OneDigital Saves $500K on Travel, Gains 12+ Hours Monthly with Navan

Region

NORAM: North America

Headquarters

Atlanta, GA

Company Size

Enterprise (2,500+ employees)

Industry

Professional Services

Products Used

• Navan Business Travel
• Navan Travel Payments
• Navan Expense

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OneDigital, a leading provider of employee benefits, HR, and financial services, initially partnered with Navan to simplify its complex travel management. Even with the company’s employees constantly on the move, Navan helped bring order to their bookings. But OneDigital soon saw the potential for even more efficiency. The company upgraded to Navan Expense, creating a fully unified travel and expense solution. Now, OneDigital is saving more than 12 hours per month on expenses and has cut $500K in travel costs — proving that a unified T&E solution can make a real difference.

Before Navan

Before adopting Navan, OneDigital faced several obstacles in managing travel and expense. The organization spent an inordinate amount of time on expense processes, while employees didn’t have a centralized place to book travel. The result: Maintaining uniform tracking and approval processes proved difficult, which led to inefficiencies. 

Additionally, with OneDigital’s previous solution, employees found the expense reporting process cumbersome and time-consuming. “Previously, you would submit your whole month’s worth of expenses, and if one little thing was wrong, it would get rejected and you’d have to do it all over again,” said Dan Strickland, VP of Finance at OneDigital. “With Navan, we save so much time.”.

The finance team also encountered challenges due to limited visibility into the company’s spending. And without a single platform to consolidate travel and expense data, tracking costs and enforcing travel policies became a complex task. This lack of transparency hindered the finance team’s ability to monitor budgets effectively and make informed decisions. 

Why Navan

Initially, OneDigital chose Navan only to simplify its travel management program. As the company ramped up with Navan Travel, employees found value in real-time insights into spend and saw policy compliance improve. The benefits of a unified travel solution quickly became clear. 

So, when it came time to rethink its expense management strategy, OneDigital saw an opportunity to extend its success with Navan’s travel solution. Instead of introducing a separate system, they chose to consolidate both travel and expense management under Navan, creating a fully centralized T&E program. 

This decision not only streamlined their T&E processes but also enhanced oversight, making it easier for the finance team to manage expenses and helping to ensure policy compliance from a single, integrated platform.

Results with Navan

By introducing a unified platform for managing travel and expenses, the company successfully streamlined operations across departments. Employees now had access to a consistent system for booking travel, which reduced confusion and created a more efficient workflow. The automated features within Navan made expense tracking effortless, allowing employees to categorize and submit expenses with ease. This automation significantly accelerated the reimbursement process, leading to greater satisfaction among employees and saving them up to 12 hours per month.

“Navan has significantly improved my work efficiency related to submitting and tracking work expenses,” said Lauren Strojan, Operations Manager at OneDigital. “The intuitive interface makes it easy and flexible to work from either my desktop or mobile device. Also, I really appreciate how I can sync Navan with preferred hotels to ensure our employees are accessing the best nightly rates hassle-free!” 

Navan also provided the finance team with much-needed visibility into spending patterns. With real-time access to expense data, team members could accurately track budgets and conduct detailed spending analyses.

“Real-time reporting has been the biggest benefit we get out of Navan,” said Strickland. “You’re seeing everything as it’s happening.” 

Looking Forward to the Future

Since implementing Navan, OneDigital’s employees embraced the platform, driving a high adoption rate and giving the platform a Net Promoter Score (NPS) of 79 — well above the excellence benchmark of 50. The company looks forward to further optimizing its travel and expense management strategy by leveraging Navan to predict future travel and expense needs and identify cost-saving opportunities.

Additionally, OneDigital plans to use data insights to refine travel policies within Navan to adapt to the company’s evolving needs and drive compliance while maintaining flexibility for travelers. By addressing its previous challenges and embracing Navan’s end-to-end solution, OneDigital is now well-positioned to enhance efficiency, reduce costs, and better support its teams’ travel needs.