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Everything You Need To Know About The Business Travel Management RFP Process

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Navigating the Business Travel Management RFP Process

Your journey to find a business travel management company (TMC) doesn’t have to be a turbulent one. Whether you’re developing a travel policy to better manage your duty of care in a pandemic world, consolidating travel services to streamline your program, leading a periodic rebid requirement, or wanting a clearer picture of your travel data to inform your decision making, we’ve broken down the Request for Proposal (RFP) process to help you reach your final destination unscathed.

Step 1: Determine Needs and Goals

The RFP process is like hiring a new employee. Before you jump to requesting resumes, you need to develop a job description to advertise for the most qualified candidate, one who is interested in a long-term relationship with your organization, meshes with your institution’s culture, and performs at a consistently high level.

Similar to collaborating on a job description for an employee who will work with multiple departments in your organization, you need to assemble a team to conduct an internal evaluation of your company’s needs and expectations for the TMC position, both current and long term. Include all of your travel stakeholders—or a representative from your stakeholder groups—as well as upper and middle management who have a vested interest in developing your travel policy and fulfilling your travel program.

In light of the recent pandemic, we recommend including HR to review duty-of-care needs and traveler well-being.

Your evaluation team should look something like this, depending on your organization’s structure and travel needs:

  • Travel manager
  • Travel arrangers/schedulers
  • Frequent travelers
  • CEO
  • COO
  • CTO
  • CFO
  • HR

Conducting an internal evaluation of your company’s needs and expectations will prepare you to engage with TMCs. The process will help you determine whether a Request for Information (RFI) provides the insight and direction you need to “hire” a best-fit TMC for your company or whether your needs require a formal RFP.

Once you’ve agreed on position requirements, give them a hierarchy based on a percentage or points system. You’ll use these criteria to rank the RFPs during Step 6. Include the criteria and ranking in your RFP so TMCs better understand your program needs and can respond accordingly. An example ranking table is given below.

Step 2: Research TMCs and Develop a Prospect List

Now that you’ve developed your job description, you need to find likely candidates. As with Step 1, doing your homework here will produce the best outcome.

A Google search for “TMC” may overwhelm you with choices, so consider asking other businesses who their travel partners are and reach out to travel industry leaders, such as SAP Concur or the Global Business Travel Association (GBTA), to ask for recommendations from their TMC networks. Develop a reasonable list of prospects to continue to vet. It’s easier to begin with more prospects during this step than it is to fall short at Step 5 or 7 and have to repeat the process.

Now you can Google those candidates and assess whether they might be a good fit for your organization. Start with the candidates’ websites and review their corporate backgrounds. Are they an award-winning firm? Do they maintain their accreditations and memberships in significant travel industry groups? Is their client list impressive? Have they been in the business long enough to weather changes in technology and the travel industry? Use this background information to trim your list as needed.

Because representing your firm in the best possible light is easy on your own website, also consider what others say about the TMC. Look for mentions in travel industry/business media and on their client’s websites, check their LinkedIn profile, and review their company ratings on Glassdoor or a similar site – because how the TMC’s employees rank the working relationship is significant to your potential partnership. If the TMC is difficult to work for, they are likely difficult to work with.

Start conversing with the TMCs on your list. Ask each one some standard questions formulated during your research and request a standard proposal from likely candidates. The TMC’s standard proposal, like a resume, presents all the benefits of working with them—services, technology solutions, experience, work history, etc. This provides more information to help you weed out TMC candidates so you don’t end up with a mountain of RFIs and/or RFPs to review. Why waste your time if you can determine early on that it’s not a good fit?

Step 3: Refine Prospect List

Now that you’ve found some solid candidates, narrow your list to a manageable amount. A good rule of thumb here is to peek at the back of the book (which we would never do with a novel) and work backwards. Take a look at Steps 4, 5, and 7, and estimate how many prospective TMCs you want to include at each stage of the process, ideally ending up with two or three candidates to “interview,” that is, to demonstrate their capabilities and answer your final questions.

If you’ve already ended up with a short list and your preferred candidates are sure to meet your criteria, skip Step 4 and move on to Step 5, the RFP.

Step 4: Send an RFI

Step 4 is like getting a massage: You want to make sure those knots receive the most attention. Structure the request around your organization’s most important issues and hot buttons, such as data collection and visibility, online adoption, duty-of-care, and unused ticket tracking.

