Coupa Implementation Kick off Month Day Year Customer
- Slides: 39
Coupa Implementation Kick off Month, Day, Year Customer Logo
Agenda INTRODUCTIONS PROJECT BACKGROUND/OBJECTIVES/EXECUTIVE MESSAGING KICK OFF OBJECTIVES AGENDA FOR KICK OFF WORKSHOP COUPA - COMPANY OVERVIEW PROJECT SCOPE PROJECT GOVERNANCE AND METHODOLOGY HIGH LEVEL TIMELINE ROLES AND RESPONSIBILITIES PRODUCT DEMO
Introductions and Culture
Coupa Team Coupa Implementation Delivery Team: • • • XXXX, Regional VP Professional Services, Project Sponsor XXXX, Coupa Project Manager XXXX, Coupa Sr. Implementation Manager XXXX, Integrations Manager XXXX, Supplier Enablement Manager Steering Committee/ Sponsors PMO Supplier Enablement Sr. Implementation Mgr Integrations
Customer Introductions
Project Background and Objectives Business Goals (Examples – Fill in as per your project) • Replace existing Customer P 2 P and Expense tools and provide a common platform across the enterprise • Reduce spot buys and bring more spend under management • Better spend visibility and management information to support zero-basedbudgeting • Increase in Process Efficiency Project Goals (Examples – Fill in as per your project) • Provide support and subject matter expertise during the Coupa Cloud Sourcing and Procurement solution deployment • Configure Coupa Cloud Sourcing and Procurement application to meet the crossfunctional business & technical requirements • Facilitate easier information exchange between procurement and invoicing system
Coupa Customer Success Model Identify your Success Goals driven Definition of your Success Goals Deployment Identification of Success Metrics Decisions support your Success Goals Identify Deploy Don’t replicate business inefficient and ineffective processes. SIMPLIFY! Success Goals Assess your Success Goals Can you realize savings in other areas Do we need to identify new Success Goals Review Measure your Savings progress! Quarterly Savings Success Reviews Define and record your adoption priorities for the next three/six months
Project Success Goals
Typical KPI Improvement with Coupa Procurement Pre-Coupa With Coupa % spend captured in P 2 P system < 30% > 80% % user 2 adoption of system < 30% > 90% % spend through catalogs < 20% > 50% % spend that is pre-approved < 30% > 60% % spend under contract < 40% > 70% % compliance with contracts < 40% > 90% % of POs sent electronically < 20% > 40% Requisition to PO cycle time > 7 days < 1 day Strategic / Transactional Mix 20%/80% 80%/20% 1: Spend = all addressable spend except wages, rent, utilities, amortization / depreciation, other areas where spend savings is not possible 2: % of licensed / intended users who are actively using the Procurement system All information is based on Coupa’s experience with prospective and existing customers and external benchmarks, wherever available
Typical KPI Improvement with Coupa Invoicing Pre-Coupa With Coupa < 5% > 10% $15 -30 30% lower > 20 days 1 – 3 days % of Invoices received electronically < 20% > 40% % of Invoices with inaccuracies > 15% < 3% 20%/80% 50%/50% % early pay discount capture 1 Cost per Invoice OK to Pay cycle time Strategic / Transactional Mix 1: % of addressable spend for which early pay discounts are currently captured All information is based on Coupa’s experience with prospective and existing customers and external benchmarks, wherever available
Kick off Objectives Today, we will kick-off the project and: Introduce the project team Provide a brief overview of Coupa Provide overview of Coupa Implementation Methodology and review project timelines Review roles and responsibilities of all team members Review project governance Review agenda for the next few days Plan next steps
Kick Off Session Agenda Date Time Attendees Introductions 8: 30 am All Implementation overview 9: 00 am All Morning Break 10: 00 am All Success metrics workshop 10: 30 am Executive sponsors, project team Lunch 12: 00 pm All Supplier enablement strategy 1: 00 pm Sourcing, AP, Procurement Afternoon break 3: 00 pm All Product training – Coupa overview 3: 15 pm AP team, Integrations team, Project team Day 1 Wrap Up (15 mins) 5: 00 pm All
Kick Off Session Agenda Date Time Attendees Integration strategy, approach and landscape 8: 30 am IT/integration resources Lunch 11: 30 am All Business process document review 12: 30 pm Staples project team, procurement team, IT team Afternoon break 2: 30 pm All Business process analysis– AP workflow 3: 00 pm Project team, AP Team Day 2 Wrap Up (15 mins) 5: 00 pm All
