Coupa

Roadshow
September 2021
A nda
g Topic Presenters
e Welcome & Introduction
Coupa Overview
Jason Algor
Jason Algor
Key Changes & Benefits Jason Algor
System Functionality Overview Denise Trinkle
How to be Prepared Jason Algor
Q&A All

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Welcome &
In• troduction
Welcome: We are excited to announce that Strategic Sourcing and Procurement, in
partnership with Digital Nexus and F&A, will implement Coupa, a leading web-based procurement
platform! Special thanks to all who joined the session today to learn more about this business
transformation initiative and for your support as we migrate from Ariba to Coupa.

• Session objective: Raise awareness about the new Coupa system that will
replace Ariba, changes that are coming, benefits, and key dates.

• If you have questions: There will be a Q&A section at the end of the
roadshow in which you can submit your question through the chat function. You can also email
US-FM SSP COMM Coupa us-sspcommcoupa@KPMG.com once the session is over.

© 2021 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private
English company limited by guarantee. All rights reserved.
3
Coupa
Overview
 The Big
Picture
WHAT is Coupa? WHYare we replacing Ariba? WHO will be impacted?
Coupa will enable us to be nimble,
compliant, and cost-effective and
Coupa is a solution that delivers a simple supports the firm’s strategy to drive • General KPMG Employees
and integrated process from sourcing to simplification and standardization of
• Suppliers
payment of goods and services back-office processes.
(Source>Procure>Pay). • Strategic Sourcing & Procurement
Coupa will provide:
(SSP)
Coupa will provide an easy to use and • Mobile transactions for requisition • Accounts Payable (AP)
transparent buying process to the end and invoice approvals
users. • Finance & Accounting (F&A)
• Enhanced, streamlined, and
automated purchase orders and • System Administrators
payments through touchless
processes with intervention via
exception only

WHEN are we changing?

Coupa go-live will be November 1, 2021

© 2021 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, 5
a private English company limited by guarantee. All rights reserved.
Timelin October 18 – 29* November 1 - 12

e End User
Training
Post Go-Live
Walk-in Hours

Go-Live
November 1

Last Day to Enter Last Day to Reconcile Purchase

Requisitions in Ariba Orders in Ariba
October 22 November 30

Key Communications

September November
© 2021 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private
English company limited by guarantee. All rights reserved.
6

*Dates above are planned dates and are subject to change

Key Changes
& Benefits
Changes to
Know About
1 An easy-to-use e-procurement tool

2 Mobile user experience for procurement transactions (requisition and invoice approvals)

3 Free solution for our suppliers

4 Better checkout process where shipping, accounting, and approval routing details are visible

5 No more receiving, only invoice approvals

6 Many similarities to Ariba; not a major overall process change, just a new system

7 Guided Buying to drive compliance / policies

© 2021 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private
English company limited by guarantee. All rights reserved.
8
Benef
its
Strategic Sourcing &
Procurement (SSP)
• End-to-end Source to Pay solution (Source, Contract, Order, Payment)
• Improvement / automation of procurement processes including requisition forms and
foreign vendor order processing

• Touchless invoicing process with intervention for exceptions only

Finance & Accounting • Discounted payment terms and payment of catalog / one-time suppliers via single-use credit
(F&A) accounts supporting the firm’s working capital objectives
• Automated assignment of accounting

• No fee procurement platform vs. current pay to play supplier funded model
• Invoices submitted on the Coupa portal instantly routed for approval (they get paid faster)
Suppliers • Various channel options for suppliers to submit invoices against purchase orders
• Option for suppliers to accept discounted terms to accelerate their payments and improve cash
flow

© 2021 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private
English company limited by guarantee. All rights reserved.
9
System
Functionality
Overview
 Coupa Home Screen and General
1
Navigation
Home Page – Brings you
back to the homepage
1
5 1

5
Cart – Links to your
shopping cart which contains
any items selected but not yet
submitted for approval
2

Announcements –
Search Bar – Used to Contains key messages
search or browse catalog 6
2 items and create free text 6 related to Coupa and
purchasing; use “<“ and “>”
requests to read more

Recent Activity – Displays To Do – Displays a list of

3 7 7
3 your five most recent action items within Coupa
requisitions / orders that are assigned to you

4
Overview – Overview of
Additional Stores –
Coupa and link to find more 8
4 information / training 8 Displays all punch-out
options
materials

© 2021 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private
English company limited by guarantee. All rights reserved.
11
 Request a Non-
Catalog Item
1

Write a Request – Submit a non-

1 catalog requisition by using “Write a
request” icon on the home page

1
2 Pop-up Window – In the pop-up
2 window you must fill out the
requested fields

4 Note: Commodity field: Select the best fit for

what you’re buying. The SSP team can update it if
necessary.

Add to Cart – Allows you to add

3 items to the shopping cart without
submitting them for approval

5
Cart – Contains all added items
4 and displays them in a pop-up
window

Review Cart – Allows you to

5 review items added to the cart

onal Limited,
© 2021 KPMG LLP, a Delaware limited liability partnership and a member firm of th
a private English company limited by guarantee. All rights reserved.
e KPMG global organization of independent member firms affiliated with KPMG Internati
12

3
 Submit a Non-
Catalog Requisition
1 2 1

Review Cart – After clicking on the "Review Cart" button, a "Review Cart" window
1 will appear with selected items and general information
Note: You will be asked to choose an “Account" in the "Billing" section before submitting the request

Approvers – You will be able to see a dashboard of the approvals required for your
2 purchase

Submit for Approval – After reviewing the item information, you may submit the
3 request for approval
© 2021 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, 13
a private English company limited by guarantee. All rights reserved.
 Invoice
Approval
Notifications – By clicking on the “Bell" at the
1 1 home page you will see your pending approvals

Invoice details – By selecting the pending

2 approval you want to review, a window will
open with invoice details

2
3 Approve – Approve the invoice

3
© 2021 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, 4 14
a private English company limited by guarantee. All rights reserved.
How to be
Prepared
How to be
Prepared
Be on the lookout for upcoming Coupa communications

Attend an upcoming training session

If you are a Change Champion or you will participate in the UAT testing,
attend the scheduled meetings

© 2021 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private
English company limited by guarantee. All rights reserved.
16
Q
&A
Than
k you!