SMU’s new paperless online system for booking and reporting travel expenses will go live June 20, 2015. The date has been moved from June 1 to coincide with the procurement card billing statement cycle and accommodate fiscal year-end processing.
Beginning June 20, SMU faculty and staff will be required to use Christopherson Business Travel within the Concur® online expense management tool for booking airfare, hotel and rental cars. Training for the new system will begin soon.
Until June 20, faculty and staff must use Colwick Travel for booking travel, regardless of travel dates. Find more information at SMU’s new travel website.
> Read the full story from the SMU OE2C website
Concur® has been chosen as SMU’s new electronic travel and expense management solution, as announced by Lyle Dean and Executive Sponsor Marc Christensen and the OE2C Travel and Entertainment Committee in a meeting on Wednesday, Oct. 1, 2014. The initiative committee would like to thank the faculty, staff and students who provided input and attended the finalist demonstrations in early September.
Based on feedback received from across campus and from consultation with peer and aspirant universities, Concur® emerged as the best option for SMU, according to the committee’s report. The associated tools offer “an absolute, integrated, and tailored solution for easier management of travel, expense and travel risk management obligations.”
The Travel and Entertainment Initiative Committee will continue its review of the University Travel and Entertainment Policy to build a simpler, more standardized process as the implementation of Concur® begins in the coming months. Additional suggestions and feedback from the SMU community are encouraged as this initiative moves forward.
> Send a question to the OE2C team
> Visit Project SMU: Operational Excellence for the 2nd Century at smu.edu/oe2c
A 10-member SMU team representing various campus constituents has scheduled a demonstration of new tools to improve the way the University plans for and reimburses travel and entertainment expenses.
The vendors will visit campus to present their capabilities on Thursday and Friday, Sept. 4 and 5, 2014. These demonstrations will be open to the broader SMU community. The time and location for these demonstrations will be announced soon.
The review of the University’s existing travel and entertainment policies is part of Project SMU: Operational Excellence for the 2nd Century. The OE2C microsite will provide additional information in the coming days.
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“As the OE2C team traveled across campus conducting interviews, the most frequent suggestion we heard was addressing the University’s policies and processes for travel and entertainment,” said Bill Detwiler, associate vice president for business services and program manager for OE2C, and Martin Sweidel, professor of music, associate dean for administrative affairs in Meadows School of the Arts, and OE2C program coordinator. “We determined that improving the way SMU plans for and gets reimbursed for these expenses can save the University dollars and staff time.”
> More questions? Send them to SMU OE2C
Project SMU: Operational Excellence for the 2nd Century (OE2C) is a University-wide review of SMU’s financial structure and operating model, which aims to strengthen the long-term economic vitality of the University through operational improvements and savings.
> Bain & Company briefing: “The Financially Sustainable University” (PDF format)
SMU’s current OE2C site is undergoing a redesign to feature more information and more frequent new posts. Bookmark the site to stay up to date on the latest news.
Read the full statement from Detwiler and Sweidel under the cut.
Continue reading “SMU OE2C announces first initiative: travel and entertainment policy and tools”