Business Agility Assessment0%Business Agility Depends on Controlling Spend. How Well Are You Doing? Question 1 of 7How automated are your expense management processes?Select one before continuing.We still use paper receipts and manually enter corporate credit card transactions.We can capture receipt images and credit card transactions, but still have to categorize and map expense data manually.Our systems automatically categorize and map expense data from receipt images and directly integrate credit card transactions.Continue Question 2 of 7Does your invoice management solution incorporate intelligent capabilities?Select one before continuing.Our invoice processing, error-checking, and review processes are still mostly manual.We use an automated review process, but we still process invoices and check for errors manually.Our solution uses intelligent functionality to digitally process invoices, identify duplicate or erroneous invoices, and trigger reviewers to approve invoices within a mobile app. BackContinue Question 3 of 7How connected are your expense, invoice, and travel management systems?Select one before continuing.We use different, unconnected systems for expense, invoice, and travel management.Our expense, invoice, and travel management systems are integrated, but they don’t connect to our corporate ERP, CRM, and HR systems.All our business systems are integrated so we can see holistic data in one place and gain cash-flow insights for better, faster decision-making. BackContinue Question 4 of 7Do you have near real-time visibility into spend?Select one before continuing.We can’t get near real-time insights and reports because our systems are not integrated across the organization.Some of our systems are integrated but not all, so we don’t have a holistic view of spend.Our spend management solution’s intelligence and reporting capabilities give our Finance team near real-time visibility into spend to make time-sensitive decisions and identify risks. BackContinue Question 5 of 7How much control do you have over your spend?Select one before continuing.We have difficulty forecasting cash flow, avoiding vendor late-payment fees, and timing payments to maximize working capital and reimburse employees quickly.We have some automated processes that help us control certain areas of spend, but we’re not fully integrated. For example, our expense policies are not integrated into our expense system.Automation gives us end-to-end control over spend, including the ability to audit expense reports easily, capture duplicate vendor invoices before they’re paid, and flag out-of-policy spend. BackContinue Question 6 of 7Do you have mobile apps for direct capture of expenses, especially for remote workers and employees traveling for business?Select one before continuing.Our employees still need to supply receipts with their expense reports, which they fill out manually.We have some mobile tools, but employees still have to type in the data from their receipts into their expense reports.Our employees can use our mobile expense app to snap photos that automatically flow into expense reports. Our managers can also approve or reject expense claims and invoices via their mobile devices. BackContinue Question 7 of 7Does your expense management solution partner have the technology, services, and support to help you achieve your goals and scale with you?Select one before continuing.Our partner doesn’t offer a fully integrated solution, 24/7 support, or partner apps and systems integrations.Our partner has helped us automate some solutions, but it doesn’t have the capabilities to give us the complete automation and systems integration we need.Our partner has an end-to-end solution with global and 24/7 service and support. We use its app center to find hundreds of partner apps and systems integrations that give us more visibility into and control over spend. BackFinish We still use paper receipts and manually enter corporate credit card transactions.We can capture receipt images and credit card transactions, but still have to categorize and map expense data manually.Our systems automatically categorize and map expense data from receipt images and directly integrate credit card transactions.