2.2 Configure Coupa

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Overview

Configuration phase ensures that customer's business process design is appropriately translated into setup of environment. Configuration walkthrough assists customer with understanding of system setup architecture and allows for completion of overall model phase. Customer owns configuration once sign off has been provided.

Activities

Activity	Key Inputs	Roles & Responsibilities	Deliverables	Supporting Documents
Configure Instance	Business Process Design Decisions	Coupa SA owns configuration on Coupa led projects.	Configured Sandbox
Configuration Walkthrough	Multiple iterations to config document	Coupa SA owns configuration walkthrough on Coupa led projects	Configuration Document	Configuration Document SIM - Configuration Document CLM - Configuration Document Sourcing - Configuration Document Inventory - Configuration Document CLMA - Configuration Document CSO - Configuration Document CRA - Configuration Document Risk Aware - Configuration Document Services Maestro - Configuration Document Expenses - Configuration Document Coupa Pay Configurations - Partner vs. Coupa
Complete Configuration Document	Completed by Solution Architect	Coupa SA owns document completion on Coupa led projects. Partner completes config document on partner led projects and shares with Coupa SA before presenting to customer	Configuration Document
Configuration Sign Off and Hand Off to Customer		Coupa PM manages sign off from customer on Coupa led projects	Sign-off email	Configuration Email Sign Off Template