The client recognised that their procure to pay process required centralisation and that their control mechanisms required enhancement. They approached a number of purchase to pay system providers to find a suitable platform to partner with, selecting Coupa Software. Coupa’s core functionality software offered the client a clear solution across every stage of the P2P process.
The client also recognised that implementing such a step-change in process would require strong change management and implementation skills to maximise the benefits to the business. They selected award-winning implementation partners, Barkers to support them in this process.
Barkers’ Solution Architects worked alongside the wider project team to understand the business requirements and key pinch points. This resulted in the production of a comprehensive initial process review, which mapped out existing processes. We also provided project management support to lead both the implementation and change management within the client’s business.
Once the ‘as is’ state had been mapped out, the team delivered design workshops with key stakeholders from across various departments, including procurement and finance, to gain a greater understanding of the optimal Coupa build design for the client. During this process we demonstrated available functionality and asked probing questions to extract the clients’ key requirements.
The outcome was a focus on building a formal purchase order process using Coupa’s core Requisition to Invoice technology. Punchouts and Catalogues within the system were utilised to gain a greater level of visibility and control of preferred suppliers throughout the client’s organisation. Control mechanisms, through the use of Approval Chains within Coupa, were established to minimise risk and enable formal governance. Invoice processes were automated to reduce manual workload, increase efficiencies and reduce errors.
