Escolar Documentos
Profissional Documentos
Cultura Documentos
Agenda
Coupa Overview
Connected Enterprise
Process Coverage
Supplier Network
Key Differentiators
Support Services
Unified Cloud
Platform
Learning &
Optimization
Implementation
Approach
Trust Coupa
Success Team
Accreditations &
Customers
coupa.com
Coupa Overview
FOUNDED IN 2006
HQ IN THE CAPITAL OF TECHNOLOGY INNOVATION:
SILICON VALLEY, CA
500+ GLOBAL CUSTOMERS IN OVER 100+ COUNTRIES
Valued at More than USD 1 Billion
17 Offices in 12 Countries and growing
290+ Technology and Implementation Partners World
Wide
800 + Employees Worldwide
Our Mission To Deliver Savings-As-A-Service that
Delivers Profitability
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coupa.com
coupa.com
Coupa
Savings-As-A-Service
Connected Enterprise
Coupa Overview
Process Coverage
Supplier Network
Key Differentiators
Support Services
Unified Cloud
Platform
Learning &
Optimization
Implementation
Approach
Trust Coupa
Success Team
Accreditations &
Customers
coupa.com
coupa.com
Supplier
Supplier
Informatio
Informatio
n
n
Contract
Contract
Negotiatio
Negotiatio
n
n &
&
Authoring
Authoring
Supplier
Supplier
short
short
Listing
Listing
Requirem
Requirem
ent
ent &
&
Specificati
Specificati
on
on
Invite
Invite
Bid/RFQ
Bid/RFQ
Sourcing
Compare
Compare
Quote
Quote &
&
Select
Select
Vendor
Vendor
Catalogue
Catalogue
Listing
Listing
Self
Self Service
Service
//
Expense/Ma
Expense/Ma
terial
terial
Requisition
Requisition
s
s
Place
Place
Purchase
Purchase
Order
Order
Inventory
Inventory
Check
Check
Procurement
Invoicing
Track
Track &
&
Receive
Receive
Shipment
Shipment
Invoice
Invoice
Processing
Processing
Payment
Payment
Authorizat
Authorizat
ion
ion
Analytics
Procurem
Procurem
ent
ent &
&
Spend
Spend
Analysis
Analysis
Inventory
Up Stream
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Down Stream
coupa.com
Coupa
Savings-As-A-Service
Connected Enterprise
Coupa Overview
Process Coverage
Supplier Network
Key Differentiators
Support Services
Unified Cloud
Platform
Learning &
Optimization
Implementation
Approach
Trust Coupa
Success Team
Accreditations &
Customers
coupa.com
Key Differentiators
User Adoption
Best Platform Adoption
Rates
delivers true spend
under mgmt (88%
Coupa vs. 40% Others)
Learn Once, Know
Everywhere
Industry leading
usability and
consistency for minimal
training
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Coupa Supplier
Network
More Electronic
Transactions Get
unparalleled supplier
adoption
Highest Return on
Investment
with average time to
value of < 6 months
Better Supplier
Relationship
Avoid
mix ups and handle
status inquiries &
issues electronically
coupa.com
Key Differentiators
Mobility
100% Mobile Platform
drives full adoption and
fastest approval cycle
times (<1 day)
Notifications &
Approvals
auto Notifications Let
every one in chain know
the status
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Single Unified
Platform
Singular Organic
Platform
Each app informs one
another
and no integration cross
module
Strategic Extension to
ERP(s)
Very flexible integration
model
for todays and future
needs
Cloud Driven
Success
Rapid Deployment
Multitenant Cloud
Solution easy to Deploy
Rapid Rate of
Innovation
3-4 business
maintainable
platform releases per
year
coupa.com
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Benefits
Consumer
Shopping
Interface
Actionable
Email
Notification
s
BusinessOwned
Configuratio
n
One User
Experience
100%
Mobile
Coupa
Savings-As-A-Service
Connected Enterprise
Coupa Overview
13
Process Coverage
Supplier Network
Key Differentiators
Support Services
Unified Cloud
Platform
Learning &
Optimization
Implementation
Approach
Trust Coupa
Success Team
Accreditations &
Customers
coupa.com
14
coupa.com
BENEFITS
Pre-Integrated
Applications
One Administration
100% Mobile
15
Coupa
Savings-As-A-Service
Connected Enterprise
Coupa Overview
16
Process Coverage
Supplier Network
Key Differentiators
Support Services
Unified Cloud
Platform
Learning &
Optimization
Implementation
Approach
Trust Coupa
Success Team
Accreditations &
Customers
coupa.com
Project Governance
Steering Committee
STEERING COMMITTEE.
