PLATFORM IMPLEMENTATION

Accelerate time to success with the leader in procurement platform implementation

Today’s procurement platforms offer powerful tools for integrating best practices into daily operations. However, low utilization of features and misalignment with business processes can negatively impact your success. With hundreds of procurement implementation and support engagements to our credit, Shelby's procurement solutions can help you reduce the time it takes to achieve your business objectives. We can help you optimize your implementation of Coupa, Ariba, Ivalua, SirionLabs and many other best-in-class platforms.

Today’s procurement platforms offer powerful tools for integrating best practices into daily operations. However, low utilization of features and misalignment with business processes can negatively impact your success. With hundreds of procurement implementation and support engagements to our credit, Shelby's procurement solutions can help you reduce the time it takes to achieve your business objectives. We can help you optimize your implementation of Coupa, Ariba, Ivalua, SirionLabs and many other best-in-class platforms.

 

Accelerate time to success with the leader in procurement platform implementation

Today’s procurement platforms offer powerful tools for integrating best practices into daily operations. However, low utilization of features and misalignment with business processes can negatively impact your success. With hundreds of procurement implementation and support engagements to our credit, Shelby’s procurement solutions can help you reduce the time it takes to achieve your business objectives. We can help you optimize your implementation of Coupa, Ariba, Ivalua, SirionLabs and many other best-in-class platforms.

Today’s procurement platforms offer powerful tools for integrating best practices into daily operations. However, low utilization of features and misalignment with business processes can negatively impact your success. With hundreds of procurement implementation and support engagements to our credit, Shelby’s procurement solutions can help you reduce the time it takes to achieve your business objectives. We can help you optimize your implementation of Coupa, Ariba, Ivalua, SirionLabs and many other best-in-class platforms.

 

TRAINING & CERTIFICATION PROGRAM

DURATION:  3 DAYS

CLASS FORMAT: VIRTUAL

MODULES & TOPICS:

  • Platform Foundations
  • Introduction to Business Spend Management

Introduction

  • The P2P Workflow
  • Coupa System Architecture
  • Your Coupa Role: Admin
  • Collaborate with Others

Control System Access

  • Maintain Users and Assign Roles
  • Create and Maintain Content Groups

Configure System-Wide Data

  • Load and Manage Data
  • Create, Configure, and Maintain Financial Accounts
  • Configure Commodities
  • Maintain Suppliers and Contracts
  • Create and Manage Content

Manage System Customization

  • Create Custom Views
  • Create and Manage Custom Fields
  • Create and Maintain Questionnaires and
    Requisition Line Forms
  • Configure Company Information and Home Page

Configure Transactional Elements

  • Configure and Maintain Approvals and Approval Chains
  • Configure and Maintain Requisitions
  • Configure and Maintain Purchase Orders
  • Configure and Maintain Invoices

Monitor System and Business Spend

  • Review Insights
  • View and Schedule Reports

The Shelby Group is a Coupa Authorized Training Partner

 

 

“Shelby’s knowledge and expertise was vital to our success; they helped us better understand our processes and procedures and exploit the tool to its fullest advantage.”

~Craig Culver, Dir. Global Supply Chain, Woodward International

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