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BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

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HAMILTON DATA SERVICES
Expense reporting SaaS Solution
Company Overview
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

15 YEARS OF EXPERIENCE PROVIDING BUSINESS
APPLICATIONS AND DATA SERVICES

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Headquarters in France, 3 Offices in
Russia, Eastern and Western Europe
100+ employees
Highly skilled staff: project managers, IT
engineers, R&D
Servicing over 100 large international
organizations
Certified ISO 9001 & ISO 27001
A few of our customers…
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.
International Presence
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

Service Centers
 Global Service Center in
Bulgaria
 Regional Service Center in
France
 Regional Service Center in
Russia
Clients in 12 countries
 Western Europe : UK, France,
Germany
 Eastern Europe : Russia, Ukraine,
Kazakhstan, Belorussia, Armenia,
Azerbaijan, Georgia
 South Eastern Europe : Bulgaria,
Greece

Single users
 United States, Spain, Italy,
Poland, Hungary, other
HDS specializes in
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

Flexible, business applications designed to:
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Improve and accelerate decision making
Reduce costs
Increase operational efficiency
Meet compliancy requirements
Large SaaS Application Offering
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

TRAVEL & EXPENSE

SALES & AFTER SALES

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Travel booking & Authorization
Travel Agency billing approval
Expense Report Approval
Marketing Events and Congress
management


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Sales Contracts
preparation & Approval
Credit Control
Sales Bonus & Discount
After Sales

ONE PORTAL
PURCHASING & INVOICE

RECEPTION & MAIL DESK





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Purchase Contract preparation
& Approval
Purchase Requisition
Purchase Invoice
Mobile Phone Invoices


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Visitor access
management
Courrier and package
tracking
Meeting Room and
Shared Resource
Reservations
Business Process Hub Open Architecture
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

Sales Offices

ERP

CRM

Other
Vendors

Travel Agencies

Accounting Dept.
ONE PORTAL
Legal Dept.

Other Dept.

SCAN

Bpo
Providers

Third parties

CLIENT

Procurement
Dept.
Expense Report Management – Main Features
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

• SaaS APP, accessible from anywhere - including
mobile!
• Adapted to your company approval workflows
• Manage multiple currencies and VAT rates
• Receipt and invoice scanning
• Extensive compliancy features and complete
traceability
• Automated reminders and escalations
• ERP and storage integration
Travel Management – Main Features
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

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Online accessible , users can be
anywhere : France, UK, US …
Pre-authorization by managers
Final approval according to internal
rules
Interface with travel agency for
ticket reservation
Compliancy features and complete
traceability
Adapted to your company approval
workflows
Integrated Travel and Expense
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

• Better Together!
• Thanks to the integration of travel with
expense reporting, all itineraries and credit
card charges are automatically imported.
Travel management

SERVICES


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System maintenance
Change requests
System hosting
Data base management
Users’ support by phone and by mail

FINAL BOOKING

MANAGEMENT
APPROVAL

TRAVELER SELECTION

BOOKING

PRE-APPROVAL

REQUEST SUBMISSION

BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

TECHNOLOGY



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Manual tasks automation
Compliance validation
Budget approval
Technologies validated by Goodrich
France and UK SSC
 Proven : 2 years in use
Customized compliance
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

– Completely, customizable travel policies:
• Variable reimbursement rates by country:
hotel, restaurants, taxis, airfare, kilometers
• Per diem reimbursement rates
• Other parameters: traveler statutes,
guests/employees
– Policies can be adapted by department
– Manage alerts for expenses outside of policy
• Warnings or freezing accounts
• Modifications
• Unlimited process validation structures possible
• Reporting of anomalies
Simple put powerful customization
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

-

Easy process modification
• simple configuration, no need to redevelop a new application

-

Extensive customization possibilities
• screens, category types, approval
structures

- Manage multiple processes and subprocesses
• Variable for different entities (ie.
Country, department..)

