Challenge
Maturity analysis showed need for improvement in category and supplier management, as:
- no standardized procedure for deriving category strategies
- no methodology toolbox for purchasing
Service
Analysis
- 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
Results
- 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
Summary
- 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
