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MGordon
Occasional Member - Level 3

NextGen - New UI

As we continue to review the new UI, I find myself looking for the positive/helpful new features that will be a benefit to our associates.  I find that many of the features are just different, not really positive or negative, just different.  I do like the hotel itemization and think that will help.  For those that are previewing the new UI, what will you use to promote the positive aspects of the new UI?

12 Replies
MGordon
Occasional Member - Level 3

Re: NextGen - New UI

Seems to me this posting is saying a lot. Personally I see many changes in the new UI, most not positive or negative, just different. I am struggling as to why I want to introduce a whole new product to my employees, go through training and employee dissatisfaction (people hate change) for minimal gain. Looking for someone to "sell" me this product.

SAP Concur Employee
SAP Concur Employee

Re: NextGen - New UI

Hi, @MGordon!

Here are some links to guides, FAQs, release notes, and other resources to help train new users as well as change management:

The Admin Resource Center will help support end users through the migration to the new UI.

Jody Wilkins
Product Communications at SAP Concur
SAP Concur Employee
SAP Concur Employee

Re: NextGen - New UI

(I just finished replying in the SAP Concur Client User Group on LinkedIn!) Here it is again so that others might benefit:

Oh, I plan to sell you all right, @MGordon! (Disclaimer: I am not, nor have I ever been, in Sales or Marketing.)

First, software always will be changing (hopefully improving). More of a journey than a destination however. The good news is, we're in this together! (Yes, that is GOOD news.)

Second, the NextGen Expense UI is in a Preview Period which specifically focuses on new or infrequent end users (I know, some of you already are tired of hearing this). Next up: Approvers, and then Processors.

Please continue to let us know when something isn't working, doesn't work the way you might expect, or you wish it could do this or that. 

There's A LOT going in our products and every company presents its own unique set of challenges. Let me (hopefully not be the first to) say thank you and keep the feedback coming.

Jody Wilkins
Product Communications at SAP Concur
Jhuelsman
Occasional Member - Level 1

Re: NextGen - New UI

Jody, is there a better way to see comments from our Processors as well as the associate rather than scrolling through the whole report Timeline?  That will take us quite awhile to scroll through.  And before, we were able to tell if there were multiple comments but now that is not quite as evident.  Is there a better way?  Thanks! 

mblades
Occasional Member - Level 1

Re: NextGen - New UI

While I appreciate trying to see the positive of the new UI, I'm worried that SAP Concur isn't taking into consideration, the Administrators who spend all day in the system, supporting our users.

At least 90% of our users are Mobile, so this new UI isn't relevant to them, but our T&E Dept, who works in Concur all day, taking phone calls and emails, helping employees, are the ones who this new UI is affecting and not in a good way.

  1. A prime example is reviewing receipts, when in a report.  Right now, when you click Manage Receipts and Manage Attachments, this window opens in the middle of the screen, if i want to review your hotel receipt and help you with your hotel itemization at the same time, i can't.

i know you can view the receipt by clicking the entry, but this means multiple clicks, to view each receipt, rather than opening a window and viewing them all along side the expenses in the report.

  1. Itemizing a Hotel: if you have already itemized the hotel, how would i know? and to get to that itemization, again, multiple clicks, where before, you could click the arrow to the left of the charge

And when itemizing the hotel, why am i required to put the check in and check out dates on one screen but then enter the rates, etc on another screen?

Why do i have to choose expense type Hotel again, for the itemization boxes to appear, it already says Hotel in the body of the main report.

When i do itemize a hotel, and click Save itemizations, a window opens up, saying its missing information, but there are no flags, telling me something is missing?

  1. Auto Rental: someone calls in and has an auto rental charge, we could hover over the icon to get the details, now we have multiple clicks to get to this data
  2. Losing the ability to change the expense type on multiple entries at one time, in the report is also an inconvenience.

I look forward to hearing other's thoughts/ opinions

Thank you,

Highlighted
Josh
Routine Member - Level 2

Re: NextGen - New UI

Hi @mblades,

Welcome to the community!

While I don't have answers to everything you mentioned, I'll answer what I do know. Also keep in mind that the NextGen UI is still in its Preview period, so not all functions are available, but will be with the full release in the fall.

-Yes, the NextGen UI is more focused on making it simpler for the end user, and specifically for first-time users or infrequent users. More on that on this post:

https://community.concur.com/t5/Concur-Expense-Getting-Started/Initial-thoughts-on-the-new-Expense-U...

The experience for approvers / administrators / processors remains largely the same, but they are not forgotten. Concur is currently developing a UI update for those users, and will be a redesign just like the NextGen UI. Their first priority was for the end users (the largest group), and will roll out the other sides of the site when they are complete. Not sure when that'll be, unfortunately.

-For itemizations, I agree that it would be great to be able to tell if an expense has been itemized at a glance. Right now, allocated expenses will show up like this:

2018-06-08_12-19-05comm.png

I'd imagine that in the full release there would be an 'Itemized' in a similar fashion. I would also say this community is the correct place to make a suggestion like this! Well, outside the Solution Suggestions on Concur's support site.

-Editing multiple expenses at a single time is not available yet, but is planned for the full release. You can see this and other features that are forthcoming in Concur's tracker for the NextGen UI, available here:

http://www.concurtraining.com/customers/tech_pubs/NextGenEXP/UpcomingEnhancements.pdf

As to your other concerns, I do understand your frustration, and it may well be that in the full release, those are resolved in a way that better helps your workflow. If not, it may be included in the admin / approver update that will be coming out later.

Either way, I'd say make a suggestion in the Solution Suggestions section on Concur's support site if you have an idea, and let Concur know what you think! Like I said, the NextGen UI is still in Preview, so things will look slightly different once it's been fully released in the fall.


Josh
shellshearer
Occasional Member - Level 2

Re: NextGen - New UI

When would the approver portion be available in preview? 

Thank you

 

username
Occasional Member - Level 1

Re: NextGen - New UI

I'm not sure how this is an improvement.  There is less information on most of the screens, the ability to move between screens is less intuitive and more restrictive, and it takes even longer to submit reports than it did before.  Maybe these 'improvements' made your developers feel good about justifying their employment but for those of us who actually have to use the system this new ui feels like a massive step backward in efficiency and productivity.  

Change for the sake of change is not progress. 

ANTLEU
Occasional Member - Level 1

Re: NextGen - New UI

It is disappointing that Concur does not have a solid timeline that can help customer who are using Major and Minor features not currently available under NextGen UI to plan for transition. According to Concur, NextGen UI mandatory cut over date will be no early that June 30th 2019 for all Clients. However, as of now, release timeline on major/minor features that are critical to customer on their UI transition decision are not there. 
Concur has asked client to not focus on the mandatory cut-over date but moving when all the features they need are completed. However, there does not seems to be any official grace period information release by Concur. That make the transition planning for customers who use feature not available become very challenging.

Without a clear understanding of the time line and grace period, it is hard to for customer to justify and organize any transition planning.

SAP Concur should seriously look into this. If Concur does not know when all major and minor features will be available, for the least, Concur should share the grace period  with all clients. So that client can pace the transition planning accordingly the grace period.