Case Study: Strategic solutions for low-frequency business travellers

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Last Updated on: 10月 8, 2024 at 8:12 上午

Business travel continues to play a pivotal role in fostering connections, expanding opportunities, and driving growth. For many organizations, regardless of size, corporate travel is not just a necessity but a strategic imperative. It opens avenues for networking, client engagement, and knowledge exchange, essential elements that contribute to the overall success of the organization.

That is why the importance of an efficient travel management solution cannot be overstated, even for Small and Medium-sized Enterprises (SMEs)low-frequency business travellers. These entities, often navigating with limited resources, face unique challenges in optimizing travel-related processes. Without a streamlined approach, they risk facing unnecessary expenses, losing valuable time, and encountering operational inefficiencies.

This case study explores how addressing these challenges, especially in the context of low-frequency business travellers, became a pivotal moment for Speakers Institute and its Event Manager, Nayeli.

Overview: The Speakers Institute – A global leader

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Speakers Institute Group of Companies is an award-winning education and empowerment company specializing in wellbeing and leadership, presentation, and storytelling for individuals, entrepreneurs, and corporate teams.

Today, Speakers Institute holds live events globally for organizations and conducts its events throughout Australia, New Zealand, Singapore, and India. They also intend to continuously grow throughout Asia and launch into Europe and the USA.

For SMEs like Speakers Institute, where every resource counts, the decision to implement a travel management solution became a strategic move to enhance operational efficiency. Despite the relatively low frequency of business travel – averaging around 7 trips a month – the complexities of manual coordination, often involving back-and-forth messages and screenshots, demanded a more streamlined and automated approach.

The Challenge: The need for a better travel management solution

Meet Nayeli, the Event Manager at Speakers Institute. Tasked with coordinating events and managing travel arrangements for the company, she has efficiently juggled travel management alongside her other core event management tasks over the past four years.

Starting with OTAs and Direct bookings, Nayeli quickly identified the limitations of these methods in meeting the administrative demands of the company’s growing yet still infrequent travel needs. Despite the relatively low frequency, approximately 7 trips a month, the manual approach involving back-and-forth messages and screenshots became needlessly intricate and time-consuming.

In the landscape of SMEs and low-frequency business travellers, challenges such as potential communication errors, delays in approvals, and the accurate tracking of expenses become magnified. Recognizing these potential pain points, Nayeli recognized the pressing need for a more streamlined solution. The decision to automate wasn’t just about saving time; it was a strategic move to address these potential roadblocks and pave the way for a more efficient and error-free travel management system, allowing Nayeli to refocus on her core responsibilities.

“Before TruTrip I used messaging platforms like WhatsApp for travel coordination. Requesting screenshots and manual approvals were the norm. While functional, this approach had its challenges, especially with users finding the process less user-friendly.” -Nayeli Sanchez, Speaker’s Institute

The Solution:  Automation through TruTrip

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TruTrip integration revolutionizes travel management, providing a seamless experience for both travel managers and business travellers.

With its user-friendly platform, TruTrip offers a comprehensive solution for booking, managing, and modifying travel arrangements. The integration extends its accessibility to various devices, including smartphones and tablets, ensuring convenience for users across different platforms.

“TruTrip does save a lot of time; it’s a lot more organized. I value its ability to track and provide transaction reports, significantly enhancing our financial visibility and decision-making processes.” Nayeli Sanchez, Speaker’s Institute

The Results: Streamlined Travel Coordination

For Speakers Institute, adopting TruTrip has allowed for more automated travel management, aligning seamlessly with their global business travel needs. From back and forths to a seamless booking approval system, it has brought forth a myriad of advantages, such as:

1. Seamless Integration:

TruTrip seamlessly integrates a self-booking platform with a sophisticated approval system, transforming the cumbersome back-and-forth messages into a streamlined booking approval process. This integration is a cornerstone in reducing manual coordination efforts.

2. Accelerated Booking Process:

One of the standout features of TruTrip is its ability to expedite the booking process. With travel documents pre-loaded in the app, Nayeli experienced faster booking procedures, eliminating the need for redundant data entry and ensuring accuracy.

3. 24/7 Support:

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TruTrip’s active 24/7 support became a game-changer for Nayeli. Unlike the previous manual approach, where she had to stay on top of potential issues, the support system now reached out to inform her promptly if anything came up. This proactive approach alleviated the constant need for manual oversight, allowing Nayeli to focus on more strategic aspects of her role.

4. Transaction Reports:

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The introduction of transaction reports within TruTrip provided Speakers Institute with a valuable tool for tracking expenses and making informed decisions. This feature enhanced financial visibility, enabling Nayeli and the company’s leadership to optimize budget allocation and resource management.

“The integration of TruTrip’s self-booking platform with an easy approval system is a standout feature. It transforms the coordination process, reducing manual efforts, and streamlining approvals.” Nayeli Sanchez, Speaker’s Institute

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