Architecture Review Board

<<Insert Customer Name>>

<<Insert Partner Name>>

<<Date>>

Agenda

• Process Flow Design and Platform Configuration• Chart of Accounts Structure• Approval Chain and Workflow Review• Custom Field Review

• Content Management• Account Security• Content Groups• Custom Roles

• Integration• Integration Objects and Source System(s)• Integration Architecture Diagram• Initial Date Volumes and Planned Delta Volumes

• Additional Modules (If Applicable)• Expense Management• Inventory and Receiving• Sourcing

• Open Items

Executive Summary

Please define scope and roll out strategy including timeline.

Please provide a high level overview of integration strategy including number of objects, and integration method.

Please provide a summary of the customers’ success metrics.

Please note any modules that are in scope.

Process Design and Configuration

Workflows (Approval Chains)

Please provide a summary of the workflows that will be configured within Coupa including diagrams of the intended flows. Note, this should require multiple slides and include details around which type of configurations will be leveraged (management hierarchy or custom chains) and approval chain volume.

Chart of Accounts

Please provide a summary of the Chart of Accounts structure that will be implemented for the customer including Chart of Accounts format (static or dynamic), number of chart of accounts, and corresponding object within the customer’s ERP.

Segment Required(Dynamic Only)

Defaults from Object

Defaults from Field List Defined In (Dynamic Only)

Custom Fields

Field Field Type Object Defaults from Field

Business Reason

Content Management

Content Groups

Please provide a summary of the customer’s intended use of content groups. This summary should include the number of content groups, how they will be assigned to user records (maintenance), and what organization structure the content groups relate to.

Account Security

Please provide a summary of the intended billing account security configuration. This summary should include the number of account security groups, how they will be assigned to user records (maintenance), and what organization structure the billing account security groups relate to.

Custom Roles

Custom Role Starting StandardRole

Business Reason

Integration

Inbound Integration Object Source Target Format Frequency

Users Coupa

Suppliers Coupa

Accounts Coupa

Account Validation Rules Coupa

Approval Chains Coupa

Requisitions Coupa

Invoices Coupa

Company Addresses Coupa

Remit to Addresses Coupa

Contracts Coupa

Budget Lines Coupa

Invoice Payments Coupa

Lookup Values Coupa

Items Coupa

Expense Payment Coupa

Exchange Rates Coupa

Other Coupa

Outbound Integration Object Source Target Format Frequency

Approved Invoices Coupa

Purchase Orders Coupa

Approved Expense Reports Coupa

Purchase Order Revisions Coupa

Integration Architecture Diagram

**Insert Integration Architecture Diagram**

Data Volumes

Object Initial Volume Frequency of Update

Format(initial/ongoing)

Delta Volume

Users

Suppliers

Accounts

Account Validation Rules

Approval Chains

Requisitions

Invoices

Company Addresses

Remit to Addresses

Contracts

Budget Lines

Invoice Payments

Lookup Values

Items

Expense Payment

Exchange Rates

Additional Modules

Additional Modules

Please provide a summary of any additional modules that will be used beyond procurement (Expenses, Inventory, Sourcing).

Open Issues

Open Items

Please provide a summary of any items that are currently deemed high or urgent priority and may impact the success of the implementation.