MAY 13: CUSTOMER TRAINING DAY

MAY 13: CUSTOMER TRAINING DAY WORKSHOPS 9:00 11:30 CLASS 1 12:30 3:00 CLASS 2 Can You Coupa? Instructor: Liz Magnee-Schalch, Technical Trainer Coupa University (Room - California East) How well do you understand your Coupa instance? Do you know how to configure Coupa to optimize cycle times or reduce potential pain points? This class, conducted in a fun and interactive workshop format, will address many of the finer points around Coupa configuration. Attendees will work together to either solve a specific problem or increase workflow efficiency! This game show themed workshop will consist of several segments designed to challenge your troubleshooting ability. We ll re-enact some kind of problem we ve seen from our customers, then see if you can figure out why it happened! The ensuing deconstruction and examination should prove insightful. Note: Participation in the game is limited to 72 people. Others are welcome to observe and learn as part of our audience. Customer Training Day May 13, 2016 9:00 to 3:00 Pg. 1 of 7

LEADING PRACTICE CLASSES 9:00 10:30 Measuring Success and Driving Value Instructors: Ben Simmons, Technical Account Manager Coupa Ken Eales, Customer Success Director Coupa The ability to accurately measure the real value of your process improvements is key to answering the questions, "How far have we come?" and "How far can we go?" To that end, specific attention will be paid to these areas: What Coupa success metrics are Why Coupa success metrics are important What Coupa success metrics mean to your company How to measure success What you can do with Coupa to increase savings How do you support your company s executive team in measuring the success of Coupa? What is the real math of Success? How is it calculated and used to generate the most important savings numbers? This class will focus on using effective benchmarks to help construct KPIs that will define success for your company. 10:30 11:00 Coupa s Release Process / UAT Instructor: Julie Prochasson-Restrepo, Technical Account Manager Coupa Learn how you can benefit from the constant innovation in Coupa with a flexible and predictable release process. We will discuss timelines, change management, and planning for releases. In this class you will learn: Auto release process with associated time line Effective documentation discovery prior to upgrade Creating and performing the User acceptance testing for an upgrade (UAT) and associated resources provided by COUPA Customer Training Day May 13, 2016 9:00 to 3:00 Pg. 2 of 7

LEADING PRACTICES CLASSES 11:00 11:30 Simplify your Integration Strategy with Coupa Instructor: Steve Taylor, Technical Account Manager Coupa Learn how choosing the right integration strategy results in an efficient, scalable and cost effective end-to-end solution. In this class, we ll explore common complexities in data integration and the different approaches to mitigate them. In this class you will learn Pros and Cons of a light integration model vs. a tight integration model How to determine the right dataset for integration How to build error handling, monitoring and support strategies within the integration framework How to effectively plan your integration project lifecycle 12:30 1:00 Optimize: User Adoption Homepage Content Instructor: Scott Cohen, Technical Account Manager Coupa Do you want to drive user adoption? Do your end-users know where to go once they get to your Coupa homepage? We ll address just about everything Coupa Admins can do to their homepage by adding or subtracting individual elements. When it comes to the amount of information on your homepage, how much is too much? We ll show you how to avoid clutter with a less is more approach. One example is to switch to a clean and crisp image-based homepage, which clearly lets users know what their options are. Then, learn how to drive buyer behavior and streamline the user experience by creating links, punchouts, order lists, and web forms. In this class we will discuss the benefits of carefully displaying data on your homepage. A welldesigned homepage not only helps people get what they need quickly, it can shape user behavior towards better business processes and compliance. Customer Training Day May 13, 2016 9:00 to 3:00 Pg. 3 of 7

