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<Customer Name> / 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

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<Customer Name> / COUPA Kickoff Meeting

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  1. Customer Logo <Customer Name> / COUPA Kickoff Meeting Name, Title, Date

  2. Agenda • Introductions • Define Success • Implementation Overview • Implementation Options • Getting Started • Next Steps • Questions & Answers

  3. Introductions • Welcome to Coupa! • Your point person for all things Coupa • Customer project owner • Customer project team • Review customer pain points

  4. In your words, define what will make this a successful project?

  5. Implementation Overview Coupa Implementation Powered by Quick Start Kick-Off Meeting Review On-line Training Configure Quick Start Review Business Process Training User Acceptance Testing Move Data to Production Deploy! Customer Coupa Coupa & Customer Detailed information at http://golive.coupa.com

  6. Implementation Options 1 2 Purchase Order Request Receipt Request Invoice Approved Invoices Approved PO Payment Purchase Order Payment Invoice Receipt Confidential - Do Not Disclose or Distribute

  7. Getting Started • Quick Start • Business Process Template • Implementation Site: http://golive.coupa.com • Support Site: http://support.coupa.com • Supplier Enablement Discussion

  8. Timeline Let’s come to an agreement and add next set of steps

  9. 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)

  10. Questions & Answers

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