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Coupa Success Portal

1.5 Customer Training

Overview

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.

Activities

Activity Key Inputs Deliverables Supporting Documents
eLearning Access for Customer List of Customer Users

Access to Coupa U / eLearning (aka Litmos) training modules.

Email training@coupa.com with

eLearning user access form completed

 

Coupa University Home

success.coupa.com Access for Customer

 

(Repository for product behavior issues, Release Notes, etc.)

List of Customer Users Access to success.coupa.com articles Create a Support Ticket "Customer Name: Enable Customer User Emails for success.coupa.com" and martin.lynch@coupa.com will get the task.

In-Person Training

 

(May be optional. May be included with integration. Check SOW and training@coupa.com.)

Order Form and SOW for specific customer training needs In-Person Training Email training@coupa.com
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