Procurement transformation powered by a Coupa implementation affects many functional and technical groups across the organization.

To ensure your organization is tracking toward its goals, consider these four ways to drive implementation success:

1. Gain Buy-In Through a Phased Approach

Expect each stakeholder group to respond differently to changing processes and technology. To drive adoption and ensure go-live readiness, consider a phased rollout.

A phased rollout can be segmented by Coupa module, geographic region, or a pilot group of selected users. In some cases, Coupa Expenses can be launched prior to Procurement and Invoicing so that end users are familiar with submitting and approving within Coupa and the mobile application during expense submission.

2. Engage an Implementation Partner and IT Early

Engage with an implementation partner to do the heavy lifting.

Internal resources have daily job responsibilities outside of Coupa implementation project tasks – an experienced partner can provide support, strategy, and execution for the end-to-end process. CrossCountry Consulting has completed more than 500+ Coupa implementations and can lead from the front or augment teams as needed.

Engagement with IT and the integrations developers are also critical to success. Coupa integrates with all ERPs and, in some cases, inventory, budgeting and planning, banks, or other applications. Aligning with IT ensures the application infrastructure, systems in scope, and integration approach is driving toward a common solution, not creating obstacles.

3. Document and Design

A Coupa BluePrint and process mapping exercise aligns stakeholders and leads to project success. Organizations have complex existing processes that need to be understood, acknowledged, and designed for in the future state using Coupa.

This does not mean a “lift and shift” approach of old processes to new technology, but instead reviewing the current uses and design and documenting a transformed process within Coupa’s BSM application. The implementation partner should create documents noting process, field transformations, and description of the current and future state, which can be validated with extended stakeholders in working sessions.

4. Create Detailed Systems Integration Testing (SIT) Use Cases

Systems testing is critical from a technical and functional perspective.

Technically, we want to ensure all data integrations and transformations are occurring as expected. Functionally, detailed SIT cases will ensure we are including and covering all business scenarios.

Spending time with detailed SIT use cases will occur before User Acceptance Testing (UAT) and help expedite the UAT process. It will also ensure thorough system design and configuration has been completed.

A Coupa implementation can have transformative benefits to the broader organization beyond business spend management. For expert implementation and advisory, contact CrossCountry Consulting.