Secure that your organization drives Continuous Improvement opportunities for Coupa utilization, process simplification, Process Standardization and/or cycle reduction for transaction process execution.

More Uses of the Coupa Toolkit:


• Ensure you administer; lead Contract Life Cycle Management process with legal department and implement Coupa module in the next phase of Coupa implementation.
  
  

• Solidify expertise with Coupa or similar procurement system.
  
  

• Manage day to day activities and transactions in Procurement; become the expert and go to person for all Coupa related matters, supporting the entire organization.
  
  

• Direct: Coupa managing consultant technology solutions.
  
  

• Ensure you officiate; lead process supplier invoices in Coupa that are in the match exception process.
  
  

• Ensure you mentor; lead Business Process owner Coupa.
  
  

• Orchestrate: staff Supply Chain analyzing Coupa admin.
  
  

• Ensure future success of supplier engagement and adoptions of Coupa.
  
  

• Serve as the first point of contact for partners and be the liaison between Coupa sales teams and partners.
  
  

• Establish: actively lead and be part of the Project Management team for the Coupa software implementation project.
  
  

• Follow Coupa implementation methodology for all customers and tailor to meet each customers unique Business Needs.
  
  

• Control: technology consulting Supply Chain and operations Coupa management.
  
  

• Enable the sales team on the Coupa Sales Processes and best practices.
  
  

• Audit: technology Supply Chain and operations Coupa consulting.
  
  


Save time, empower your teams and effectively upgrade your processes with access to this practical Coupa Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Coupa related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Coupa specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Coupa Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Coupa improvements can be made.

Examples; 10 of the 999 standard requirements:


1. How are Coupa risks managed?
   
   

2. Who should resolve the Coupa issues?
   
   

3. How do you accomplish your long range Coupa goals?
   
   

4. What is the context?
   
   

5. Will your goals reflect your program budget?
   
   

6. How does your organization evaluate strategic Coupa success?
   
   

7. How do you monitor usage and cost?
   
   

8. What goals did you miss?
   
   

9. What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Coupa?
   
   

10. What are the gaps in your knowledge and experience?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Coupa book in PDF containing 994 requirements, which criteria correspond to the criteria in...


Your Coupa self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Coupa Self-Assessment and Scorecard you will develop a clear picture of which Coupa areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Coupa Self-Assessment

• Is secure: Ensures offline Data Protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Coupa projects with the 62 implementation resources:


• 62 step-by-step Coupa Project Management Form Templates covering over 1500 Coupa project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all Coupa project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the Coupa project team have enough people to execute the Coupa project plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Coupa project plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?


 
Step-by-step and complete Coupa Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Coupa project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Coupa Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Coupa project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Coupa project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Coupa project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Coupa project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Coupa project with this in-depth Coupa Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Coupa projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Coupa and put Process Design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Coupa investments work better.

This Coupa All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.