Role Summary
We are seeking an experienced Coupa Automation Consultant to review our current Coupa Procure-to-Pay (P2P) configuration, identify opportunities for improvement, and lead the delivery of agreed changes. The consultant will partner with Procurement, Finance, AP, and IT stakeholders to simplify the purchasing journey, increase automation, and introduce AI-enabled capabilities. They will also strengthen the integration that connects Coupa to the wider finance and enterprise landscape.
Key Responsibilities
1. Current-State Review and Assessment
· Review the existing Coupa P2P setup, including requisitions, punchout, approval chains, PO generation, invoicing, and integrations where applicable.
· Assess configuration, workflows, custom fields, business rules, roles and permissions, and supplier onboarding.
· Analyze process metrics such as cycle times, touchless invoice rate, PO compliance, approval bottlenecks, and exception volumes.
· Identify gaps, manual workarounds, and unused or underused Coupa features.
2. Improvement Identification and Recommendations
· Develop a prioritized roadmap of automation and optimization opportunities, with business value, effort, and risk for each.
· Recommend configuration changes, workflow redesign, and adoption of standard Coupa functionality over customization.
· Benchmark against procurement and P2P best practices.
3. Business Engagement and Alignment
· Present findings and proposed solutions to business teams in clear, non-technical walkthroughs.
· Facilitate workshops to validate requirements, gather feedback, and resolve trade-offs.
· Finalize the agreed approach and secure sign-off from business and IT stakeholders.
4. Change Delivery and Implementation
· Configure and implement approved changes in Coupa, including approval workflows, forms, automation rules, and dashboards.
· Prepare functional and technical design documents, test plans, and UAT scripts.
· Support testing, deployment, and hypercare, following change management and release governance.
· Produce user guides, training material, and handover documentation.
5. AI Feature Implementation
· Evaluate and implement Coupa AI-driven capabilities, such as intelligent invoice capture, spend and anomaly detection, supplier risk insights, guided buying, and recommendations.
· Define use cases, data readiness requirements, success measures, and guardrails for responsible AI use.
· Drive adoption and track measurable benefits after go-live.
6. Purchasing Journey and Integration Enhancement
· Improve the end-to-end user experience, from request through requisition, approval, Contract management, associated workflows and PO process.
· Review and improve integrations with Finance/Contract Management systems and other enterprise tools.
· Streamline to eliminate the silo processes and automate the integration touch points errors and eliminate the bottlenecks.
· Define and monitor KPIs for adoption, compliance, and automation.
Required Qualifications
· 8+ years of experience in procurement or finance systems, with 5+ years hands-on with Coupa P2P implementation, configuration, or optimization.
· Proven track record of delivering Coupa enhancement or optimization projects end to end.
· Strong knowledge of P2P processes and controls.
· Hands-on experience with Coupa workflows, approval chains, custom fields, forms, content groups, and role and permission configuration.
· Experienced in implementing/evaluating AI/automation features in procurement or finance platforms.
· Excellent stakeholder management, with the ability to explain technical solutions to business users and drive decisions.
· Strong documentation, analytical, and problem-solving skills.
Preferred Qualifications
· Coupa certification (e.g., Coupa P2P, Admin, or Integration certifications).
· Knowledge of RPA, low-code, or workflow automation tools.
· Familiarity with SOX, audit, and compliance controls in P2P.
· Experience in change management, user adoption, and training delivery.
· Agile or hybrid project delivery experience.
Core Competencies
· Consultative mindset with a focus on business outcomes
· Process improvement and automation thinking
· Clear communication and facilitation
· Ownership and accountability for delivery
· Attention to control, compliance, and data quality
Deliverables
· Current-state assessment report with findings and gaps
· Prioritized improvement and automation roadmap
· Business-approved solution design and implementation plan
· Configured, tested, and deployed Coupa changes
· AI feature implementation plan and go-live
· Integration improvement recommendations and fixes
· Documentation, training material, and KPI/benefits report
Success Measures
· Streamlined guided buying experience
· Higher touchless invoice and PO-compliance rates
· Reduced requisition-to-PO and invoice-to-pay cycle times
· Fewer manual interventions and exceptions
· Improved user satisfaction and adoption
· Measurable benefits from AI features
