1. Studio Vektor
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  3. Brex × Navan: T&E Program ROI

Case study · Interactive eBook

7 Strategies to Increase Your T&E Program ROI, made interactive

A travel-and-expense guide makes its case with numbers. The interactive edition lets finance readers put their own numbers in: six hands-on tools, a checkpoint quiz and reading settings, built from the 11-page Brex × Navan PDF.

Opening screen of the interactive edition: the title beside a photo of a smiling woman on her phone, a Sydney trip card and Brex cards
Publishers
Brex and Navan
Original format
11-page portrait PDF
Edition
7 strategies, 6 tools, 1 checkpoint quiz
Status
Independent portfolio demonstration

An interactive edition of a guide published by Brex and Navan. The text and figures are theirs; the reading experience, tools and build are Studio Vektor’s. Not commissioned by, affiliated with or endorsed by Brex or Navan. Calculator inputs such as the 70% automation share are example assumptions, labelled as such in the edition; currency conversions use fixed example rates; the community thread and support chat are illustrative samples; photography is placeholder stock marked for replacement with licensed files.

Cover of the original Brex and Navan PDFThe executive summary page of the original PDF

The starting point: an argument made of numbers

The PDF walks through seven strategies, from automating expense reports to enforcing policy at booking, each backed by statistics. The trouble with a static ROI argument is that every reader’s program is different. A finance lead reads “hours lost to expense reports” and has to do the arithmetic for their own team in their head.

The brief

Each strategy in the guide follows the same pattern: what it’s costing you, then how to fix it. The edition had to make both halves concrete for the reader’s own program.

Put the reader’s numbers in

Industry averages persuade nobody in a budget meeting. The edition needed to let a reader enter their own travelers, trips and filing time and see the result.

Show the fix happening

“Policy enforced at the point of booking” or “automatic receipt matching” are claims. Seen in action, they become a picture the reader can explain to someone else.

Keep finance readers’ trust

Every number had to be traceable: the guide’s figures, the reader’s inputs and any example assumption labelled differently, with nothing invented in between.

Who it is for

Finance leaders, travel managers and controllers who own a travel and expense program and need to justify changes to it.

The evaluator

Wants to know whether the savings apply to their company. The tools answer with their own inputs, not an average.

The busy reader

Picks the Quick track for the strategies, the tools and the key stats, with the deep-dive detail folded away.

The internal champion

Needs to share a single point with a CFO. Highlight, share and discussion features make that easy.

From PDF to edition, strategy by strategy

The seven strategies keep the guide’s order and its “What’s costing you / How to fix it” structure. Each opens with a short reflection prompt and adds one thing to try.

SectionReflection promptWhat the reader can do
Executive summaryHow long did your last expense report take?Listen to the summary with a read-along player; choose the Quick or Deep-dive track
1 · Eliminate manual expense reportsCount the hours lost by quarter-endExpense-hours calculator (travelers, trips per year, hours per report, automation share), plus manual vs intelligent approval routing
2 · Rein in travel costsLeakage rarely looks like fraudA booking card: an in-policy fare is approved with a virtual card; a premium fare is flagged before checkout
3 · Support travelers at every turnIs anyone awake when something goes wrong?An illustrative support-chat loop showing 24/7 answers and pre-trip approval checks
4 · Streamline reconciliationEvery manual match is a question asked weeks laterA matching diagram for card, booking and expense data, followed by a four-question checkpoint on strategies 1–4
5 · Make compliance seamlessAn audit finds problems; a check at spend prevents themAn admin view of travel transactions, filterable by all, approved and flagged
6 · Get more visibility into spendWhere would you want the warning?Spend by department and regional budget cards with an alert threshold the reader drags
7 · Think (and act) globallyTax you never reclaim is a cost you choseA receipt tool that splits a euro total into net amount and VAT, with a USD conversion at an example rate
Get startedn/aA completion card with progress across 12 sections, saved in the browser, and options to share the guide

What Studio Vektor did

Turned seven written strategies into seven sections that each pair an idea with something to try.

Made the ROI personal

Designed an expense-hours calculator (travelers, trips, filing time and automation share) that shows hours back each year, plus an approval-wait comparison between manual and routed approvals.

Showed policy instead of describing it

A booking card demonstrates in-policy and out-of-policy fares, so “policy at the point of booking” is something the reader sees happen.

Checked understanding

A four-question checkpoint recaps the four numbers people quote back in budget meetings, with instant feedback and a retry.

Gave readers control

Text size, Auto, Light, Sepia and Dark themes, dyslexia-friendly type, bionic emphasis, margin reflections and a calm-motion switch. Progress saves in the browser.

Interactive features

Six hands-on tools and a checkpoint, across seven strategies.

Expense-hours calculator

Four inputs: travelers, trips per traveler per year, hours to file one report and the share of that time automation removes. The 70% default is labelled as an example assumption, so a reader can replace it with their own.

Budget alert threshold

Regional budget cards from the guide’s sample dashboard, with a threshold the reader drags to decide when a warning should fire: half spent, or nearly gone.

