ConnectWise

ConnectWise Finds Scalable, Unified Travel & Expense Solution in Navan

A collage view of a submitted expense on the Navan mobile app, hotel search results using the Navan desktop app, and the Navan corporate card

Since unifying its travel & expense solution with Navan, ConnectWise has enjoyed 100% employee adoption, automated expense reconciliation, and saved 9% on travel bookings.

ConnectWise provides cybersecurity management, unified monitoring, and integrated services to its clients through an all-in-one flexible platform that backs all IT solution provider needs. When the rapidly scaling company acquired another organization and doubled its headcount, the larger group needed a better travel and expense solution to support its expansive, overnight growth.

As the company evaluated options, Navan quickly became the front-runner. Ultimately, ConnectWise chose Navan for its ease of use and the efficiencies made possible by an all-in-one T&E solution.

“As we’re a software company, a tech-forward solution like Navan was a must for us,” said Mindy Owen, ConnectWise’s Travel and Expense Manager.

Challenges

  • Inefficient and labor-intensive expense process
  • Manual and lengthy reimbursement
  • Limited inventory and travel options
  • Low platform adoption

Results with Navan

  • Time savings with automated expensing
  • Reimbursement period slashed from months to within 24 hours
  • Robust inventory led to 14% net savings on hotels
  • 100% adoption by employees

A collage view of a Paris trip itinerary on the Navan mobile app and the Navan corporate card

100% Employee Adoption

With Navan, ConnectWise employees get an intuitive solution they’re happy to use, and Owen and her team benefit from improved efficiency and cost savings that come from 100% employee adoption of the booking platform. Because employees are consistently booking in-solution, ConnectWise has realized 9% in net savings on bookings and is averaging an impressive 18-day booking lead time, despite the tentative nature of travel during the pandemic.

A collage view of a submitted expense on the Navan mobile app and a happy person wearing headphones

Farewell, Expense Reports

By using Navan virtual cards to pay for 80% of hotel bookings and 100% of flights, Navan has eliminated whole swaths of transaction reviews from ConnectWise's expense processes. “Navan really streamlines employee travel, because itineraries are reconciled automatically and employees don’t have to expense bookings, which leaves me one less charge to review,” Owen said.

A desktop view of a complete expense spend overview using the Navan app

Efficiencies Achieved With Real-Time Visibility

Thanks to Navan, Owen can generate expense reports with just a few clicks, while in the past, the same processes took upwards of a month. The streamlined reporting afforded by Navan has made for better visibility into ConnectWise’s travel spend and enables more strategic T&E decisions.

“A tech-forward solution like Navan was a must for us. Bringing efficiencies to our entire travel and expense ecosystem, Navan has freed up my time and allowed me to focus on the more impactful and strategic aspects of my job,” said Owen.

Navan really streamlines employee travel, because itineraries are reconciled automatically and employees don’t have to expense bookings, which leaves me one less charge to review.

Mindy Owen

Travel & Expense, Connectwise

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