[Cas Client]

How can the rules for managing expense claims be harmonised when entities merge ?

Changing your expense report software is no trivial matter ! Even more so in the context of a merger, where the rationalisation of the IS is one of the key factors in the success of the project.

Read how Vertical Expense harmonised its expense claim management rules in the midst of a merger.

In this case study you will find :

About AÉSIO Mutuelle

AESIO Mutuelle is a mutual insurance company dedicated to personal protection, created in 2020 from the merger of its three founding mutual insurance companies ADREA, APREVA and EOVI-MCD. With 270 branches, AESIO Mutuelle provides comprehensive health insurance solutions, provident services and retirement savings to 2.8 million people and 38,000 companies.

The challenge

One of the challenges of the merger was for AESIO Mutuelle to rationalise its IS ecosystem and surround itself with the best software publishers, each in its own area of expertise. AESIO Mutuelle's objective was to offer a high degree of autonomy within the local entities with a view to gradual harmonisation and digital acceleration.

The results

The integration of the Vertical Expense software & apps has enabled us to harmonise the expense policy of the 3 entities and simplify the entire expense handling process. Key success factors include multi-entity management of validation processes, advanced management of personal vehicles, the company's car fleet and bank details of elected representatives.

About Vertical Expense

Vertical Expense is a digital expense management solution dedicated to companies and public administrations.

présentation logiciel notes de frais web & mobile vertical expense

A brief overview before going any further

page 1 étude de cas aésio mutuelle
page 2 étude de cas aésio mutuelle
page 3 étude de cas aésio mutuelle

Estimated reading time : 10 minutes

Enjoy reading !

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