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