VAT receipt tool

Enter a receipt total in euros and see the net amount and the 19% VAT split out, with a note that reclaimability depends on expense type and jurisdiction.

Highlight, share and discuss

Select any sentence to highlight, share or note it; a sample discussion thread shows how reader comments could work inside the guide.

Reading experience and accessibility

A finance reader opens this between meetings, on a phone, or during a budget review on a large screen. The edition is built for all three.

Two tracks

Quick Overview gives a one-paragraph gist per strategy, the fixes and the checkpoint; Deep-dive adds the full diagnosis. Both cover all seven strategies, and switching keeps the reader’s place.

Reflections in the margin

Each strategy opens with a short prompt that asks the reader to think about their own program before reading the fix.

Reading settings

Text size, Auto, Light, Sepia and Dark themes, a dyslexia-friendly typeface, bionic emphasis and calm motion, with a reset to defaults.

Definitions in place

Terms such as NDC, virtual card and OCR open a short definition without leaving the page.

Read-along summary

The executive summary has a read-along player with word or sentence highlighting.

Reduced motion respected

The fare and chat loops can be paused, motion follows the system’s reduced-motion setting, and live regions announce results.

Design system

Brex and Navan’s clean, white editorial style is kept. Violet is reserved for anything the reader can touch, so tools feel native to the guide.

  • Violet#6A2BF5 Interactive controls and highlights
  • Indigo#2A0B6B Dark panels and the player
  • Ink#100E17 Body text
  • Paper#F3F2F8 Tool surfaces
  • Approved#167A45 In-policy and approved states
  • Flag#B4470F Out-of-policy and flagged states

Type

Source Serif 4 for display headings, Geist for body text and interface, Geist Mono for figures and labels, and Atkinson Hyperlegible for the readable mode.

Assumptions on the surface

Every calculator states which numbers are the reader’s input, which are example assumptions and which come from the guide.

Status never by color alone

Approved and flagged states always carry a symbol and a word as well as a color.

How it’s built

Light enough to load anywhere and simple to host.

AspectApproach
DeliveryOne self-contained HTML file (about 680 KB) with all 15 images embedded. No platform, plugin or reader app.
External requestsOnly the web fonts, with system-font fallbacks
ToolsCalculators and diagrams built in HTML, CSS and inline SVG, so they stay sharp and readable at any size
StateSection progress (12 sections) and reading settings saved in the reader’s browser; nothing is sent to a server
AudioAn optional ambient soundtrack generated in the browser, muted by default
Content lengthAbout 3,200 words of reading text, all selectable and searchable

PDF vs interactive edition

The PDF states the case. The edition lets the reader check it against their own program.

QuestionOriginal PDFInteractive edition
Does the ROI apply to my company?The reader does the mathThe calculator does it with the reader’s inputs
What does the fix look like?A screenshot and a descriptionA booking card, chat loop, matching diagram and admin view
Which numbers should I remember?All of them, equallyA checkpoint singles out four
Can I share one point with my CFO?Send the whole PDFHighlight and share a single sentence or stat
Does it work on a phone?Portrait pages, small typeResponsive layout and adjustable text
Can it be printed or attached?YesShared as a link; the PDF remains the print version

What we would measure

This is an independent demonstration with no audience data, and we don’t report results for it. In a publisher’s deployment, the tools themselves become the data.

Program size

Calculator inputs (travelers, trips per year) show the size of the programs reading the guide, which is a qualification signal for sales.

Pain points

Which strategies readers finish, and where they set alert thresholds, show which problems matter most to this audience.

Intent

Checkpoint completion and clicks to a demo request, passed to the publisher’s CRM if needed (quoted separately).

Where this approach fits

Any document that argues with numbers is stronger when the reader can enter their own.

ROI and business-case guides

Content that has to survive a budget review, where a calculator lets a champion bring their own figures.

Buyer’s guides

Comparisons and evaluation guides, where a self-check or filter turns general advice into a recommendation.

Product-led playbooks

Strategy guides that show the product working, without becoming a product tour.

FAQ

Common questions about this edition and projects like it.

Was this edition commissioned by Brex or Navan?

No. It is an independent portfolio demonstration built from a guide Brex and Navan published. The text and figures are theirs; the tools, design and build are Studio Vektor’s.

Are the calculator results real data?

The calculators combine the guide’s published figures with the reader’s own inputs. Defaults such as the 70% automation share are labelled as example assumptions, and currency conversions use fixed example rates.

What would an edition like this cost?

Interactive eBooks start from $635, and the Advanced package with one defined quiz or scoring tool starts from $1,170. An edition with six tools, narration and two reading tracks goes beyond those packages and is quoted on scope after we see your document.

Can calculator answers be passed to our CRM?

Yes, as a separate integration. Calculator inputs and quiz results can be sent with a lead form to your marketing automation or CRM; that connection is scoped and quoted separately.

Selling with numbers?

Let buyers calculate the value themselves.

ROI guides, buyer’s guides and business cases convert better when readers can test them. Send yours and we’ll suggest the calculators worth building.

Interactive eBooks from$635Advanced with a quiz or scoring tool from $1,170.

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