- Set a process for each type of trip,
destination, local regulations, type of
traveler (employee, client…)
Document Automation
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

-

Automated document and form productions
– Easily adapt documents for each department, country
or other entity
– Automatically generates required legal and tax
documents
• Example: Russia requires 15 separate documents per trip

– Create documents for internal controls

-

Electronically sign and archive legal documents
– Allows complete dematerialization of documents
– Multiple electronic signature formats supported
• Example: RGS (France) and GOST (Russia)

– Partnership with national certification authorities
• ChamberSign (France et EU), Taxcom (Russia)
Integration
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

-

Automatic accounting entries
Credit card interface(ex American Express,…)
3rd party software integration (via file
transfer or web service):
– HR Systems(HR Access), Single Sign-On…
– ERP: Oracle, SAP, 1C (Russia)…

-

Experience integrating with travel agencies
– With large international agencies: American
Express, Carlson Wagon-lit, BCD
– With local agencies: ex. Russia : Tsar Voyage,
AĂŠroclub, Vip Service
Ultimate Localization
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

ローカライゼーション

-

Adapted to local regulations!
Customized screens per
location/language
Extensive language support

εντοπισμού
локализация

– English, French, German, Spanish, Portuguese,
Italian, Russian, Hungarian, Romanian, Bulgaria
n and Greek
– Possibility to add other languages

-

Alphabet support
– Latin, Cyrillic, Greek, Arabic, Chinese, Japanese
– Possibility to display text from right to left

本土化
localization
Quality Service
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

HELP DESK

GUARANTEE
 SLAs for all customers
 KPIs (Availability levels,
response time…)
 Clear, fixed objectives
 Monthly reporting
 Regular performance
reviews

 Mail and telephone
support
 Multiple languages
handled
 English, French, German,
Russian…
 Extended service possible
7j/7 et 24h/24

CERTIFICATION
 HDS products are certified by
Bureau Veritas
 Security : ISO 27001
 Quality: ISO 9001
Goodrich – Travel and Expense Management
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

• Many languages, +1000 users, +10
trips per year
• Pre-approved Travel orders (similar
to PO request)
• Integration with Amex for
reconciliation of credit card
payments
• Meeting Sarbanes Oxley and local
tax compliance needs
• Archiving, reports and analytics

SCREEN SHOT

•

•

Also using data center services for
reception and control of expense
receipts
Scanned and archived with report
Goodrich - Expense report management

Scan

Attach

MANAGEMENT
APPROVAL

EXPENSE
RECEIPTS

EXPENSE REPORTS
SUBMISSION

Receive

Audit

SERVICES

 Receipts processing :
technology, specialization and near
shore
 Managed Software Services :
maintenance, change
requests, hosting, help desk
 Proven : 2 years in use

ACCOUNTING ENTRIES
PREPARATION

BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

ERP :
SAP, CINCOM

TECHNOLOGY

 Manual tasks automation
 CINCOM and SAP (iDoc) proven
interface
 Technologies validated by Goodrich
France and UK SSC
 Proven : 2 years in use
Merck – Expense Reporting Benefits
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

– Full compliance with Sarbanes Oxley
– Entire expense note process accelerated
– 60% savings in back office costs
• Automation of accounting transactions
• Automation of compliance verification

– 20% reduction in expense costs
• Budget known at approval stage
• Travel pre-approved
• Unit prices controlled by purchasing
department

– Monthly payments low risk, no CAPEX
Contact Details
BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.