(meeting bi-weekly)
(weekly
meetings)
CORE TEAM
Function Streams
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(Weekly Meetings)
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coupa.com
Align
Activities
Project
Kick off
off
Project Kick
Hands-on
product
Hands-on product
workshops
workshops
Review
Review of
of SOW
SOW
Business
Process
Business Process
Analysis
Analysis
Finalization
Finalization of
of
Change
Change
management plan
plan
management
Discussion
on
Discussion on Roll
Roll
Out
Strategy
Out Strategy
Deliverables
Configu
Project re
Management
Deploy
Integra
te
Activities
Activities
Activities
Configuration
Configuration of
of
Sandbox
Sandbox as
as agreed
agreed
during
during align
align phase
phase
Creation of
of
Creation
Configuration
Configuration
Document
Document
Coupa
Coupa led
led hands
hands on
on
training
training
Migration
Migration of
of setup
setup
data
in
the
data in the sandbox
sandbox
env.
env.
Finalization of
of
Finalization
Integration
Integration
Deliverables
requirement
requirement
Standalone
Standalone
configured Sand
Sand
configured
box
environment
box environment
Configuration
Configuration
Document
Document
Training
Training Document
Document
of
Identification
Identification of
Business
objects
Business objects to
to
be
integrated
be integrated
Map
Map Data
Data from
from
Coupa
to
target
Coupa to target
systems
systems
Build
Build Integrations
Integrations
Unit
&
Unit & Integration
Integration
Testing
Testing
Supplier
Supplier
Enablement
Enablement
Coupa
Coupa Integration
Integration
Training
Deliverables
Training
Acceptance
User
User Acceptance
Testing
Testing
CutCut- over
over and
and Move
Move
to Production
Production
to
Collection
Collection of
of Data
Data
for
optimization
for optimization
Hypercare
Hypercare and
and
Transition
to
Transition to
Customer Success
Success
Customer
Integration
Integration
Requirement
Requirement
Document
Document
Integration
Integration
architecture
architecture
diagram
diagram
Unit
Unit &
& Integration
Integration
Testing
Testing completion
completion
document
document
Final
Sign off
off
Final Sign
Document
Document
Data
Data Migrated
Migrated to
to
Production
Production
Coupa
Coupa sandbox
sandbox
(testing)
(testing)
environment
environment
Document
Document Outlining
Outlining
the Key
Key Decisions
Decisions
the
for
for your
your Business
Business
flows
flows
Online
Online Training
Training
Starts
Starts
Change
Finalized
Finalized SOW
SOW
Deliverables
Management
coupa.com
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coupa.com
Coupa
Savings-As-A-Service
Connected Enterprise
Coupa Overview
21
Process Coverage
Supplier Network
Key Differentiators
Support Services
Unified Cloud
Platform
Learning &
Optimization
Implementation
Approach
Trust Coupa
Success Team
Accreditations &
Customers
coupa.com
Success
Goals
Deployment
Goals
Identification of Success
Metrics
Identify
Deploy
other areas
Do we need to identify
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new Success Goals
driven
Goals
Dont replicate business
inefficient & ineffective
processes. SIMPLIFY!
Success
Goals
Goals
Review
Measure
progress!
Reviews
Define and record your
coupa.com
adoption
priorities for the
Technical Account
Managers
Technical Support
Ourin-house solutionsteam
with high technical aptitude,
extensive Coupa product
knowledge and a deep
understanding of purchasing
and procurement.
They listen to your needs and
act as a bridge with Coupa
Product Management,
Development, Operations,
Sales or anyone else at Coupa
Example of how TAM help
customers
Assistance in Coupa
Expansion
Helps in Integrating
Coupa
Address recurring issue
Identify and helping to
eliminate manual
Coupa
Savings-As-A-Service
Connected Enterprise
Coupa Overview
24
Process Coverage
Supplier Network
Key Differentiators
Support Services
Unified Cloud
Platform
Learning &
Optimization
Implementation
Approach
Trust Coupa
Success Team
Accreditations &
Customers
coupa.com
Coupa Integration
Coupa platform is highly flexible and allows its customer to integrate Coupa with any
3rd party software in market.
Coupa supports integrations with third-party systemssuch as SAP, Oracle, NetSuite, Emptoris, Bank Card
integrations with AMEX, BOA, etc. to name a few
Through these integrations, Coupa allows its customers to build streamlined workflows while continuing to
leverage different systems that offer best-in-class capabilities in their domain.
Coupa offers integration through following 2 ways
1. Flat File Integration
2. REST API
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coupa.com
Integration Services
Our integration team brings many years of experience as well as an extensive toolset to your project to make
sure that your integration phase goes smoothly.
we will work with you to design, build, and test the integration
Each Coupa implementation includes a data modeling exercise to define the data flows needed to support endto-end business processes across Coupa and the necessary 3rd party systems.
