Reducing shadow work in travel management: a guide for modern Travel Managers

Travel Manager Guide

The reality of being a Travel Manager today looks very different from what the role was designed to be.

On paper, you’re responsible for shaping a travel program that balances cost control, compliance, traveller experience, and safety. In reality, much of your day is spent reacting: answering the same policy questions again and again, manually approving bookings, jumping in when travel goes wrong, or cleaning up data at month-end.

Much of this work isn’t strategic, but it is necessary to keep trips moving. Over time, it adds up.

This is what we call shadow work: the invisible, non-strategic tasks that surround your core responsibilities. Shadow work keeps business travel management running, but it quietly drains your time, focus, and energy. It’s not what you were hired to do, yet it’s what often fills your calendar.

Shadow work costs you an average of seven hours every week
We commissioned Forrester Consulting to understand the real scale of shadow work in modern organizations, and what teams can do to reduce it.
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This guide looks at where shadow work shows up in your day-to-day as a Travel Manager, and how a solution like Perk can help you reduce that work so you can focus on the parts of the role that actually create impact.

The problems: where shadow work shows up in your day

Managing bookings spread across different tools

When bookings happen across consumer sites, agencies, and internal tools, you lose visibility fast.

You end up:

  • Tracking trips manually

  • Answering questions because no one knows where to book

  • Rebuilding a picture of spend and travel plans after the fact

This fragmentation creates shadow work because you’re constantly reacting instead of managing travel proactively from one place.

Becoming the approval bottleneck

Even with a travel policy in place, approvals often depend on you.

You’re pulled into:

  • Last-minute requests

  • Back-and-forth messages across Slack and email

  • Decisions that should be automatic

Every approval might take only a minute, but together they fragment your day and slow down travel when speed matters most.

Clarifying travel policy again and again

You’ve invested time aligning policy with finance and leadership. But when that policy lives outside the booking process, travellers still come to you.

“Is this hotel okay?”

“There’s nothing in policy! What should I do?”

“It’s just slightly over budget. Can I book it?”

Instead of the policy doing the work, you end up playing policy police, constantly answering questions, keeping people in line with the policy, and chasing exceptions instead of running the travel program.

Fixing booking mistakes and last-minute changes

Mistakes happen — wrong names, wrong dates, last-minute changes.

Without the right setup, fixing them means:

  • Long calls with airlines or hotels

  • Fees and reissues

  • Stress close to departure

Helping travellers is part of the job. But constantly firefighting preventable issues is pure shadow work.

Handling all travel disruptions (even outside working hours)

Delays and cancellations don’t respect office hours. You’re at home in the evening, and around 8 p.m. a message comes in from a traveller. Their flight has been cancelled, they have an early meeting the next morning and need a solution now.

When there’s no direct support for travellers:

  • They contact you first

  • Issues escalate late at night or on weekends

  • You’re expected to “fix it fast”

Over time, this turns you into the default emergency contact — whether or not you’re actually available.

Being pulled into event logistics on top of travel management

In many companies, if you manage travel, you also end up coordinating offsites, kick-offs, or company gatherings.

That often means:

  • Juggling group bookings

  • Tracking attendee travel

  • Managing event budgets

  • Reconciling related expenses afterward

When travel and events are handled separately, coordination becomes manual. More suppliers. More spreadsheets. More follow-ups.

What should be a structured company event instead turns into another layer of shadow work on top of your core responsibilities.

Chasing invoices, receipts, and missing data

Month-end often means hunting for paperwork.

You follow up on:

  • Missing hotel invoices

  • Lost receipts

  • Incomplete expense data

What should be a straightforward close becomes a cycle of reminders and follow-ups. This work is invisible, but it blocks finance, delays reporting, and adds pressure, all without adding strategic value to your role.

Having to prove the value of your travel program without the right data

Part of your role as a Travel Manager is showing leadership that the travel program is working. That means being able to explain spend, compliance, and trends with confidence.

But when travel data lives across different tools, answering those questions turns into shadow work. 

