as part of the sales process.
Connie also supports the focus around fraud and anomalies by attending and presenting at global compliance control events. Prior to joining the team in Minnesota, Connie worked as a manager of expense report auditing at Gelco Information Networks.

Jackie Mallon

Jackie Mallon

As a director of business transformation programs for SAP Concur, Jackie Mallon is at the forefront of developing innovative strategies that enable global enterprise customers to adapt their travel programs to capture invisible spend with the integration of Concur TripLink.
Jackie partners closely with customers to enable them to adopt Concur TripLink while ensuring it aligns with their business policies and company goals. Considered by her peers and clients to be a visionary leader of TripLink practices, she has helped customers create a winning plan to increase visibility to outside bookings, enabling them to manage outside spend, enforce policy and compliance, and elevate duty of care programs, while increasing traveler productivity and satisfaction.
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Cate Everett

Cate Everett

Cate Everett is the SMB client success content manager at SAP Concur. She is passionate about developing and creating engaging, educational content that helps clients maximize the value of their SAP Concur solutions through in-person events, webinars, and videos.
Cate spent five years as a manager in Client Success and Content. She has presented at Fusion three times, spoken on many occasions at the SMB Client Success Summit on the topic of building a travel and expense policy, and presented ten Client Admin Training Series on various topics.
Follow Cate on LinkedIn.

Course contents

  • Week 1:

    Manage Spend Before It Happens
  • Week 2:

    Capture Spend as It Happens
  • Week 3:

    Capture Spend Using Expense
  • Week 4:

    Process Spend After It Happens
  • I Like, I Wish:

    We Love Your Feedback … And Want More
  • Final Exam:

    Good Luck!

Enroll me for this course

The course is free. Just register for an account on openSAP and take the course!
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Learners enrolled: 1538

Certificate Requirements

  • Gain a Record of Achievement by earning at least 50% of the maximum number of points from all graded assignments.
  • Gain a Confirmation of Participation by completing at least 50% of the course material.

Find out more in the certificate guidelines.