ACS / COUPA Kickoff Meeting
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Transcript ACS / COUPA Kickoff Meeting
Customer Logo
<Customer Name> / COUPA Kickoff
Meeting
Name, Title, Date
Agenda
Introductions
Define Success
Implementation Overview
Implementation Options
Getting Started
Next Steps
Questions & Answers
Introductions
Welcome to Coupa!
Your point person for all things Coupa
Customer project owner
Customer project team
Review customer pain points
In your words, define what will make
this a successful project?
Implementation Overview
Coupa Implementation Powered by Quick Start
Kick-Off
Meeting
Training
Customer
Review On-line Training
Quick Start
Review Business Process
User
Acceptance
Testing
Configure
Move Data to
Production
Coupa
Deploy!
Coupa & Customer
Detailed information at http://golive.coupa.com
Implementation Options
1
2
Request
Request
Payment
Receipt
Invoice
Confidential - Do Not Disclose or Distribute
Receipt
Approved
Invoices
Approved
PO
Purchase
Order
Purchase
Order
Payment
Invoice
Getting Started
Quick Start
Business Process Template
Implementation Site: http://golive.coupa.com
Support Site: http://support.coupa.com
Supplier Enablement Discussion
Timeline
Stage
Time Frame
Owner
Kickoff Meeting
June 29th
Client & Coupa
Review On-Line Training Week of July 6th
Client
Quick Start
Week of July 6th
Client
Business Process
Analysis
Week of July 13th
Client& Coupa
Setup & Configuration
Week of July 13th
Coupa
Coupa Led Training
Week of July 20th
Client & Coupa
User Acceptance Testing Week of July 27th
Client
Deploy!
Client
August 3rd
Completed
Let’s come to an agreement and add
next set of steps
Next Steps
Determine Project Plan Ownership
Finalize dates for business process review meeting
Customer to go through:
Quickstart on your test environment
(2 hours for project owner)
http://golive.coupa.com (1 hour for project owner)
Fill out business process document (2 – 4 hours for project team)
Go through on-line training (2 hours for project owner)
Send communications to suppliers (2 hours for project owner)
Product Demo (If Required)
Questions & Answers