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Epicor Harnesses Navan for Global End-to-End T&E Solution

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

Since implementing Navan in 2020, Epicor has seen time savings of 66%, user satisfaction skyrocket, and overall improvements in adoption, productivity, and savings.

Epicor wasn’t looking for a new corporate payment solution, but it became clear that Navan Expense was the perfect complement to Navan for an end-to-end corporate travel and expense solution.

“It was a no-brainer to make the switch to Navan Expense, to have full control and visibility while increasing the convenience to our travelers who use a corporate payment method,” explains Epicor procurement consultant Robin Bell.

Once the decision was made, Epicor’s team was blown away by the speed and detail of implementation. The end-to-end solution was implemented globally across all Epicor offices in less than 60 days and Navan Expense took less than two weeks.

Challenges

  • Frustrating, time-consuming booking process
  • Antiquated admin and policy tools
  • Lack of visibility with corporate expense tool
  • Regional implementation

Results with Navan

  • 66% time savings
  • Increased user satisfaction
  • Improved visibility and control
  • End-to-end global solutions

A close look at policy controls for entertainment using the Navan app

Adapting Policies in Real Time

It was important that Epicor find a solution that allowed them to adapt and update policies in real time.

“Having the access to update Navan Expense on the fly substantially increases our ability to adapt and make changes, based on the charges we see, the behavior of our travelers, and changes in our policy,” says Robin.

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

Time Savings Skyrocket

Navan Expense saves 66% of the time previously wasted on manual expense reporting. On the travel side, it takes travelers a third of the time to book than it did with their previous solution. All that time saved is reinvested back into serving Epicor’s customers and revenue-generating activities.

A detailed look at three business travel interfaces using the Navan app on mobile

Across-the-board Satisfaction

“The feedback from historically difficult-to-please end users has been overwhelmingly positive in every aspect of the tool. The availability of chat has been huge. Access from mobile has been huge. Being able to fully self-manage reservations, so book and cancel on the platform has been huge,” summarizes Robin.

We have had corporate payment solutions available to us in the past, but without the visibility and controls that Navan Expense offers, we weren't able to opt into those solutions. Navan is the whole package for us.

Robin Bell

Procurement Consultant

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Robin Bell

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