Implementation Best Practices
Benefiting From Experience
Our experience has informed our thinking and ways of doing things. We believe that the Coupa platform has embodied industry leading business practices and through our many implementations, we have developed, collected and integrated implementation techniques that have been shown to lead to consistently superior results. We share some of these selected practices here.
We advise our customers to consider and review the topics below as part of the implementation.
User Guide
- Account Structure
- The account structure you create affects everything from your approvals, budgeting, reports, and more. Learn how to best set up accounts in Coupa.
- Five Steps to Success
- Success can be learned, and it starts with Executive Leadership through using industry best-practices. Learn how to ensure your company is successful with Coupa.
- Global Rollout Considerations
- Doing business globally requires planning and effort to manage complexities pertinent to multiple business environments. Here are some factors to consider when starting out with Coupa.
- Implementation Options
- You choose how you'll use Coupa, from just reqs to a full P2P (procure-to-pay) solution. See how you can use Coupa to best meet your company's needs.