Kick Off Session Agenda Date Time Attendees Integrations- overview, data mapping 8: 30 am IT/integration resources Lunch 11: 30 am All Business process document review 12: 30 pm Project team, procurement team, IT team Hold for additional sessions if needed 2: 30 pm Day 3 Wrap Up (15 mins) 3: 30 pm All
Coupa – Company Overview Savings as a Service 85%+ Spend Under Management <64 hrs Average Approval Cycle Time 70% 4 -6 Approvals via Mobile and Email Months Average Time to Value
Coupa – Company Overview Trusted by global leaders
Coupa – Company Overview Coupa difference Best Platform Adoption Rates delivers true spend under mgmt (88% Coupa vs. 40% Others) Learn Once, Know Everywhere Industry leading usability and consistency for minimal training Innovative Supplier Approach Easy collaboration with broadest set of suppliers (small to large) 100% Mobile Platform drives full adoption and fastestapproval cycle times (<1 day) Singular Organic Platform Each app informs one another and no integration cross module Highest Return on Investment with absolute lowest TCO and avg. time to value of <6 months Unparalleled Configuration delivers agility as business is able to continuously adapt over time Subscription Business Model Services & Suppliers not a revenue driver by design Rapid Rate of Innovation 3 -4 business maintainable platform releases per year Strategic Extension to ERP(s) Very flexible integration model for today’s and future needs Metrics Focused Partnership KPI success tracked ongoing implementation just the start Real-time Benchmarking Coupa True Cloud Metrics covering 20+ key data points © 2015 Coupa Software, Inc - Confidential
Source to Order Scope – change content as needed Technical Functional • Contracts § • Budgets (Optional) • Requisition • PO Generation • PO Dispatch § § § • Supplier & catalogue enablement • Supplier Network • Reporting and Analytics § § COUPA Standard Saa. S solution with no specific developments Single Sign On (In scope) Oracle Peoplesoft for Users and HR data Oracle EBS Integration for Accounts, Suppliers, Purchase Order Revisions, and Receipts Customer Invoicing System Admin Training, Train-the-Trainer • Strategic Sourcing Business • • • Supplier Enablement Change Management Program Management Training Languages: English Geography | Roll-out Strategy § § § Phase 1: Core Mode, North America Phase 2: EU Phase 3: Rest of the World
COUPA PROCURE-TO-ORDER PROCESS FLOW – change as needed
Project Governance STEERING COMM. CORE TEAM • Customer Names • COUPA - Names • Customer Names • Coupa Names FUNCTION STREAMS
Project Governance Charter • Steering Committee (meeting bi-weekly) – – • Business Critical Design Decisions Business Critical Impact decisions Overall Business Case Final go/no-go for rollout Core Team/Program Board (weekly meetings) – Overall management of the programme • Plan , costs, resources, business case etc – Develops designs and solutions for recommendation to Steering – Manage risks/issues – Recommends go/no-go to Steering Committee • Function Streams (Weekly Meetings) – Day to day management of the programme delivery for the individual function stream – Review design, project plan with respect to project impact – Providing Business and Functional Area expertise and advice – Management of Risk and Issues – Escalates Risks/Issues to the Core Team/Program Board
Coupa Deployment Model Program Oversight STEP 3 STEP 2 STEP 1 MOBILIZE INFORM STEP 4 PUBLISH ENGAGE 1. Identify Project Team 1. Success Metrics Workshop 1. 2. Develop Project Plan, timeline, and define Roles and Responsibilities 2. Executive Message Delivered 2. 3. Project Kickoff Meeting 3. Training 4. Scripted training in demo environment 4. Execute User Acceptance Testing Review and Revise the Coupa Business Process Playbook (Core Model) 5. 3. Schedule Weekly Status, Executive Steering, Success Metrics, and Project Kickoff Meeting 1. Engage Integrations Team |Supplier Enablement Team 2. Instantiate Coupa Test Instance 3. Collaborate and Communicate with Customer 5. Configure Playbook in test environment Architecture Review Board 1. Move to Production Tasks 2. Execute on User Training 3. Go-Live 4. Hyper. Care 5. Go-live Issues Resolution 6. Review core UAT Scripts (revise as necessary) 7. ARB Scheduled Master Data Management Integration Change Management | Training Supplier Enablement
Methodology Step 1: Kick Off Step 2: Analysis Step 3: Setup & Configure Step 4: Supplier Enablement Step 6: Training Step 7: UAT Step 8: Go Live Deployment Step 9: Transition to Customer Success Step 5: Integration • Coupa Implementation team will work with you throughout the project • Coupa will partner with you for long term success • Detailed Statement of Work was created to guide project work deliverables and define roles/ responsibilities
