Guide
Everything to have ready before you switch
What we'll ask for at kickoff, who provides it, and what we check before launch.
Guide
Implementation checklist
| Area | Item | Provided by |
|---|---|---|
| Program | Named project owner and policy approver | Customer |
| Program | Current travel policy and approval rules | Customer |
| Program | Negotiated airline and hotel agreements | Customer |
| People | HR roster: name, work email, department, entity, approver | Customer |
| People | Assistants and the travelers each one books for | Customer |
| People | Policy group for each traveler | Customer |
| Finance | Legal entities, billing contacts and invoice requirements | Customer |
| Finance | Department and project codes, GL mapping | Customer |
| Finance | Payment method per entity | Customer |
| Current provider | Booking history (last 12 months) | Current provider |
| Current provider | Upcoming reservations with record locators | Current provider |
| Current provider | Unused tickets: airline, ticket number, value, expiry | Current provider |
| Current provider | Open refunds: supplier, amount, date requested | Current provider |
| silentVIP | Traveler profiles imported and checked | silentVIP |
| silentVIP | Policy rules tested against last quarter's trips | silentVIP |
| silentVIP | Trial export accepted by your accounting system | silentVIP |
| silentVIP | Credits and refunds list reconciled with the current provider | silentVIP |
| silentVIP | Launch-day support rota confirmed | silentVIP |
See it in the product
The demo shows this working in the portal, on a fictional company.
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