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Writer's pictureANKUR GHOSH

Corporate Travel Expense Management — Design Thinking Approach



Problem Statement

The internal travel desk of the organization is backed up with travel requests, the company would like to allow their employees to book their travel by themselves with minimum interference required from the travel desk. Considering these aspects we are trying to devise a solution for the company to enable their employees to communicate their travel plans to their manager for approval and notify the travel desk.


Introduction

Design Thinking is an iterative process of problem-solving by understanding users, challenging their assumptions, restating their problems, and building innovative solutions to prototype and test.

We will be following the Stanford Design Thinking principle as it focuses on the “User First” principle while nurturing creativity in finding possible solutions.

The 5 Steps of the Stanford Design Thinking Process are as follows

Stage 1: Empathize — Thorough understanding of user needs

Stage 2: Define — This phase is all about defining the problem. Where to focus and where to go

Stage 3: Ideate — Generation of solutions

Stage 4: Prototype — Making our new ideas tangible

Stage 5: Test — getting feedback from the users


Empathize

Empathy Map

We are considering three different customer personas here

  • Employee

  • Travel-desk people

  • Manager

What is the customer thinking or feeling?

  • When will my next trip be scheduled? (Employee)

  • How quickly shall I get approval (Employee)

  • What would the ticket cost? (Employee)

  • What would be the duration of my next trip? (Employee)

  • What would the hotel cost? (Employee)

  • Shall I get booking confirmation for a Business class or Economy? (Employee)

  • Whether he/she will be traveling alone or in a group? (Employee)

  • How many travel requests need to be processed per day? (Travel-desk)

  • How shall we prioritize the travel request? (Travel-desk)

  • What if we miss any mail requesting travel? (Travel-desk)

  • Which flight is to be booked for each employee? (Travel-desk)

  • Which hotel needs to be booked for a concerned employee? (Travel-desk)

  • What if the booked hotel is not up to the mark? (Travel-desk)

  • How soon to get the manager’s approval for each request? (Travel-desk)

  • It's difficult to manage every travel requisition mail. (Manager)

  • An excessive amount is being incurred in employees’ travel and stay. (Manager)

  • It's difficult to compare and prioritize the travel. (Manager)

  • It's difficult to reply to follow-up approvals. (Manager)

  • It would be better if all travel requests can be put up in a single place. (Manager)

What is the customer hearing?

  • He/She might need to travel anytime shortly. (Employee)

  • He/She might not get Business class ticket approval. (Employee)

  • He/She might need to bear travel and hotel expenses initially in case of self-travel management(Employee)

  • He/She might need to wait for getting approval and confirmation. (Employee)

  • People are dissatisfied with the hotel booking. (Travel-desk)

  • People are not happy with the flight timings. (Travel-desk)

  • More and more requests are pending for approval and processing. (Travel-desk)

  • Approvals are getting delayed (Manager)

  • Travel requisitions are coming late (Manager)

What is the customer seeing?

  • Other organizations are relying on separate tools for travel requisition, processing, and approvals (Employee, Travel-desk, Manager)

  • Different people are having different requisition processing times (Employees)

  • Some people are getting flight timings and hotels of their choice (Employees)

  • People might get their trips reimbursed at different points in time in case of self-travel management. (Employee)

  • Travel requisition numbers are varying at different times of the month (Travel desk)

What is the customer saying and doing?

  • Employees are showing dissatisfaction at work (Employee)

  • The travel issue is creating a sense of rivalry among employees (Employee)

  • The travel desk is doing a favor in terms of flight and hotel booking for some employees (Employee)

  • Travel planning by self might become an extra burden in terms of cost for some employees (Employee)

  • Employees are looking for cheaper flights which are causing delays often (Manager)

  • Customers might choose cheaper hotels which might impact business in terms of delay and connectivity (Manager)

  • Managers are delaying checking and approving the travel requisition (Travel-desk)

  • Travel desk people are waiting longer to get the approvals of travel done (Travel-desk)

  • Travel desk people are struggling in processing flight requests as per the choice of traveler (Travel-desk)

  • Travel desk people are struggling to identify proper hotels as per convenience in terms of distance, budget, and amenities (Travel-desk)

  • Travel desk people are booking flights and hotels at the last moment thus costing more (Manager)

Pain and Gain Analysis

Jobs To Be Done

  • Employees need to finalize the date of traveling with their manager

  • Employees need to apply for their tour with respective preferences to the travel-desk

  • Employees need to provide their flight of choice and hotel of choice

  • If an employee wants business class approval, he needs to apply for the same

  • Travel-desk check with the respective manager for travel and approvals

  • Travel desk processes travel requests as per seniority and date of travel

  • The travel desk try to fulfill preference as applied by employees

  • Travel-desk books the flight tickets and hotel

Pains during the process

  • The date of traveling often gets finalized at the last minute

  • It's very difficult to convey their choice of flight and hotel via mail

  • Often their date of tour changes post finalization

  • Business class approval is uncertain

  • It's difficult on the travel desk's behalf to remind the concerned manager of the approval

  • The manager often misses the mail for approval

  • Travel-desk often misses out on preferred Flight and Hotels due to last moment booking

Gains during the process

  • Organizations bear the cost of flight and hotel upfront and employees don’t need to bear it initially

  • Travel-desk accepts the preference of employees and tries to plan accordingly

  • Often employees get the approval for traveling in business class as per requirement and scenario

  • Mostly date of the tour is planned beforehand at the start of the month

Define


Who is experiencing the problem? (Target User)

  • The employees who need to travel for business

  • Travel-desk employees

  • Managers who need to provide approval

What is the problem?

  • Travel-desk suffers with the number of travel requests and processing them

  • Often it takes a lot of time for getting the manager’s approval

  • Employees don’t get their flight or hotel of choice

  • Employees are not ready to bear their travel expenses initially

  • Communicating travel requests via mail involves a lot of time

Where does the problem present itself? (Context of the user when they face the problem)

  • Employees who’ll be traveling for business which gets approved at the last moment and finally end up getting inconvenient flights and hotel to stay during the trip

  • Travel-desk people who need to arrange an entire tour at the last moment by booking flights and hotels at the last moment after repeated follow-ups with concerned managers and employee

  • Managers who need to keep track of all the travel requests and approval mail

Why does it matter? (What value would a solution bring to the user)

  • The solution would allow employees to plan their tour in advance and in better ways as per the allowed budget. They can choose the flight as per their convenience and hotel as per their choice and business need

  • The solution would allow travel-desk people by reducing the hassle of arranging individual trips. But they can monitor and manage every tour as well as they can top up travel-wallet of employees as and when required

  • Managers can easily check their employee's upcoming travel plans and budget incurred. They can easily approve or reject the request as raised by their employees


Ideate

Imposition of Constraints

  • Employees won’t bear initial travel expense

  • Every employee would need travel-desk and manager’s approval before booking flight tickets and hotels

  • Flight and Hotel costs will have an upper cap as per employee’s hierarchy




Prototype

(Paper prototyping)

Onboarding Screen



Employee Screens




Manager / Travel desk Screens




Test


Feedback Capturing








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