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Getting your program live requires more than configuration — it requires your employees to actually use it. This article covers change management, end-user training and communication, mobile app rollout, and how to measure adoption success.
Educating and empowering your employees is the key to delivering the business goals you are working to achieve with your SAP Concur solution. Making the onboarding experience as positive as possible will help you achieve those results faster. This article brings together change management guidance, ready-to-use communication tools, mobile app resources, and adoption measurement — everything you need to take your program from go-live to full utilization.
Plan for Change Before You Launch
A successful rollout starts well before the first user logs in. Structured change management reduces confusion, lowers support volume, and accelerates adoption. SAP Concur's 7 Steps to Planning for Change guide provides best practices, communication templates, assessment plans, and tips to help you manage the transition.
End User Training and Communication
Educating and empowering your employees is the key to delivering the business goals you are working to achieve with your SAP Concur solution. Making the onboarding experience as positive as possible will help you achieve those results faster.
To help you, we have an End User Resource Center to ensure your end users have one centralized location to learn more about products and features available to them.
Email Templates
Get the word out to your employees with our pre-formatted email templates:
End User Training Resources
Being an administrator is a big job. Driving end-user adoption is something you'd like to do but may not always have time for. The above User Email Template asset solves that — based on proven email communications and resources, it gives you the ability to simply cut, paste, and send.
The asset includes ready-to-use communications covering:
How to sign in (the number one issue users have with SAP Concur)
First things first. The number one question we get from users is "how do I sign in?" Get in front of this roadblock by providing this sign-in resource to your users.
Concur Expense Getting Started Guide
After watching these videos, your users will be ready to get the most out of Concur Expense. From setting up key features to downloading the mobile app, tedious and lengthy expense reports will be a thing of the past.
Two short videos from Terri Sigal help you reduce the most common user mistakes before they become support tickets — using tools already available in your SAP Concur solution:
Minimizing human error — merchant code mapping, expense itemization, and missing receipt declarations
Common user questions — login issues, audit rule configuration, and delegate setup
The Admin Tips video series below shows your employees exactly what they can do from their phone — booking travel, capturing expenses, and approving reports on the go:
Booking Travel on Mobile
Step-by-step guidance on reserving flights and hotels, staying within policy, and using itinerary views and trip sharing.
Take your program to the next level by measuring and analyzing your travel and spend data. By capturing and analyzing this data, your business can:
Reduce overspending on trips
Understand liabilities
Negotiate better vendor rates
Perform internal audits
Ensure employee policy compliance
Protect against fraud
Follow the guide below to get the lay of the land with your reporting tool and take your first steps toward finding the right reports to manage your SAP Concur solution.
Measure Sentiment
Once your program is live, understanding how employees actually feel about it helps you identify gaps, prioritize improvements, and demonstrate program value to leadership. The End-User Survey Toolkit — developed with Qualtrics experts and SAP Concur clients — gives you everything needed to run a meaningful sentiment survey.
The toolkit includes:
Expert-crafted sample survey questions
A ready-to-use email template to deploy the survey to your users
I am our Community Strategy Retention & Demand Senior Manager here at SAP Concur, and have been with SAP Concur since 2017. Some of you may recognize me from the "original Community", the LinkedIn Client User Group, which I managed and moderated. I am thrilled that we now have this evolution of Community available and hope you are taking full advantage of our resources, groups, and forums. Please reach out to me if you have any questions or concerns about our Community, or just to say hello!
