Architecture Review Board Insert Customer Name Insert Partner
Architecture Review Board <<Insert Customer Name>> <<Insert Partner Name>> <<Date>>
Agenda • Process Flow Design and Platform Configuration • Chart of Accounts Structure • Approval Chain and Workflow Review • Custom Field Review • Content Management • Account Security • Content Groups • Custom Roles • Integration Objects and Source System(s) • Integration Architecture Diagram • Initial Date Volumes and Planned Delta Volumes • Additional Modules (If Applicable) • Expense Management • Inventory and Receiving • Sourcing • Open Items
Executive Summary Please define scope and roll out strategy including timeline. Please provide a high level overview of integration strategy including number of objects, and integration method. Please provide a summary of the customers’ success metrics. Please note any modules that are in scope.
Process Design and Configuration
Workflows (Approval Chains) Please provide a summary of the workflows that will be configured within Coupa including diagrams of the intended flows. Note, this should require multiple slides and include details around which type of configurations will be leveraged (management hierarchy or custom chains) and approval chain volume.
Chart of Accounts Please provide a summary of the Chart of Accounts structure that will be implemented for the customer including Chart of Accounts format (static or dynamic), number of chart of accounts, and corresponding object within the customer’s ERP. Segment Required (Dynamic Only) Defaults from Object Defaults from Field List Defined In (Dynamic Only)
Custom Fields Field Type Object Defaults from Field Business Reason
Content Management
Content Groups Please provide a summary of the customer’s intended use of content groups. This summary should include the number of content groups, how they will be assigned to user records (maintenance), and what organization structure the content groups relate to.
Account Security Please provide a summary of the intended billing account security configuration. This summary should include the number of account security groups, how they will be assigned to user records (maintenance), and what organization structure the billing account security groups relate to.
Custom Roles Custom Role Starting Standard Role Business Reason
Integration
Inbound Integration Object Source Target Users Coupa Suppliers Coupa Account Validation Rules Coupa Approval Chains Coupa Requisitions Coupa Invoices Coupa Company Addresses Coupa Remit to Addresses Coupa Contracts Coupa Budget Lines Coupa Invoice Payments Coupa Lookup Values Coupa Items Coupa Expense Payment Coupa Exchange Rates Coupa Other Coupa Format Frequency
Outbound Integration Object Source Approved Invoices Coupa Purchase Orders Coupa Approved Expense Reports Coupa Purchase Order Revisions Coupa Target Format Frequency
Integration Architecture Diagram **Insert Integration Architecture Diagram**
Data Volumes Object Users Suppliers Account Validation Rules Approval Chains Requisitions Invoices Company Addresses Remit to Addresses Contracts Budget Lines Invoice Payments Lookup Values Items Expense Payment Exchange Rates Initial Volume Frequency of Update Format (initial/ongoing) Delta Volume
Additional Modules
Additional Modules Please provide a summary of any additional modules that will be used beyond procurement (Expenses, Inventory, Sourcing).
Open Issues
Open Items Please provide a summary of any items that are currently deemed high or urgent priority and may impact the success of the implementation.
- Slides: 20