You’re asked for a report, and you start:

  • Exporting spreadsheets

  • Cleaning data

  • Double-checking numbers, even though you’re not a data expert

Using insights to improve the program and show its value is strategic work. Manually rebuilding reports every time leadership asks for numbers is not.

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The solution: how Perk helps travel managers reduce shadow work

Reducing shadow work doesn’t mean giving up control. It means designing a system where routine work runs automatically, so you only step in when needed.

Here’s how that shift happens in practice.

Policies that work inside the booking flow

When the policy lives in a PDF or on an internal page, you end up enforcing it manually. Travellers ask questions, push for exceptions, or simply book outside the system. You become the interpreter and the enforcer.

The way to reduce that friction is simple in principle: the policy needs to live where bookings happen.

With Perk, your travel policy is embedded directly into the booking flow. Price caps, class rules, dynamic budgets, preferred suppliers, and advance booking requirements are applied automatically. Travellers immediately see which options are within policy, and if something falls outside it, the system guides them through the correct approval path.

Instead of playing policy police, you set the guardrails once and let the platform do the heavy lifting. You stay in control, but you’re no longer answering the same policy questions all day.

For a practical breakdown (with real examples from three Travel Managers) see our guide to building an automated travel policy

Smarter approvals that remove bottlenecks

Manual approvals slow everyone down. Even if each decision takes only a minute, the constant context switching adds up, and travel costs can increase while requests sit waiting.

The structural fix is automation based on clear rules.

With Perk, in-policy trips can be approved automatically, while only genuine exceptions are routed to the appropriate approver. Approval workflows are centralized and transparent, so you’re not chasing requests across Slack, email, and spreadsheets.

You still define the rules. But you’re no longer the default gatekeeper for every single trip. That frees up time and ensures travel moves quickly without compromising compliance.

For example, at BayWa, approval cycles that previously took up to a week were reduced to just minutes once automated approvals were in place. As a result, the team cut travel management time by around 70% and significantly sped up bookings across the organization.

Self-service booking without losing visibility or control

When you manually book trips for everyone, it doesn’t scale. But when travellers book freely on consumer sites, you lose oversight.

The balance is self-service within structured guardrails.

Perk gives travellers a consumer-grade booking experience, while keeping everything inside your policy framework. They can book flights, hotels, cars, and trains themselves, but always within the boundaries you’ve defined. You maintain full visibility into who is traveling, why, and how much is being spent.

The result is fewer interruptions, fewer ad-hoc booking requests, and no fragmented data. You manage the program, not the logistics of every itinerary.

At Beekeeper, this shift made a measurable difference. Before introducing automated self-service booking, the travel manager was spending 30-40% of her time coordinating and booking trips. After moving to Perk, that dropped to around 1.5 hours per week, freeing up significant time for higher-impact work.

Centralized reporting that supports leadership conversations

Proving the value of your travel program is strategic. Manually rebuilding reports every time leadership asks for numbers is not.

To reduce that shadow work, travel and spend data need to be consolidated from the start.

Perk centralizes bookings, invoices, and spend data into a single dashboard. You can track compliance, analyze spending by team or project, and surface trends in real time. Instead of exporting spreadsheets and cleaning data, you access up-to-date insights whenever you need them.

That means you can walk into leadership conversations with reliable numbers at hand, spot patterns early, and proactively suggest improvements. Data stops being something you defend and becomes something you lead with.

24/7 traveller support that doesn’t fall back on you

Disruptions will always happen. The real question is who handles them.

When there’s no direct support channel, travellers default to contacting you. Evenings and weekends become extensions of your workday.

Perk provides 24/7 traveller support through chat, email, and phone, so employees can resolve delays, cancellations, and last-minute changes directly. The support team resolves disruptions in real time, without every issue being escalated to you first.

At Caudalie, this made a real difference. Iolanda, who manages travel for the team, recalls having to change a train ticket just minutes before departure: “I just wrote: ‘Sorry, the train is leaving in 20 minutes, I need to change it.’ And they handled it. Really great.”

