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我参加了今年的Coupa年度Inspire会议，很高兴终于参加大型活动，而不仅仅是与客户和同事的小型会议。The event had a palpable buzz to it and I hosted a panel with the CPOs from Disney, Engie, Staples and Casey’s that was well attended — as was the overall conference itself where attendees were clearly excited to be spending time with fellow humans again after two years of a pandemic. I, and other members of the Spend Matters analyst team, spent the event at a tech analyst session, but we also made sure to spend time with customers, partners and Coupa senior management. The consensus was cautious optimism about the pivot to a broader platform and ecosystem approach (including the unique community intelligence aspect of Coupa’s solution strategy) that includes the rapidly expanding Coupa App Marketplace.
One of my goals at the event was to better assess the firm’s progress in managing supply chain spending more deeply beyond direct P2P transactional support (even if its current customer penetration in direct is undoubtedly low relative to indirect spend) and its strong e-sourcing support for complex bidding events (e.g., for transportation sourcing and direct materials sourcing). Coupa’s current “sweet suite” spot relates to P2P support of indirect spend via its core Business Spend Management (BSM) application suite, but the firm has been morphing towards the supply management side of the house (e.g., modeling and management of the n-tier inbound value chain to do things like cost-to-serve analysis or supply risk analytics). For more on transcending spend management to supply [chain] management, especially in volatile supply conditions, read this. To wit, “spend is what you pay and supply is what you get,” and Coupa has certainly made a strong leap in getting more supply-capable with its newest set of capabilities acquired from LLamasoft (see our coverage “Coupa acquisition: A functional overview of LLamasoft’s supply chain design offering and its intersections with procurement solutions,” “Defining and exploring the overlap between direct procurement and supply chain” and “Exploring procurement, finance and supply chain use cases for today and tomorrow”).
但是，这是一个真正的协同作用吗？
Llamasoft收购后，我们重点介绍了七个区域（简洁地凝结），在这些区域似乎与Coupa的当前BSM应用套件有一些天然协同作用：
- 费用/花费预测
- 标普驱动的原材料供应计划
- 与供应商合作供应计划/POS
- 确定库存最小/最高，重新排序点和建议的PO数量
- 使用网络优化生成网络级别的采购方案
- 启动产品/零件分析
- 计算危险价值
在这里，我们在“与Coupa的BSM的SCM的7个协同区域中”单独讲话……”
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