Development of category strategies


Maturity analysis showed need for improvement in category and supplier management, as:

  • no standardized procedure for deriving category strategies
  • no methodology toolbox for purchasing



  • Definition of project focus on 4 categories
  • Analysis and preparation of data

1. Workshop

  • Training of the project team for portfolio analysis
  • Supply risk evaluation of categories
  • Evaluation of demand & supply as well as of development potential of suppliers
  • Classification of categories along 8 design fields of purchasing
  • Follow-up: Portfolio establishment

2. Workshop

  • Presenting category portfolio
  • Derivation of strategies, measures, ideas per category

Presentation of results

Key data

  • Duration: 6 months
  • Scope of brief: 30 FTE
  • Sector: Financial services
  • Company Size: 5,000+ employees


  • Training for Category managers and executives in portfolio analysis
  • Transparency about categories and suppliers created
  • Portfolio analysis used as blueprint for further categories
  • Standard strategies conducted according to portfolio result
  • Short and medium-term measures for optimal purchasing defined and agreed with stakeholders (QM, R&D, SCM)
  • Potential assessment of actions carried-out


  • Empowerment of buyers in the application of portfolio analysis
  • Increased acceptance and feasibility of the measures due to intensive involvement of stakeholders
  • Potential of the defined strategies and measures: more than EUR 1 million savings


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