First Help Financial Case Study on Navan Implementation

This case study details the implementation of Navan at First Help Financial, a financial services company based in Needham, Massachusetts. The organization faced challenges with managing travel across multiple platforms, leading to inefficiencies and a lack of centralized oversight. The case study outlines how the leadership team prioritized a streamlined travel solution that would provide real-time visibility into spending and traveler activity. After adopting Navan, First Help Financial experienced significant reductions in administrative time, with travel management time decreasing from two hours daily to just 40 minutes weekly. The platform's user-friendly nature and robust analytics tools were highlighted as key benefits, contributing to a high Net Promoter Score of 85. The case study emphasizes the importance of customer support and the strategic partnership formed with Navan, which has allowed First Help Financial to efficiently manage its growing travel needs as the organization scales.