Analysis Phase • Key Activities: • Series of workshops to identify/ define business requirements • Review the as-is process and define the best practice to-be model • Validate understanding of needed configuration and data requirements • Identify data source systems and integration needs • Key Deliverables: • Business Process Document • Key Participants: • Core Project Team • Subject Matter Experts
Configuration Phase • Key Activities: • Set up and configuration of Test environment • Complete configuration • Complete master data loads • Validate configuration and design decisions for system functionality (UAT) • Key Deliverables: • Configuration Document • Key Participants: • Administrators of Coupa • Core Project Team
Supplier Enablement Phase • Key Activities: • • Key Deliverables: • • Review existing supplier data Agree on the criteria for suppliers for initial set-up Create supplier strategy based on review Define process for enabling new suppliers Training suppliers Ongoing supplier enablement management Sample supplier communication template Low touch supplier presentation High touch suppliers enabled Key Participants: • Procurement team • Vendor Management team
Integration Phase • Key Activities: • Define integration requirements and business rules • Map data for integration planning • Set up and configure test environment • Develop unit test strategy • Execute unit test • Key Deliverables: • Integration Requirement Document • Integration Architecture Diagram • Key Participants: • IT integration resources
Training Phase • Key Activities: • Develop training strategy to support system roll out • Develop change management strategy • Create training documents and learning aids • Identify key users for training • Execute delivery of training • Key Deliverables: • Training material for roll out • Key Participants: • Trainers • Change Management Team
Testing Phase • Key Activities: • • • Conduct/ support UAT – end to end testing Provide resources for testing Assist in issue resolution Address issues and retesting efforts Sign-off on system operation and functionality • Key Deliverables: • UAT test scripts • UAT issue tracker spreadsheet • Key Participants: • • • Core Project Team Administrators of Coupa Testers
Go Live Phase • Key Activities: • Move test system to production (MTP) • Execute on communication strategy to user base • Transfer training material to user base • Go-Live Support - Hyper. Care • Key Deliverables: • Training material for roll out • Key Participants: • Support Desk • Administrators of Coupa • Change Management Team
High Level Estimated Implementation Timeline Weeks 1 -20 August - December Weeks 15 -32 November - March Weeks 17 -34 November - March Phase 1: AP Workflow Invoices & Sourcing mple Only – Replace Phase 2: your Implementation Expenses Details Phase 3: Source to Pay
Estimated Implementation Timeline – Phase 1 WE 8/7 Weeks 4 -9 Weeks 1 -3 Kick Off Analyze WE 12/18 Start ---- End Weeks 10 -15 Weeks 16 -20 Project Definition, Project Plan Product Training Business Process Design Best Practices Sample Only – Replace th your Implementation Details Configure Enable Suppliers Integrate Train Sandbox Configuration Define Supplier Enablement Strategy Enable suppliers Integration Requirements, review integrate. coupa. com Trainers review online training on training. coupa. com Design, build, test transactional and business object interfaces Trainers training in Sandbox Acceptance Testing Go Live! UAT AP Workflow Trainers train end users
Estimated Implementation Timeline – Phase 2 WE 11/13 Weeks 20 -25 Weeks 15 -20 Kick Off Analyze Configure Train Weeks 26 -30 Weeks 30 -32 Project Definition, Project Plan Product Training Business Process Design Best Practices Sandbox Configuration ple Only – Replace our Implementation Details Integrate WE 3/12 Start ---- End Integration Requirements, review integrate. coupa. com Design, build, test transactional and business object interfaces Trainers review online training on training. coupa. com Acceptance Testing Trainers training in Sandbox UAT Go Live! Expenses Trainers train end users
Estimated Implementation Timeline – Phase 3 WE 11/27 Weeks 23 -28 Weeks 17 -22 Kick Off Analyze Train Sandbox Configuration Define Supplier Enablement Strategy Enable suppliers Integration Requirements, review integrate. coupa. com Design, build, test transactional and business object interfaces Trainers review online training on training. coupa. com Acceptance Testing Go Live! Weeks 32 -34 Business Process Design Best Practices mple Only – Replace h your Implementation Details Integrate Weeks 29 -32 Project Definition, Project Plan Product Training Configure Enable Suppliers WE 3/25 Start ---- End Trainers training in Sandbox UAT Source to Pay Trainers train end users
