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 and partners to consider and review the topics below as part of their implementation.
User Guide
- 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.
- CLM Advanced Design Considerations
- Amendment
- Approval
- Bespoke Reports
- Bespoke Template Data Types
- Bulk Import and Configuration
- Clause Authoring
- Clause Library Analysis
- Collaboration
- Compliance Manager
- Contract Capture
- Contract Creation
- Contract Migration Test Approach
- Contract Search
- Contract Statuses Lifecycle
- Custom Data Fields
- Data for Contract Generation
- Data for Contract Management
- Data for Reporting
- Data for Search
- DocuSign
- Entity Manager
- Extract Transform Load (ETL)
- Intake
- Mass Actions
- Negotiation Approach
- Operationalization / Activation
- Permissions Scheme
- Quality Assurance / Final Capture
- Renewal
- Signature Workflow
- Site Dashlets
- Site Structure
- Smart Extract
- Standard Reports
- Template Configuration
- Template Specification
- Template Structure and Grouping
- Termination
- Universal Contract Model (UCM) Mapping
- User Administration
- User Groups
- User Roles
- Workflow