How Coupa Streamlined Processes and Improved Compliance by 10% with Engagedly

Headquarters

California, United States

Challenge

Update outdated processes

solution

Coupa implemented Engagedly to locate everything in one single system

Result

It was a key factor to seeing increases in compliance rates among Coupa employees

Coupa is a global leader in business spend management, helping organizations optimize their procurement, invoicing, expenses, and payments. Their inclusive platform provides strategic analysis and enables clients to manage their spending efficiently.

coupa case study

 

Industry:
Business Spend Management

Company Size:
Enterprise (1000+ employees)

Products Used:

  • Performance Management
  • Employee Feedback
  • Continuous Feedback
  • Compliance Tracking

The Challenge: Updating Outdated Processes

As Coupa expanded, it became evident that their existing review process was outdated and inefficient. The manual process was taxing on employees, time-consuming, and unsustainable as the company continued to grow.

The leadership team, led by Johnathan Fear, Vice President of Coupa University, sought a better solution that would streamline reviews and enhance compliance. Their key objective was to modernize the process by consolidating it into a single system while improving efficiency across the board.

Coupa University, a core division of the company responsible for employee and customer training, needed a system that would provide better insights into the effectiveness of their learning programs and elicit valuable feedback from employees. The goal was to identify what aspects of the learning processes were working well and where improvements were needed.

Solution: A Comprehensive Platform with Engagedly

In their search for a better solution, Coupa partnered with Engagedly to implement an automated performance management platform. This transition marked a significant shift from their previous manual system, allowing Coupa to streamline its review processes and manage everything from feedback to compliance in a single, user-friendly platform.

Automated Review Process
Before Engagedly, Coupa relied on a manual review process that consumed too much time and effort. Engagedly automated the performance review cycles, reducing the administrative burden on employees and managers. The automation brought new efficiencies to the organization, shortening the time required for each review cycle and increasing overall productivity.

Consolidation of Processes
Engagedly offered a single platform that allowed Coupa to manage all internal processes in one place. By consolidating these functions, employees had a central location to access feedback, manage reviews, and track their compliance, eliminating the confusion of managing multiple systems.

Continuous Feedback and Learning Insights
One of the key features Coupa leveraged was Engagedly’s continuous feedback tool. This allowed Fear’s team to gather real-time feedback from employees and customers about their learning processes, enabling the company to make informed improvements. By providing these insights, Engagedly helped Coupa fine-tune their training programs and boost employee engagement.

According to Johnathan, the integration with Engagedly’s platform has been pivotal for Coupa. “We needed a system that would allow us to streamline reviews and get real-time feedback. Engagedly delivered exactly that and more. We’ve seen significant improvements in how we manage performance.”

Results: Increased Compliance and Efficiency

Since implementing Engagedly, Coupa has experienced several key improvements in its performance management and compliance:

10% Increase in Compliance: By simplifying the review process and making it more accessible, Coupa saw a 10% increase in compliance rates among employees. The ease and clarity of the new system ensured more employees completed their reviews on time.

Reduced Review Time: The time spent on performance reviews has decreased significantly, allowing both managers and employees to focus on more strategic initiatives instead of getting bogged down by paperwork.

Improved Feedback Process: The continuous feedback tool enabled Coupa to identify areas of improvement in their training programs, leading to better employee development and more effective learning outcomes.

A Smooth Onboarding Experience

The success of the platform was also attributed to the seamless onboarding experience provided by Engagedly. Johnathan Fear commended Engagedly’s team, especially Aaron Adams, for their dedication and responsiveness throughout the implementation process. Engagedly’s support team ensured that the transition was smooth and addressed any concerns that arose during the onboarding phase.

“The onboarding process with Engagedly was flawless,” said Johnathan. “Their team was attentive, proactive, and made sure we had everything we needed for a successful launch. It’s been a fantastic experience.”

Moving Forward with Engagedly

Coupa plans to continue expanding its use of Engagedly’s platform to enhance its internal processes further. With the current improvements in compliance and efficiency, Coupa aims to integrate additional features from Engagedly, ensuring that employees remain engaged and that internal processes remain optimized as the company grows.

The partnership between Coupa and Engagedly has proven to be a valuable asset in streamlining operations and increasing compliance rates.

Takeaways

  • 10% increase in compliance after implementing Engagedly’s automated review process.
  • Reduced performance review time, allowing for greater focus on strategic initiatives.
  • Seamless onboarding and support from Engagedly’s team contributed to Coupa’s successful platform adoption.

10%

Increase in compliance

Privacy Preference Center