Manager Enablement for Concur Expense Approvals

The Problem: The expense card team identified recurring issues that were slowing approvals and increasing risk. I was asked to design a manager-focused solution to improve clarity and support better decision-making.

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Solution: Using the ADDIE approach, I developed a scalable learning experience in Rise360, supported by ElevenLabs voiceover and Camtasia walkthroughs—designed to simplify compliance and support confident, real-world decision-making.

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Manager reviewing Concur expense approval dashboard on tablet

Simplifying Expense Compliance

Compliance is critical in expense management to avoid errors, fraud, and financial risks. The learning project emphasizes:

• Understand policy essentials: Clear guidance on allowable expenses, spending limits, and documentation requirements.

• Recognize red flags: Identify duplicate claims, missing receipts, and unusual spending patterns.

• Following audit trails: Ensure clear documentation that supports internal and external audits.

  
  

Built in Rise360, the experience uses interactive, scenario-based learning to simulate real expense reports—allowing managers to practice identifying compliance issues before they occur.

Supporting Confident Decision-Making

Expense approval goes beyond policy—managers must make quick, informed decisions. This solution supports decision-making through:

• Use decision frameworks: Clear criteria for when to approve, reject, or request more information.

• Apply critical thinking: Evaluate business needs alongside policy constraints.

• Learn through feedback: Immediate feedback reinforces the impact of each decision.

• To enhance clarity and engagement, ElevenLabs voice technology provides realistic, conversational narration—reinforcing key concepts and improving retention without increasing cognitive load.

Bridging Policy to Real-World Application

To support real-world application, I created Camtasia-based walkthroughs that guide managers through the Concur system in realistic scenarios.

These videos serve as both:

• Training reinforcement during the learning experience

• Performance support tools that managers can reference on demand

This ensures learning extends beyond completion and supports decision-making in the flow of work.

Video tutorial on Concur expense approval process displayed on laptop

Design Decisions & Impact

The learning experience was designed to be clear, accessible, and easy to use in the flow of work.

• Simple navigation: Clear menus and progress indicators support seamless movement through content

• Scannable design: Readable fonts and spacing make content easy to digest across devices

• Balanced visuals: Text, images, and video are structured to maintain focus and reduce cognitive load

As a result, managers can complete training efficiently—whether at their desk or on the go.

Managers gain:

• Confidence in making compliant expense decisions

• Clear frameworks for evaluating and approving requests

• Ability to identify and address potential risks

• Practical experience navigating Concur

This solution supports faster approvals, fewer errors, and stronger audit readiness—while providing a scalable, easy-to-maintain learning experience.