Deployment and onboarding
How Emburse implementation sets you up for success
Deployment and onboarding
How Emburse implementation sets you up for success
Embuse gives you access to a seasoned team, specialized expertise, and tried-and-tested approaches that guarantee a seamless transition to your upgraded expense management system. Let us pave the way for effortless implementation and streamlined processes, empowering your business to thrive.
Activate
Self-implement with a best-practice based configuration and targeted support
Best Practice
Customize a recommended configuration with expert support
Tailored
Address complex requirements with a methodical and highly custom configuration
ActivateSelf-implement with a best-practice based configuration and targeted support |
Best PracticeCustomize a recommended configuration with expert support |
TailoredAddress complex requirements with a methodical and highly custom configuration |
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|---|---|---|---|
| Best practice guidance and models | |||
| Expert configuration assistance | |||
| Onboarding and launch support | |||
| In-app training and guidance | |||
| Access to training library and help center | |||
| Define value goals | |||
| Business requirements gathering | |||
| Allocation, compliance, workflows, and integration design support | |||
| Testing and validation assistance | |||
| Go-live clean-up of test transactions | |||
| Fully managed project plan with success milestones | |||
| Weekly status meetings and reports as needed | |||
| Customization of built-in country-specific policies | |||
| Allocation, compliance, and workflow configuration | |||
| Additional functionality options |
Current Concur customers have a head start
Using your current exports and configuration files, our experts can develop a blueprint and understanding of your Concur system.
We’ll handle the translation. Our team knows the Concur system and can quickly absorb your current process and workflows.
We’ll consult with you to design a best practice-based configuration that meets your requirements.
We can interpret the improvements and changes you’d like to make into the right configuration for your organization.
Support for you and your team every step of the way
Customers who choose Best Practice and Tailored implementations work with an Implementation Consultant throughout their project, while all customers enjoy access to our industry-leading customer success resources.
Customer success resources
Customer Success Manager
Your Customer Success Manager provides:
- Welcome and introduction to Emburse
- Consistent point of contact
- Long-term support in reaching your goals
Implementation Consultant
Your Implementation Consultant provides:
- Specialized knowledge in expense management processes and platforms
- First-hand experience with legacy systems like Concur and guidance on modernizing process
- Translate business requirements into a successful configuration
- Project execution, scope control, and overall coordination
Experience that delivers success
We’ve implemented new spend management processes for thousands of companies of all sizes across the globe. That experience ensures we can provide a defined, phased approach that makes the process easy and minimizes work for your team.
1. Introduction & orientation
Before starting your project, our team of experts will guide you through each step, and support your project from start to finish.
2. Planning & discovery
Our experts work with you to understand what you’re doing today, identify what’s causing problems, and provide options for improved processes and efficiency options.
3. Design & validation
Defined periods of system testing provide opportunities to make small changes not accounted for in discovery and ensure that your new solution meets every requirement.
4. Deployment & rollout
Your team at Emburse works with you to determine the most effective deployment and rollout plan for your organization, suggesting pilot processes, admin training, and more.
Adoption and beyond
It’s not just building the right system, we provide the resources and tools you need support users and drive adoption across your organization.
Emburse Academy
On-demand courses, tutorials, demos, learning maps, and more to elevate product knowledge and build expertise
Emburse Assistant
Smooth onboarding and deployment with in-app toolkits and step-by-step guides to increase user adoption and self-sufficiency
Help Center & Portal Support
Access an extensive library of help articles and submit support requests via contact form with expert responsive service
Engagement
Exclusive customer community, in-person events, customer awards program, advisory boards, and more