Ohio University

Travel Services

Travel Services Project Overview

Implement a comprehensive travel program with goals of implementing user-friendly processes, improving service to the traveler, and providing access to discounts that save the University money. This program is expected to launch in early April 2019 and will include an updated travel policy and procedures, the roll-out of a new user Concur & Travel Expense interface, new options of paying for travel, and bring the University into compliance with the requirements of the Governor's mandate on Affordability & Efficiency.

More details related to project specifics and FAQs will be found on the Travel web page.

Project Team/Advisors

Core Project Team:

Project Manager: Branda Lencioni

Track deliverables and set timelines, monitor scope, report to leadership on project status

Functional Owners/SMEs: Sue Jago and Diana McGrew

Delivery and ownership of contracts, procedures, policies and tools

Change Management Lead: Leigh Casal

Campus-facing communication, training, facilitate feedback gathering, go-live support strategy

Systems Lead: Deep Amuda

Responsible for delivering and understanding the capabilities and functions of the technical solution

Project Leadership

Sponsor: Julie Allison

Key decision-maker/authority on project

Steering Committee
Executive sponsorship to provide guidance and resolve escalated issues

Name Planning Unit Title
Julie Allison Finance and Administration Associate VP of Finance
Chad Mitchell Finance and Administration Chief of Staff
Amanda Davis Finance and Administration Director of Strategic Change Integration
Heather Krugman College of Communication Chief Operating and Revenue Strategy Officer
April Ritchie College of Arts and Sciences Chief Financial and Administrative Officer
Barb Mash Advancement Services Deputy Chief of Staff

Advisory Groups

Process for Faculty and staff feedback

Communication to date

Business Matters and OHIO Employee News Publications

Business Forum Presentations

Training and Support Resources 

Travel Related Training

  • Booking Individual Travel : Introduction to the University travel provider, Christopherson Business Travel, and how to leverage their services. This course includes the following topics: How to book and pay for airfare, ground transportation, lodging in Concur and through and a travel agent and highlights of the University travel policy and procedures.
  • Travel Policy and Procedure : Detailed look at the Ohio University travel policy and procedures. This course covers policy overview, transportation, lodging, meals and incidentals, receipt requirements, cash advances, as well as other compliance related topics.

Travel Website Resources

Travel Info Sessions

Description: Discuss the changes related to University business travel, introduce CBT and provide a live walk-through of the Concur travel booking process.

  • Monday, April 1
    • 11:00 AM - 12:00 PM in HRTC 141/145
    • 1:30 PM - 2:30 PM in HRTC 141/145
    • 3:00 PM - 4:00 PM in HRTC 141/145
  • Tuesday, April 2
    • 9:00 AM - 10:00 AM in Baker 237
    • 2:00 PM - 3:00 PM in HRTC 141/145 & AdobeConnect
  • Wednesday April 3
    • 9:00 AM - 10:00 AM in Baker 233
    • 11:00 AM - 12:00 PM in Baker 233
    • 1:00 PM - 2:00 PM in Baker 233
  • Thursday April 4
    • 9:30 AM - 10:30 AM in HRTC 141/145
    • 11:00 AM - 12:00 PM in HRTC 141/145
  • Tuesday April 9
    • 1:00 PM - 2:00 PM in Baker 230  & AdobeConnect
    • 2:30 PM - 3:30 PM in Baker 230  & AdobeConnect
  • Wednesday April 10
    • 9:00 AM - 10:00 AM in Baker 229
    • 11:00 AM - 12:00 PM in Baker 229
    • 1:30 PM - 2:30 PM in Baker 229

Concur Travel Open Labs

Description: Help individuals book actual travel, live in Concur

  • Monday, April 1: 1:00 PM - 3:30 PM in WUSOC 175
  • Tuesday, April 2: 9:30 AM - 12:00 PM in WUSOC 175
  • Wednesday, April 3: 1:00 PM - 3:30 PM in WUSOC 175
  • Thursday, April 4: 1:00 PM - 3:30 PM in WUSOC 175
  • Friday, April 5: 9:30 AM - 12:00 PM in WUSOC 175
  • Monday, April 8: 9:30 AM - 12:00 PM in WUSOC 175
  • Wednesday, April 10: 1:00 PM - 3:30 PM in WUSOC 175
  • Thursday, April 11: 9:30 AM - 12:00 PM in WUSOC 175
  • Friday, April 12: 9:30 AM - 12:00 PM in WUSOC 175