Integrating)Coupa)With)YourEnterprise · Integrating)Coupa)With)YourEnterprise...
Transcript of Integrating)Coupa)With)YourEnterprise · Integrating)Coupa)With)YourEnterprise...
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Integrating Coupa With Your Enterprise Rajiv Ramachandran, Vice President – Cloud Integrations
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AGENDA
► PLATFORM OVERVIEW ► INTEGRATION WITH ERPs ► INTEGRATION WITH 3RD PARTY APPLICATIONS ► INTEGRATION WITH SUPPLIERS
©2015 Coupa Software, Inc. - Confidential
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AGENDA
► PLATFORM OVERVIEW ► INTEGRATION WITH ERPs ► INTEGRATION WITH 3RD PARTY APPLICATIONS ► INTEGRATION WITH SUPPLIERS
©2015 Coupa Software, Inc. - Confidential
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COUPA
©2015 Coupa Software, Inc - Confidential 4
Unified Spend Management Platform
SaaS
Ruby On Rails
Public Cloud
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COUPA
©2015 Coupa Software, Inc - Confidential 5
Open Standards Integration Platform
DIFFERENT SYSTEMS
50+ OF BUSINESS OBJECTS
1000’s API CALLS/SEC
10+ 600,000 DAILY TRANSACTIONS
Transactional Data: POs Receipts Invoices
Reference Data: Users Suppliers GL Accounts
CSV • API • XML • SOA
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COUPA
©2015 Coupa Software, Inc - Confidential 6
The Business Process Driven Approach
Purchase Need Requisi/on Approval Receipt Invoice
Received Invoice
Approved
2 Way Match
3 Way Match
PO Issued to Supplier
Supplier Flips PO into Invoice
Non-‐PO or Contract backed Invoice
Coupa Open Business Network
Supplier Chooses Their Preferred Connec:on (CXML, Email, Excel, Etc.)
Supplier Receives PO
Customer ERP Approved to Pay Invoices from Coupa to ERP
Payment Detail from ERP to Coupa Master Data – Accounts, Suppliers etc.
from ERP to Coupa
Coupa Procure to Pay
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COUPA
©2015 Coupa Software, Inc - Confidential 7
Out of the Box Standard Integration Model
(ESB Technology) IBM / Oracle / Tibco / SAP / Microsoft / Others
SAP / ORACLE / PeopleSoft / Others
REST API XML/HTTPS
Flat File API CSV over
SFTP CSV
XML
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COUPA
©2015 Coupa Software, Inc - Confidential 8
The Implementation Methodology
Scope
Implement
Business Process
Master Data & Transactional
Data
Integration Approach
System Integration Testing
User Integration Testing Production Rollout
Integration Kickoff
Business Process Definition
Interface Identification
& Data Mapping
Design, Code & Unit Testing
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AGENDA
► PLATFORM OVERVIEW ► INTEGRATION WITH ERPs ► INTEGRATION WITH 3RD PARTY APPLICATIONS ► INTEGRATION WITH SUPPLIERS
©2015 Coupa Software, Inc. - Confidential
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COUPA
©2015 Coupa Software, Inc - Confidential 10
Integrating with SAP
(ESB Technology)
SAP PI / Others
SAP ECC
Flat File API XML IDoc over
SFTP
Coupa SFTP Server
XML IDocs
Native Data Format Exchange Between Coupa & SAP using XML IDocs
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COUPA
©2015 Coupa Software, Inc - Confidential 11
Integrating with Oracle E-‐Business
(ESB Technology) IBM / Oracle / Tibco / SAP / Microsoft / Others
ORACLE E-‐Business Suite
Flat File API CSV over SFTP
CSV
Native Data Format Exchange Between Coupa & ORACLE using ORACLE Interface Table Formats
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COUPA
©2015 Coupa Software, Inc - Confidential 12
Integrating with NetSuite
REST API XML/HTTPS
Flat File API CSV over
SFTP
COUPA REST API GET, PUT, POST
SUITESCRIPTS Scheduled, User Events
Out of the Box Integration NetSuite Suitescripts Platform & Coupa REST API
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COUPA
©2015 Coupa Software, Inc - Confidential 13