LEADING PRACTICES CLASSES 1:00 1:30 Optimize: User Adoption Clicks to Submission Instructor: Ben Parker, Technical Account Manager Coupa Website designers and especially commerce sites like Amazon pay careful consideration to the amount of clicks you have to make in order to submit an order. Amazon even has a new 1-Click Checkout" option that saves all of your information all you need to do is press one button! These leading commerce sites know that a low click-to-submission ratio makes it more likely you will purchase all the items in your shopping cart. This class will help you increase adoption by taking a hard look at the what information is really needed at what point in a transaction. Why is that field required? What information are you trying to get from the user for a particular type of request? Can this information be defaulted based on the type of goods or services being procured? In this class, you ll learn how to determine what is really necessary when making fields required. 1 :45 2 : 15 Supplier Enablement: Metric Driven Approach Instructor: Adam Alphin, Dir. Supplier Enablement Services Coupa One of the ways to understand your supplier transactions is through key metrics such as order processing times and amount spent under contract. We ll show you how to take advantage of Coupa s built-in reporting tools to obtain advantages such as more early payment discounts and to help you understand which suppliers and commodities to focus on next. In this class, you will learn about the various reports you can create to improve your Supplier Enablement Process. Customer Training Day May 13, 2016 9:00 to 3:00 Pg. 4 of 7

LEADING PRACTICES CLASSES 2:15 3:00 Optimize: Benchmarking and Key Performance Indicators (KPI) Instructor: Ben Simmons, Technical Account Manager Coupa What s important to look at to measure your performance with Coupa? What could be hindering your ability to reach your spend optimization goals? Benchmarking your data and measure over a period of time in conjunction with key performance indicator data can drastically improve your success through Coupa. Coupa provides visibility tools that let you see how you measure against other Coupa customers. In this class we will walk you through the steps to enable benchmarking, help you understand what the data means, and provide some tips for improvement. We will also show how to use Key Performance Indicator (KPI) data to provide insight around key indicators ranging from user experience to cycle times. Customer Training Day May 13, 2016 9:00 to 3:00 Pg. 5 of 7

TECHNICAL CLASSES 9:00 10:30 Coupa Analytics/Report Writing Instructor: Declan Fanning, Technical Trainer Coupa University (Room Elizabethan AB) Prerequisite: Students should already be familiar with standard Analytics report writing and data structure. In this course, we go beyond the standard report-building wizard. Learn the components of a metric and create your own advanced metrics. Then we ll show you how to use scripting to bind custom metrics and attributes together for your own custom reports. Bring your reports together into a custom dashboard and give your Coupa users targeted insights into company spend. Learn how to write custom reports in Coupa Analytics. Tie numerous data sources together and build real-time business intelligence into your analytics dashboards! 10:30 11:30 Liquid Template Writing Instructor: Declan Fanning, Technical Trainer Coupa University (Room Elizabethan AB) Prerequisite: Students should be familiar with text editing tools and basic languages such as HTML and JavaScript. Coupa s Purchase Orders are based on templates powered by a flexible markup language named Liquid. Learn the basic commands and structure of a Liquid template, and use that knowledge to customize your outbound Purchase Orders. Go beyond static POs to real time dynamic POs! Coupa gives you design freedom by using Liquid. Liquid was developed for usage in Ruby on Rails web applications and works seamlessly as a plugin or stand-alone library. In this class, we ll break Liquid templates down into its structural components. Learn about tags, objects and filters and their role in loading dynamic content. Create custom POs to match the requirements for each of your Chart of Accounts. Customer Training Day May 13, 2016 9:00 to 3:00 Pg. 6 of 7

TECHNICAL CLASSES 12:30 3:00 Integrations Instructor: Declan Fanning, Technical Trainer Coupa University (Room Elizabethan AB) Prerequisite: Students should be familiar with API and flat file database management. This class will discuss Coupa s best practices for running integrations. Learn the pros and cons of various integration methods such as flat file formats and API REST-based calls, and how to monitor them. During this workshop you will learn about integration techniques, and how Coupa is constantly monitoring for any impact or degradation of service. We ll detail leading practices around automating the integration of various data tables and third-party services. Customer Training Day May 13, 2016 9:00 to 3:00 Pg. 7 of 7