Our client is a leading global investment advisor with offices across the UK, US, Australia and Peru. With frequent international travel and complex itineraries, they required a travel partner who could provide flexibility, financial clarity, and global support, while keeping travellers safe and costs under control.
The Challenge
Our client’s growth highlighted several key requirements:
- Allocating travel spend accurately across multiple funds.
- Simplifying the quotation and booking process for speed and clarity.
- Aligning support hours with global offices to minimise out-of-hours fees.
- Building a consistent relationship with a travel team that understood their policies and preferences.
- Increasing enrolment in frequent flyer programmes to maximise traveller benefits.
- Enhancing traveller safety through real-time visibility and risk management.
Our Solution
Business First Partnership (BFP) created a tailored travel management programme that addressed their priorities:
- Clear Financial Control for Every Fund
Multiple accounts were created to allocate travel directly to the correct fund. This streamlined internal fund management and improved reporting accuracy. - Simplified Quoting
Every request now receives three clear options, replacing lengthy fare breakdowns with straightforward choices, saving time and making decision-making faster.
- Global Support Hours
Support now runs 6am–10pm, giving global offices seamless access to help and reducing costly out-of-hours calls. - A Team that Knows Your Business
A consistent team, trained in our client’s policy and processes, manages every booking. This continuity removes the need for repeated briefings and builds stronger working relationships.
- Frequent Flyer Programme Uptake
A dedicated site was developed to showcase all available frequent flyer schemes. Linked with every quotation, this initiative boosted enrolment and enhanced traveller benefits. - Proactive Account Management
- Regular review meetings with recommendations to optimise spend.
- Negotiation of corporate hotel rates to drive savings and consistency.
- On-the-ground event support, from last-minute meeting rooms to large-scale international events.
- Flexible Pricing
A tailored fee model was introduced to reflect the volume of amendments in Appian’s travel patterns, offering cost certainty and reducing overall fees. - Traveller Safety
Live traveller tracking, supported by a dedicated Risk Manager, ensures duty of care across all global travel.
The Results
The programme has delivered measurable benefits:
- Improved fund management through accurate travel allocation.
- Faster bookings with simplified quotations.
- Reduced costs from fewer out-of-hours charges and negotiated hotel rates.
- Greater traveller satisfaction with extended support hours and personalised service.
- Enhanced safety with real-time tracking and proactive risk management.
Our Partnership
BFP continues to act as this client’s trusted travel partner, delivering clarity, savings and peace of mind for every journey, and ensuring their people can travel confidently, wherever business takes them