Establishing measurable success metrics is most crucial part of Coupa implementation and serves as baseline when determining success of Coupa rollout at an organization. These metrics should be identified early in the process and ingrained into every subsequent phase of the project. Every business process, configuration and integration decision should be made with these in mind.
Implementing a SaaS solution is more than just technology; we're going to drive an organization to adopt industry best practices in spend management. We're all about aligning customer goals and success metrics with the best practices we have seen first hand through the use of our technology.
|Activity||Key Inputs||Roles & Responsibilities||Deliverables||Supporting Documents|
|Obtain Value Discovery Tool Output||Account Executive/Value Engineering Team||Coupa Exec Sponsor/RVP works with Coupa Engagement Manager/Project Manager to obtain from VAE team||Value Discovery Output|
|Review value discovery output and list of common metrics to create a proposal on specific metrics to drive discussion with customer||Account Executive/Value Engineering Team||Coupa Exec Sponsor/RVP works with Coupa EM/PM to prepare list of success metrics that are pertinent to present to customer||List of pre-defined success metrics to review with customer||Success Metrics Pick Mix List|
|Offer customer to take Spend Management Survey||Coupa Exec works with Coupa EM/PM to discuss and present survey and benefits to customer||Completed Spend Management Survey by customer delivered back to Value Engineering Team for benchmarks comparison||Spend Management Survey|
|Hold Success Metrics Workshop||
Coupa Exec/Engagement Manager/partner drives the workshop
CSM should be invited for Tier 1-3
|Plan to define success metrics||
Success metrics presentation template - Strategic/Enterprise
Success metrics presentation - Mid-market/Jumpstart (abbreviated, base metrics)
Success metrics presentation - Expenses only