architecture review board >. agenda process flow design and platform configuration chart of...
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Architecture Review Board
<<Insert Customer Name>>
<<Insert Partner Name>>
<<Date>>
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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
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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.
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Process Design and Configuration
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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.
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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)
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Custom Fields
Field Field Type Object Defaults from Field
Business Reason
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Content Management
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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.
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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.
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Custom Roles
Custom Role Starting StandardRole
Business Reason
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Integration
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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
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Outbound Integration Object Source Target Format Frequency
Approved Invoices Coupa
Purchase Orders Coupa
Approved Expense Reports Coupa
Purchase Order Revisions Coupa
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Integration Architecture Diagram
**Insert Integration Architecture Diagram**
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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
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Additional Modules
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Additional Modules
Please provide a summary of any additional modules that will be used beyond procurement (Expenses, Inventory, Sourcing).
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Open Issues
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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.