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 success.coupa.com Login access for Customer
(Repositories for education materials, product behavior issues, Release Notes, etc.)
|List of Customer Users||
Access to eLearning training content and success.coupa.com articles
Create a Support Ticket "Customer Name: Enable Customer User Emails for eLearning and success.coupa.com" and email@example.com will get the task.
(May be optional. May be included with integration. Check SOW and firstname.lastname@example.org.)
|Order Form and SOW for specific customer training needs||In-Person Training||Email email@example.com|