Learn to leverage your Concur data at Fusion

In less than a week, we’ll be holding our 12th annual Fusion event in the City by the Bay, San Francisco! We’re expecting over 2,300 attendees, over 80 partner sponsors and countless connections made with you, our valued customers and partners. This year we announced our first ever Duty of Care Day to be held on Tuesday, March 31, with its special track of sessions focused on exploring traveler safety topics. We know that these sessions will help you discover new technology you can leverage in your risk management or duty of care program.  

Actionable Analytics sessions

Another special track of sessions we think you’ll enjoy that focuses on how you can better leverage analytics and reporting. We’ll discuss how to deliver the right data to your key stakeholders including budget owners and travel managers, how to leverage soon-to-be released features like triggered alerts that proactively help you manage your budget and/or card program, how to develop your own reporting strategy, and much more. What’s especially exciting about this set of sessions is the variety of topics we’ll cover and the depths into which we’ll dive:you’ll learn basic best practices like how to leverage key standard reports if you’re new to Concur, or new to your role, or explore more advanced topics like diving deeper into the data model and structure.

 

Take away specialized tips and wisdom on things to avoid in your report writing. Besides discovering ways to measure and analyze your T&E or AP automation program, you’ll gain valuable insight into how to proactively manage your budget, and therein, your business. We’re also offering three hands-on workshops with analytics experts available to get you more comfortable using Concur Intelligence on Monday, March 30 and Tuesday, March 31. You can ask a member of our managed reporting team, development team or our guest, IBM Cognos team, a question and receive assistance in real-time! These workshops require pre-registration and you must bring your own laptop so you can work on exercises in the class. Although Tuesday’s session is full, there are a few seats available for Monday’s “Introduction to Concur Intelligence Workshop” session from 1:00 – 4:00 p.m.—sign up here by Friday, March 27 to secure your space.

 

 

Want to know which sessions can teach you to better leverage reporting? Check out the below that will teach you everything you need to know:

 

 

101: Kick-Off Session: Concur’s Vision for Analytics

Tuesday, March 31 1:00 PM - 2:00 PM 2003

Session Type: Presentation

Track: Actionable Analytics: Turning Data Into Insights

Speaker(s): Todd Gagne

Big data, big results. Or so it should be. How are you using analytics to change the way you operate your company? Learn about Concur’s philosophy on this topic and how we can help you realize your organization’s own vision. We’ll also discuss how Concur can connect your data, delivering relevant and actionable insights to help you better manage your business.

Key Learning 1: Understand Concur's philosophy of data and insights

Key Learning 2: Learn about the future vision for Concurs reporting tools

Key Learning 3: Get a preview of key reporting sessions at Fusion so you can plan your week

 

 

102: Concur Analytics: The Year in Review and Looking Ahead

Wednesday, April 1 1:30 PM - 2:30 PM 2003

Session Type: Presentation

Track: Actionable Analytics: Turning Data Into Insights

Speaker(s): Brian Tarble

What were the biggest enhancements to Concur's reporting tools in 2014? Join the product management team as they review a year’s worth of highlights. Then take a look at what’s in store for 2015.

Key Learning 1: Understand the value of key enhancements added in 2014

Key Learning 2: Hear about new enhancements planned for the near term roadmap

Key Learning 3: Learn how these enhancements can help you use analytics to improve your business

 

 

103: Managing Performance Against Goals for Travel Managers and Travel Buyers: Key Data and Actions to Take

Tuesday, March 31 3:30 PM - 5:00 PM 2003

Session Type: Panel Session

Track: Actionable Analytics: Turning Data Into Insights

Speaker(s): Brian Kyser, Jill Huffman, Laurie Gaza, Nicole Shaver

Different people within an organization use data in different ways to manage their business, monitor performance indicators and drive change that is meaningful to their objectives. In this session, we focus on what’s important to travel managers and travel buyers. We’ll discuss areas of opportunity for each of these roles and how leveraging certain reports and dashboards can help provide the right insights to solve their key problems. Approved by GBTA for Global Travel Professional (GTP) Recertification Credits.