Integration with Multiple ERP - Together with our customers, weve integrated with over 60 ERP software
systems. Managers and analysts get a consolidated view of spend and savings opportunities across the entire
company.
The typical business objects that are brought into Coupa from a 3rd party system are:
Suppliers
Accounts
Users
The typical transactional objects that are brought into the 3rd party system from Coupa are:
Invoices
Invoice Payments
Purchase Orders
Expense Reports (Expense management only)
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coupa.com
Coupa
Savings-As-A-Service
Connected Enterprise
Coupa Overview
Supplier Network
Process Coverage
27
Key Differentiators
Support Services
Unified Cloud
Platform
Learning &
Optimization
Implementation
Approach
Trust Coupa
Success Team
Accreditations &
Customers
coupa.com
Infrequent or change averse suppliers may choose to use Coupa patent-pending Supplier Actionable Notifications,
or to simply send Email to your Coupa inbox
Coupa enablement experts will work with you to determine the best way to work with you and your
suppliers like In some cases we help companies on-board all their suppliers, contacting each of them to explain the options
available to them and the benefits of transacting online.
In other cases contact a subset of your suppliers, or train your internal teams on how to engage
with suppliers
coupa.com
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and explain the benefits.
Coupa
Savings-As-A-Service
Connected Enterprise
Coupa Overview
Supplier Network
Process Coverage
Support Services
Key Differentiators
29
Unified Cloud
Platform
Learning &
Optimization
Implementation
Approach
Trust Coupa
Success Team
Accreditations &
Customers
coupa.com
Global Support
We are a global organization of certified experts operating in multiple languages in different support centers
around the world. With multiple support centers across the globe, we have you covered any time, any day of
the week.
coupa.com
Severity Levels
Well defined severity levels help to ensure that any issues that customers may experience are prioritized
appropriate
Level 3: Error that results in common functionality experiencing an intermittent problem or a consistent
failure in less common functionality.
Level 2: Serious error that results in a major function of the Service suffering a reproducible problem causing
either major inconvenience to users or consistent failure in common functionality.
Level 1: Severe error that results in the Service being completely unavailable and halting transactions with
no workaround.
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coupa.com
Coupa
Savings-As-A-Service
Connected Enterprise
Coupa Overview
Process Coverage
Supplier Network
Key Differentiators
Support Services
Unified Cloud
Platform
32
Learning &
Optimization
Implementation
Approach
Trust Coupa
Success Team
Accreditations &
Customers
coupa.com
Coupa Learning
Coupa offers a multitude of learning solutions to help its customers be successful. Customers have
access to free, self-paced, online learning of the Coupa Suite.
Learning Event
Every week one can attend a free webinar covering different topics including new releases and customer stories.
Customer e-Learning
Customers can access Coupa's e-learning library through our Customer Learning Portal.e-Learning portalhas
courses designed to help you become successful in your Coupa role, whether you're new to the project team on the
implementation, have questions surrounding how an object works, or would like to learn more about other Coupa
products in the Coupa Suite - we have eLearning content available at your fingertips.
Keep it Simple
Coupas Keep it Simple Webinarsareone hour where customers share their success stories. The purpose of the Keep
it Simple Webinars areto share how other customershave been able tosimplify theircomplex process, met a critical
business need, or solvea logistical challenge by using Coupa.
Coupa Certification
Coupa offer in-person certification training throughout the year. Our Certification courses will teach you all the skills
needed to set up and optimize a Coupa Suite. You'll learn about settings, configurations, roles, ideal workflows and
best practices to mapping your business processes to Coupa.
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coupa.com
Optimizing Coupa
Cloud Health Checkup
The Coupa Cloud health check is designed to assist Coupa customers with identifying areas of improvement, and
promote the efficient and effective use of the Coupa cloud software solution
Key Activities of Health check up are Configuration and Solution usage analysis
Coupa Configuration review
Success Metric Review
Business Process Review
Coupa Cloud Solution recommendations
Measuring Success
How to quantify success so you can show the value of your work using dashboards, benchmarks, and create your
own savings program!
Benchmarking - With meaningful benchmark analysis, you can learn from the experience of others and apply
that learning to making more informed spend management decisions
DashBoard - With real-time graphical views, Coupas Dashboards provide critical insights to spending
management performance, supplier performance, liquidity and more.
Learn to manage your suppliers by optimizing your processes, greater data management, and understanding
your supplier base
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Expand Usage - he key to success with Coupa is ensuring people are using it to find what they need.