Christian Salem
Sales Director – Western Europe
• Cell
: +33 6 14 31 21 33
• Email
: christian.salem@hds-group.com
Pascal Gilaber
General Manager – HDS Group
• Cell
: +33 6 14 47 13 10
• Email
: pascal.gilaber@hds-group.com
Viktorya Lapteva
• General Manager Russia and Eastern Europe
• Cell
: +7 910 427 70 90
• Email
: viktoria.lapteva@hds-group.com

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HDS Expense and Travel - SaaS workflow application

  • 1. BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. Click to edit Master subtitle style HAMILTON DATA SERVICES Expense reporting SaaS Solution
  • 2. Company Overview BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. 15 YEARS OF EXPERIENCE PROVIDING BUSINESS APPLICATIONS AND DATA SERVICES      Headquarters in France, 3 Offices in Russia, Eastern and Western Europe 100+ employees Highly skilled staff: project managers, IT engineers, R&D Servicing over 100 large international organizations Certified ISO 9001 & ISO 27001
  • 3. A few of our customers… BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.
  • 4. International Presence BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. Service Centers  Global Service Center in Bulgaria  Regional Service Center in France  Regional Service Center in Russia Clients in 12 countries  Western Europe : UK, France, Germany  Eastern Europe : Russia, Ukraine, Kazakhstan, Belorussia, Armenia, Azerbaijan, Georgia  South Eastern Europe : Bulgaria, Greece Single users  United States, Spain, Italy, Poland, Hungary, other
  • 5. HDS specializes in BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. Flexible, business applications designed to:     Improve and accelerate decision making Reduce costs Increase operational efficiency Meet compliancy requirements
  • 6. Large SaaS Application Offering BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. TRAVEL & EXPENSE SALES & AFTER SALES      Travel booking & Authorization Travel Agency billing approval Expense Report Approval Marketing Events and Congress management    Sales Contracts preparation & Approval Credit Control Sales Bonus & Discount After Sales ONE PORTAL PURCHASING & INVOICE RECEPTION & MAIL DESK      Purchase Contract preparation & Approval Purchase Requisition Purchase Invoice Mobile Phone Invoices   Visitor access management Courrier and package tracking Meeting Room and Shared Resource Reservations
  • 7. Business Process Hub Open Architecture BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. Sales Offices ERP CRM Other Vendors Travel Agencies Accounting Dept. ONE PORTAL Legal Dept. Other Dept. SCAN Bpo Providers Third parties CLIENT Procurement Dept.
  • 8. Expense Report Management – Main Features BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. • SaaS APP, accessible from anywhere - including mobile! • Adapted to your company approval workflows • Manage multiple currencies and VAT rates • Receipt and invoice scanning • Extensive compliancy features and complete traceability • Automated reminders and escalations • ERP and storage integration
  • 9. Travel Management – Main Features BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE.       Online accessible , users can be anywhere : France, UK, US … Pre-authorization by managers Final approval according to internal rules Interface with travel agency for ticket reservation Compliancy features and complete traceability Adapted to your company approval workflows
  • 10. Integrated Travel and Expense BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. • Better Together! • Thanks to the integration of travel with expense reporting, all itineraries and credit card charges are automatically imported.
  • 11. Travel management SERVICES      System maintenance Change requests System hosting Data base management Users’ support by phone and by mail FINAL BOOKING MANAGEMENT APPROVAL TRAVELER SELECTION BOOKING PRE-APPROVAL REQUEST SUBMISSION BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. TECHNOLOGY     Manual tasks automation Compliance validation Budget approval Technologies validated by Goodrich France and UK SSC  Proven : 2 years in use
  • 12. Customized compliance BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. – Completely, customizable travel policies: • Variable reimbursement rates by country: hotel, restaurants, taxis, airfare, kilometers • Per diem reimbursement rates • Other parameters: traveler statutes, guests/employees – Policies can be adapted by department – Manage alerts for expenses outside of policy • Warnings or freezing accounts • Modifications • Unlimited process validation structures possible • Reporting of anomalies
