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Welcome to the SAP Concur - Enterprise Onboarding Resource Center page. In addition to SAP Concur's implementation team, this toolkit is designed to provide you with additional resources that will lead you to a successful deployment.
Check out the video on the right to learn more about your implementation journey and how to successfully navigate this site.
How to use this toolkit:
Select the appropriate section corresponding to each phase of your deployment, where you will find the resources to help ensure a successful implementation of SAP Concur.
During the Getting Started phase, you will meet with SAP Concur's implementation team and provide information that is needed for your implementation. Complete the steps outlined below.
Recommended to: Project Management, Functional/Business Process Owners, Technical/IT, and other relevant implementation roles.
When: First 2 weeks of the implementation engagement.
This guide will provide you with information regarding the scope of the implementation.
This guide will provide an outline of what to expect when participating in a SAP Concur Implementation, including roles and responsibilities, project structure and timeframes, so you may plan appropriately and be ready to engage.
The Country/Region Template guides represented here are intended to provide customers with a starting point to aid in the deployment of their SAP Concur solution.
The following guides include considerations for companies intending to deploy SAP Concur Expense in the EMEA, Americas and/or Asia Pacific regions.
The information provided is based on consolidated experiences deploying and supporting customers in the countries referenced, with the intention to share common best practices and interpretations. The aim is to provide country considerations for reference as a starting point as companies prepare to gather requirements from local markets as part of their implementation roll-out.
Start planning now for how you will be rolling out SAP Concur and driving change with our Change Management activities guide.
During this phase, you will review your setup requirements with SAP Concur's implementation team, establish project milestones, and become more familiar with the product.
Recommended to: Project Management, Functional/Business Process Owners, Technical/IT, and other relevant implementation roles.
When: Following the Get Started phase.
Familiarize yourself and your project team with the product features as an Business End User.
Learning Services Courses for Related Products coming soon.
Introducing SAP Concur’s Technical Document Portal, your one-stop resource for all the information you need for your interface development objectives with SAP Concur. Designed with our customers and partners in mind, this portal houses a wealth of knowledge and tools to support you with all your integration efforts.
We highly recommend starting by reviewing the following documentation:
Concur Travel and Expense Supported Configurations
This document describes supported browsers, browser settings, available languages, and settings for SAP Concur Travel & Expense and SAP Concur Intelligence.
File Transfer for Clients and Vendors User Guide
This guide addresses the data exchange through various secure file transfer protocols. The File Transfer Guide, along with the other documents/videos, will provide an overview of the entire technical aspect of the SAP Concur Expense implementation project. Topics addressed include the Data Interchange Process, Encryption, Transfer Process, Overnight Processing Zones, File Naming Convention, File Properties, Employee Import, Exchange Rate Import, List Import, Standard Accounting Extract, etc.
Specifications and Templates for SAP Concur Expense
This zipped file contains specifications for Import and Extract data. You will also find Excel templates to assist with data mapping. Please download and review the contents of this file before your scheduled Knowledge Transfers meeting with your Implementation Consultant.
Your organization logo can appear on the SAP Concur Home page. If you would like your logo added, please provide an image file that meets the following specifications:
During this phase, you will test and validate your system configuration. You will also train your staff on back office and configuration tools.
Recommended to: System Administrators, Functional/Business Process Owners, Technical/IT, and other relevant implementation roles.
When: Following the Analysis & Design phase.
(Note that some items may not be relevant to your implementation)
This document provides high-level guidelines to help develop your testing approach and strategy.
Familiarize your back office and administration team with the product administration tools.
Learning Services Courses for Related Products Coming Soon.
During this phase, you will communicate the benefits of SAP Concur Travel & Expense to your organization, provide end-user training, and take control of your deployed solution.
Recommended to: All implementation project team members, administrators, and business end users.
When: Following the Configuration & Validation phase.
Learn the basics of SAP Concur Support and the SAP Support Portal.
A change management strategy is a high level plan by which your organization can achieve its goals throughout the change process. The strategy helps you to identify the big picture and how the change will help improve your organization overall.
Communication is an important piece of what makes change within your organization successful. Use these resources to learn more about best practices for ensuring your change communication is dynamic and effective.
Training is an integral part of what puts change into action, and creating a training plan and approach for reaching those impacted by change is what ensure changes within your organization are successful. Use these resources while developing a training plan so your users are prepared for change when it happens.
The SAP Concur Learning Services team provides comprehensive basic and customized training options for all SAP Concur products. Our customized options include, open enrollment instructor-led training sessions, and client-specific instructor-led sessions hosted at a venue you select.
SAP Concur’s reporting offering includes an “on-demand” hosted reporting and analysis service. This service is seamlessly integrated with Concur’s powerful solutions, providing access to your organization’s travel and expense data. You can use the Concur reporting tools to create detailed, actionable reports to control costs and more effectively manage employee spend.
Information on our Consultative Intelligence offering Coming Soon.
Expertise & Care offerings provide customers ongoing opportunities to work with SAP Concur resources to get the most out of SAP Concur Solutions. They range from low touch (Concur Essential Care) to high touch (Concur Select Care) to support all our customers.
Gain the full power of your SAP Concur solution with personalized, proactive, and ongoing assistance. As your organization expands, your IT and financial systems can become overly complex and decentralized.SAP Concur Select Care can help by providing goals-based engagement and a tailored success plan for your business.
SAP Concur Advanced Care provides assistance to ensure you get the most from your solution. Rather than spending months getting up to speed, your designated consultant can hit the ground running, allowing your employees to stay focused on their primary responsibilities while still reaping the benefits your SAP Concur solution provides.
At SAP Concur, we understand that it helps to have additional assistance to achieve your objectives and get the most value from your investment.
Get the most out of your investment by making sure configurations reflect your current policies, processes, business strategies and market conditions. Subject matter experts at SAP Concur are available to help with your configuration updates and maintenance when you need them, freeing your resources to focus on business-critical tasks.