Is this useful before we've picked a platform?

It is arguably most useful then. Process and policy design done before selection tends to change which platform you should buy.

Who needs to be involved from our side?

Procurement, AP, and IT at minimum, plus whoever owns the delegation of authority — usually finance. The work is interview-driven.

How does this relate to the Health Check?

The Health Check audits a live Coupa instance. This is about the processes and policies underneath, whatever platform enforces them.

Advisory

The policy is the product; the software just enforces it

Advisory on the procurement and spend processes and policies around your systems — approval thresholds, delegation of authority, commodity taxonomy, supplier onboarding rules, and the buying channels people actually use.

Talk to an advisor

Process & policy advisory

Configure the wrong policy faithfully and you have automated the wrong thing

Every approval chain we inherit encodes a decision someone made years ago, usually in response to a single incident. Revisiting those decisions is cheaper than routing around them forever.

Approval design

Thresholds and delegation that match the risk

Approval thresholds, delegation of authority, and segregation of duties designed against actual spend distribution — so low-risk purchases stop consuming executive attention and high-risk ones stop slipping through.

Thresholds set against real spend data
Delegation of authority and SoD
Mobile and delegate coverage

Taxonomy & data

A commodity structure someone owns

Commodity taxonomy, supplier categorization, and the master-data rules underneath — the foundation for reporting, for sourcing strategy, and increasingly for whether an AI classification agent can work at all.

Commodity taxonomy and ownership
Supplier categorization rules
Master-data standards

Colleagues building out a plan on a whiteboard

Buying channels

Make the compliant path the easy one

Guided buying, catalogs, punchout, and preferred-supplier strategy designed so the compliant route is also the fastest — the only compliance mechanism that reliably works.