  • 13. Simple put powerful customization BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. - Easy process modification • simple configuration, no need to redevelop a new application - Extensive customization possibilities • screens, category types, approval structures - Manage multiple processes and subprocesses • Variable for different entities (ie. Country, department..) - Set a process for each type of trip, destination, local regulations, type of traveler (employee, client…)
  • 14. Document Automation BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. - Automated document and form productions – Easily adapt documents for each department, country or other entity – Automatically generates required legal and tax documents • Example: Russia requires 15 separate documents per trip – Create documents for internal controls - Electronically sign and archive legal documents – Allows complete dematerialization of documents – Multiple electronic signature formats supported • Example: RGS (France) and GOST (Russia) – Partnership with national certification authorities • ChamberSign (France et EU), Taxcom (Russia)
  • 15. Integration BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. - Automatic accounting entries Credit card interface(ex American Express,…) 3rd party software integration (via file transfer or web service): – HR Systems(HR Access), Single Sign-On… – ERP: Oracle, SAP, 1C (Russia)… - Experience integrating with travel agencies – With large international agencies: American Express, Carlson Wagon-lit, BCD – With local agencies: ex. Russia : Tsar Voyage, AĂŠroclub, Vip Service
  • 16. Ultimate Localization BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. ローカライゼーション - Adapted to local regulations! Customized screens per location/language Extensive language support εντοπισμού локализация – English, French, German, Spanish, Portuguese, Italian, Russian, Hungarian, Romanian, Bulgaria n and Greek – Possibility to add other languages - Alphabet support – Latin, Cyrillic, Greek, Arabic, Chinese, Japanese – Possibility to display text from right to left 本土化 localization
  • 17. Quality Service BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. HELP DESK GUARANTEE  SLAs for all customers  KPIs (Availability levels, response time…)  Clear, fixed objectives  Monthly reporting  Regular performance reviews  Mail and telephone support  Multiple languages handled  English, French, German, Russian…  Extended service possible 7j/7 et 24h/24 CERTIFICATION  HDS products are certified by Bureau Veritas  Security : ISO 27001  Quality: ISO 9001
  • 18. Goodrich – Travel and Expense Management BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. • Many languages, +1000 users, +10 trips per year • Pre-approved Travel orders (similar to PO request) • Integration with Amex for reconciliation of credit card payments • Meeting Sarbanes Oxley and local tax compliance needs • Archiving, reports and analytics SCREEN SHOT • • Also using data center services for reception and control of expense receipts Scanned and archived with report
  • 19. Goodrich - Expense report management Scan Attach MANAGEMENT APPROVAL EXPENSE RECEIPTS EXPENSE REPORTS SUBMISSION Receive Audit SERVICES  Receipts processing : technology, specialization and near shore  Managed Software Services : maintenance, change requests, hosting, help desk  Proven : 2 years in use ACCOUNTING ENTRIES PREPARATION BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. ERP : SAP, CINCOM TECHNOLOGY  Manual tasks automation  CINCOM and SAP (iDoc) proven interface  Technologies validated by Goodrich France and UK SSC  Proven : 2 years in use
  • 20. Merck – Expense Reporting Benefits BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. – Full compliance with Sarbanes Oxley – Entire expense note process accelerated – 60% savings in back office costs • Automation of accounting transactions • Automation of compliance verification – 20% reduction in expense costs • Budget known at approval stage • Travel pre-approved • Unit prices controlled by purchasing department – Monthly payments low risk, no CAPEX
  • 21. Contact Details BUSINESS PROCESS IMPROVEMENT – REDUCED COSTS - COMPLIANCE. Christian Salem Sales Director – Western Europe • Cell : +33 6 14 31 21 33 • Email : christian.salem@hds-group.com Pascal Gilaber General Manager – HDS Group • Cell : +33 6 14 47 13 10 • Email : pascal.gilaber@hds-group.com Viktorya Lapteva • General Manager Russia and Eastern Europe • Cell : +7 910 427 70 90 • Email : viktoria.lapteva@hds-group.com

Hinweis der Redaktion

  1. The fact that it’s agile/flexible means you can manage complex compliance requirements with significant developments costs.Industry compliance and country complianceCompliance is part of the agility of workflow, feed by parameters (set up in tables ie. Tax compliance for Russia, health care compliance for Russia)Different parameters for countries in same application. Examples for industry and local compliance are the pharma industry and Merck in Russia. Again, pharma for events management. Sarbanes Oxley for large groups etc.