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EPICOR CASE STUDY

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Ben Hasson|TripActions
Ben Hasson|TripActions
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tripactions.com | #tripactions #letsgoEpicor Harnesses TripActions for Global
End-to-End T&E SolutionEpicor wasn’t looking for a new corporate payment
solution, but it became clear that TripActions Liquid™ was the perfect
complement to TripActions for an end-to-end corporate travel and expense
solution. Since implementation in 2020, Epicor has seen time savings of 66%,
user satisfaction skyrocket, and overall improvements in adoption, productivity,
and savings.“It was a no-brainer to make the switch to TripActions Liquid, to
have full control and visibility while increasing the convenience to our
travelers who use a corporate payment method,” explains Epicor procurement
consultant Robin Bell. A Fast Global ImplementationAustin-based software company
Epicor set out to modernize their travel platform during the pandemic as part of
their progressive culture shift and found TripActions Liquid to be the perfect
complement. Once the decision was made, Epicor’s team was blown away by the
speed and detail of implementation.The end-to-end TripActions solution was
implemented globally across all Epicor offices in less than 60 days and
TripActions Liquid specifically took less than two weeks.Challenges•Frustrating,
time-consuming booking process•Antiquated admin and policy tools•Lack of
visibility with corporate expense tool•Regional implementationSolutions•66% time
savings•Increased user satisfaction•Improved visibility and control•End-to-end
global solutionsSUCCESS STORY

tripactions.com | #tripactions #letsgo“Once we put boots to the ground, it was
two weeks or less from when we started clicking buttons in the system to when we
were live and ready to distribute cards,” explains Robin, who calls the
implementation a key differentiator. “It was just so easy to translate our
written policy into the robust and dynamic TripActions admin side.”Their
previous solution had to be implemented regionally and required key team members
to stop their regular work to assist in the training. With TripActions, the
global implementation was done at once with a TripActions representative
present. “A huge pro is having a single platform and one access point across our
entire global employee base,” says Robin.The TripActions teams also helped
Epicor align around best practices, hosted all of the training, and provided
user guides and training videos. Going beyond a static one-hour training video,
the TripActions team made easily digested five-minute explainer videos for
booking hotels, flights, and cars.“No matter how our travelers needed to consume
that information, whether it was written in a quick user guide, recorded in a
short video or a full hour-long live training session, TripActions really
enabled us to deliver that to our travelers,” says Robin.While Epicor is now
sailing smoothly with TripActions, the two teams come together in weekly
feedback meetings to immediately address any questions or concerns. “To have
that checkpoint on the calendar regularly is really a game changer for us from
an ongoing account management standpoint, and really highlights the partnership
that we've found and not just the provider,” explains Robin.Adapting Policies in
Real Time It was important that Epicor find a solution that allowed them to
adapt and update policies in real time. “Having the access to update TripActions
Liquid on the fly substantially increases our ability to adapt and make changes,
based on the charges we see, the behavior of our travelers, and changes in our
policy. We don't have to spend time and resources making those backend changes
in the solution and they're immediately available on the front end so that our
travelers can realize that same level of time savings and ease of use—even in
the face of change,” says Robin.The Epicor finance team feels comfortable
distributing TripActions Liquid cards across the company due to visibility and
control from proactive real-time policies.“It was a no-brainer to make the
switch to TripActions Liquid, to have full control and visibility while
increasing the convenience to our travelers who use a corporate payment
method.”— Robin BellProcurement Consultant, Epicor Software



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