Skip to main content

 

 

Coupa Success Portal

Best Practice Assessment

Overview

Objectives

  • Identify areas to accelerate progress toward defined business goals and success metrics
  • Identify specific actions to improve efficiency and meet/exceed success metrics
  • Create a Project Plan highlighting next steps, and possible path forward options

Scope

  • Current Coupa Usage
  • Purchasing, Invoicing, Supplier Onboarding Processes
  • Unused Coupa modules

Resource

Customer Adoption Manager

Activities

  • Generate detailed operational data analysis and KPIs
  • Conduct Primary Activity Value Assessment ["PAVA"] to identify most important improvement areas.
  • Review current configuration and identify gaps as compared with business best practices.
  • Map current Value Roadmap / Initiatives to business goals and success metrics.
  • Identify prioritized / recommended set of improvement initiatives.
  • Assess organizational readiness for change.
  • Revise / update Value Roadmap based on balance of business needs, improvement impact and change readiness.

Deliverables

  • Best Practice Assessment Presentation including:
    • Summary of activities 
    • Assessment of current configuration and integrations
    • Prioritized recommendations
  • KPI Report
    • Spreadsheet of 70+ Transactional KPIs

Requirements

Customer Involvement 

  • 1 hour Introductory call with Customer Team
  • Coordination of 1 day (8 hour) onsite visit
    • Accounts Payable SME
    • Procurement SME
    • Supplier Onboarding SME
    • Coupa Administrator
    • Coupa Business Owner

Customer Investment

  • Best Practice Assessment Cost: $5,000

 

clipboard_e873b8b904b3188c41eb1ef833915aff7.png

 

 

  • Was this article helpful?