Navan has partnered with Viessmann Generations Group to digitize and consolidate its travel and expense management processes, enhancing transparency and reducing manual effort. Since implementing Navan in 2023, the global family company has improved the employee experience across travel and expense operations while streamlining finance team workflows.

Before the collaboration, Viessmann Generations Group managed travel and expense processes across several tools and workflows. Employees faced long support wait times, and the finance team handled manual expense processing at the end of each month. To address these challenges, the company sought a more integrated and scalable solution.

Operational Improvements

The adoption of Navan’s platform has led to several key operational benefits for Viessmann Generations Group:

• Digitization: The entire travel and expense management process has been digitized and consolidated into an intuitive platform.
• Reduced Support Requests: Internal support requests for travel and expense issues have virtually ceased due to the platform's reliability.
• User Experience: Employees manage bookings and expenses through Navan’s user-friendly mobile experience, reducing friction throughout the travel booking and management process.

Executive Perspectives

Alexander Pöllmann, CIO of Viessmann, highlighted the success of the implementation. "With Navan, we’ve digitized the entire travel and expense management process and consolidated it into an intuitive platform," he said. "The best proof of its success: We receive virtually no internal support requests for it because the tool is so reliable."

Zahir Abdelouhab, SVP of Enterprise Sales at Navan, emphasized the strategic value of the partnership. "To build a global purpose-driven organization like the Viessmann Generations Group, employees need the freedom to travel and connect with partners effortlessly," he stated. "Our partnership is taking the hassle out of travel and expenses, so their team can get out there, meet people face-to-face, and focus on the connections that matter."

About the Companies

ISOPLUS, a leading manufacturer of pre-insulated pipe systems, has selected Navan to consolidate its global travel and expense operations. The partnership aims to establish policy control, eliminate manual accounting, and drive measurable cost savings. ISOPLUS anticipates a 10% cost reduction in travel spend by deploying Navan’s AI-powered platform.

The decision follows the success of Navan’s partnership with the wider Viessmann Generations Group. ISOPLUS is moving away from significant unmanaged travel and expense, addressing a lack of proactive policy control that previously resulted in an estimated 25% of travel booked outside its system.

Dirk Seibert, Head of Group Legal & HR, and Chief Compliance Officer at ISOPLUS, highlighted the operational benefits. "Navan automates that tedious work and gives us the real-time financial control we need to run a tighter, more efficient business," said Seibert. He added that the technology would provide employees with an easier experience and a more compliant process for booking travel and managing expenses.

Prior to this implementation, the finance team at ISOPLUS processed approximately 6,000 expense reports per year with high manual effort and limited control. By deploying Navan, the company expects to establish smarter automated workflows to mitigate these challenges.

Zahir Abdelouhab, SVP, Enterprise Sales at Navan, emphasized the strategic value of the solution. "When a business is pushing for serious, long-term growth, they need to be out in the world meeting clients and building new business relationships," said Abdelouhab. "The last thing it needs is a slow and fragmented travel and expense solution."

Key Operational Metrics