2.1 Conduct Business Process Review, Design and Architect the Solution
Overview
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.
Activities
Activity | Key Inputs | Roles & Responsibilities | Deliverables | Supporting Documents |
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Schedule and lead Business Process Design Workshops |
Core Project Team (Procurement, Finance, System Admin)
Solution Architect
SME |
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Completed Business Process Workshops |
Business Design Workshop Decks
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Capture customer requirements in Business Process Requirements Document |
Core Project Team (Procurement, Finance, System Admin)
Project Manager
Solution Architect SME |
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Signed off Business Process Requirements Document |
Core Business Process Document: P2I, Coupa Pay, SIM, Expenses, Sourcing, Integrations CLM - Business Process Requirements Document CRA - Business Process Requirements Document Sourcing - Business Process Requirements Document Inventory - Business Process Requirements Document Spend Guard - Business Process Document Services Maestro - Business Process Document AIC - Business Process Requirements Questions CCW - Business Process Requirements Questionnaire InvoiceSmash - Business Process Requirement Document |
Capture integration requirements |
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Signed off Integrations Requirement Document
Signed off Integrations Design Checklist |
Integration Planning Worksheet
Integrations Requirements Document
CCW Standard Integration Master Document (stand-alone) |
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Architect the solution |
Client/Partner
Solution Architect
Technical Architect |
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CLMA Solution Overview |
Discuss and finalize customer enterprise architecture |
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Data Modeling |
Partner technical architect, Client technical architect, Partner Business architect, Partner SME, Client Business Architect, Client SME (procurement and AP) |
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Security requirements management | Coupa PS, Partner, Client technical team |
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