Coupa
Savings-As-A-Service
Connected Enterprise
Coupa Overview
Process Coverage
Supplier Network
Key Differentiators
Support Services
Unified Cloud
Platform
Learning &
Optimization
Implementation
Approach
Trust Coupa
Accreditations &
Customers
Success Team
35
coupa.com
37
coupa.com
Coupa
Savings-As-A-Service
Connected Enterprise
Coupa Overview
Process Coverage
Supplier Network
Key Differentiators
Support Services
Unified Cloud
Platform
Learning &
Optimization
Implementation
Approach
Trust Coupa
Accreditations &
Customers
Success Team
38
coupa.com
Coupa
Trusted By Global Leaders
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coupa.com
coupa.com
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coupa.com
Thank you
Methodology
Step 2: Analysis
Step 4: Supplier
Enablement
Step 6: Training
Step 7: UAT
Step 8:
Go Live Deployment
Step 9: Transition
to Customer
Success
Step 5: Integration
Coupa Implementation team will work with you throughout the project
Coupa will partner with you for long term success
Detailed Statement of Work was created to guide project work deliverables
and define roles/ responsibilities
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coupa.com
Analysis Phase
Key Activities:
Review the as-is process and define the best practice to-be model
Key Deliverables:
Business Process Document
Key Participants:
Core Project Team
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coupa.com
Configuration Phase
Key Activities:
Complete configuration
Key Deliverables:
Configuration Document
Key Participants:
Administrators of Coupa
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coupa.com
Key Activities:
Training suppliers
Key Deliverables:
Key Participants:
Procurement team
coupa.com
Integration Phase
Key Activities:
Key Deliverables:
Key Participants:
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IT integration resources
coupa.com
Training Phase
Key Activities:
Key Deliverables:
Training material for roll out
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Key Participants:
Trainers
coupa.com
Testing Phase
Key Activities:
Key Deliverables:
Key Participants:
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Administrators of Coupa
Testers
coupa.com
Go Live Phase
Key Activities:
Key Deliverables:
Training material for roll out
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Key Participants:
Support Desk
Administrators of Coupa
coupa.com
Responsibility
Project Sponsor
Project Manager
Coupa Success
Manager
Coupa Integration
Architect
Supplier
Enablement
Manager
51
Name
coupa.com
52
Role
Responsibility
Project
Sponsor
Responsible for attending critical milestone meeting, and decision maker for
the project
Project Manager
Procurement
Business Process
Owner
Responsible for designing and approving business process flows for all
procurement processes.
Finance Business
Process Owner
Responsible for designing and approving business process flows for all Finance
related processes.
IT Integration Owner
Trainer / Change
Management
Responsible for receiving the Coupa Train the Trainer training and training
end users on how to use the service. Also responsible for internal
communications required for the project.
Coupa Admin
This is the team who will administer Coupa going forward. They will receive
special training and involvement in the configuration process.
coupa.com
Executive Leadership
Begin by Benchmarking
Focus on Success
Communication and
Change Management
Become a Coupa Expert
Account Structure
Supplier participation has been a thorn in the side of many e-procurement initiatives.
Effective procurement rests on managing and developing relationships between buyers
and suppliers.
coupa.com
Pre-Coupa
% spend captured in P2P
system
With
Coupa
< 30%
> 80%
< 30%
> 90%
< 20%
> 50%
< 30%
> 60%
< 40%
> 70%
< 40%
> 90%
< 20%
> 40%
> 7 days
< 1 day
20%/80%
80%/20%
1: Spend = all addressable spend except wages, rent, utilities, amortization / depreciation, other areas where spend savings is not
possible
2: % of licensed / intended users who are actively using the Procurement system
coupa.com
54
All information is based on Coupas experience with prospective and existing customers and external benchmarks, wherever
Pre-Coupa
With
Coupa
< 5%
> 10%
$15-30
30% lower
> 20 days
1 3 days
< 20%
> 40%
> 15%
< 3%
20%/80%
50%/50%
1: % of addressable spend for which early pay discounts are currently captured
All information is based on Coupas experience with prospective and existing customers and external benchmarks, wherever available
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coupa.com
Key Differentiators
Upgrade and Refresh Cost
Forced Migration More Capex
IT Staffing Cost
Retention Availability Recurring
Integration Costs
Middleware Lic. APIs
Implementation Costs
TTM Skill retention Support staff
Application License
Capex Sunk Cost AMCs Scaling up costs
Hardware Costs
DC DR Facility Service Desk Power AMC
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coupa.com
On Demand
Monthly Subscription
Pay as you Grow
Evergreen & Fresh
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coupa.com