Professional Services
Enhance your ExpenseWatch.com experience with services customized for your organization.
Professional Services for ExpenseWatch.com customers
Every business is unique. Although ExpenseWatch.com offers a solution that is designed to serve most needs of our small and midsized business customers, there may be times when your company needs a helping hand.
This is why we offer a wide range of professional services that can be designed to enhance your organization’s growing use of the system. From scalable testing environments to customized reporting services, ExpenseWatch.com’s expert Customer Satisfaction team is available to ensure you have complete visibility and control to manage your company expenses.
ExpenseWatch.com “Custom Reporting” Professional Services
A subscription to ExpenseWatch.com’s expense management software includes numerous pre-built reports enabling you to quickly gain visibility to your spending data and to allow a better understanding of your company’s compliance to spending policies.
If you have an interest to build your own custom reports or dashboards and the internal resources to do it yourself, ExpenseWatch.com offers a Custom Reporting module that you can subscribe to which enables you to report on any information that your company has entered into the system. These custom reports can target any transaction data and measure any key metrics important to the operation of your business. Your reports can be produced in almost any file format and can be scheduled to run when you need them.
If, however, you want custom reports and/or dashboards, but you don’t have the time or resources to build them yourself, you engage our Customer Satisfaction team to address your needs. With your Customer Satisfaction Engineer, you determine the reports you need, the frequency you want them and the format in which you want them. Once you’ve agreed upon the parameters of your project, your Customer Satisfaction Engineer gets to work.
When your reports are built, we can either enable your company to run the reports using our Custom Reporting module, or we will deliver your custom reports and dashboards to your email inbox at the frequency you need, whether it be daily, weekly, monthly or quarterly.
ExpenseWatch.com “Testing Environment” Professional Services
Independent of whether you’ve deployed ExpenseWatch.com to a small or a large number of employees, introducing changes to your ExpenseWatch.com deployment can cause unexpected results. An ExpenseWatch.com Testing Environment creates an exact copy of your service configuration enabling you to test any administrative changes before rolling them out to your user community.
The benefits of the ExpenseWatch.com Testing Environment can be huge. Here are a few examples of what you can test:
- Securely mock-up policy adjustments, general ledger and/or changes to your approval workflow in the Signature Authority Form to see how transactions will behave under differing criteria.
- Determine the impact of mergers, acquisitions and/or new business configurations.
- Test new accounting system rollouts and integration.
You’ll be supported by your Customer Satisfaction Engineer, who is knowledgeable about your configuration and can help troubleshoot and rectify potential issues while in your testing environment.
ExpenseWatch.com “Health Check” Professional Services
Like a regular check-up, an ExpenseWatch.com Health Check evaluates your complete implementation of ExpenseWatch.com. Everything is checked from your company’s usage of the system to an assessment of how spending policies and controls measure against industry best practices. These are just a few of the areas your ExpenseWatch.com Health Check will cover:
- Usage analysis login volume and trends by cost centers.
- Spending analysis review, targeting corporate cost cutting ideas to control expenses.
- Approvals assessment and best practice recommendations.
- Approval hierarchy (SAF) review, with best practice recommendations.
- Expense reporting policy review and assessment.
- And, more.
At the end, you will know exactly where your company stands with recommended modifications to how your organization is using ExpenseWatch.com and/or business processes, as well as alerts to areas you may want to keep an eye on going forward.