From these responses, you can quickly evaluate the TMC’s value propositions and create a shortlist of companies with which to continue. Some companies can make a final decision from these RFI responses, but if that’s not you, move on to Step 5 – the RFP.

Step 5: Write/Revise and Distribute the RFP

The RFP process is not a one-size-fits-all document: If you’re 6’6″, you’re probably not buying a suit off the rack unless you have some tailoring done. Your RFP needs a custom fit, too, because your organization has its own culture, travel policy, and technical requirements.

There are dozens of RFP templates online (we provide one, below), and you may even have a serviceable RFP that just needs dusting off and some pandemic-related adjustments. However, it’s important to compare your template, if you decide to use one, with the weighted criteria you developed during Step 1 to ensure those criteria are covered .

Ask TMCs for additional information on these criteria. For example, if data-driven reporting is critical to keeping your program on track, in addition to asking about available reporting tools, ask for examples of the reports you need most frequently and the time frames for data population and report turn-around. If your travel bookings haven’t conformed to policy, ask what specific measures the TMC recommends implementing to improve policy compliance and how those measures function with an online booking tool and a full-service travel advisor. And if you’re having a hard time retaining your most frequent travelers, ask how you can increase traveler well-being to save rehiring and retraining costs.

Getting in-depth answers to your most vital concerns is essential in the RFP process, so request additional information to inform your decision, such as:

  • Technology overview
  • Example reporting
  • Service level agreement
  • Client success stories
  • Implementation plan
  • Account review example
  • Organizational chart

Make sure your published RFP timeline is reasonable and allows for a question and answer period. Your firm needs time for internal communications, executive approvals, and input from other departments, as appropriate, as well as their ongoing projects. Establish a realistic schedule, then pad it with a week or two to give your team some leeway. It’s easier to add time upfront than to communicate schedule changes to multiple TMCs, issue RFP addendums, communicate new deadlines to your team, and reschedule meetings.

Example RFP Schedule

Step 6: Rank RFP Respondents

Using the criteria established during Step 1, rank your proposals by percentages or points. You may have a clear winner at this point and can proceed to contract negotiations and award.

However, if a few firms are closely ranked, gather your evaluation team and develop a final set of questions for the presentation/demonstration phase. Again, weight your questions so you can tally scores during Step 7.

Step 7: Request Demonstrations and Rank Presenters

If you followed Step 3, you should have a two- or three-firm shortlist from which to select your TMC. Unless you’ve been given carte blanche, utilize the main decision makers from your evaluation team as your presentation panel. Use your weighted criteria from Step 6 and the total proposal score, as well as any internal conversations around the potential working relationship, to guide your award decision.

Step 8: Select TMC

Congratulations! You’ve successfully navigated the RFP process and are ready to implement your new travel program.

We suggest you debrief the TMCs who presented to your team. Explaining why you didn’t select their services helps them strengthen their programs, which may benefit you in the future.

Need Additional Assistance?

If you have questions about the RFP process or Christopherson’s consultative approach and solution to travel management, please contact our business development team and download our sample RFP to help you get started.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”center” overlay_strength=”0.3″ shape_divider_position=”bottom” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Extra-Color-3″ icon_family=”none” text=”Download RFP Template” url=”https://staging.cbtravel.com/wp-content/uploads/2020/11/SAMPLE-TMC-RFP-TEMPLATE_Provided-by-Christopherson-Business-Travel.pdf”][/vc_column][/vc_row]

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Business Travel Guides Travel News

How to Select the Right Corporate Travel Partners

I recently had the pleasure of attending the GBTA- North Carolina’s Education Day.  Themed ‘Bridging the Travel Gap’, it focused on helping both buyers and suppliers bridge the gaps that may exist during the purchasing process. The keynote speaker was Neil Hammond of Goldspring Consulting and he focused on Better Engaging the Buyer and Supplier Relationship. While he delivered a breadth of beneficial material, I really enjoyed his process on selecting the right corporate travel partners. By breaking it out into steps, it makes the process less daunting. It also allows for increased communication and guidelines, ensuring everyone’s needs are met for future travel management practices.

