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navan.com | #navan
Headquarters
Tampa, FL
Products used
Travel, Expense, Cards,
Pro
Industry
Technology
Number of Employees
2,500
Company
ConnectWise

navan.com | #navan
Headquarters
Products usedIndustry
Number of EmployeesCompany
ConnectWise Finds Scalable,
Unified Travel & Expense (T&E)
Solution in Navan
ConnectWise provides cybersecurity management,
unified monitoring, and integrated services to its clients through
an all-in-one flexible platform that backs all IT solution provider
needs. When the rapidly scaling company acquired another
organization and doubled its head count, the larger group needed
a single, all-in-one T&E solution to support its expansive,
overnight growth.
Poor User Experience and a Lack of Options
Prior to the acquisition, ConnectWise relied on a legacy travel
management company (TMC) for team travel bookings. For
expense management, it relied on a separate, internal system. The
resulting two-part solution was clunky and not user-friendly.
Another challenge: Multi-city and multi-airline booking options
weren’t available through its previous solution, and flights from
some of the most popular airlines like Southwest required extra
fees or processes to enter the booking flow.
On top of the cumbersome user experience, ConnectWise lacked
a dedicated customer service representative from the legacy
TMC, said Mindy Owen, Travel and Expense Manager at
ConnectWise. “We didn’t have anyone reaching out to us to hear
what wasn’t working,” Owen said. Ensuring duty of care was tricky,
too, as the system didn’t include at-a-glance traveler safety
features. “Our previous solution was so legacy. It was really painful
for me,” Owen said.
Challenges
● Poor user experience
(UX)
● Inefficient and
labor-intensive expense
process
● Manual and lengthy
reimbursement
● Limited inventory and
travel options
● Low platform adoption
Results with Navan
● Improved UX
● Time savings with
automated expensing
● Reimbursement period
slashed from months to
within 24 hours
● Robust inventory led to
14% net savings on
hotels
● 100% adoption by
employees
Technology
Tampa, FL
Travel, Expense, Cards,
Pro
2,500ConnectWise



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Making Travel Simpler—and People Happier—at letgo
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