[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.
- Save time processing expense reports
- Manage your company's cash flow in real time
- Improve your employees' working environment
A brief overview before going any further
Estimated reading time : 10 minutes
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