Highlights and Takeaways at Webinar With H&R Block

On October 14th, we co-presented a webinar with Tim Harrison of H&R Block, discussing the large-scale switch from manual expense management to a fully automated process. Certify’s President and Co-Founder, Bob Neveu, shared the data-backed benefits of using cloud-based expense management software, while H&R Block’s Director of Corporate Systems, Tim Harrison discussed the unique vendor selection process, Certify implementation, and H&R Block’s experience with Certify to date. With over 1,000 registrants and more than 700 attendees, this webinar was a huge success! We’re thrilled to be able to share H&R Block’s story with you.

The Selection Process

When beginning the selection process, H&R Block defined specific requirements of an online expense management vendor, making sure all departments were on the same page. Their requirements included scalability, mobile technology, and ease of use. Focusing on these specific needs, H&R Block narrowed down the final three vendors and put them to the literal test. According to Tim Harrison, their unconventional (but effective!) vendor selection process:

“We let the users of the system—the power users, the admins, the people that really have a stake in this—use the system from day to day, they are going to select the system…At the end of the day, they cast their vote: 9 out of 10 users selected Certify as their vendor. To us, that really spoke highly about the product and the user experience.”

Implementation

Staying on schedule was an important factor in H&R Block’s implementation process. As seen in the projected timeline below, H&R Block expected to complete the first stage of implementation on October 1, 2014, and to fully integrate by mid-October. Certify launched implementation and allowed 58,000 H&R Block users to go live on September 1, 2014—a full 6 weeks ahead of schedule! This provided more time for in-depth training throughout departments and for customizations unique to H&R Block’s large user base.

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How To Select Expense Management Software for your Business Firm

Today every businesses must be aware of the different kinds of technology that comes out in the market because some of the people in the market are used it to indulge more costumers or clients but somehow one thing that every business company that should be focused on is how to manage every business firms expenses. Considering the fact that every business firm must deal with this seriously because every expense of the company are comes from the fund of the entire business firm.

So today most of the business firms are so updated what is new in the market but somehow the expenses of the company is one of the major things that the every firm must be eyed. If your business firm is using a manual way of doing all your expense reports well time to wake up and bring on the automated way of reporting.. Yes, a must try way of managing your expenses in the easy way.

Today automated way of managing your reports is definitely one of the choice for the most business firms because they can generate their expense reports right away as they are needed aside from that lots of benefits comes into your way. One thing that the automated way of reporting that can give you is the accurate way of reporting, less papers and all data are secured. One of the great example is when you out for business travel receipts is one of the most important thing to be attached in your expense reports but somehow some of the business people may lost it and turns you into the disaster but with the use of the automation take your receipt snap a picture using your phone and upload it in your account. Such an easy thing it is right? Since you just uploaded it in your account it will not be lost and you can used it for later.

It is in you now to find a new way to level up your reporting and managing your data in your company try to used the automated expense reporting now.

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