Travel & Expenses

A major bottling and beverages group.

FMCG · bottling & distribution — anonymised case study. Sector and outcomes are real; client name withheld.

The problem

What the customer was facing.

The legacy expense process was rigid, the UX drove non-compliance, and the HRMS sat disconnected from the claim flow. DA validation was loose enough that policy breaches were going through without anyone noticing in real time. A real go-live deadline didn’t make the brief any easier.

How we engaged

The approach we ran.

We configured Happay for the group’s actual policy library, automated DA validation against the HRMS, and prioritised a mobile-first experience for the field. Seven-week rollout end-to-end — same senior pod scoped, built, and supported the first month-end after cutover.

Outcomes

What landed in production.

OUTCOME 01
Full T&E rollout end-to-end in 7 weeks
OUTCOME 02
Policy breaches caught in-flow, not in audit
OUTCOME 03
Real-time finance visibility from claim to GL posting
Stack we deployed

Tools and infrastructure used.

Partner platforms
Happay
Built on engineo
SmelterOODA
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