INTEGRATING COUPA WITH YOUR ENTERPRISE APPLICATIONS

Rajiv Ramachandran

VP, IntegrationsCoupa

Alejandro Picasso

Manager, ITCoca-Cola FEMSA

Saket Srivastava

Director, Business Apps & BIGuidewire

• Gartner has made the following ERP predictions: – By 2017, 70 percent of organizations adopting hybrid ERP

will fail to improve cost-benefit outcomes unless their cloud applications provide differentiating functionality.

– By 2018, at least 30 percent of service-centric companies will move the majority of their ERP applications to the cloud.

THE ANALYST VIEW

COUPA’S INTEGRATION OVERVIEW

SUITE SYNERGY

WE DESIGN FOR CONNECTIVITY TO ANY SYSTEM – ERP, KNOWN TODAY AND FUTURE

CLOUDCoupa Applications

Coupa Public REST-Based APIs

Standard Integration Options

(CSV, CXML, EDI)

ERP Specific Integration Options

(Oracle, SAP, NetSuite)

any…

• “Right sized” integration• Data models tailored to

current state and business needs

• Middleware agnostic• Configuration,

not customization• Single Coupa Instance

across Multiple ERPs/charts of accounts – global spend visibility

COUPA ARCHITECTURE BENEFITS

So What?• Up to 50% reduction in time to value

(implementation cycle time)• Up to 50% lower technical implementation cost

• Higher reliability of outcome• Up to 50% lower IT support cost (support tickets)

• Cost avoidance – ongoing customization by IT

• Avoidance of system downtime and business disruption

• Cost avoidance – supporting multiple ERPs, ERP instances, Charts of accounts

• Up to 40% reduction in IT effort to integrate and then support acquisitions

COUPA INTEGRATION METHODOLOGY –THE PROCESS DRIVEN APPROACH

PROCURE TO PAY

OK toPay

Invoices

Purchase Need Requisition Approval Receipt Invoice

Received

2-WayMatch

3-WayMatch

SUPPLIERS

Receive Purchase

OrderSends

InvoiceNon-

Backed Invoice

Invoice Status Update

MASTER DATAUsers, Accounts,

Vendors, Budgets, etc.

Invoice Approved

InvoicePayment

Invoice Payment Details

PO Issued to Supplier

AcknowledgePurchase

Order

MANY FLEXIBLE OPTIONSPORTAL, SUPPLIER ACTIONABLENOTIFICATIONS, CXML/EDL, ETC.

PROCURE TO ORDER

Purchase Need Requisition Approval Receipt*

Invoice Received

2-WayMatch

3-WayMatch

SUPPLIERS

Receive Purchase Order

SendsInvoice

Non-BackedInvoice

Invoice Approved

InvoicePaid

PO Issued

*Receipt can be handled in Coupa or ERP

MASTER DATAUsers, Accounts,

Vendors, Budgets, etc.Receipt

EXPENSES

EmployeeComplete& Submit

Approval/Reconciliation

MASTER DATAUsers, Accounts,

Vendors, Budgets, etc.

ApprovedReport

Invoice Payment Details

AutomaticReport

Creation

(CREDIT CARD, TRAVEL PROVIDERS)

OK toPay Reports

InvoicePayment

Transactions

COUPA ERP / 3RD PARTY INTEGRATION MODELS

INTEGRATING WITH SAP

MIDDLEWARE(ESB Technology)SAP PI / Others

ERPSAP ECC

XML IDocs

Native Data Format Exchange Between Coupa and SAP Using XML Idocs

CUSTOMER

Flat File API XML Idoc

over SFTP CoupaSFTP Server

INTEGRATING WITH ORACLE E-BUSINESSNative Data Format Exchange Between Coupa and Oracle Using Oracle Interface Table Formats

MIDDLEWARE(ESB Technology)IBM / Oracle / Tibco / SAP / Microsoft / Others

ERPOracle E-Business Suite

CSV

CUSTOMER

Flat File API CSV over SFTP

INTEGRATING WITH NETSUITEOut of the Box Integration NetSuite Suitescripts Platform and Coupa REST API

SUITESCRIPTSScheduled, User Events

COUPA REST APIGET, PUT, POST

SAMPLE INTEGRATED SYSTEMS

COCA-COLA FEMSA INTEGRATING COUPA TO SAP

• FEMSA is a multinational beverage and retail company headquartered in Mexico

• Largest independent bottler of Coca-Cola products in the world

• Operates OXXO, the leading convenience store chain in Mexico and Latin America

• Second largest equity stake in Heineken (20% stake), a major global brewer

• $18 B USD annual revenue

ABOUT COCA-COLA FEMSA

COCA-COLA FEMSA PROJECT OVERVIEW

Replace the current Procurement application for KOF with Coupa 100% cloud environment software application.

Value: Gaining functionality, reducing infrastructure and support cost, increasing user experience and hard savings

in procurement process.

