Story
Smartsheet Brings Order Management onto Coupa
Smartsheet, an information technology organization in the United States, uses Community.ai from Coupa to support order to cash for order desk and finance.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because order management has a clear owner |
| Productivity | Handoffs in order to cash sit in a shared queue instead of a mailbox trail |
| Risk and compliance | Community.ai is the governed place order desk and finance use for order to cash |
Story
Information Technology work at Smartsheet spans more than one site, even when headquarters sits in the United States. Order management was splitting across regional habits. Order desk and finance asked for a shared way to run order to cash without freezing local judgment.
Coupa (Community.ai) is what they standardized on. Coupa is a spend management platform for procurement, invoicing, expenses, and supply chain design used by finance and procurement teams. Smartsheet uses it as the system of record for order management, with order desk and finance as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.