Presentation of Egencia's Webinar: How Many Hats Do You Wear? Guest Speakers: Kelley Smith from Xybix, Matt Osgood from Summer Search, and Kristina Myers from Club Assist. These three speakers share their challenges and successes in setting up a travel program for their companies, while managing all their other responsibilities!

1. “How Many Hats
Do You Wear?”
A Best Practices in Travel
Management Webinar
Wednesday Sept 21
10am PT | 1pm ET
For Audio Dial Toll free
(877) 397-0297
Passcode: 6869954
If dialing from outside the United States
(719) 325-4900
Passcode: 6869954

2. Introductions and Agenda
Jenny Kelley Matt Kristina
O’Brien Smith Osgood Myers
District Sales
Manager
2 | Egencia Confidential

3. Introduction to Xybix
 Designs and manufactures
ergonomic dispatch furniture and
consoles for 24/7 mission critical
environments
 Approximately 55 employees
Kelley
 22 employees travel for business Smith
3 | Egencia Confidential

4. National Installation Manager
 Formally Dispatch Supervisor
 Installation Project Manager
 Team of 5 Installation Supervisors
 Design, Manufacturing and Marketing
 Sales Support Kelley
Smith
 Consulting
4 | Egencia Confidential

5. Former Travel Management Culture at Xybix
 Independence - Each employee
makes their own travel
arrangements
 Travel Policy was written, but not
enforceable in “real-time”
Kelley
 Accounting Team struggled to Smith
reconcile Job Costing
5 | Egencia Confidential

6. Xybix Best Practice Tips
 Grant C-level employees own
access
 Accelerate approval for travel
requests with TripController™
 Simplify job costing for accounting Kelley
team with Custom Data Fields Smith
 Spend less than 90 minutes
per week managing travel
6 | Egencia Confidential

7. Introduction to Summer Search
 Founded in San Francisco in 1990,
Summer Search now operates
seven offices nationwide helping to
place more than 1,100 high school
students annually on a path of
positive change. Matt
Osgood
College Alumni
2 summer
advisory support
Weekly experiential
services throughout
mentoring education
throughout college and
programs
high school beyond
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8. Introduction to Matt Osgood
 Hanover, IN
 South Korea
 Kansas City, KS
 San Francisco, CA
Matt
Osgood
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9. National Summer Program Coordinator
 Program Development and
Scholarship Management
 Program Management
 Logistics
 Insurance Matt
Osgood
 Foreign Policies
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10. Former Process to Book Travel
Student
Travel
Matt
Agency
Matt
Osgood
Travel
Mentor
Agency
Matt
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11. Current Program Utilizing Egencia
Student
Matt
Osgood
Egencia
Mentor
(Online)
Real-Time
Visibility
11 | Egencia Confidential

12. Summer Search Best Practice Tips
 Empower your travelers - allow
them to book their own travel
 Automate approval requests to
eliminate steps in the process
 Leverage the platform across Matt
various departments - students & Osgood
staff
12 | Egencia Confidential

13. Who is Club Assist?
 Club Assist is the world leader in
automotive club-branded roadside
and support services
Kristina
Myers
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14. Kristina Myers, Executive Admin to President
 Studied Behavior Management
 Organizational Psychology
 Incentive programs, Team Building
Events
Kristina
Myers
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15. Current Program Utilizing Egencia
 Travel Policy
 Travel Spend
 Negotiated Rates
 Reporting & Cost Centers
Kristina
Myers
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16. Club Assist Best Practice Tips
 Internal Help Desk Team of Five
Across US



 Kristina
Myers

 Various Communication Channels
  
Skype Phone Email
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17. Club Assist Internal Travel Help Desk
 Travel Team Conference Calls
 Monthly Newsletters
 Reduce Travel Expenses
Kristina
Myers
17 | Egencia Confidential

18. Takeaways
 Kelley at Xybix
 Grant C-level employees access
 Accelerate approval for travel requests
 Simplify job costing for accounting team
Kelley
Smith
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19. Takeaways
 Kelley at Xybix
 Grant C-level employees access
 Accelerate approval for travel requests
 Simplify job costing for accounting team
 Matt at Summer Search
 Empower your travelers to book their own travel
 Automate approval requests
Matt
 Leverage the platform Osgood
19 | Egencia Confidential

20. Takeaways
 Kelley at Xybix
 Grant C-level employees access
 Accelerate approval for travel requests
 Simplify job costing for accounting team
 Matt at Summer Search
 Empower your travelers to book their own travel
 Automate approval requests
Kristina
 Leverage the platform Myers
 Kristina at Club Assist
 Create an internal travel support team
 Highlight improvements in a newsletter
 Track missed savings opportunities
20 | Egencia Confidential

21. Questions?
Jenny Kelley Matt Kristina
O’Brien Smith Osgood Myers
District Sales
Manager
21 | Egencia Confidential

22. Thank You!
Jenny O’Brien
District Sales Manager
Egencia