Selecting the right corporate travel partners for your business:

  1. Involve any key stakeholders to get internal support. Gaining this support is especially helpful when a introducing a new policy or changing vendors.
  2. Align your message internally in order to deliver the same message to your travelers.
  3. Educate key decision makers as necessary. Take the time to explain why vendor options are being evaluated.
  4. Define your strategy in advance of collecting a proposal. Will you be awarding a single contract or multiple?
  5. Survey your travelers. This will give you a clear picture of what travelers like and also in keeping their opinions in mind, will ensure buy-in as you proceed in the decision making process.
  6. Agree on your decision making process. What parameters are you looking for? Do these align with your company policy? Do you have a clear timeline for the implementation of this change?
  7. Clearly express your requirements to potential suppliers.
  8. Evaluate suppliers, engaging throughout the process to gain clarification and provide updates on your timeline, if necessary.
  9. Execute a decision according to the defined timeline.

While making a change to your travel program is never easy, following these steps will help you stay organized while selecting your corporate travel partners. And remember, Christopherson is always here to help. With more that 60 years experience in corporate travel, we understand the challenges that businesses face with travel management. If you would like to discuss the process of choosing corporate travel partners in more depth, feel free to contact us, or read our additional blogs below.

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Business Travel Travel Management

Why Universities Use TMCs

When I tell people what I do for a living, they always look surprised when I mention working with universities and higher education. Because Christopherson Business Travel has the word ‘business’ in its name, it’s easy to assume that that’s our only client base. The truth is that colleges and universities need as much travel management as corporations. Here is why many institutions of higher education choose to take travel off of their own shoulders and work with a TMC:

Reasons universities work with travel management companies (TMCs)

1) Universities often have many departments. All of those departments can be a lot for one person or one department to manage. The average university travel program includes; athletics, faculty and staff business travel, study abroad/ student trips and groups. This means at any one time, a university has dozens of people, with varying ages and levels of travel experience on the road. Christopherson employs a University Travel Team of agents who are highly experienced in booking all segments of university travel.

2) As an employer, a university has a duty to ensure the safety of their travelers. This is where we come in. With SecurityLogic, which is housed in our proprietary AirPortal 360 technology, travel arrangers are able to stay informed of the location and security of all travelers. SecurityLogic is a dynamic reporting and communication tool created to facilitate your duty of care responsibilities.

3) Keeping payment methods secure. It is very rare that all university travelers will have their own university specific credit card. So it is quite common for schools to elect to use a departmental card, or ghost card, to be utilized by several travelers. With Christopherson, regardless of your payment configuration, the appropriate card is stored in the Traveler Profile. Once it is stored, it is masked for your protection.

4) 24/7/365 agent access. Things happen when your travelers are on the road and we are here to help your travelers find options. Between our University Team of Agents and our after- hours support, we have you covered.

5) Consultative account management. Managing a university travel program can be a daunting task and you want someone in your corner with more than just a little experience. Our highly experienced account managers take a consultative approach in ensuring the success of your program.

Christopherson Business Travel has been successfully fulfilling the travel needs of higher education clients for more than 30 years and currently manages travel programs for more than 30 colleges and universities.

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Business Travel Travel Technology

How Christopherson Provides Organization for Travel Management

It could be the ‘type A’ personality in me, but I often think there’s room for improvement in most situations. I’ve also noticed this trait in many travel managers, procurement officers and executives. In positions as busy as these, isn’t the job more manageable with a structured and reliable system? Fortunately, I know Christopherson can provide that oh-so-necessary organization for travel management tasks. Our technology allows for peace of mind and instant access to information for company’s travel management needs. Why are we so confident that we can provide that satisfaction? Read some of our top benefits below:

How Christopherson provides organization for travel management

  •  With our AirPortal 360™ Dashboard and Mobile App, you have a 360° view of your travel program instantly and at all times.
  • No more digging through your inbox to find a traveler’s itinerary. Christopherson’s SecurityLogic® will tell you exactly where your travelers are in seconds. You can even look at their past or upcoming trips by customizing your search.
  • Eliminate that spreadsheet tracking your company’s unused tickets. AirBank® technology seamlessly tracks the unused funds from cancelled tickets. We even provide reminders, ensuring they are used before expiring.
  • All of your traveler’s pertinent travel information and preferences is stored in our Traveler Profiles, allowing you to take one less step when booking. There is no need to keep a series of post-it notes on your desk with traveler’s information written on them.
  • Lastly, eliminate the need to “shop” for fares prior to booking a trip. With PolicyLogic™, your company’s travel policy is built into our software. When travelers book their travel either with an agent or through one of our online booking tools, your travel policy will always comply.

By choosing Christopherson Business Travel as your travel management partner, you are signing on from streamlined and organized travel management. We are at the forefront of travel technology, and have been since we opened our doors in 1953. Contact us to learn more about our AirPortal® platform, and how we can declutter your travel management procedures.

