Navan and Viessmann Generations Group have enhanced global travel and expense operations through a more integrated and automated approach. As a result, the long-standing family enterprise has improved financial visibility, reduced administrative work and delivered a better experience for employees.

Viessmann Modernises Travel and Expense Processes

Viessmann Generations Group, founded in 1917, operates as a global family business with a strong focus on sustainable growth. However, before adopting Navan, the company relied on several disconnected tools and workflows to manage business travel and expense reporting.

Consequently, employees often encountered lengthy support delays. Meanwhile, finance teams spent considerable time processing expenses manually at the end of each month. Therefore, the organisation sought a more efficient and scalable platform.

Since introducing Navan in 2023, Viessmann has transformed its travel and expense framework. The business has increased transparency while also reducing manual administration.

Alexander Pöllmann, Chief Information Officer at Viessmann, highlighted the success of the implementation.

“With Navan, we have digitised the entire travel and expense management process and consolidated it into a single intuitive platform. The strongest evidence of success is that we receive almost no internal support requests because the system performs so reliably.”

How Navan and Viessmann Generations Group Improved Efficiency

Integrated Platform Delivers Greater Visibility

Navan and Viessmann Generations Group have created a more streamlined operating model by centralising travel bookings and expense management.

Employees can now arrange travel and submit expenses through Navan’s mobile platform. As a result, users experience fewer disruptions throughout the booking process. Moreover, finance teams benefit from improved transparency and automated workflows.

The consolidation of multiple systems has also strengthened cost management. In addition, the organisation has reduced the burden associated with manual reconciliation.

Enhancing Employee Experience Through Automation

User experience formed an important part of the transformation strategy. Therefore, Viessmann selected a solution capable of supporting both employees and finance departments.

The platform’s intuitive design has reduced the need for internal assistance. Consequently, staff can focus on core responsibilities rather than administrative tasks.

According to Zahir Abdelouhab, Senior Vice President of Enterprise Sales at Navan, the partnership enables employees to travel more efficiently and develop stronger business relationships.

He explained that reducing complexity around travel and expenses allows teams to concentrate on collaboration and face-to-face engagement.

About Navan

Navan, listed on NASDAQ under the ticker NAVN, provides an AI-powered business travel and expense platform designed to simplify corporate travel management.

The company offers integrated booking capabilities, automated expense reconciliation and around-the-clock support. Therefore, finance teams gain better control while employees benefit from a more seamless experience.

About Viessmann Generations Group

Viessmann has remained a leading industrial company within climate technologies for more than a century. In 2024, the company combined its climate solutions business with Carrier Global to establish a transatlantic partnership with expanded scale and reach.

Today, Viessmann Generations Group operates as a global ecosystem committed to creating sustainable living spaces for future generations.

Furthermore, the organisation supports initiatives focused on reducing greenhouse gas emissions, improving environmental quality and advancing education, health and democratic values.

The collaboration between Navan and Viessmann Generations Group demonstrates how digital transformation can improve operational efficiency. By consolidating travel and expense management, the business has achieved greater transparency, stronger cost control and a more effective employee experience.

As organisations continue to prioritise automation, integrated platforms are likely to play an increasingly important role in financial and operational management.