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
