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Coupa Success Portal

4.1 Conduct Training


Delivering training to business users is key for ensuring success during UAT, Go live and post go live. This is a key transitional step and knowledge transfer that will lead to successful rollout and adoption.   Coupa adheres to Train the Trainer approach where we enable training leads to deliver training for their business.   Key project leads, admins and trainers are encouraged to sign up at the start of the project to receive core platform certification from Coupa University.  There are also courses that are available virtually that can be reviewed at any time during implementation.  See here for more:

Coupa University learning courses may be supplemented by additional knowledge transfer from customer's project delivery lead to customer on those specific to customer design and configuration in appropriate product areas.


Activity Key Inputs Roles & Responsibilities Deliverables Supporting Documents

Complete Coupa University courses

(in cases where not completed at start of project)

Customer, Coupa U Customer enrolls resources in courses

In-person training

Virtual classes
Knowledge Transfer to core project team Solution Architect, SME, Customer/Partner Solution Architect / SME coordinates knowledge transfer to Customer leads around Customer's system administration and configuration Knowledge Transfer sessions with Customer's project leads and training resources

CLM Admin Training

CLM End User Role Based Training

Pay Virtual Card Train-the-Trainer

Pay Invoice Payments Train-the-Trainer

Pay Expense Payments Train-the-Trainer

Train business users Customer Customer responsible for drafting training materials and enabling their user base Business user training completed and knowledge documents distributed Expenses- End User Training Sample Content
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