At the same time, you don’t lose visibility. Built-in tools like the travel tracker show you where your travellers are and how trips are progressing, while Duty of Care features provide risk alerts and communication tools if something more serious happens.

You stay informed and responsible for the program, but you’re no longer personally handling every disruption. That protects your time while strengthening traveller safety.

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Discover what to look for in a modern travel platform, from automated policies to traveller support and unified reporting.

Flexible booking options that save money and reduce admin

Changes and cancellations are one of the biggest hidden drivers of shadow work. Chasing credits, negotiating refunds, and updating itineraries all consume time after the original booking is made.

The smarter approach is to build flexibility into bookings from the start.

With FlexiTravel, Perk’s flexible booking solution, trips are 80% refundable when plans change, up to 2 hours before departure. That gives you the confidence to book earlier, when prices are often lower, without worrying about last-minute changes.

At EU Business School, this approach proved highly effective. By booking trips in advance and relying on FlexiTravel’s refund guarantee when plans shifted, the team saved $106,000 in one year from cancelled trips alone. As their sales manager explained, “I don’t have to wait anymore because I can book trips far in advance and save money. If it turns out that I can’t go, I can cancel the trip and get my money back.”

Instead of reacting to changes, you plan proactively, knowing flexibility is built into the system.

Travel and events in one connected system

Managing company events often means juggling travel details, attendee information, and venue logistics across multiple tools. Tracking who has booked, who is arriving when, and how much everything costs can quickly turn into hours of manual coordination.

The smarter approach is to manage events within the same system as your travel program.

With Perk Events, you can centralize invitations, attendee travel bookings, and event logistics in one place. That means fewer follow-ups, clearer visibility, and structured workflows instead of spreadsheets.

At Nortal, organizing an 80-person Growth Summit previously meant managing everything manually. After moving to Perk Events, attendee travel and event coordination were centralized. As Ethel Allik, Group Event Manager, explains: “With Perk Events, I no longer had to ask everyone individually about their flights. The platform did the collecting for me. It instantly removed hours of admin.”

Instead of tracking people down and stitching information together, you manage events as part of one connected program.

A unified travel, spend, and events platform that reduces fragmentation

One of the biggest drivers of shadow work isn’t a single task. It’s fragmentation across systems.

When travel sits in one system, expenses in another, and events somewhere else, you spend time reconciling information instead of managing the program.

With a unified travel management software like Perk, you bring travel, spend, and events together in one connected platform. Booking data, invoices, payments, event costs, and traveller information are captured once and aligned from the start. That removes much of the manual reconciliation that usually happens at month-end.

From there, integrations extend that visibility across your broader stack. Employee data can sync automatically from HR systems like BambooHR or Workday. Financial data can align with ERP systems such as SAP or Oracle. Reporting reflects reality without you stitching information together manually.

Instead of acting as the bridge between disconnected tools, you operate from a single source of truth. The fewer systems you need to reconcile, the less shadow work accumulates around your role.

From managing admin to leading a business travel program

Shadow work isn’t a reflection of how well you do your job. It’s a sign that the systems around you weren’t built to scale.

When policies, approvals, booking, reporting, and support are connected, routine work fades into the background — and your role changes. 

You spend less time:

  • Answering repeat policy questions

  • Approving routine trips

  • Fixing preventable issues

  • Rebuilding reports from scratch

And more time:

  • Improving the travel program

  • Partnering with finance and HR

  • Identifying cost efficiencies

  • Enhancing the traveller experience

With a unified travel, spend, and events platform like Perk, you’re not just reducing admin. You’re building a structured, connected system where data flows automatically, visibility is real-time, and decisions are backed by evidence.

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That means you can walk into leadership conversations with clear numbers, demonstrate the value of your program, and proactively suggest improvements instead of reacting to problems.

Your role as a Travel Manager shifts from reacting to interruptions to leading a travel program that drives growth, improves visibility, and influences smarter decisions across the business.

When shadow work is reduced, your role doesn’t shrink. It evolves.

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