Featured A/OPC
In Focus: At Work with APC Pam Enlow
Pam Enlow manages a travel card program that has expanded
and become more complex every year. There are always new
laws, rules and regulations to keep up with, new technology
and tools to master, and new customers to serve. Responsible
for over 14,000 cardholders, her group of six manages the
Bureau of the Public Debt’s travel charge card program, as
well as being a shared service provider for over 30 agencies.
We asked Pam a few questions about best practices, her
favorite tools for daily tasks, and what she likes most about
being an APC—to that, she answered, "Every day is different,
things are always changing. And I really enjoy helping
people; at the end of the day, it’s rewarding to know that good
customer service has been provided."
Being a shared service provider, you have super-user status. What are the advantages of that?
I have single sign-on access to our customers’ information in
the CitiDirect system. It saves a lot of time and helps us provide
more timely service to our customers. We didn’t have this
functionality until SmartPay 2; before that, we had to maintain
multiple log-in IDs and passwords.
As a super user, I can make maintenance changes on individual
accounts without logging in and out of each customer database.
I simply return to a drop down list and select the next customer.
In CCRS, the reporting system, I can run reports at multiple
organizational levels. For example, I can pull cardholder
information, expiration dates and credit limits in one report, as
opposed to going into individual customer databases to get that
information.
Which tools do you use most for daily tasks?
We use CCRS every day for all of our reports, including ad-hoc reports, or specific
reports requested by a particular agency. We also use the electronic reporting system
to securely transmit sensitive data back and forth. It’s a really important feature for us.
We also run reports in the CitiDirect system and compare it to the charge card data in
our e-travel and accounting systems. Sometimes cardholders will lose a card and forget
to tell us when they get a new card number, so it won’t match the number in the system.
We have to be careful that payments are not sent to the wrong card account. So we
do a monthly comparison of all the systems to make sure the data is correct, with the
reports from the CitiDirect system providing a check against the data in our systems.
Technology has come a long, long way, just in the time I’ve been with the program,
which is over five years.
How helpful is it having a dedicated CAS manager?
One of our most important resources is the relationship we have with our CAS managers Ken Fudge and Kellee Glover. They know what we need and they understand our business—it’s really a partnership.
Did you have a smooth transition to SmartPay 2?
Yes, partly because we were already so familiar with so many of the tools, and also because we’d done a pilot program with one of our smaller customers. We wanted to make sure the processes we had identified with Citi and our e-travel and accounting system folks were going to work. Ken and Kellee had input into that too. They shared insights and helped guide us through many of the needs we would have that we didn’t anticipate at the time we were putting the plan together.
Did you use the new Card Deployment Dashboard during the transition?
Yes, we did. No matter how much communication you send to your cardholders, some
people will miss the message. Even though we told people exactly what to look for and
what the envelope would look like, some still thought it was junk mail when they got it,
and threw their cards away.
With the Dashboard, we were able to see every card that was issued, and who had
activated their card. If they hadn’t activated their card because they hadn’t received it,
we immediately worked with Citi to get a new card in place. A new card meant a new
number and expiration date, so we had to make sure our systems had that updated,
correct account information.
Citi is currently making some additional enhancements to the Dashboard, and I think
we will be able to utilize it even more fully than we did initially, because of its ability to
display data in graphs and charts. Sometimes a picture is worth a thousand words.
How can best practices contribute to a program’s success?
I think good communication is one of the best practices you can have, from a cardholder on up to the top position within an agency. My boss will come by and ask, ‘How’s it going today? Are we having any issues?’ and she’ll convey our feedback at staff meetings. Our agency cares about the functionality we perform and they communicate that to us. Because of that, we know they’re committed to the success of our programs, whether purchase, travel or fleet.
