---
title: How to Build a Roadmap for Expense Management Automation
description: "Thinking of upgrading from manual systems to a web-based expense management tool? The benefits are clear: reduced costs, greater control over expenses, increased policy compliance, improved staff prod"
---

[RKL eSolutions | Technology Insights, Tips and Trends ](https://www.rklesolutions.com/blog)

# [How to Build a Roadmap for Expense Management Automation](https://www.rklesolutions.com/blog/how-to-build-a-roadmap-for-expense-management-automation)

 Written by [RKL Team](https://www.rklesolutions.com/blog/author/rkl-team) | Oct 18, 2018 8:59:55 AM

### **Automation has become a key priority for finance leaders.**

According to the *2018 Expense Management Trends Repor*t by Certify, Inc., 18 percent of organizations are planning to upgrade from manual systems to a web-based expense management tool. And more than three quarters (77 percent) of organizations planning to switch to a [new expense management provider](https://www.rklesolutions.com/blog/expense-report-software/), will do so within the next 12 months.

The benefits are clear: reduced costs, greater control over expenses, increased policy compliance, improved staff productivity, and enhanced visibility. But if your organization is planning to make this shift, do you have a roadmap in place to ensure the switch will be seamless?

A new white paper from APP2P—sponsored by our partner [Nexonia](https://www.nexonia.com/)—offers a roadmap for finance teams to ensure that their new technology reaps the rewards it is designed to do. In *Automated Finance: 6 Key Steps for Adopting New Technology* you’ll learn six key steps to a successful deployment:

1. **Diagnose your pain points: **Your business case needs a sound problem- and solution-based focus.
2. **Set your objectives:** Form a project management team that includes stakeholders from departments such as information technology, finance and accounting, procurement, human resources, sales and marketing—and build a list of objectives based on their business needs.
3. **Find the right technology vendor:** The white paper includes a rundown of the key elements that finance leaders should look for in a prospective vendor.
4. **Build a solid business case: **It should include deep dives into items such as hard savings, soft savings, and risk mitigation.
5. **Don’t lose sight of the user experience:** Understand how the new technology will affect staff and develop the right communications strategy for the entire journey.
6. **Monitor and measure the results: **Measure ROI and periodically update stakeholders and senior management on post-adoption results.

** **Download the white paper, *[Automated Finance: 6 Key Steps for Adopting New Technology](https://www.rklesolutions.com/hubfs/All%20RKL%20Media%20from%20Wordpress/Automated-Finance-6-Key-Steps-for-Adopting-New-Technology-Nexonia.pdf), *here today.

<https://www.rklesolutions.com/hubfs/All%20RKL%20Media%20from%20Wordpress/Automated-Finance-6-Key-Steps-for-Adopting-New-Technology-Nexonia.pdf>

[View full post](https://www.rklesolutions.com/blog/how-to-build-a-roadmap-for-expense-management-automation)

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