Key Learning 1: Discover which key data points help you monitor the performance of your travel program

Key Learning 2: Specific actions you can take to improve your performance against goals

Key Learning 3: Understand which reports and dashboards are most useful for monitoring your performance

 

 

104: Managing Performance Against Goals for Finance, Expense Administrators and Department Managers: Key Data and Actions to Take

Wednesday, April 1 4:00 PM - 5:30 PM 2003

Session Type: Panel Session

Track: Actionable Analytics: Turning Data Into Insights

Speaker(s): Jennifer DaQuila-Mazzey , Marchelle Klippenstein, Martin Lagler, Sara Smith

Different people within an organization use data and insights in different ways to manage their business, monitor performance indicators and drive change that is meaningful to their objectives. In this session, we focus on what’s important to finance, expense administrators and department managers. We’ll discuss areas of opportunity for each role and how leveraging certain reports and dashboards help provide the right insights to solve their key problems. Approved by GBTA for Global Travel Professional (GTP) Recertification Credits

Key Learning 1: Discover which key data points help you monitor the performance of your T&E program

Key Learning 2: Specific actions you can take to improve your performance against goals

Key Learning 3: Understand which reports and dashboards are most useful for monitoring your performance

 

 

105: Concur Travel & Expense Client Roundtables: Reporting and Analytics

Thursday, April 2 3:30 PM - 5:00 PM 2014

Session Type: Roundtable

Track: Actionable Analytics: Turning Data Into Insights

Speaker(s): Brian Kyser, Brian Tarble, Chris Turner, Jessica Keehn, Lincoln Miner, Lora Gabor, Marchelle Klippenstein, Marsha Calfee, Michele Leung, Mike Odom, Nicole Holmes

Roundtables for Concur Expense or Concur Travel & Expense clients: Hear how your peers use data and insights to make a significant impact on their T&E program in a roundtable setting.

Key Learning 1: Hear best practices from your peers on how data and insight can impact your T&E program

Key Learning 2: Networking opportunity with your peers

 

 

106: Concur Invoice Client Roundtables: Measuring Success of your AP Automation Program

Wednesday, April 1 10:30 AM - 12:00 PM 2014

Session Type: Roundtable

Track: Actionable Analytics: Turning Data Into Insights

Speaker(s): A.G. Lambert, Brian Tarble, Jessica Staley, Marsha Calfee, Nicole Holmes, Sean Gagne

Roundtables for Concur Invoice clients: Explore how to best measure and analyze your AP automation program in a roundtable setting. Share your own thoughts, and learn best practices from your peers as well as discuss new ideas on using data to make an impact.

Key Learning 1: Learn from your peers best practices on how to measure and analyze your AP automation program

Key Learning 2: Networking opportunity with your Concur Invoice peers

 

 

107: Concur's Actionable Analytics: Making the Data Work for You

Tuesday, March 31 4:00 PM - 5:00 PM 2004

Session Type: Presentation

Track: Actionable Analytics: Turning Data Into Insights

Speaker(s): Brian Tarble, Trevor Davenport

New: Concur Business Intelligence now offers actionable analytics. Learn how to enable and use these new features (dashboards and triggered alerts) for insight into how you can manage your budget or card program more proactively.

Key Learning 1: Understand a critical new feature of Business Intelligence

Key Learning 2: How to turn on the new actionable analytics capabilities

Key Learning 3: Specific actions you can take from the insights of actionable analytics

 

 

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108: Analytics 101: A Primer on Best Practices

Tuesday, March 31 2:15 PM - 3:15 PM 2003

Session Type: Presentation

Track: Actionable Analytics: Turning Data Into Insights

Speaker(s): Mikki Monroe, Tiffany Redman

A must-attend session if you’re new to using Concur … or new to your role in the last 15 months. During this analytics overview, we’ll discuss basic best practices and what your focus should be in regard to driving a reporting strategy.

Key Learning 1: How to create a reporting strategy

Key Learning 2: Understand analytics best practices

Key Learning 3: How to incorporate standard reports into your reporting strategy    

 

109: Analytics 102: The Essential Standard Reports You Should Be Leveraging - Beginner

Thursday, April 2 2:00 PM - 3:00 PM 2003

Session Type: Presentation T

rack: Actionable Analytics: Turning Data Into Insights

Speaker(s): Julianna Mulroy

Are you taking advantage of Concur Business Intelligence? Ever wonder if there are standard reports you should be leveraging? Hear about some of the key standard reports available in Concur Business Intelligence and how you can use them to better manage your business. This session highlights top standard reports for best practices from the session, Analytics 101: A Primer on Best Practices.

