PROCUREMENT 101

How To Transition Your Source-to-Pay System to Sustainment:
4 Tips to Plan for Post Go-Live

Introduction

Once your source-to-pay system goes live, your organization enters a critical new phase: sustainment. This is where technology meets day-to-day operations — and where long-term value is either realized or lost. 

One of the most important indicators of post-go-live success is whether your organization has a clear, documented sustainment plan. This plan should define how the solution will be supported, how process ownership will be maintained, and how business stakeholders will stay engaged over time. 

At Optis, we encourage clients to begin sustainment planning early so that internal teams are set up to not just support the system, but to continuously improve it. Planning ahead helps shift the mindset from project completion to long-term value realization.  

Here are four key tips to help you move from implementation to continuous impact. 

1. Invest in ongoing, role-based training

Initial go-live training only goes so far. Users change roles, processes evolve, and new features are released regularly. Without structured, ongoing training, user adoption and data quality quickly degrade. 

We recommend building a training program that includes:
  • Role-specific learning paths for buyers, contract managers, accounts payable and suppliers
  • Regular refresher sessions tied to business cycles 
  • Self-service learning materials and knowledge bases for at-your-own-pace support 

Training should be considered a core part of sustainment — not a one-time event. Strong training programs improve compliance, reduce support tickets, and empower users to use the system as intended. 

2. Establish a Cadence for enhancements & upgrades

Most S2P platforms release new features multiple times a year. But taking advantage of those enhancements requires planning, testing, and communication. Without a defined cadence, organizations risk falling behind on functionality — or worse, breaking business processes with untested updates. 

Key elements of a successful upgrade cadence include:
  • Quarterly or biannual release reviews to evaluate new capabilities 
  • A structured test and validation process using real business scenarios 
  • A cross-functional team to assess impact, approve enhancements, and coordinate change management 

This proactive approach prevents regression issues, improves system usability, and ensures the platform evolves in step with business needs. To learn more about how Optis can support upgrades post go-live, read our recent blog post.

3. track metrics that drive business value

During implementation, metrics often focus on go-live readiness. But post-go-live, your measurement strategy should shift to business outcomes. Sustainment teams need to track metrics that tell a story about how well the system is performing — and where there’s room to improve. 

Focus on metrics such as:
  • Quarterly or biannual release reviews to evaluate new capabilities 
  • A structured test and validation process using real business scenarios 
  • A cross-functional team to assess impact, approve enhancements, and coordinate change management 

This proactive approach prevents regression issues, improves system usability, and ensures the platform evolves in step with business needs. To learn more about how Optis can support upgrades post go-live, read our recent blog post.

4. Leverage the right support model

Not every organization has the internal capacity to manage a growing and evolving S2P ecosystem. For some, sustainment means building internal expertise. For others, it’s about partnering with a managed services provider who understands both the technology and the business context. 

Ask yourself the following questions:
  • Do we have the right roles and skills in place to manage and optimize our system? 
  • Are we able to respond quickly to user issues, business requests, and new platform features?
  • Do we have a governance model that balances agility with control? 

At Optis, we help organizations design and implement right-sized support models that evolve with their needs. Learn more about the post go-live support options we offer and more in our new digital guide: From Sustainment to Value Realization.

Conclusion

Many organizations focus heavily on getting to their go-live but fail to plan adequately for what comes next. A successful transition to sustainment ensures your source-to-pay (S2P) solution continues to deliver value, evolves with your business, and doesn’t become shelfware. Done right, it ensures that your investment continues to deliver measurable business value year after year. 

Whether you're looking to build an internal sustainment team or need help designing a support model that works for your business, Optis can help. Reach out today to learn how Optis can support your journey from implementation to value realization. 

Author

Neha Grover, Manager

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