1.4 Establish Success Goals and Metrics
Overview
Establishing measurable success metrics is a critical part of any Coupa implementation. Initial metrics establish a baseline and later those measures should prove the success of a Coupa rollout for your organization. These metrics should be identified early in the process and ingrained into every subsequent phase of the project. Every business process, configuration and integration decision should be made with these in mind.
Implementing a SaaS solution is more than just technology; we're going to drive an organization to adopt industry best practices in spend management. We're all about aligning customer goals and success metrics with the best practices we have seen first hand through the use of our technology.
Activities
| Activity | Key Inputs | Roles & Responsibilities | Deliverables | Supporting Documents |
|---|---|---|---|---|
| Obtain Value Discovery Tool Output | Account Executive/Value Engineering Team |
|
Value Discovery Output | |
| Review value discovery output and list of common metrics to create a proposal on specific metrics to drive discussion with customer | Account Executive/Value Engineering Team |
|
List of pre-defined success metrics to review with customer | Success Metrics Pick Mix List |
| Hold Success Metrics Workshop |
Coupa RVP, EM, and CSM |
|
Plan to define success metrics |
Success metrics presentation template - Strategic/Enterprise
Success metrics presentation - Mid-market/Jumpstart (abbreviated, base metrics)
Success metrics presentation - Expenses only |