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Coupa Success Portal

1.5 Customer Training


As part of becoming aligned, we firmly believe in getting the customer project team into the product as much as possible.  Customer training is imperative to every implementation to ensure the customer's project team has had some exposure to the tool at the onset of the project.  We do this through an offering of both in-person University training classes and online training courses. This helps streamline all subsequent discussions around the business processes that drive the implementation.

Our philosophy is that you must be able to navigate and understand some of the basic Coupa concepts and terminology before we embark into a deep dive of your business processes.  Customer ultimately owns the Coupa configuration and needs to be as hands on throughout the implementation as possible. This will ease the services transition and roll off post go live and help customer maintain their system.


Activity Key Inputs Deliverables Supporting Documents

eLearning, Virtual Instructor-Led Trainings, and Login access for Customer


(Repositories for education materials, product behavior issues, Release Notes, etc.)

List of Customer Users

Access to eLearning training content and articles



Create a Support Ticket "Customer Name: Enable Customer User Emails for eLearning and" and will get the task.

Coupa University Home

AIC Dashboards How-to-use

In-Person Training


(May be optional. May be included with integration. Check SOW and

Order Form and SOW for specific customer training needs In-Person Training Email
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