Skip to main content



Coupa Success Portal

2.1 Conduct Business Process Review, Design and Architect the Solution


Business Process Design is a key project activity that drives towards optimal system configuration and architecture. Complete signed off business process design ensures there are no process blockers later in the project that could impact other project milestones and overall timelines. Design process review sessions should educate customers on our best practices and demonstrate our recommendations in alignment with their requirements and success goals.


Activity Key Inputs Roles & Responsibilities Deliverables Supporting Documents

Schedule and lead Business Process Design Workshops

Core Project Team (Procurement, Finance, System Admin)


Solution Architect



  • Coupa Solution Architect leads workshops for Coupa led project.  Attends workshops and supports partner on partner led project.
  • Initial workshops should be on site at Tier 1 and 2 customers
Completed Business Process Workshops

Business Design Workshop Decks

  1. Requisitioning Goods and Services
  2. Buying Channels
  3. Approvals
  4. Purchase Order Management
  5. Accounting
  6. Receiving
  7. Invoicing Workflow
  8. InvoiceSmash
  9. Master Data Handling
  10. Security Controls (Roles, Content Groups, Account Groups)
  11. Reporting/Analytics
  12. Budgets
  13. Expenses
  14. Inventory
  15. Contracts
  16. Sourcing
  17. SIM
  18. Data Dependency
  19. Supplier Modeling
  20. Accruals
  21. Process Diagrams (PDF)
  22. Process Diagrams (VDX)
  23. CLM Process Diagrams (PDF)
  24. Sourcing Process Diagrams (PDF)
  25. Storefront
  26. Risk Assess (CRA) Risk Accelerator Guidebook
  27. Risk Assess Permissions Flowchart
  28. SpendGuard

Capture customer requirements in Business Process Requirements Document

Core Project Team (Procurement, Finance, System Admin)


Project Manager


Solution Architect


  • Coupa SA responsible for capturing business requirements on Coupa led project.  Partner functional architect will do so on partner led.
  • Partner to review with Coupa SA before requesting sign off from customer
Signed off Business Requirement Process Document

Business Process Requirements Document (XLSX)

Business Process Requirements Document (GSheets)

SIM - Business Process Requirements Questionnaire

CLM - Business Process Requirements Questionnaire

Pay - Business Process Requirements Document

Sourcing - Business Process Requirements Questionnaire

Sourcing - Design Sessions Workshops

SpendGuard - Business Process Requirements Questionnaire

AIC - Business Process Requirements Questions

Capture Integrations requirements in Integration Requirements Document and Review Integrations Design Checklist  
  • Partner/Client is responsible for filling out integration planning worksheet and capturing requirements.
  • Client responsible for sign off on design checklist
  • Client/Partner is responsible for completing the data mapping document.
  • Coupa TS architect is responsible for driving the partner/client to complete the documents and tasks
  • Coupa TS architect is responsible for reviewing the content and providing feedback to partner/client

Signed off Integrations Requirement Document


Signed off Integrations Design Checklist

Integration Planning Worksheet


Integrations Requirements Document


Integration best practices


Integrations Design Checklist


Integration mapping


AIC data mapping field list

Architect the solution



Solution Architect


Technical Architect

  • Coupa solution and technical architects work with client/partner to finalize solution architecture diagram
  • Signed off Solution Architecture diagram that defines what business functions are mapped to Coupa vs. other systems in customer's enterprise landscape.
CLMA Solution Overview

Discuss and finalize customer enterprise architecture

  • Coupa TS architect is responsible for having the discussions with the Client IT and enterprise architecture teams - resolve any issues/questions, provide recommendations on the choice of middleware, endpoint, data transformation, integration interfaces, error handling, monitoring etc.
Data Modeling

Partner technical architect, Client technical architect, Partner Business architect, Partner SME, Client Business Architect, Client SME (procurement and AP)

  • Coupa PS solutions architect will work together with the Coupa TS technical architect to model and design key data elements like COA, Suppliers, Addresses etc.
Security requirements management Coupa PS, Partner, Client technical team
  • Coupa TS architect will triage the security related questions and address them
  • Coupa TS architect will reach out to the Coupa security team appropriately to address some of the advanced topics
  • Was this article helpful?