INTEGRATIONS DIAGRAM

Master DataSuppliers, Items,

Contracts, Supplier Items,

Lookup Values, …

Requisitions GoodsReceipt Invoice Good for

Payment? PaymentPurchaseOrder

YESMktg?

YES

Requisitions PurchaseOrder

Master DataSuppliers, Items,

Contracts, Supplier Items,

Lookup Values, …

Invoice

Invoice

PurchaseOrder

Customer

SAP ECC RAP

SAP DATA SERVICES WITH WEB PROXY & FIREWALL

BAPI IDoc

BULK LOAD - UI

Coupa

APIXML over HTTPS

cXML Initial Loads (CSV)

In this architecture, the initial load including master data, will be sent from a PC via bulk load.üDirect communication –

Transactional data & Master data updates (deltas) by using Web Proxy is contemplated for sending and consulting transactional data and sending master data updates by each individual record.

DIRECT COMMUNICATION – INITIAL LOAD

TRANSACTIONAL INTERFACES

Transactional Data Object Method FrequencyPurchase Orders GET (Read) 30 minutes

InvoicesPost (Create) NightlyPut (Update) NightlyPost (Create) Nightly

Invoice PaymentsPost (Create) NightlyPut (Update) Nightly

MASTER DATA INTERFACES

Master Data Object Method Frequency

Budget LinesPost (Create) 10 minutesPut (Update) 10 minutesGET (Read) 10 minutes

ContractsPost (Create) 1 hourPut (Update) 1 hourGET (Read) 1 hour

Exchange Rates Post (Create) 8:00 am

SuppliersPost (Create) NightlyPut (Update) NightlyGET (Read) Nightly

GL DataPost (Update) 3 x per day 10:00, 17:00 & 21:00Put (Update) 3 x per day 10:00, 17:00 & 21:00GET (Read) 3 x per day 10:00, 17:00 & 21:00

GUIDEWIREINTEGRATION DISCUSSION

• Guidewire delivers the software that Property and Casualty insurers need to adapt and succeed in a time of rapid industry change, and to ensure that every customer succeeds in the journey• Serving a global community

of insurers

ABOUT GUIDEWIRE

• Drive more spend under management while delivering greater:– Spend compliance against contract– Process & policy compliance– Budget compliance• Automate the full procure-to-pay process with best

practices• Better spend visibility and management information

BUSINESS GOALS

SUCCESS METRICS

Metrics Purpose Owner How to Measure

DesiredValue

User Satisfaction Adoption from users Procurement Survey 75%

Workflow Approvals Ensure PR’s approval routing is correct Procurement Report 90%

Adoption of supplier portal for Invoicing

Limit/Reduce manual keying in of AP invoice by enabling suppliers to use Coupa supplier network or actionable email

AP Report 70% - 6 months80% - 9 months

Receive invoices electronically Eliminate physical copies of invoices AP Report 100%

Account miscoding on requisitions & invoices

Ensure PR and Invoices are coded to correct chart of accounts Procurement/AP Report 80%

Time spent on month end accruals

Improve time spent to calculate accruals. Accounting Report 4 days in 90 days

PROJECT SCOPE

• Requisitions • PO Creation & Dispatch • Receiving • Contracts • Approval Process• Invoice Automation• Supplier & Catalog enablement• Payment Enablement

FUNCTIONAL

• Project led out of US• Global rollout across

16 Legal Entities

PROJECT

• COUPA SaaS implementation• Integration with the following systems :• Intacct• Workday• Oanda

TECHNICAL

• 14 -17 weeks including Hyper care• Go Live : 16-May 15

TIME LINE

HIGH LEVEL PROJECT TIMELINE

7 Weeks to Integrate

Weeks 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18Project Planning & KickoffBusiness Process ReviewConfigurationTrainingIntegrationUser Acceptance TestingMove to ProductionGo LiveHyperCare

GUIDEWIRE PROCURE TO PAY PROCESS

Purchase Needs Requisition Approval Receipt

2-WayMatch

SUPPLIERS

Receive Purchase

Order

Invoice Status Update

PO Issued to Supplier

AcknowledgePurchase

Order

MANY FLEXIBLE OPTIONSPORTAL, SUPPLIER ACTIONABLENOTIFICATIONS, CXML/EDL, ETC.

Users

OK to PayInvoices

MASTER DATACOA, Vendors

Invoice Received

Non-Backed Invoice

SendsInvoice

3-WayMatch

Invoice Approved

InvoicePayments

Invoice Payment Details

INTEGRATION OVERVIEW

INTEGRATION DETAIL

Object Format Source System Target System

Suppliers API Intacct Coupa

Remit-To API Intacct Coupa

Users API Workday Coupa

Accounts API Intacct Coupa

Projects API Intacct Coupa

Departments API Intacct Coupa

Exchange Rates API Oanda Coupa

Invoices API Coupa Intacct

Invoice Payment API Intacct Coupa

Q&A