Classic Aviation
The company knew that it needed to gain more control and transparency over its expenses.
Industry:
Logistics and Transportation
Employees:
200
Service:
EXPENSE

From No Expense Reporting Process to Easy Automation 

Classic Aviation has 200 employees who pilot helicopters, planes or travel for their jobs. Prior to being acquired, Classic had 75 credit cards that the employees used for their expenses.

But they handled their expenses manually - the company had no compliance rules, expense policies, or expense reporting process in place. In addition, it had no way of knowing whether the charged expenses were for personal or business reasons. Some employees submitted expenses on a spread sheet with or without receipts; others submitted expenses on a piece of paper; others submitted nothing. Transparency into spending was nonexistent.

The company knew that it needed to gain more control and transparency over its expenses by setting up and requiring compliance to expense policies, requiring submission of receipts for expenses, making sure that submitted expenses were coded to the correct GL account and were setup to go through the proper approval routing. The answer was simple – the workflow process needed to be automated.

Because of the nature of the employee’s jobs, the Director of Finance Eriko Martian felt Classic needed an easy to use expense reporting software that would take a minimal amount of training to implement companywide. Eriko had previously implemented Concur at another company and knew it was too complicated. After seeing Chrome River EXPENSE and the easier user interface, she decided it was the right system for Classic and that the employees would be able to get up and running quickly with minimal training. Eriko also felt that Chrome River EXPENSE would provide the much needed transparency into employee spending. 

Overview

Founded in 1985, Classic Aviation is headquartered in Woods Cross, Utah. It offers private jet charters and helicopter services nationwide that include search and rescue, medical transport, filming, touring and heli-skiing. The company also provides helicopter repair and maintenance.

Simple Training Led to Smooth Implementation

Prior to training and implementation, Patrick Edinborough from payroll, worked with Eriko to create the expense policies and approval routing rules that were built into Chrome River’s business rules engine. Patrick led the training initiative for the employees by department. Because the employees were spread out across the country and because Chrome River EXPENSE was so easy to use, he conducted the training via LogMeIn.com. Both Patrick and Eriko felt the software was very intuitive and didn’t require them to create training materials or cheat sheets for the employees. 

During the Chrome River implementation, Classic was also implementing ADP Payroll and Quantum Inventory Management, which were both integrated into Chrome River. Chrome River also integrated other surrounding technologies including QuickBooks Premiere and an interface for a US Bank Visa credit card data feed. The interface for an American Express credit card data feed is nearly complete. 

Because the employees were spread out across the country and because Chrome River EXPENSE was so easy to use, he conducted the training via an online meeting room.

Goal

Implement an automated expense reporting process that requires compliance to expense policies, submission of receipts, proper approval routing and transparency into spend.

Working with Chrome River

Classic was very happy with its project manager during implementation. Because Classic was migrating an acquired company and was also implementing ADP Payroll and Quantum Inventory Management at the same time as it was implementing Chrome River, Eriko did not have a lot of time. The Chrome River project manager was very patient with her throughout the process. His thorough understanding of accounting and the software made everything go smoothly. After implementation, Classic was turned over to the Chrome River Help Desk for ongoing day-to-day support. Eriko is pleased with the customer support she is receiving and with the support ticket turnaround time. 

Eriko is pleased with the customer support she is receiving and with the support ticket turnaround time.

Why Chrome River

Found Concur to be too complicated and liked Chrome River’s easy to use interface.

Operational Efficiencies and Cost Savings

Classic met its goal of going from no expense reporting process to complete expense management that requires submission of receipts, compliance to expense policies, approval routing processes and offers more control by providing transparency into spend. Management is now able to have more visibility into employee spend and to make better informed business decisions based on the analytics they have available through Chrome River. Other benefits include saving one fulltime employee and the ability to finish month-end closing by the 10th of the month.

Classic met its goal of going from no expense reporting process to complete expense workflow automation that requires submission of receipts, compliance to expense policies, approval routing processes and offers more control by providing transparency into spend.

Benefits

Saved one fulltime employee and able to finish month-end closing by the 10th of the month. Most of all, it provides more control by delivering transparency into spend.

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