Implementation Overview

When it comes to implementing your Coupa business spend management platform, you can count on Coupa and our trusted partner ecosystem to ensure your success.

Companies around the world have implemented Coupa to manage their spend management initiatives, delivering billions in savings, managing risk, and improving operating effectiveness. Coupa implementation projects are focused on one thing: ensuring customer success. To us, that means jointly focusing on our customer’s unique spend management goals, defining the success metrics that will deliver on those goals, and ensuring stakeholder alignment across all phases of the implementation project to speed time to value.

A framework for success

When it comes to implementing Coupa, we’ve distilled our experience into a four-step methodology that we and our partners use to ensure successful go-lives. Our agile, results-focused approach to configuration, integration, and roll-out is tailored to deliver processes and outcomes to ensure you achieve the value you expect starting from day one. Check out each phase of the Coupa implementation methodology:


Soon after your subscription starts, you’ll hear from your Coupa Engagement Manager, and get access to your Coupa Sandbox environment. We’ll then jointly kick things off by establishing project governance, reviewing your success goals and metrics, and ensuring that your core team gets plugged into the training and documentation that they’ll need to be successful. Learn more about the Mobilize phase.


Immediately following the Mobilize phase, we’ll delve into the outcomes that you want to achieve with your business processes, advise you on best practices, and start mapping out your Coupa configuration and needed integrations. Next, we’ll proceed with configuration and integration, as well as supplier enablement. Learn more about the Model phase


After your solution is set up, we’ll plan and run a complete test plan including a User Acceptance Test (UAT). We will then formalize plans for end-user training as well as cutover from any systems that were used previously. Learn more about the Validate phase


After the system is fully tested and your users are trained, you’ll be ready to go-live on Coupa, and your end-users and suppliers will start using the system. You’ll be well on your way to delivering measurable business value for your organization. Learn more about the Deploy phase