Guide
Everything to have ready before you switch
What we'll ask for at kickoff, who provides it, and what we check before launch.
| Area | Item | Provided by |
|---|---|---|
| Programme | Named project owner and policy approver | Customer |
| Programme | Current travel policy and approval rules | Customer |
| Programme | Negotiated airline and hotel agreements | Customer |
| People | HR roster: name, work email, department, entity, approver | Customer |
| People | Assistants and the travellers each one books for | Customer |
| People | Policy group for each traveller | Customer |
| Finance | Legal entities, billing contacts and invoice requirements | Customer |
| Finance | Department and project codes, GL mapping | Customer |
| Finance | Payment method per entity | Customer |
| Current provider | Booking history (last 12 months) | Current provider |
| Current provider | Upcoming reservations with record locators | Current provider |
| Current provider | Unused tickets: airline, ticket number, value, expiry | Current provider |
| Current provider | Open refunds: supplier, amount, date requested | Current provider |
| silentVIP | Traveller profiles imported and checked | silentVIP |
| silentVIP | Policy rules tested against last quarter's trips | silentVIP |
| silentVIP | Trial export accepted by your accounting system | silentVIP |
| silentVIP | Credits and refunds list reconciled with the current provider | silentVIP |
| silentVIP | Launch-day support rota confirmed | silentVIP |
See it in the product
Every guide matches what the portal does. The demo shows it working.