Coupa Roles & Responsibilities Role Responsibility Project Sponsor Main point of contact to ensure customer success. Project Manager Responsible for overseeing the implementation of the application. Helps plan meetings and should have a strong understanding of the overall goals of the implementation and Coupa features and functions. Coupa Implementation Manager Works with the customer team during all phases of the implementation including business process analysis, training, integration, etc. Coupa Integration Architect Works with IT to define integration format and mappings. Works with Coupa integration engineers to program integrations. Supplier Enablement Manager Works with the customer team to analyze, identify and enable high touch suppliers and train the customer on low touch enablement. Name
Coupa Deliverables and Scope Task Description Owner 1. Program Management Weekly status reports for Coupa owned tasks Coupa Project Manager 2. Success Metrics Workshop Customer Success Metrics Workshop Results Document Coupa Project Sponsor 3. Configuration Configured Coupa Test environment matching signed-off Coupa Configuration Document; The production and staging environments are the responsibility of the Customer. Coupa Implementation Manager(s) 4. Integration Architecture Diagram (MS Word) Coupa Integration Manager 5. Supplier Enablement Ten (10) c. XML suppliers enabled in the Coupa Cloud Procurements solution. Coupa Supplier Enablement Manager 6. Training a. Coupa Implementation Manager(s) b. 7. Move to Production Administration Training and Train-the. Trainer training Coupa Standard training materials in the following areas: a. Sourcing b. Creating a Requisition c. Approval Processes d. Receiving Completion of all Move-to-Production tasks assigned to Coupa Implementation Manager(s)
Customer Roles and Responsibilities Role Responsibility Project Sponsor Responsible for attending critical milestone meeting, and decision maker for the project Project Manager Responsible for overseeing the implementation of the application. Helps plan meetings and should have a strong understanding of the overall goals of the implementation and Coupa features and functions. Procurement Business Process Owner Responsible for designing and approving business process flows for all procurement processes. Finance Business Process Owner Responsible for designing and approving business process flows for all Finance related processes. IT Integration Owner Responsible for managing the integration between Coupa and internal systems. Trainer / Change Management Responsible for receiving the Coupa “Train the Trainer” training and training end users on how to use the service. Also responsible for internal communications required for the project. Coupa Admin This is the team who will administer Coupa going forward. They will receive special training and involvement in the configuration process.
Coupa Demo & Overview Personalize preferences Online Notifications
Project Tools Project Collaboration: https: //sites. google. com/a/customersite Smartsheets for managing the project plan Reference Locations: http: //integrate. coupa. com http: //implement. coupa. com http: //learn. coupa. com http: //support. coupa. com http: //community. coupa. com
- Day 1 day 2 day 3 day 4
- Month abib jewish calendar
- Sidereal month vs synodic month
- Kick off møde agenda
- Uat kick off meeting
- Kick off briefing
- Contoh kick off meeting proyek
- Mentoring kick off meeting
- Kick off meeting agenda for construction project
- Tujuan inisiasi proyek
- Kick off palaveri
- Kick off mail
- Uat agenda
- Kickoff o que é
- Erp kick off meeting presentation
- Tiedonohjaus
- Kick off agenda
- Kick off bl
- Kick off meeting portugal
- Kick off stage is mandated for
- Kick off rugby
- Audit kick off meeting agenda
- Project kick off meeting speech sample
- Mentorship kickoff meeting
- Clave kick off
- Day 1 day 2 day 817
- What does pending buyer action mean in coupa
- Coupa portal
- Coupa portal
- Present perfect of hurry example
- Favorite month of the year
- What is fbla-pbl’s official parliamentary authority?
- Elbows off the table fingers off the food song
- Closing off the year
- Poem for y6 leavers
- Marketing information and customer insights
- Customer relationship management and customer intimacy
- Perbedaan customer relation dan customer service
- Beyond customer satisfaction
- Customer relationship management and customer intimacy