Key Learning 1: Identify some of the key standard reports available in Concur Business Intelligence

Key Learning 2: Understand how to interpret the data on key standard reports

Key Learning 3: See specific examples of steps you can take once you interpret the data

 

 

110: Analytics 103: Understanding Concur’s Data Warehouse Model – Beginner

Wednesday, April 1 4:00 PM - 5:30 PM 2018

Session Type: Presentation

Track: Actionable Analytics: Turning Data Into Insights

Speaker(s): Chris Turner, Lincoln Miner, Lora Gabor, Paul Parter

Get the most out of Concur Business Intelligence! Start by understanding Concur’s data warehouse model so you can better utilize the standard reports and begin to build and edit those reports. In this session, we’ll walk through the basics of the data (e.g. data source, storage and updates) as well as the Concur Expense data model and structure (e.g. dates and fiscal calendar, amounts and currencies, custom fields and concept fields). Then, we’ll show you how to copy and edit a standard report.

Key Learning 1: Gain a basic understanding of the data sources, data storage and data updates

Key Learning 2: Have a general understanding of the Concur Expense data structure

Key Learning 3: See how to modify a standard report    

111: Analytics 201: Advanced Level Best Practices - Intermediate

Wednesday, April 1 2:45 PM - 3:45 PM 2003

Session Type: Presentation

Track: Actionable Analytics: Turning Data Into Insights

Speaker(s): Mike Odom, Mikki Monroe

So you’re using the standard reports in Concur Business Intelligence as part of your reporting strategy. Let’s take it to the next level with data distribution. In this session, we’ll discuss automated scheduling, bursting, providing actionable data and predictive report development.

Key Learning 1: Understand advanced analytics best practices

Key Learning 2: Determine policy inefficiencies

Key Learning 3: Get the right data to the right people    

 

112: Analytics 203: Understanding Concur’s Data Warehouse Model – Intermediate

Friday, April 3 1:00 PM - 2:30 PM 2003

Session Type: Presentation

Track: Actionable Analytics: Turning Data Into Insights

Speaker(s): Chris Turner, Lincoln Miner, Lora Gabor, Paul Parter

For intermediate and advanced report writers: A quick refresher on the data basics (e.g. data sources, storage and updates) and then an exploration of advanced levels within the Concur Expense data model and structure. We will also touch upon the Concur Travel data model. Learn advanced tips, tricks and pitfalls when report writing so you can get the most out of Concur Business Intelligence. Key Learning 1: Review the basics of data sources, data storage and data updates Key Learning 2: Have an advanced understanding of the Concur Expense data model and structure Key Learning 3: Gain a basic understanding of the Concur Travel data model

 

 

602: Concur Business Intelligence: Advanced Tips & Tricks

Wednesday, April 1 10:30 AM - 12:00 PM 2008

Session Type: Presentation

Track: Product Training: Learn From the Experts

Speaker(s): Jessica German

In this session, we will focus on how to perform more advanced tasks and also share some cool tips and tricks. *Intended for participants who are experienced in using Concur Business Intelligence, specifically the Report Studio feature.

Key Learning 1: Implement advanced dynamic prompting

Key Learning 2: Upload and use a custom burst table

Key Learning 3: Create reports with advanced formatting  

 

 

608: Overview of Business Intelligence

Tuesday, March 31 3:30 PM - 4:30 PM 2008

Session Type: Presentation

Track: Product Training: Learn From the Experts

Speaker(s): Tasha O'Quinn

For participants new to Concur Business Intelligence: This session will familiarize you with the Concur Business Intelligence reporting solution, the roles required, how data is controlled, and how to maneuver in Report Studio.

Key Learning 1: Modify a Standard Report.

Key Learning 2: Explain how data is controlled and the required roles

Key Learning 3: Explain the purpose of the key Report Studio tools

 

 

Don’t miss out on the fun! Register now for Fusion in San Francisco, March 31 – April 3:https://fusion.concur.com/.  

 

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