Procore is a leading cloud-based platform for construction management. A key to the company’s success is building a strong culture. This is achieved by building face-to-face relationships with employees in all of the Procore offices around the globe.
This emphasis on personal relationships keeps employee training specialist Kassy Morris on the road at least one week per month. As a technology innovator, Procore needed a travel management partner that could deliver a higher level of service through digital tools and live support.
As someone who works for a SaaS provider and trains employees day-in, day-out, Kassy is technology savvy. But even she was confused and frustrated by her company’s previous travel management solution.
Challenges:
Results with Navan:
Even booking straightforward trips took too long. So, Kassy often sought her own solution and booked on websites outside of the corporate travel policy. She figured it was easier to ask for forgiveness.
But this didn’t completely solve her issue because she had to reference company policies on expense limits manually and coordinate hotels near training sessions. Dealing with all of the aspects of travel ended up taking hours of her workday, or worse, hours after work pulling it all together.
Kassy’s weekly itinerary can include multiple cities, hotels, and flights. With Navan, she books even her most complex trips in 10 or 15 minutes. Simpler trips are even quicker.
Beyond the speed of booking, Kassy enjoys having “a beautiful, cohesive itinerary” that shows every component of her trip: flights, hotels, meeting locations — even the details of any personal travel she’s added.
When Procore announced the switch to Navan, Kassy couldn’t attend the onboarding session because she was busy training employees on Procore’s own product. But she had a trip to book, so she decided to give Navan a try.
She found her trip so easy to book that she thought she had done something wrong. A co-worker who had gone through the training confirmed to Kassy that she had done it correctly. Navan was so simple that a complete trip could be booked in under 5 minutes.
[With Navan] I’ve booked hotels, flights, rental cars, multiple hotels, multiple airports in like 10, 15 minutes. And I have a beautiful, cohesive itinerary where I see everything.
Kassy Moris
Training Specialist