- 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
- Current Coupa Usage
- Purchasing, Invoicing, Supplier Onboarding Processes
- Unused Coupa modules
Customer Adoption Manager
- 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.
- Best Practice Assessment Presentation including:
- Summary of activities
- Assessment of current configuration and integrations
- Prioritized recommendations
- KPI Report
- Spreadsheet of 70+ Transactional KPIs
- 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
- Best Practice Assessment Cost: $5,000