Customer Training

Delivered by Coupa University, these courses will successfully equip customers with powerful Coupa tools.

 

Admin Track:

 

The Admin track dives into the areas of Approvals, and Reporting. We will teach you how to get the most out of the application by providing new tips on ways to use approval chains. Transactional reporting and strategic reporting will round out the day with an overview of the Coupa reporting tools.

9:00am - 12:00pm Approvals
1:00pm - 3:00pm Reporting/Analytics


 

Buyer Track:

 

The Buyer track looks at Contracts, and Supplier Management. We will look at how to leverage contracts and build approval chains for base contracts. Then we will examine how Contracts Lifecycle Management can expand your contracting options with collaboration both internally and externally. Ending the day we will spend time talking about suppliers, for example, the ongoing management of suppliers from onboarding to working with suppliers to move them to supplier-created invoices.

9:00am - 12:00pm Contracts w/Contracts Lifecycle Management
1:00pm - 3:00pm Supplier Management


 

AP Track:

 

The Buyer track looks at Contracts, and Supplier Management. We will look at how to leverage contracts and build approval chains for base contracts. Then we will examine how Contracts Lifecycle Management can expand your contracting options with collaboration both internally and externally. Ending the day we will spend time talking about suppliers, for example, the ongoing management of suppliers from onboarding to working with suppliers to move them to supplier-created invoices.

9:00am - 12:00pm Contracts w/Contracts Lifecycle Management
1:00pm - 3:00pm Supplier Management


 

The Power of Strategic Sourcing

 

This 3 hour course will show both new and existing users how to get the best from both Artificial Intelligence Classification and Coupa Sourcing Optimization when they are used together to examine current spend and to take that spend, or parts of it to market. It will introduce features that the typical user may not know exist or they have not used before. By covering the latest navigation and functionality updates, as well as useful "tips and tricks', users will learn how to increase their efficiency in both Artificial Intelligence Classification and Coupa Sourcing Optimization and drive better results for their organizations. An introduction will also be made demonstrating the connections between Coupa Sourcing Optimization and the Contracts Lifecycle Management functionality of Coupa.

9:00pm - 12:00pm Getting the most out of Artificial Intelligence Classification and Coupa Sourcing Optimization


 

Expenses Certification

 

This 1-day instructor-led course provides users with the essential foundational concepts and best practice necessary to understand the possible configurations of the Coupa Expenses module. Included is a 30 question Certification exam; after successful completion of the exam, continuing professional education credits (CPE) will be awarded. Completion of Platform Certification is highly recommend prior to attending this course.

8:30am - 3:00pm Coupa Expenses Training and Certification


 

Meetings

 

Integrations Round Tables
Meet with a Coupa Integration Engineer and other customers that are using the same ERP as your organization to have a discussion about challenges and how they are being handled. An opportunity to network and learn about new ways to use Coupa Integrations.

AM Session
PM Session