Case Study + Simulation Illustrative simulation · fictional data

CRM and CX Tool Implementation — The Simulation

Follow the audit from raw data to an automated expense process.

Read the real case study and results

The challenge

Outdated, manual travel and expense processes creating financial leakage and compliance risks.

The approach

Three years of data analysed in Power BI
Policy and contract terms updated
Expense system integrated with company cards

Interactive step-through

Auditing travel & expense with data

Illustrative simulation · fictional data

A re-enactment of how the approach works in practice. Names, tickets and numbers on these screens are fictional; the real outcomes are described in the case study above.

Step 1 of 4

Status:Analyzing

Data pulled into Power BI

DashboardT&E analysis · 3 years

Simulated

Sources: Expense reports, card feeds, client contracts
Locations: All U.S. sites served by the shared service center

Starting with data keeps the audit focused on where the real risk is.

Signals to watch

Chargebacks recovered: Per quarter
Policy compliance: % of reports
Spend visibility: Real-time

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