An Introduction to FinTrans Solutions

Agenda

About Us 01 02 Our Experience

Our Capabilities 03 04 Customer Engagement

Global Presence 05 06 Contact Information

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 FinTrans Solutions - Your Global Partner in Travel and Expense
Management

FinTrans Solutions is a global professional services company and

trusted SAP Concur Customer Success & Certified
Implementation Partner, providing a broad range of services and
solutions in T&E strategy, consulting, transformation and
technology. Combining leading practice experience and
specialised skills in end-to-end T&E global process transformation,
system implementation & production support, change
management, compliance and reporting, FinTrans Solutions works
at the intersection of business and technology to help customers
improve their performance and create sustainable value for their
stakeholders.

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 Extensive experience in managing global customers across various
business verticals

Vikas is founding member of FinTrans and a SAP Concur subject matter expert with more
than 13 years of experience in Finance domain and 11 years in Travel & Expense (T&E)
system implementation and production support. Vikas is our T&E Delivery Excellence Lead
and has been leading several global travel & expense management implementations for
various clients in multiple industries. Prior to launching FinTrans, Vikas worked in various
leadership positions for Oracle, Hexaware, Ciber Inc., and Wipro, adding up to a total of 14
years of managing consulting experience. Vikas is a SAP Concur-certified Functional Expert
and was member of Ciber Inc. SAP Concur practice for 6 years.

Functional Expertise
SAP Concur Subject Matter Expert | Concur Global Implementation | Finance
Transformation | Analytics & Intelligence | Program Management

Industry Expertise
Vikas Dhale – Co-Founder and Life Science | FMCG | Electronics & Consumer Lifestyle | Financial Services | Automotive
Director | Technology

Copyright © 2018 FinTrans Solutions. All rights reserved.

End to end services for T&E management

T&E SYSTEM ERP CHANGE PRODUCTION

CONSULTING DEPLOYMENT INTEGRATION MANAGEMENT SUPPORT
1 2 3 4 5

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 Value driven T&E Consulting services

Through business travel Conduct an entity

wide current state
consulting combined with smart assessment of travel
and expense
Recommend
operational and

analysis and action

transformational
strategies, processes,
improvements
organization and

plans, FinTrans helps its

technologies

customers in finding value in

their travel program.
Assess technology
solutions and provide Plan for, design,
business case implement, and
justification for optimize travel and
technology expense management
implementations or technologies
enhancements

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 Proven and consistent global deployment methodology for shorter and
stable deployments
Analyse and Design
Central T&E activities
• Standardize or harmonise all
T&E process
– Global process template
– Global policies
– Role catalogue
– To be process design
• Define change request
approval
• Develop governance model
• Develop support model
• Translate global T&E process
into functional
requirements
• Define integration strategy
• Define integration
landscape and requirement
Deploy and
Build Test Hypercare
Recurring country-level T&E activities during actual deployment – By country deployment wave/cluster
• Conduct pre- • Configure Concur • Prepare change • Prepare for Go-live
scoping and kick – Pilot deployment management material – Pilot deployments
off session – Subsequent deployments • Execute change – Subsequent
• Conduct fit to • Implement including any management deployments
modification required to the • Migrate interfaces to
standard • Prepare for testing
interface production
workshop • Conduct product
– HR interfaces • Train super users
• Identify CRs for testing of SAP
– Cost object list import • Go-live
deviation – Concur configuration
Attendee master data import • Stabilise by providing
• Approve or – Financial Posting Interface • Conduct system
support management
decline CRs – Other customer specific integration testing of
• Document local interfaces SAP Concur with
• Set up credit card feed
requirement interfaces
• Conduct change management
• Review interface • Conduct end-to-end
impact and stakeholder
designs and user acceptance testing
analysis
update • Develop cut over plan
• Prepare change management
• Design sign-off • Sign-off the solution
with SAP Concur plan • Execute cut over plan
• Cognos report design and build
SAP Concur involvement
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Integration with various ERP solutions

Legacy HRM System

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Our Change Management service offering includes

Conduct change impact analysis in conjunction with a detailed stakeholder assessment

Develop Change Management roadmap

Ensure sponsorships from leaders

Develop communication strategy

Develop comprehensive communication plans

Develop training strategy

Develop a training plan

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Our Change Management approach

We offer a comprehensive Change Management approach based on which we run activities starting at the
time of design finalization until the end of hypercare.

Material
Change impact Development
analysis in Change Change Training
Roll out
conjunction with Management Management Evaluation and
Schedule
stakeholder Strategy Execution Monitoring
assessment Pilot Group
Validation

Analysis Planning Development Deployment

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Complete support during testing phase, followed by cut-over planning,
preparation and execution.
Testing Phase
1. Facilitate Test Strategy & Approach
development
2. Test Script & Scenario Development
3. Test environment readiness
4. Integration test in PROD
5. User Acceptance test in PROD
Cut-over & Go-live Preparation
•1. Data job load execution
• 1.1 Lists
• 1.2 Employee import
•2. Data load validation by ITS and local business
•3. Credit card feed steps after confirmation of
feed connectivity
•4. Change management communications
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Wide range of production support services.

Application maintenance & routine support

Once our customer has
Daily incident management support
gone live with SAP
Concur and the Change request management support

hypercare window is Enterprise application integration support

closed, FinTrans offers a Credit card feed support

wide range of Employee master data integration support

production support Employee & attendee administration support

services. Knowledge transfer - remote & on-site

Communication & coordination

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Life Science: HCP Transparency Reporting

FinTrans Solutions help their customers while offering end-to-end Global HCP Transparency Reporting Services, encompassing the key elements below.

1. Provide insights into countries’ current and anticipated regulatory requirements for HCP spend reporting and develop a detailed HCP spend
transparency reporting strategy
2. Identify the right data sources and transport mechanisms for HCP related master & transactions data from external data providers or
customer databases to SAP Concur for HCP spend processing
3. Design and development of all in- and outbound integrations from and to externally sourced databases (real-time data) or customer systems
4. Configuration of the system by:
• Activating meaningful HCP related expense types
• Activating one HCP attendee type and HCP attendee
related fields
• Activating additional HCP custom fields such as event
ID or Internal Order cost element
• Linking HCP related custom fields to the attendee form
as well as HCP attendee type to all activated HCP
related expense types
5. Enablement of meaningful & compliant transparency
reporting capabilities either:
• via integration of the SAP Concur attendee extract into
the customer’s data warehouse or
• via Cognos Analytics & Intelligence reporting directly out
of SAP Concur
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Customer Engagement

A sample list of companies with whom we are actively engaged in deployment of Travel, Expense, Request, &
Invoice modules.

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Our Global Presence

Shanghai, China

Pune, India
Hong Kong

Singapore

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Feel free to contact us

Vikas Dhale Aadarsh Ranjan

Co-Founder & Director Director Business Development & Strategy
Email: vikas.dhale@fintranssolutions.com Email: aadarsh@fintranssolutions.com
Mobile (India): +91 8380 899 888 Mobile (India): +91 9923699112
Mobile (China): +86 1522 144 5364

India headquarter:
FinTrans Solutions Pvt Ltd
Teerth Technospace
Behind Mercedes Benz Showroom, Ground
Floor, Office No. G-6,
Mumbai Bangalore Highway,
Baner, Pune – 411045, Maharashtra, India

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Thank you!