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Integrating Coupa With Your Enterprise Rajiv Ramachandran, Vice President – Cloud Integrations

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Page 1: Integrating)Coupa)With)YourEnterprise · Integrating)Coupa)With)YourEnterprise Rajiv)Ramachandran,Vice) ... POs Receipts)) Invoices) Reference) ... Catalog)Integration) COUPA

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

Page 3: Integrating)Coupa)With)YourEnterprise · Integrating)Coupa)With)YourEnterprise Rajiv)Ramachandran,Vice) ... POs Receipts)) Invoices) Reference) ... Catalog)Integration) COUPA

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  

Page 9: Integrating)Coupa)With)YourEnterprise · Integrating)Coupa)With)YourEnterprise Rajiv)Ramachandran,Vice) ... POs Receipts)) Invoices) Reference) ... Catalog)Integration) COUPA

AGENDA

►  PLATFORM OVERVIEW ►  INTEGRATION WITH ERPs ►  INTEGRATION WITH 3RD PARTY APPLICATIONS ►  INTEGRATION WITH SUPPLIERS

©2015 Coupa Software, Inc. - Confidential

Page 10: Integrating)Coupa)With)YourEnterprise · Integrating)Coupa)With)YourEnterprise Rajiv)Ramachandran,Vice) ... POs Receipts)) Invoices) Reference) ... Catalog)Integration) COUPA

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!