Automate the P-Card Escalation Process


Caitlin Day Wedel's SSC teams were manually following up on all past due P-Card transactions.  This escalation plan required SSC accountants to manually create emails specific to every card holder.  Caitlin worked with our P-Card administrators and FMS team to create a process in Concur to automate notices on P-card transactions that were not assigned to an expense report.  This use of system notifications will free up our staff's time to focus on other value-added work.

Fellow Change Agents:

Karen Schaller, Mike Lewis, Katrina Yoakum, Gina Cregg, Stephanie Howser, Jodie Seaton, Amy Carlson, and Lori Gutsch

Impact of idea:

$8,000 annually in efficiency savings

Stack of credit cards on top of paper credit card statements
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