Treasury and Trade Solutions Citi Commercial Cards. A History of Achievement. A Future of Innovation. May 19-21, 2014

Transcription

1 Treasury and Trade Solutions Citi Commercial Cards A History of Achievement. A Future of Innovation. May 19-21, 2014 Communicating and Marketing Your Program Internally Pauline Smith Carla Vitaliano, The Walt Disney Company Sue Abernathy, AT&T Jannie Chang, MasterCard 1

2 Agenda 1. Welcome and Introductions 2. Session Description 3. Carla Vitaliano from Disney 4. Sue Abernathy from AT&T 5. Jannie Chang from MasterCard A History of Achievement. A Future of Innovation. 1

3 Session Description The issuance of credit cards is only one step in the implementation of card program. During this session, our presenters will share approaches they ve have used to communicated their program internally. These communications discuss policy change, awareness of new enhancements to encourage adoption and usage, as well as obtaining senior buy-in. A History of Achievement. A Future of Innovation. 2

4 Carla Vitaliano from Disney

5 10 Carla Vitaliano from Disney

6 The Walt Disney Company (TWDC) 5

7 11 The Walt Disney Company (TWDC)

8 Travel & Expense Management Vision Provide world class travel services to add value and create magical customer experiences 12 The Walt Disney Company (TWDC)

9 Global Reach 60K employees in 41 countries North America Canada USA 13 The Walt Disney Company (TWDC) Latin America Argentina Brazil Chile Mexico Venezuela Asia-Pacific Australia China India Hong Kong Japan Malaysia New Zealand Philippines Singapore Thailand Taiwan South Korea EMEA Austria Belgium Denmark Finland Germany Israel Italy Netherlands Norway Poland Portugal Russia South Africa Spain Sweden Switzerland Turkey UK France Hungary Ireland UAE

10 T&E Organization T&E Management Director Strategic Projects & Operations Support 2 - Managers 3 - Analysts Quality & Business Processes 1 - Manager 2 - Sr. Analysts Customer Relations & Compliance 1 - Manager 2 Sr. Analysts 3 - Analysts 8 - Customer Relations Reps 14 The Walt Disney Company (TWDC)

11 FY13 Key Highlights Travel & Expense Management 29K active cardholders $350M commercial card spend $300M US $50M international ~400K expense reports processed ~20K audits 15 The Walt Disney Company (TWDC)

12 Communications Week Starting 10/7 10/14 10/21 10/28 11/4 11/11 11/18 11/25 12/2 12/9 12/16 12/23 12/30 1/6 1/13 1/20 1/27 2/3 2/10 2/17 2/24 3/3 3/10 3/17 Milestones US Contract signed System Testing & PILOT Testing Mass Card Distribution (GO LIVE) Communication letters Citibank Announcement Successful Testing Beta Group Participation Notice of Distribution Reminder to Activate New Cards Reminder to Clear Old Cards 1. Citibank announcement General announcement sent to all current JPM cardholders Sent after contract signing "GoLive" 12/27/13 2. Successful testing System tests were successful and ready to begin distribution to Beta Group Sent 4 weeks prior to go-live 3. Beta group participation The first to receive Citi cards as part of our Beta Group Sent 3 weeks prior to distribution 4. Notice of distribution Distribution begins day of go-live Old cards accounts 31 days past due must be current before receiving Citi cards 5. Reminder to activate cards 6. Reminder to clear balances on old cards Activation and registration reminder Sent 2 weeks after distribution The Walt Disney Company (TWDC)

13 Sue Abernathy from AT&T

14 AT&T Program Overview One Card Solution Centrally Billed/Corporate Liability Over 100,000 Cardholders Live in 50+ countries NA, EMEA, ASIA, LATAM Over $250MM in annual global volume Using Ghost Card & Virtual Cards in North America AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property. 2 Sue Abernathy from AT&T

15 AT&T Communication Communication - Annual Policy Testing Learning Center Requirement - Regional Communication done in certain languages - Communications from AP Mail Merges AP Legal Approval Communications from the top Travel Freeze Goes to all in the company AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property. 3 Sue Abernathy from AT&T

16 AT&T Recent Examples Fraud Alerts Communication to capture cell numbers and provide on File Maintenance Chip/Pin AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property. 4 Sue Abernathy from AT&T

17 Jannie Chang from MasterCard

18 Current State - Purchasing Card Program Two-fold change at MasterCard Migrate legacy P-Cards to new global program structure Change policy, procedures, and tool for reconciliation Low awareness of the benefits of P-Cards and how to use Mandate to grow spend to multi-millions of dollars Need to educate new P-Card payment solutions and explain how they work Employees need centralize resource to consult on payments to various purchase categories and situations 6 Jannie Chang from MasterCard 2014 MasterCard. Proprietary and Confidential

19 How did we do it? Create a brand platform to raise internal awareness of the benefits of Purchasing Card Brand imagery must be recognizable, recurring and versatile for multiple channels: Presentations slides - signature Print/marketing collateral - Education content Web page banner - e-learning course signature - Promotional items Benefit: focuses the organization on a common message and provides accountability for providing resources for P-Card programs and beyond. Leverage the platform for extension into T&E program resources - - Beyond P-Cards 7 Jannie Chang from MasterCard 2014 MasterCard. Proprietary and Confidential

20 Brand Imagery & New Platforms Page 19 8 Jannie Chang from MasterCard 2014 MasterCard. Proprietary and Confidential

21 Iconography for Supplier Categories: Page 20 9 Jannie Chang from MasterCard 2014 MasterCard. Proprietary and Confidential

22 Session Wrap-up Each organization is going to have unique challenges and objectives when launching or expanding a commercial card program. A strategic communication plan will help overcome the challenges and meet the objectives. Thank you to Carla, Sue, and Jannie for sharing your thoughts and insight. A History of Achievement. A Future of Innovation.