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How to Customize Corporate Air Booking Software to Fit Your Company’s Needs

Published in Blog on Jun 19, 2024

In today’s fast-paced business environment, effective travel management is crucial for maintaining productivity and controlling costs. Corporate air booking software plays a vital role in streamlining travel arrangements, but to maximize its benefits, it’s essential to customize it to fit your company’s unique needs. This blog post will guide you through the process of customizing corporate air booking software, ensuring it aligns with your organizational goals and enhances your travel management efficiency.

Understanding Your Company’s Travel Needs

Before diving into customization, it’s important to have a clear understanding of your company’s specific travel requirements. This involves:

Assessing Travel Patterns and Preferences

Analyze past travel data to identify common destinations, frequent travelers, and preferred airlines. Understanding these patterns helps in tailoring the software to offer the most relevant options quickly.

Setting Travel Policies

Define your company’s travel policies, including budget limits, preferred vendors, and approval processes. Clear policies ensure consistent compliance and cost control.

Identifying Key Stakeholders

Involve key stakeholders such as travel managers, finance teams, and frequent travelers in the customization process. Their input is invaluable in shaping a solution that meets everyone’s needs.

Key Customization Features in Corporate Air Booking Software

Modern corporate air booking software offers a range of customization features. Here’s how you can tailor these features to fit your company’s requirements:

1. Personalized Travel Dashboard

A customized travel dashboard provides a centralized view of all travel activities. Ensure your dashboard includes:

– Real-time booking status updates

– Pending approval notifications

– Travel expense summaries

– Personalized travel recommendations

2. Custom Approval Workflows

Define custom approval workflows that align with your company’s hierarchy and travel policies. For example:

– Automatic approvals for bookings within budget

– Escalation of over-budget requests to senior management

– Notifications for travel managers on approval status

3. Tailored Booking Options

Customize the booking options to prioritize preferred airlines, hotels, and car rental services. This can be done by:

– Setting default search filters to show preferred vendors first

– Integrating corporate discount codes

– Enabling or disabling specific booking features based on user roles

4. Expense Management Integration

Integrate the software with your existing expense management system for seamless tracking and reporting. Key integrations include:

– Automated expense report generation

– Direct import of booking data into expense reports

– Reconciliation of travel expenses with company budgets

5. Custom Reporting and Analytics

Develop custom reports and analytics to monitor travel spend, identify cost-saving opportunities, and ensure policy compliance. Essential reports include:

– Monthly travel expense summaries

– Department-wise travel spending

– Non-compliant booking reports

6. Mobile Accessibility

Ensure the software is optimized for mobile devices, allowing travelers to book and manage trips on the go. Customization options include:

– Mobile-friendly interface

– Push notifications for booking updates and approvals

– Mobile expense reporting

7. User Roles and Permissions

Set up user roles and permissions to control access to different features based on job responsibilities. For example:

– Travel managers can access all booking data and reports

– Employees can only book travel within their assigned budget

– Finance team can review and approve expenses

8. Traveler Profiles

Create detailed traveler profiles to store preferences, frequent flyer numbers, and passport information. This personalization helps in:

– Speeding up the booking process

– Ensuring travel bookings align with individual preferences

– Enhancing traveler satisfaction

Implementing Customization

Step 1: Define Requirements

Start by documenting your customization requirements in detail. This includes desired features, user roles, and integration points.

Step 2: Collaborate with Your Software Provider

Work closely with your corporate air booking software provider to implement these customizations. Providers often offer dedicated support teams to assist with customization.

Step 3: Test and Refine

Conduct thorough testing to ensure all customizations work as intended. Gather feedback from users and make necessary adjustments to optimize performance and usability.

Step 4: Train Your Team

Provide comprehensive training to ensure all users are familiar with the customized features. Training sessions can include:

– User guides and manuals

– Interactive workshops

– Ongoing support and troubleshooting

Step 5: Monitor and Update

Continuously monitor the performance of the customized software. Regularly update features and settings to adapt to evolving business needs and travel policies.

Conclusion

Customizing corporate air booking software is essential for aligning it with your company’s unique travel needs and policies. By leveraging personalized dashboards, custom workflows, tailored booking options, and integrated expense management, you can enhance travel management efficiency and ensure a seamless experience for all users.