Integrating with Great Plains
Boomi [Coupa & Great Plains Connector]
Microsoft Great Plains
REST API XML/HTTPS
XML
Pre-‐Built Coupa to Great Plains Integration using DELL Boomi Connectors
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AGENDA
► PLATFORM OVERVIEW ► INTEGRATION WITH ERPs ► INTEGRATION WITH 3RD PARTY APPLICATIONS ► INTEGRATION WITH SUPPLIERS
©2015 Coupa Software, Inc. - Confidential
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COUPA
©2015 Coupa Software, Inc - Confidential 15
IT Service Management Systems (ITSM)
Invoicing Platforms
Credit Card Providers
Contingent Labor Management Systems
©2015 Coupa Software, Inc. - Confidential
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COUPA
©2015 Coupa Software, Inc - Confidential 16
IT Service Management Systems & Coupa
Why do Customers Use ITSM
• Managing IT Asset Lifecycle • IT Software & IT Hardware Procurement
Why Customers Integrate ITSM with
Coupa
• Unified Spend Visibility • Single Point of Supplier Integration
• Reuse of ERP Integration • Final Approvals
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COUPA
©2015 Coupa Software, Inc - Confidential 17
ITSM & Coupa Integration Business Process
Approval Receipt Invoice Received
Invoice Approved
2 Way Match
3 Way Match
PO Issued to Supplier
Supplier Flips PO into Invoice
Coupa Open Business Network Supplier Chooses Their Preferred
Connection (CXML, Email, Excel, Etc.) Supplier Receives
PO
IT Service Management Systems
Approved to Pay Invoices from Coupa to ERP
Payment Detail from ERP to Coupa
Coupa
IT Software / Hardware Purchase Need
Requisition
Requisition
Receive IT Assets
PO Confirmation
ERP
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COUPA
©2015 Coupa Software, Inc - Confidential 18
Invoicing Platforms & Coupa
Suppliers
Invoicing Platforms Coupa Open Business Network
Coupa
Customer ERP / Financial Systems Master Data – Accounts , Suppliers
OK To Pay Invoices
Invoices
Invoices
PO
PO Invoices
Invoices PO
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COUPA
©2015 Coupa Software, Inc - Confidential 19
Credit Card Providers & Coupa
Customer
ERP
Secu
re & Enc
rypt
ed File
Trans
fer
Use
r & Categ
ory Map
ping
Ex
pens
e Re
ports
Coupa
Approved Expense Reports
GL1025
CDF3
VCF4
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COUPA
©2015 Coupa Software, Inc - Confidential 20
Contingent Labor Management Systems & Coupa
Approval Receipt Invoice Received
Invoice Approved
2 Way Match
3 Way Match
PO Issued to Supplier
Supplier Flips PO into Invoice
Coupa Open Business Network Supplier Chooses Their Preferred
Connection (CXML, Email, Excel, Etc.) Supplier Receives
PO
Services Procurement Systems
Approved to Pay Invoices from Coupa to ERP
Payment Detail from ERP to Coupa
Coupa
Contingent Labor
Purchase Need
Requisition
Requisition
Contingent Labor
Timesheet / Expenses Approved
PO Confirmation
ERP
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AGENDA
► PLATFORM OVERVIEW ► INTEGRATION WITH ERPs ► INTEGRATION WITH 3RD PARTY APPLICATIONS ► INTEGRATION WITH SUPPLIERS
©2015 Coupa Software, Inc. - Confidential
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COUPA
©2015 Coupa Software, Inc - Confidential 22
Catalog Integration
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COUPA
©2015 Coupa Software, Inc - Confidential 23
SUPPLIER ACTIONABLE
NOTIFICATION
PORTAL INVOICE INBOX
DIRECT CONNECTION
PAPER
Coupa Open Business Network
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COUPA
©2015 Coupa Software, Inc - Confidential 24
Integration & “The Real Math Of Success”
Quantify The Business Benefit of Integrations
Reduce Cycle Time Eliminate Paper, Process Electronic
Reduce Error Rates
Technology is just an Enabler ……..
Improve Data Accuracy
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THANK YOU!