1. Integrated Program Management
Turning payments into solutions for your company
Integrated Program Management
May 10, 2019

2. Savings Visibility Control What is IPM?
Integrated Program Management or IPM, is a secure, system to system communication between a Client’s Human Resources information database (ERP) and American Work® Online Program Management (OPM).
The communication automates changes made in your ERP that trigger changes to your American Express® Corporate and Purchasing Card program.
Savings
Reduce manual, labor-intensive processes through automation
Utilizing IPM allows for the re-deployment of resources to other activities
Visibility
Integration with OPM provides visibility
View status of new applications, cancellations and information changes
Control
Monitor applications and information changes in real time
Cardmember information synchronized with employee information in ERP

3. How Does IPM Work? Client ERP System Approval Workflow *
Employee On-boarding
Employee Terminations
Employee Information Changes
Approval Workflow *
Internally defined process
Example: Employee Signs Terms and Conditions Agreement
Web Services Trigger
New Card Application
Account Cancellation
Cardmember Information Changes
Web Services Dialogue
Web Service provides a response/reply for every IPM request sent
End Users Functions
Program Administrator
View Status and Monitor Activity in Online Program Management
* Not a function of Web Services

4. Web Service Integration Process6
American
Express
@Work
Client ERP/Program Administrator
American Work OPM 1 5
On boarding
(Apply for Card)
Termination
(Cancel Card)
Employee
Transfers
(Cost-center)
Status
Tracking
Monitor
Cardmember
Activity
Manage Card
Accounts 2
Approval Process
Process
Transactions
Apply for Card
Cancel Card
Accounting
Information Changes 3
Let’s talk about what the IPM process and service would look like.
What we demonstrate here on the left side of this page is the customer internal process and on the right American Express process, products and services.
We will start from the left and the customers systems which should be addressed by you the customer and determine how these processes will be defined and developed.
1: Point one demonstrates the client ERP where they update HR information for new employees, employee termination and updates to accounting information such as cost-center, employee id and universal ids.
2: The second point is a example if you plan to use IPM to apply for cards. If you require an approval process internally this will need to be defined and implemented. So for example if you need to have each employee sign the terms and conditions and establish an approval routing this would be done here.
3: The third point demonstrates how these transactions will come together and prepared to send to American Express for processing the 3 transactions we allow for in IPM (Apply for Card, Cancel Card and Accounting Information Changes). We will provide the layout and format of this exchange and using the Web Service you will submit these transaction once or multiple times a day in a single batch.
4: Point four is where the true Web Service between you the client and American Express happens. Using the https connection, exchange of digital certificates and passing the XML to execute the transactions American will receive and process the service. Also, if you decide to use calls to Amex to get status you can do this because of the 2-way communication channel.
5: The fifth and sixth point demonstrates that American Express will process the service requests and update the American Work web tool where your program administrators can view and check the status of these transactions, monitor card member activity and manage card accounts.
Turn to next slide 4
Client
Web Service
American Express
Web Service

5. Who Benefits From IPM? control convenience visibility compliance
Maintain accuracy and synchronization in Cardmember information and status
Program Administrator
Eliminate application process and shorten cycle time for processing
Applicant/ Cardmember
Maintain approval routing workflow / Improved confidence in departmental alignment in reporting
Manager
Improved governance through automation of applications, cancellations and secure transmissions
Human Resources
Allows existing resources to reallocate time to other value added tasks
The Organization
Using IPM benefits your organization in many key ways:
Automates the application process
With IPM, you can:
Secure Login
Digital Certificate and Private GUID authentication
Electronic Signature
Acceptance of Terms and Conditions
Locked in Approval Hierarchy
Client can specify approvers of applications
Secure Electronic Submission
Personal employee data kept private
control
convenience
visibility
compliance
efficiency

