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Category Planning

eFlow Category Planning provides the bridge between Spend Analytics and launching procurement initiatives.

This module provides users with the ability to take spend categories, assign savings targets, resourcing requirements and phasing options to create different scenarios based on resourcing, ROI and any other decision-making criteria necessary. eFlow Category Planning leverages Efficio’s benchmarking database to provide guidance on timings and savings ranges to create realistic and pragmatic business cases. All data can be viewed through our visualisation engine, minimising the need for offline document creation.

Category Planning provides an environment to build and assess procurement business cases to ensure focus is on the correct opportunities:

Typical challenges

Difficult to pull together spend information in order to start to develop business cases

Lack of a consistent way to size and show opportunities within the procurement team

Projected savings potential and the resource required to deliver across wide range of categories is not based on experience

Prioritisation of sourcing projects not well known across organisation

Difficult to test different possibilities of arranging projects (in waves for example)

Solution

Our solution

Integrated with Spend Analytics to easily start building business cases

Intuitive workflow guides user from initial numbers through savings and resourcing to develop scenarios of high ROI projects

Leverage Efficio’s experience through the application to help drive correct targets and timescales

Single environment in which to size savings and estimate resource results in full project business cases, visible across the business

Opportunities can be built into scenarios and these different scenarios can be compared in application

Key benefits

eFlow Category Planning facilitates modelling savings and resource costs over time to enable the creation of legitimate and comprehensive business proposals

Find the opportunities in your spend data
Find the opportunities in your spend data

Pull Spend Analytics data directly to create sourcing opportunities in a logical, insight-driven structure

Intuitive resource management
Intuitive resource management

Quick and easy assignment of resources to sets of opportunities to model the cost impacts, savings and workloads

Logical workflow helps turn spend into projects
Logical workflow helps turn spend into projects

Intuitive interface enables quick business case creation / Visuals help guide decisions based on cash flow and return on investment

Data-driven savings estimation
Data-driven savings estimation

Use past procurement projects to suggest savings figures that reflect the nature of the market in the category for your sector

Scenario-based to provide alternative views of possible business cases
Scenario-based to provide alternative views of possible business cases

Allows you to create scenarios (change resource and category mix; wave timings etc.) to explore different pipeline strategies

Integrates seamlessly into other eFlow modules
Integrates seamlessly into other eFlow modules

Follow categories from Category Planning through the sourcing phase within the PMO module to understand expectations versus current / Review expectations based on new spend information in Spend Analytics if desired