0. Architecture Review Board
<<Insert Customer Name>>
<<Insert Partner Name>>
<<Date>>

1. 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

2. 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.

3. Process Design and Configuration

4. 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.

5. 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)

6. Custom Fields Field Field Type Object Defaults from Field
Business Reason

7. Content Management

8. 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.

9. 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.

10. Custom Roles
Custom Role
Starting Standard
Role
Business Reason

11. Integration

12. Inbound Integration Object Source Target Format Frequency Users Coupa
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
Other

13. Outbound Integration Object Source Target Format Frequency
Approved Invoices
Coupa
Purchase Orders
Approved Expense Reports
Purchase Order Revisions

14. Integration Architecture Diagram
**Insert Integration Architecture Diagram**

15. 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

16. Additional Modules

17. Additional Modules
Please provide a summary of any additional modules that will be used beyond procurement (Expenses, Inventory, Sourcing).

18. Open Issues

19. 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.