6. Integration with @ Work OPM
Manage your Corporate and Purchasing Card program online with end to end integration.
Enables authorized Program Administrators to perform administrative tasks and account maintenance.
OPM enables fast, efficient and effective program management resulting in time savings for clients.
Apply for Card
Automate your Card application process to apply for an American Express Corporate and Purchasing Card
Cancel a Card
Allow direct interface for cancellation of American Express Corporate and Purchasing Cards
Update Accounting Information
Synchronize with your HR records for maintenance of Cost Centers, Employee IDs or Universal Numbers
Synchronize with your HR records for Cardmember address maintenance updates
6: Integration Work - The transactions process via this service will be uploaded Work and using online program management allows your company PA to check the status of these transactions.
Your existing Program Administrators will have access to these transactions by allowing American Express to enable permissions to the PA’s existing login (Web User ID). There is no need to create a new login as it will be integrated into the existing permissions and web user id login. You are allowed up to 3 PA’s for this shared permissions.
Read the bullets

7. Improvement through Automation
Manual Processing
Manual application process can lead to delays
Faxing applications and entering online takes time and effort by internal resources
Faxes and hand-keying can cause errors
Tracking and follow up on paper applications provide no online visibility
Manual process leaves room for error, missing card cancellations at termination
Integrated Program Management
Efficiencies gained in automating the application process, reducing the delays in issuing cards and updating Client’s HR system to know who has a Card
Utilization of IPM allows for systemic processing, allowing resources to be focused on more strategic activities
Automation through Web Services helps eliminates processing errors
All IPM transactions are stored in American Work Program Management Status Tracking for client follow-up and tracking, eliminating need to call American Express
Cancel Card happens immediately upon client entering an employee termination into their ERP
Lets take a closer look at the savings and benefits offered:
Reduce processing time
Minimize errors
Allow the reduction/reallocation of resources
Improve visibility

8. Implementation Overview
Average Customer Implementation Time
Full Web Service
Estimated 8-12 weeks to implement a function(s)**
Approximately 100 hours of your company’s IT support for implementation
IPM Lite
Estimated 5-8 weeks to implement a function(s)*
Implementation time may vary depending upon your company’s IT resource availability and expertise
Implementation Costs
The only cost of implementation will be your company’s internal resources to support the implementation.
- All implementations need to secure American Express IT Resources prior to any final commitments made to the Client
- Ensure Client IT Resources have been secured to avoid delaying the implementation of IPM
*Client-driven delays may result in longer implementation based upon number of clients already in queue.

9. Minimum Customer Requirements
Access the Internet from your development, test and production environments
Establish a HTTPS (Hyper-Text Transfer Protocol Secure) connection in each environment
Integrate with SOA (Service Oriented Architecture) infrastructure to ensure secure connections, client authentication, and secure data exchange
Integrate with a Web Service client that can post and receive SOA 1.1 messages over an HTTPS connection. The Web Service client needs to support complex types
Handle SOAP 1.1 (Simple Object Access Protocol) faults and determine when it is appropriate to attempt a re-try
Understand web programming language (e.g. JAVA, Microsoft, NET, etc)
SOA – Service Oriented Architecture. The underlying design principle for Web Services to establish the exchange of data between systems.
SOAP – Simple Object Access Protocol. A XML based messaging framework used to post and receive messages between systems. In this case fpr IPM it is used to identify faults and determine when to retry.
HTTPS – HyperText Transfer Protocol Secure
See IPM Welcome Kit and Handbook for additional terms

10. Implementation Next Steps
Customers who are interested in the solution should:
Evaluate and define their current internal processes
How will your company plan to use IPM?
How will IPM solve for any pain points?
What changes need to be made to your process or systems?
Which teams will be impacted?
Do we have the appropriate resources aligned to implement IPM?
Review and Understand the American Express IPM Welcome Kit
If additional technical questions arise, then they can be answered by the American Express IPM Team if you proceed with implementation.
Review the Integrated Program Management (IPM) Checklist
This will provide key next steps to proceed with implementation
Discuss with your Account Representative
For serious inquiries, your account representative can submit an engagement request to the GCP Implementations and Technology Solutions Organization. They will contact the customer and account representative to schedule a meeting.