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Business Travel Travel Technology

Christopherson Business Travel and your Risk Management Program

I recently had the pleasure of hearing Charles Brossman, a prominent risk management author and consultant speak at GBTA- North Carolina’s Education Breakfast. His informal but informative conversation educated our group on the legal terms associated with risk management. These terms, coupled with real- life examples, left us thinking about ways to improve the risk management programs for our own organizations.

How Christopherson provides risk management security

Guess what? By partnering with Christopherson as your Travel Management Company, you already have the shoe on the right foot. Housed in our AirPortal 360 platform, SecurityLogic allows travel managers can access real-time threats. This includes security updates, weather, traffic, airport delays, and disaster alerts. These alerts can be automatically pushed to travelers via text and email. With the intuitive Safety Check feature, you can request safety verification from your travelers, from anywhere in the world. Once activated, the traveler will immediately be messaged. Knowing that you are worried about their safety and they can also quickly respond. Additionally, SecurityLogic provides multiple global map overlays. All travel information is geocoded to street-level accuracy. So you can zoom into any country, city, or street to find risks near your travelers.
Learn more about how Christopherson can assist with your duty of care and risk management goals.

Charles Brossman is the author of the book “Building a Travel Risk Management Program: Traveler Safety and Duty of Care for Any Organization”. For more information on Charles Brossman and his services, see his website.

Christopherson Business Travel provides full-service travel management for companies. With advanced technology and customized service, we are one of the top TMCs in the nation. Contact us to learn how we can save your company time and money on future travel.

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Business Travel Travel Management

5 Signs You Need A Corporate Travel Management Company

You are busy. Between today’s deadlines and propelling your company to the next level, you likely don’t have time to sort through details. And corporate travel may be one of those details you are ignoring. Unfortunately, this aspect of business plays a major role in the functionality of your company as well as the lives of your employees. Without a corporate travel management company (TMC) to assist you, you may be missing out on valuable resources and savings. But how do you know if you would benefit from a TMC?

5 Signs That You Could Use a Corporate Travel Management Company

  • You lack the human resources. The task of travel management often falls on someone with a completely different title, who likely hasn’t been trained in corporate travel. This wastes company time and money when that person should be doing their “real” job, but is stuck trying to buy tickets and wrangle itineraries.
  • You lack patience. Do you struggle to know which deals are the best deals? Do you have other things to do than spend the afternoon comparing sites, flight routes, and prices? With a travel management company, let someone else find the best deals.
  • You have little or no travel management industry knowledge. Do you know the most effective practices for corporate travel policies? How about negotiating airline or hotel contracts? You may be missing out on standard practices or budget saving tips.
  • Your analytics and reporting are non-existent. Just like other areas of your business, analyzing and managing the expenses and trends of your corporate travel program is important for running your business overall.
  • You don’t have an emergency plan for travelers. Should your employees face an emergency when traveling, do you have a plan? Do they know what to do next? Travel management companies can provide additional duty of care support when you need it the most.

If you answered “yes” to any of the signs above, you would certainly benefit from using a business travel management company. Let the corporate travel experts handle the details, while you focus on your company’s growth and success. Christopherson Business Travel has more than 60 years of experience, and continually ranks one of the top travel management companies in the country. Learn more about our advanced travel technology and what else makes us different.

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Business Travel Travel Management

Why should I use a travel management company?

mergerjpg-ebd28bdd261f4f90As a business development executive for the 11th largest travel management company in the U.S., I am often asked, “Why should I use a travel management company?”

Smart companies looking for ways to save on travel understand that having a managed travel program is a business function that will help align their employees requirements and desires with corporate goals. A managed travel program helps to realize cost tracking and control for organizations and gives employees the opportunity to adhere to the company’s travel and entertainment policies, not to mention the ability to generate savings through negotiated discounts, specifically with hotel and car rental vendors.

Through Christopherson’s proprietary technology tools, like SecurityLogic® for example, corporations have instant access to data and information to assist in maintaining Duty of Care requirements. With Christopherson’s tool AirBank®, travel managers and executives have access of all their travelers’ unused tickets. Another example is AirPortal 360 Mobile, Christopherson’s mobile app, which allows travel managers and planners the ability to manage the company’s travel program from anywhere, at any time.

For more information on how Christopherson provides a clearer path to your company’s goals, please contact a member of our business development team.