How to Build a Winning Business Case for Integrated Travel & Expense Management

How to Build a Winning Business Case for Integrated Travel & Expense Management

SAP Concur Team | 03-09-2025

If you’re a finance leader or business owner, chances are you’ve already felt the pain of managing travel and expense (T&E) through disconnected systems, spreadsheets, or manual workflows. You know it’s inefficient. Your team knows it’s frustrating. But how do you convince your stakeholders, CFOs, COOs, even the board that it’s worth investing in integrated T&E tech? 

That’s the million-dollar question.

Running T&E on outdated tools doesn’t just slow things down. It leads to: 

• Limited visibility into spend and compliance
• Delayed reimbursement and unhappy employees
• Inaccurate data that hinders forecasting
• Missed opportunities for vendor savings and tax reclaim
• And while large enterprises may have internal teams to crunch the ROI, mid-sized firms often rely on finance leaders like you to make the case clear, concise, and convincing.
• Let’s be honest, building a business case for change isn’t easy.

Especially when that change involves travel and expense (T&E) processes that have “worked” for years, even if they’ve never worked well. But as finance leaders know, fragmented systems and manual workarounds aren’t just inconvenient. They’re costly, risky, and holding your business back.

Fortunately, SAP Concur has done the heavy lifting with a new resource that helps you craft a bulletproof business case for modernizing your travel and expense processes.

Why T&E Integration Is Worth the Conversation 

If your teams are juggling multiple platforms, spreadsheets, and paper receipts just to track business spend, you’re not alone. But the cracks are becoming too big to ignore, from compliance issues and overspend to frustrated employees and missed insights. 

That’s why more finance leaders are moving toward fully integrated travel and expense systems. And those who’ve made the shift aren’t just ticking a tech box, they’re unlocking real business value. 

We're talking about: 

Streamlined processes and reduced admin 
Greater visibility across every dollar spent 
Tighter compliance and policy control 
Improved forecasting and decision-making 
The ROI speaks for itself but getting stakeholders on board is often the biggest hurdle.

It’s Not Just About Cost, It’s About Value

An integrated T&E system doesn’t just automate reports or speed up approvals. It helps your business: 

✅ Gain real-time visibility into spend 

✅ Strengthen compliance and policy control 

✅ Streamline audits and reduce fraud 

✅ Free up finance teams to focus on strategy, not admin 

✅ Improve the employee experience at every touchpoint 

But how do you present this value in a way your leadership team can’t ignore? 

How do you present this value in a way your leadership team can't ignore?

Turning Finance Pain Points Into Strategic Wins 

No matter your company’s size or industry, a solid business case needs to speak the language of the C-suite and your other business decision makers. That means shifting the conversation from tools to outcomes, and from cost to value. 

Whether you’re leading a finance team in a fast-growing startup, a mid-sized organization, or a global enterprise, you’ll need to align your case with strategic priorities like: 

Risk reduction and audit readiness 
Employee productivity and experience 
Scalability and process standardization 
Real-time data for faster, smarter decisions 
Knowing how to tie these benefits back to measurable impact is what will set your case apart. Contact us for a demo today.