The business process analysis is where we work with you and your business leads to review the Coupa business process questionnaire. We'll use this information to provide advice on the best practices and help you decide on how Coupa will be used in your company. Your project manager should help coordinate and facilitate the decision-making on your business processes within your company.
Some of the typical functional areas and key components that are part of this step include:
- Content & Collaboration
- Requisition to PO
- Expense creation (expense management only)
Once we're finished with the business process analysis, we'll have a document that outlines the key decisions for all your business flows, why they were made and the best practices that together, we decided to implement. The document will allow you to communicate effectively to the groups within your organization that will be using Coupa.
If we need to do integrations, we might start the integration phase at this point, running in parallel with the configure phase. We'll start by gathering integration requirements and begin discussing your situation with your integration team.
Once we're finished aligning, we'll move on to the configuration phase. Configuration is where we work with you to set up Coupa so you'll be ready for integration and UAT.